Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATWOOD & PALMER INC | 04-10-2024 | 03-31-2024 | 415 | 1,317,916,047 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF OPPORTUNITIES TRUST | APPLIED FINA VAL | Liquidated | $0 | 0 | 0.00 | 47,485 | +Inf | 03-31-2024 | |
| AMAZON COM INC | COM | 102 | $1,361,869 | 7,550 | 0.00 | 0.00 | 141 | 1.90 | 03-31-2024 |
| HIGHWOODS PPTYS INC | COM | 103 | $1,335,364 | 51,007 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | Liquidated | $0 | 0 | 0.00 | 3,742 | +Inf | 03-31-2024 |
