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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | Liquidated | $0 | 0 | 0.00 | 750 | +Inf | 12-31-2023 | |
| EXELON CORP | COM | 602 | $9,243 | 246 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REPUBLIC SVCS INC | COM | 603 | $9,190 | 48 | 0.00 | 48 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FDS | CONSUM DIS ETF | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 03-31-2024 |
