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 |
|---|---|---|---|---|---|---|---|---|---|
| HEARTLAND FINL USA INC | COM | 151 | $509,992 | 14,509 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EMERSON ELEC CO | COM | 152 | $498,425 | 4,395 | 0.00 | 0.00 | 42 | 0.96 | 03-31-2024 |
| INTEL CORP | COM | 153 | $494,616 | 11,198 | 0.00 | 0.00 | 225 | 2.05 | 03-31-2024 |
| BROADCOM INC | COM | 154 | $486,426 | 367 | 0.00 | 0.00 | 12 | 3.38 | 03-31-2024 |
