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 |
|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET INC | COM | 4201 | $1,100 | 19 | 0.00 | 19 | +Inf | 03-31-2024 | |
| STEM INC | COM | 4202 | $1,095 | 500 | 0.00 | 0.00 | -270 | -35.06 | 03-31-2024 |
| LATTICE SEMICONDUCTOR CORP | COM | 4203 | $1,095 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
| GRANITESHARES ETF TR | BBG COMMD K 1 | 4204 | $1,093 | 55 | 0.00 | 0.00 | -160 | -74.42 | 03-31-2024 |
