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 |
|---|---|---|---|---|---|---|---|---|---|
| APPIAN CORP | CL A | 4701 | $599 | 15 | 0.00 | 0.00 | -117 | -88.64 | 03-31-2024 |
| INSPIRE MED SYS INC | COM | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 12-31-2023 | |
| SEA LTD | SPONSORD ADS | 4703 | $591 | 11 | 0.00 | 0.00 | -40 | -78.43 | 03-31-2024 |
| TEGNA INC | COM | 4704 | $583 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
