Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 05-03-2024 | 03-31-2024 | 2121 | 2,183,786,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TONIX PHARMACEUTICALS HLDG C | COM | 3601 | $3,000 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| REPRO MED SYS INC | COM | 3602 | $3,000 | 525 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| PHASEBIO PHARMACEUTICALS INC | COM | 3603 | $3,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| NUVEEN NEW YORK QLT MUN INC | COM | 3604 | $3,000 | 315 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
