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 |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 251 | $139,023 | 556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | COM | Liquidated | $138,074 | 1,525 | 0.00 | 0.00 | 1,525 | +Inf | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | Liquidated | $0 | 0 | 0.00 | 1,075 | +Inf | 03-31-2024 | |
| CONOCOPHILLIPS | COM | 254 | $137,081 | 1,077 | 0.00 | 0.00 | 41 | 3.96 | 03-31-2024 |
