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  Name: ATWOOD & PALMER INC
  City: KANSAS CITY
  State: MO
  Zip: 64112
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,317,924,000
  Total Value Change : $80,336,000
  Securities Held Change : 13
   
All Securities Held : 415
  New Positions : 33
  Closed Positions : 21
  Increased Positions : 96
  Unchanged Positions : 216
  Decreased Positions : 70

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Holdings Found : 21     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 423 Closed $129.23 $0 0 0% -2,000 -18 0    REIT - Diversified
   (SPLK)1 Year Chart         SPLK Splunk Inc 429 Closed $156.90 $0 0 0% -2,000 -13 0    Application Software
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 416 Closed $51.80 $0 0 0% -40,000 -793 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 422 Closed $48.88 $0 0 0% -177,000 -3,696 0    Closed - End Fund - F...
   (MET)1 Year Chart         MET MetLife Inc 428 Closed $70.42 $0 0 0% -11,000 -160 0    Life & Health Insurance
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 415 Closed $280.12 $0 0 0% -3,000 -10 0    Conglomerates
   (EPM)1 Year Chart         EPM Evolution Petroleum Corp 421 Closed $5.79 $0 0 0% -29,000 -5,000 0    Independent Oil & Gas
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 427 Closed $0.00 $0 0 0% 0 -12 0    N/A
   (IGF)1 Year Chart         IGF iShares S&P Global Infrastr... 414 Closed $47.51 $0 0 0% -160,000 -3,400 0    Closed - End Fund - E...
   (WHR)1 Year Chart         WHR Whirlpool Corp 420 Closed $104.67 $0 0 0% -2,000 -17 0    Appliances
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 426 Closed $138.64 $0 0 0% -21,000 -143 0    Beverage - Brewers
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 413 Closed $248.28 $0 0 0% -83,000 -317 0    Diversified Machinery
   (MDRX)1 Year Chart         MDRX Allscripts Healthcare Solut... 419 Closed $7.96 $0 0 0% -20,000 -1,925 0    Internet Software & S...
   (AEE)1 Year Chart         AEE Ameren Corp 425 Closed $72.51 $0 0 0% -87,000 -1,200 0    Multi Utilities
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 412 Closed $0.00 $0 0 0% -14,000 -136 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 431 Closed $80.16 $0 0 0% -17,000 -193 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 418 Closed $157.91 $0 0 0% -326,000 -2,180 0    Closed - End Fund - E...
   (FTXG)1 Year Chart         FTXG First Trust Nasdaq Food & B... 424 Closed $0.00 $0 0 0% -123,000 -5,075 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc 411 Closed $291.14 $0 0 0% -4,000 -18 0    Diversified Machinery
   (TRIB)1 Year Chart         TRIB Trinity Biotech Plc (ADR) 430 Closed $0.45 $0 0 0% 0 -100 0    Diagnostic Substances
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 417 Closed $70.22 $0 0 0% -2,000 -21 0    AirDelivery & Freight...

      21 Records Found
  1    
Page 1 of 1
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