Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARBER FINANCIAL GROUP INC | 05-04-2023 | 03-31-2023 | 148 | 567,471,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DTE ENERGY CO | COM | 101 | $659,306 | 6,019 | 0.00 | 0.00 | 6 | 0.10 | 03-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 102 | $628,258 | 13,943 | 0.00 | 0.00 | 67 | 0.48 | 03-31-2023 |
| HOME DEPOT INC | COM | 103 | $611,231 | 2,071 | 0.00 | 0.00 | -1,827 | -46.87 | 03-31-2023 |
| BANK AMERICA CORP | COM | 104 | $595,946 | 20,837 | 0.00 | 0.00 | 6 | 0.03 | 03-31-2023 |
