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
TMC THE METALS COMPANY INC COM 701 $3,397 2,375 0.00 0.00 0 0.00 03-31-2024
EQT CORP COM 702 $3,300 89 0.00 0.00 0 0.00 03-31-2024
WORKDAY INC COM 703 $3,273 12 0.00 12 +Inf 03-31-2024
ROBLOX CORP CL A Liquidated $0 0 0.00 70 +Inf 03-31-2024
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