$626 Million is the total value of ATWOOD & PALMER INC's 297 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 27.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NXPI | Sell | NXP SEMICONDUCTORS N V | $28,116,000 | +4.7% | 271,656 | -0.8% | 4.49% | -6.9% |
| CDW | Sell | CDW CORP | $25,969,000 | -5.7% | 449,995 | -14.9% | 4.15% | -16.3% |
| CSCO | Sell | CISCO SYS INC | $25,009,000 | +5.4% | 739,897 | -5.8% | 4.00% | -6.4% |
| IFV | Buy | FIRST TR EXCHANGE TRADED | $23,215,000 | +3151.4% | 1,214,195 | +2797.1% | 3.71% | +2799.2% |
| LMT | LOCKHEED MARTIN CORP | $22,889,000 | +7.1% | 85,534 | 0.0% | 3.66% | -4.9% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $21,852,000 | -1.7% | 181,739 | -4.4% | 3.49% | -12.7% |
| INTC | Sell | INTEL CORP | $21,437,000 | -2.1% | 594,304 | -1.6% | 3.43% | -13.0% |
| BSWN | New | UBS AG LONDON BRH | $20,611,000 | – | 900,445 | +100.0% | 3.30% | – |
| MA | Sell | MASTERCARD INCORPORATED | $20,577,000 | +4.4% | 182,952 | -4.2% | 3.29% | -7.2% |
| CELG | Sell | CELGENE CORP | $20,064,000 | +6.6% | 161,250 | -0.8% | 3.21% | -5.3% |
| EBIX | Sell | EBIX INC | $18,318,000 | +2.0% | 299,064 | -5.0% | 2.93% | -9.4% |
| AMP | Sell | AMERIPRISE FINL INC | $18,157,000 | +14.4% | 140,016 | -2.1% | 2.90% | +1.6% |
| LYB | Sell | LYONDELLBASELL INDUSTRIE | $18,119,000 | +5.5% | 198,694 | -0.8% | 2.90% | -6.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $17,335,000 | +6.2% | 112,857 | -2.4% | 2.77% | -5.6% |
| FITB | Sell | FIFTH THIRD BANCORP | $17,198,000 | -6.6% | 677,070 | -0.8% | 2.75% | -17.0% |
| AAPL | Sell | APPLE INC | $17,013,000 | +21.5% | 118,425 | -2.0% | 2.72% | +7.9% |
| 3106PS | Sell | DELPHI AUTOMOTIVE PLC | $16,491,000 | +18.8% | 204,883 | -0.6% | 2.64% | +5.6% |
| GOOG | Sell | ALPHABET INC | $16,486,000 | +6.2% | 19,873 | -1.2% | 2.64% | -5.7% |
| GILD | Sell | GILEAD SCIENCES INC | $15,357,000 | -8.0% | 226,100 | -3.0% | 2.46% | -18.2% |
| CVS | Sell | CVS HEALTH CORP | $15,275,000 | -2.0% | 194,586 | -1.5% | 2.44% | -12.9% |
| GE | Sell | GENERAL ELECTRIC CO | $14,130,000 | -7.2% | 474,149 | -1.6% | 2.26% | -17.5% |
| VRP | Buy | POWERSHARES ETF TR II | $13,316,000 | +52.8% | 523,228 | +47.8% | 2.13% | +35.7% |
| AMLP | Sell | ALPS ETF TR | $12,952,000 | +0.2% | 1,019,053 | -0.7% | 2.07% | -11.0% |
| BSJI | Buy | CLAYMORE EXCHANGE TRD FD | $11,151,000 | +17.5% | 440,227 | +16.8% | 1.78% | +4.4% |
| BDX | Sell | BECTON DICKINSON & CO | $9,653,000 | +9.2% | 52,624 | -1.5% | 1.54% | -3.0% |
| BSCI | Buy | CLAYMORE EXCHANGE TRD FD | $9,526,000 | +20.0% | 448,701 | +19.7% | 1.52% | +6.7% |
| BSJH | Sell | CLAYMORE EXCHANGE TRD FD | $8,484,000 | -9.9% | 330,129 | -9.5% | 1.36% | -20.0% |
| LKQ | Buy | LKQ CORP | $8,140,000 | -4.1% | 278,105 | +0.5% | 1.30% | -14.8% |
| BSCJ | Buy | CLAYMORE EXCHANGE TRD FD | $8,053,000 | +67.2% | 379,335 | +66.5% | 1.29% | +48.6% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD | $7,987,000 | +116.6% | 326,133 | +113.5% | 1.28% | +92.3% |
| BSCH | Sell | CLAYMORE EXCHANGE TRD FD | $6,976,000 | -9.0% | 308,414 | -9.1% | 1.12% | -19.2% |
| GOOGL | Sell | ALPHABET INC | $6,908,000 | +3.1% | 8,148 | -3.6% | 1.10% | -8.4% |
| BSCK | Buy | CLAYMORE EXCHANGE TRD FD | $6,107,000 | +281.2% | 285,492 | +277.8% | 0.98% | +238.9% |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD | $5,540,000 | +605.7% | 224,823 | +595.0% | 0.89% | +528.4% |
| KMB | Sell | KIMBERLY CLARK CORP | $5,038,000 | +13.5% | 38,275 | -1.6% | 0.80% | +0.9% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $4,530,000 | +3.9% | 48,656 | -0.9% | 0.72% | -7.7% |
| HIW | Sell | HIGHWOODS PPTYS INC | $4,371,000 | -4.8% | 88,976 | -1.2% | 0.70% | -15.4% |
| XOM | Sell | EXXON MOBIL CORP | $3,879,000 | -13.2% | 47,300 | -4.5% | 0.62% | -22.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,693,000 | +10.6% | 29,649 | +2.3% | 0.59% | -1.8% |
| GSY | Buy | CLAYMORE EXCHANGE TRD FD | $3,355,000 | +234.8% | 66,755 | +233.8% | 0.54% | +197.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,884,000 | +10.7% | 39,400 | -1.0% | 0.46% | -1.7% |
| HD | Buy | HOME DEPOT INC | $2,718,000 | +19.2% | 18,509 | +8.8% | 0.43% | +5.9% |
| FV | Buy | FIRST TR EXCHANGE TRADED | $2,641,000 | +16.3% | 109,878 | +12.0% | 0.42% | +3.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,214,000 | +16.3% | 24,636 | +8.8% | 0.35% | +3.5% |
| USB | Sell | US BANCORP DEL | $2,161,000 | -12.8% | 41,957 | -13.1% | 0.34% | -22.6% |
| IGSB | Sell | ISHARES TR | $1,937,000 | -58.5% | 18,410 | -58.6% | 0.31% | -63.1% |
| SPSB | Sell | SPDR SERIES TRUST | $1,906,000 | -53.2% | 62,275 | -53.3% | 0.30% | -58.3% |
| FDN | Sell | FIRST TR EXCHANGE TRADED | $1,837,000 | +6.6% | 20,860 | -3.4% | 0.29% | -5.2% |
| AMGN | Sell | AMGEN INC | $1,834,000 | +11.2% | 11,181 | -0.9% | 0.29% | -1.3% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH | $1,826,000 | +5117.1% | 30,365 | +4466.2% | 0.29% | +4766.7% |
| FXR | Buy | FIRST TR EXCHANGE TRADED | $1,719,000 | +8947.4% | 50,095 | +8688.6% | 0.28% | +9066.7% |
| FXU | Buy | FIRST TR EXCHANGE TRADED | $1,707,000 | +11.1% | 62,340 | +8.5% | 0.27% | -1.1% |
| FTXO | New | FIRST TR EXCHANGE TRADED | $1,674,000 | – | 64,445 | +100.0% | 0.27% | – |
| SPY | Buy | SPDR S&P 500 ETF TR | $1,596,000 | +66.2% | 6,772 | +57.7% | 0.26% | +47.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSIN | $1,433,000 | -33.2% | 13,999 | -32.9% | 0.23% | -40.7% |
| PEP | Sell | PEPSICO INC | $1,357,000 | +6.2% | 12,130 | -0.7% | 0.22% | -5.7% |
| NVO | Sell | NOVO-NORDISK A S | $1,284,000 | -82.2% | 37,442 | -81.4% | 0.20% | -84.2% |
| IBM | Buy | INTERNATIONAL BUSINESS M | $1,282,000 | +21.4% | 7,360 | +15.7% | 0.20% | +7.9% |
| MO | ALTRIA GROUP INC | $1,278,000 | +5.6% | 17,900 | 0.0% | 0.20% | -6.4% | |
| WFC | Sell | WELLS FARGO & CO NEW | $1,274,000 | +0.4% | 22,894 | -0.6% | 0.20% | -10.5% |
| BSCL | New | CLAYMORE EXCHANGE TRD FD | $1,244,000 | – | 58,825 | +100.0% | 0.20% | – |
| PM | PHILIP MORRIS INTL INC | $1,208,000 | +23.4% | 10,700 | 0.0% | 0.19% | +9.7% | |
| UTX | UNITED TECHNOLOGIES CORP | $1,129,000 | +2.4% | 10,065 | 0.0% | 0.18% | -9.1% | |
| CBSH | Buy | COMMERCE BANCSHARES INC | $1,121,000 | +17.0% | 19,961 | +20.4% | 0.18% | +4.1% |
| DFS | DISCOVER FINL SVCS | $927,000 | -5.1% | 13,550 | 0.0% | 0.15% | -15.9% | |
| STPZ | Sell | PIMCO ETF TR | $812,000 | -45.8% | 15,375 | -46.1% | 0.13% | -51.9% |
| OPK | OPKO HEALTH INC | $800,000 | -14.0% | 100,000 | 0.0% | 0.13% | -23.4% | |
| PAYX | Sell | PAYCHEX INC | $783,000 | -4.6% | 13,287 | -1.5% | 0.12% | -15.5% |
| BSJL | New | CLAYMORE EXCHANGE TRD FD | $763,000 | – | 30,525 | +100.0% | 0.12% | – |
| PFE | Buy | PFIZER INC | $750,000 | +15.7% | 21,938 | +10.0% | 0.12% | +2.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $738,000 | -8.3% | 13,570 | -1.5% | 0.12% | -18.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC D | $704,000 | +2.9% | 4,226 | +0.8% | 0.11% | -8.1% |
| CERN | Buy | CERNER CORP | $630,000 | +59.9% | 10,701 | +28.6% | 0.10% | +42.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $621,000 | +18.7% | 7,066 | +16.5% | 0.10% | +5.3% |
| TSO | Sell | TESORO CORP | $618,000 | -89.1% | 7,619 | -88.3% | 0.10% | -90.3% |
| CVX | Sell | CHEVRON CORP NEW | $617,000 | -11.0% | 5,750 | -2.4% | 0.10% | -20.8% |
| NEE | NEXTERA ENERGY INC | $604,000 | +7.3% | 4,709 | 0.0% | 0.10% | -4.0% | |
| ORCL | Sell | ORACLE CORP | $580,000 | +15.5% | 13,005 | -0.4% | 0.09% | +3.3% |
| IWM | New | ISHARES TR | $568,000 | – | 4,129 | +100.0% | 0.09% | – |
| VTI | VANGUARD INDEX FDS | $523,000 | +5.2% | 4,311 | 0.0% | 0.08% | -5.6% | |
| KO | Sell | COCA COLA CO | $498,000 | +1.0% | 11,726 | -1.4% | 0.08% | -10.1% |
| SRE | SEMPRA ENERGY | $442,000 | +9.7% | 4,000 | 0.0% | 0.07% | -2.7% | |
| PACW | PACWEST BANCORP DEL | $439,000 | -2.2% | 8,250 | 0.0% | 0.07% | -13.6% | |
| FB | FACEBOOK INC | $422,000 | +23.8% | 2,968 | 0.0% | 0.07% | +9.8% | |
| AEP | AMERICAN ELEC PWR INC | $417,000 | +6.6% | 6,214 | 0.0% | 0.07% | -4.3% | |
| EPC | Sell | EDGEWELL PERS CARE CO | $421,000 | -8.7% | 5,750 | -8.9% | 0.07% | -19.3% |
| WBA | WALGREENS BOOTS ALLIANCE | $415,000 | +0.2% | 5,000 | 0.0% | 0.07% | -10.8% | |
| IWD | New | ISHARES TR | $386,000 | – | 3,357 | +100.0% | 0.06% | – |
| MSFT | MICROSOFT CORP | $381,000 | +6.1% | 5,781 | 0.0% | 0.06% | -6.2% | |
| AMZN | AMAZON COM INC | $382,000 | +18.3% | 431 | 0.0% | 0.06% | +5.2% | |
| MRK | Buy | MERCK & CO INC | $373,000 | +60.8% | 5,874 | +49.0% | 0.06% | +42.9% |
| PH | PARKER HANNIFIN CORP | $361,000 | +14.6% | 2,250 | 0.0% | 0.06% | +1.8% | |
| MCD | Sell | MCDONALDS CORP | $354,000 | +4.4% | 2,729 | -1.9% | 0.06% | -6.6% |
| DOW | Buy | DOW CHEM CO | $337,000 | +78.3% | 5,300 | +60.6% | 0.05% | +58.8% |
| FBHS | FORTUNE BRANDS HOME & SE | $329,000 | +13.8% | 5,400 | 0.0% | 0.05% | +1.9% | |
| IEF | Sell | ISHARES TR | $317,000 | -39.5% | 3,000 | -40.0% | 0.05% | -45.7% |
| EPD | ENTERPRISE PRODS PARTNER | $309,000 | +2.0% | 11,200 | 0.0% | 0.05% | -10.9% | |
| EMR | EMERSON ELEC CO | $304,000 | +7.4% | 5,075 | 0.0% | 0.05% | -3.9% | |
| BAC | BANK AMER CORP | $309,000 | +6.9% | 13,082 | 0.0% | 0.05% | -5.8% | |
| ENR | ENERGIZER HLDGS INC NEW | $300,000 | +25.0% | 5,387 | 0.0% | 0.05% | +11.6% | |
| HON | HONEYWELL INTL INC | $281,000 | +7.7% | 2,250 | 0.0% | 0.04% | -4.3% | |
| MDT | MEDTRONIC PLC | $282,000 | +13.3% | 3,500 | 0.0% | 0.04% | 0.0% | |
| QCOM | QUALCOMM INC | $275,000 | -12.1% | 4,800 | 0.0% | 0.04% | -21.4% | |
| ALL | Sell | ALLSTATE CORP | $273,000 | -33.1% | 3,350 | -39.1% | 0.04% | -39.7% |
| RF | Sell | REGIONS FINL CORP NEW | $269,000 | +0.7% | 18,500 | -0.7% | 0.04% | -10.4% |
| CAT | Sell | CATERPILLAR INC DEL | $250,000 | -2.0% | 2,700 | -2.0% | 0.04% | -13.0% |
| SAIA | Sell | SAIA INC | $251,000 | -3.5% | 5,675 | -3.7% | 0.04% | -14.9% |
| DE | DEERE & CO | $245,000 | +5.6% | 2,250 | 0.0% | 0.04% | -7.1% | |
| MMM | Buy | 3M CO | $238,000 | +9.7% | 1,246 | +2.6% | 0.04% | -2.6% |
| BP | Sell | BP PLC | $237,000 | -38.9% | 6,880 | -33.7% | 0.04% | -45.7% |
| RTN | RAYTHEON CO | $229,000 | +7.5% | 1,500 | 0.0% | 0.04% | -2.6% | |
| CHKP | CHECK POINT SOFTWARE TEC | $218,000 | +21.1% | 2,126 | 0.0% | 0.04% | +9.4% | |
| DIS | Sell | DISNEY WALT CO | $222,000 | -11.9% | 1,962 | -18.7% | 0.04% | -22.2% |
| ABB | Sell | ABB LTD | $211,000 | +5.5% | 9,000 | -5.3% | 0.03% | -5.6% |
| TJX | TJX COS INC NEW | $210,000 | +5.5% | 2,650 | 0.0% | 0.03% | -5.6% | |
| WY | WEYERHAEUSER CO | $214,000 | +13.2% | 6,296 | 0.0% | 0.03% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $209,000 | +5.0% | 6,516 | 0.0% | 0.03% | -8.3% | |
| BIIB | BIOGEN INC | $191,000 | -4.0% | 700 | 0.0% | 0.03% | -13.9% | |
| CMCSA | Buy | COMCAST CORP NEW | $185,000 | +8.8% | 4,928 | +100.0% | 0.03% | -3.2% |
| HYH | HALYARD HEALTH INC | $186,000 | +3.3% | 4,881 | 0.0% | 0.03% | -6.2% | |
| GIS | Sell | GENERAL MLS INC | $185,000 | -17.8% | 3,136 | -13.9% | 0.03% | -25.0% |
| MNR | MONMOUTH REAL ESTATE INV | $182,000 | -6.7% | 12,780 | 0.0% | 0.03% | -17.1% | |
| PX | PRAXAIR INC | $178,000 | +1.1% | 1,500 | 0.0% | 0.03% | -12.5% | |
| CFFN | CAPITOL FED FINL INC | $165,000 | -10.8% | 11,263 | 0.0% | 0.03% | -21.2% | |
| GLD | Sell | SPDR GOLD TRUST | $162,000 | +6.6% | 1,366 | -1.8% | 0.03% | -3.7% |
| RSP | Sell | RYDEX ETF TRUST | $155,000 | -1.3% | 1,710 | -5.5% | 0.02% | -10.7% |
| IVV | Buy | ISHARES TR | $154,000 | +710.5% | 651 | +665.9% | 0.02% | +733.3% |
| ABT | Buy | ABBOTT LABS | $145,000 | +195.9% | 3,270 | +157.5% | 0.02% | +155.6% |
| LH | LABORATORY CORP AMER HLD | $143,000 | +11.7% | 1,000 | 0.0% | 0.02% | 0.0% | |
| ED | Buy | CONSOLIDATED EDISON INC | $141,000 | +213.3% | 1,813 | +195.8% | 0.02% | +187.5% |
| ABBV | Buy | ABBVIE INC | $140,000 | +1455.6% | 2,150 | +1333.3% | 0.02% | +1000.0% |
| DVY | ISHARES TR | $140,000 | +2.9% | 1,539 | 0.0% | 0.02% | -8.3% | |
| ANET | ARISTA NETWORKS INC | $132,000 | +36.1% | 1,000 | 0.0% | 0.02% | +23.5% | |
| VZ | Buy | VERIZON COMMUNICATIONS I | $130,000 | +261.1% | 2,667 | +299.9% | 0.02% | +250.0% |
| VEA | Buy | VANGUARD TAX MANAGED INT | $131,000 | +219.5% | 3,333 | +195.0% | 0.02% | +200.0% |
| DXCM | DEXCOM INC | $129,000 | +41.8% | 1,518 | 0.0% | 0.02% | +31.2% | |
| ET | ENERGY TRANSFER EQUITY L | $122,000 | +1.7% | 6,200 | 0.0% | 0.02% | -9.1% | |
| MMP | MAGELLAN MIDSTREAM PRTNR | $123,000 | +1.7% | 1,600 | 0.0% | 0.02% | -9.1% | |
| FI | Sell | FRANKS INTL N V | $111,000 | -21.8% | 10,500 | -8.7% | 0.02% | -30.8% |
| NTC | New | NUVEEN CONNECTICUT QLTY | $110,000 | – | 8,929 | +100.0% | 0.02% | – |
| ENB | Buy | ENBRIDGE INC | $114,000 | +8.6% | 2,721 | +8.8% | 0.02% | -5.3% |
| D | Sell | DOMINION RES INC VA NEW | $106,000 | -17.2% | 1,367 | -18.0% | 0.02% | -26.1% |
| ECL | ECOLAB INC | $109,000 | +6.9% | 867 | 0.0% | 0.02% | -5.6% | |
| AZO | AUTOZONE INC | $108,000 | -8.5% | 150 | 0.0% | 0.02% | -19.0% | |
| AGG | Buy | ISHARES TR | $105,000 | +250.0% | 969 | +244.8% | 0.02% | +240.0% |
| SBUX | Sell | STARBUCKS CORP | $109,000 | -2.7% | 1,860 | -7.5% | 0.02% | -15.0% |
| VO | New | VANGUARD INDEX FDS | $101,000 | – | 727 | +100.0% | 0.02% | – |
| UNP | Sell | UNION PAC CORP | $102,000 | 0.0% | 962 | -2.0% | 0.02% | -11.1% |
| POST | POST HLDGS INC | $97,000 | +9.0% | 1,103 | 0.0% | 0.02% | 0.0% | |
| CORR | CORENERGY INFRASTRUCTURE | $101,000 | -3.8% | 3,000 | 0.0% | 0.02% | -15.8% | |
| HRB | Buy | BLOCK H & R INC | $96,000 | +269.2% | 4,146 | +261.8% | 0.02% | +200.0% |
| CW | CURTISS WRIGHT CORP | $91,000 | -7.1% | 1,000 | 0.0% | 0.02% | -16.7% | |
| NOC | NORTHROP GRUMMAN CORP | $95,000 | +2.2% | 400 | 0.0% | 0.02% | -11.8% | |
| TIP | Sell | ISHARES TR | $88,000 | -12.9% | 770 | -13.4% | 0.01% | -22.2% |
| SAVE | SPIRIT AIRLS INC | $85,000 | -8.6% | 1,607 | 0.0% | 0.01% | -17.6% | |
| COST | Sell | COSTCO WHSL CORP NEW | $85,000 | +2.4% | 508 | -1.7% | 0.01% | -6.7% |
| EMN | EASTMAN CHEM CO | $89,000 | +7.2% | 1,100 | 0.0% | 0.01% | -6.7% | |
| SCHR | SCHWAB STRATEGIC TR | $84,000 | +1.2% | 1,564 | 0.0% | 0.01% | -13.3% | |
| DD | New | DU PONT E I DE NEMOURS & | $80,000 | – | 1,000 | +100.0% | 0.01% | – |
| MON | MONSANTO CO NEW | $84,000 | +7.7% | 741 | 0.0% | 0.01% | -7.1% | |
| GXP | New | GREAT PLAINS ENERGY INC | $73,000 | – | 2,500 | +100.0% | 0.01% | – |
| SHY | ISHARES TR | $73,000 | 0.0% | 868 | 0.0% | 0.01% | -7.7% | |
| TDTF | FLEXSHARES TR | $73,000 | +1.4% | 2,892 | 0.0% | 0.01% | -7.7% | |
| GRMN | GARMIN LTD | $78,000 | +5.4% | 1,527 | 0.0% | 0.01% | -7.7% | |
| VEU | VANGUARD INTL EQUITY IND | $72,000 | +7.5% | 1,508 | 0.0% | 0.01% | 0.0% | |
| FLS | FLOWSERVE CORP | $69,000 | +1.5% | 1,425 | 0.0% | 0.01% | -8.3% | |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $71,000 | -76.9% | 1,079 | -75.9% | 0.01% | -80.0% |
| AEE | New | AMEREN CORP | $66,000 | – | 1,200 | +100.0% | 0.01% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $71,000 | -2.7% | 538 | -10.3% | 0.01% | -15.4% |
| T | AT&T INC | $69,000 | -2.8% | 1,666 | 0.0% | 0.01% | -15.4% | |
| PSX | PHILLIPS 66 | $60,000 | -9.1% | 763 | 0.0% | 0.01% | -16.7% | |
| WR | WESTAR ENERGY INC | $57,000 | -3.4% | 1,050 | 0.0% | 0.01% | -18.2% | |
| TRGP | TARGA RES CORP | $56,000 | +7.7% | 930 | 0.0% | 0.01% | 0.0% | |
| PTLA | Buy | PORTOLA PHARMACEUTICALS | $59,000 | +436.4% | 1,500 | +200.0% | 0.01% | +350.0% |
| KMI | KINDER MORGAN INC DEL | $51,000 | +4.1% | 2,361 | 0.0% | 0.01% | -11.1% | |
| EGOV | NIC INC | $51,000 | -15.0% | 2,500 | 0.0% | 0.01% | -27.3% | |
| CXO | CONCHO RES INC | $51,000 | -3.8% | 400 | 0.0% | 0.01% | -20.0% | |
| HTLF | HEARTLAND FINL USA INC | $50,000 | +4.2% | 1,000 | 0.0% | 0.01% | -11.1% | |
| AMT | AMERICAN TOWER CORP NEW | $49,000 | +16.7% | 400 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON COR | $47,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| MGPI | MGP INGREDIENTS INC NEW | $41,000 | +10.8% | 750 | 0.0% | 0.01% | 0.0% | |
| IEMG | New | ISHARES INC | $45,000 | – | 939 | +100.0% | 0.01% | – |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | 0.0% | 922 | 0.0% | 0.01% | -12.5% | |
| VV | VANGUARD INDEX FDS | $45,000 | +7.1% | 412 | 0.0% | 0.01% | -12.5% | |
| LLY | LILLY ELI & CO | $44,000 | +15.8% | 518 | 0.0% | 0.01% | 0.0% | |
| CAG | New | CONAGRA BRANDS INC | $40,000 | – | 1,000 | +100.0% | 0.01% | – |
| YUM | YUM BRANDS INC | $35,000 | 0.0% | 550 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $38,000 | +15.2% | 428 | 0.0% | 0.01% | 0.0% | |
| NP | NEENAH PAPER INC | $37,000 | -14.0% | 500 | 0.0% | 0.01% | -25.0% | |
| DST | Sell | DST SYS INC DEL | $37,000 | -40.3% | 300 | -47.7% | 0.01% | -45.5% |
| EPM | EVOLUTION PETROLEUM CORP | $40,000 | -20.0% | 5,000 | 0.0% | 0.01% | -33.3% | |
| SCHA | SCHWAB STRATEGIC TR | $29,000 | +3.6% | 455 | 0.0% | 0.01% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES COR | $29,000 | +52.6% | 304 | +52.0% | 0.01% | +66.7% |
| AXP | AMERICAN EXPRESS CO | $32,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% | |
| SDY | SPDR SERIES TRUST | $29,000 | +3.6% | 325 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $32,000 | +3.2% | 531 | 0.0% | 0.01% | -16.7% | |
| RDSA | ROYAL DUTCH SHELL PLC | $32,000 | -3.0% | 600 | 0.0% | 0.01% | -16.7% | |
| CRM | SALESFORCE COM INC | $29,000 | +20.8% | 348 | 0.0% | 0.01% | +25.0% | |
| K | KELLOGG CO | $33,000 | 0.0% | 450 | 0.0% | 0.01% | -16.7% | |
| SWKS | SKYWORKS SOLUTIONS INC | $34,000 | +30.8% | 351 | 0.0% | 0.01% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $22,000 | 0.0% | 879 | 0.0% | 0.00% | 0.0% | |
| APC | Buy | ANADARKO PETE CORP | $22,000 | +4.8% | 356 | +17.1% | 0.00% | 0.0% |
| UMBF | UMB FINL CORP | $26,000 | -3.7% | 350 | 0.0% | 0.00% | -20.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $28,000 | +7.7% | 500 | 0.0% | 0.00% | -20.0% | |
| CB | CHUBB LIMITED | $28,000 | 0.0% | 209 | 0.0% | 0.00% | -20.0% | |
| OGE | OGE ENERGY CORP | $25,000 | +4.2% | 720 | 0.0% | 0.00% | 0.0% | |
| ORLY | O REILLY AUTOMOTIVE INC | $27,000 | -3.6% | 100 | 0.0% | 0.00% | -20.0% | |
| FXN | Sell | FIRST TR EXCHANGE TRADED | $23,000 | -98.6% | 1,495 | -98.5% | 0.00% | -98.6% |
| AFL | AFLAC INC | $23,000 | +4.5% | 312 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $27,000 | +3.8% | 530 | 0.0% | 0.00% | -20.0% | |
| WM | WASTE MGMT INC DEL | $22,000 | +4.8% | 300 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SO | $24,000 | +20.0% | 1,925 | 0.0% | 0.00% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC | $26,000 | +18.2% | 300 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $27,000 | -3.6% | 155 | 0.0% | 0.00% | -20.0% | |
| GS | GOLDMAN SACHS GROUP INC | $23,000 | -4.2% | 100 | 0.0% | 0.00% | 0.0% | |
| S | SPRINT CORP | $22,000 | 0.0% | 2,586 | 0.0% | 0.00% | 0.0% | |
| LMNX | LUMINEX CORP DEL | $18,000 | -10.0% | 1,000 | 0.0% | 0.00% | -25.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $21,000 | -47.5% | 125 | -50.6% | 0.00% | -57.1% |
| VLO | VALERO ENERGY CORP NEW | $17,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| ADM | Sell | ARCHER DANIELS MIDLAND C | $19,000 | -32.1% | 410 | -32.8% | 0.00% | -40.0% |
| TASR | TASER INTL INC | $16,000 | -5.9% | 700 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $19,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $20,000 | 0.0% | 400 | 0.0% | 0.00% | -25.0% | |
| BIVV | New | BIOVERATIV INC | $19,000 | – | 350 | +100.0% | 0.00% | – |
| SPR | SPIRIT AEROSYSTEMS HLDGS | $20,000 | 0.0% | 350 | 0.0% | 0.00% | -25.0% | |
| ADBE | ADOBE SYS INC | $20,000 | +33.3% | 150 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $20,000 | +11.1% | 720 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC | $21,000 | 0.0% | 484 | 0.0% | 0.00% | -25.0% | |
| DUK | DUKE ENERGY CORP NEW | $17,000 | +6.2% | 202 | 0.0% | 0.00% | 0.0% | |
| FXG | Sell | FIRST TR EXCHANGE TRADED | $21,000 | -98.5% | 450 | -98.6% | 0.00% | -98.8% |
| PFG | New | PRINCIPAL FINL GROUP INC | $19,000 | – | 302 | +100.0% | 0.00% | – |
| EQIX | EQUINIX INC | $21,000 | +10.5% | 52 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $11,000 | +22.2% | 40 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $15,000 | +7.1% | 550 | 0.0% | 0.00% | -33.3% | |
| ADX | ADAMS DIVERSIFIED EQUITY | $15,000 | +15.4% | 1,057 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NKE | Sell | NIKE INC | $12,000 | -47.8% | 212 | -52.3% | 0.00% | -50.0% |
| LOW | LOWES COS INC | $15,000 | +15.4% | 187 | 0.0% | 0.00% | 0.0% | |
| HTH | Sell | HILLTOP HOLDINGS INC | $11,000 | -63.3% | 400 | -60.0% | 0.00% | -60.0% |
| TXN | TEXAS INSTRS INC | $13,000 | +8.3% | 162 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $15,000 | +7.1% | 262 | 0.0% | 0.00% | -33.3% | |
| ARCC | New | ARES CAP CORP | $11,000 | – | 643 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC | $14,000 | – | 333 | +100.0% | 0.00% | – |
| SBSI | SOUTHSIDE BANCSHARES INC | $11,000 | -15.4% | 342 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $11,000 | +10.0% | 81 | 0.0% | 0.00% | 0.0% | |
| EWW | ISHARES | $15,000 | +15.4% | 300 | 0.0% | 0.00% | 0.0% | |
| PUK | PRUDENTIAL PLC | $5,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $6,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $6,000 | +20.0% | 650 | 0.0% | 0.00% | 0.0% | |
| NAUH | NATIONAL AMERN UNIV HLDG | $5,000 | +25.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $9,000 | 0.0% | 208 | 0.0% | 0.00% | -50.0% | |
| CLVS | CLOVIS ONCOLOGY INC | $6,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RAT | $9,000 | 0.0% | 640 | 0.0% | 0.00% | -50.0% | |
| CC | Buy | CHEMOURS CO | $8,000 | – | 207 | +2857.1% | 0.00% | – |
| RM | REGIONAL MGMT CORP | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SXL | SUNOCO LOGISTICS PRTNRS | $4,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG | $6,000 | -45.5% | 186 | -50.7% | 0.00% | -50.0% |
| TEP | TALLGRASS ENERGY PARTNER | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TGT | Sell | TARGET CORP | $6,000 | -86.4% | 100 | -83.4% | 0.00% | -87.5% |
| TM | Sell | TOYOTA MOTOR CORP | $4,000 | -60.0% | 33 | -62.1% | 0.00% | -50.0% |
| TWTR | TWITTER INC | $8,000 | 0.0% | 504 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HSC | HARSCO CORP | $6,000 | -14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| VAR | VARIAN MED SYS INC | $9,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| VNQ | Sell | VANGUARD INDEX FDS | $8,000 | -66.7% | 100 | -66.1% | 0.00% | -75.0% |
| WMT | Sell | WAL-MART STORES INC | $7,000 | -80.0% | 100 | -80.0% | 0.00% | -83.3% |
| FBIZ | FIRST BUS FINL SVCS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WPG | WASHINGTON PRIME GROUP N | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| LUMN | CENTURYLINK INC | $3,000 | 0.0% | 118 | 0.0% | 0.00% | -100.0% | |
| KALU | New | KAISER ALUMINUM CORP | $3,000 | – | 38 | +100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| OPHT | OPHTHOTECH CORP | $3,000 | -25.0% | 750 | 0.0% | 0.00% | -100.0% | |
| FEYE | Sell | FIREEYE INC | $2,000 | -83.3% | 132 | -86.8% | 0.00% | -100.0% |
| KSU | New | KANSAS CITY SOUTHERN | $3,000 | – | 32 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $3,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% | |
| FTV | New | FORTIVE CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORP DEL | $2,000 | – | 26 | +100.0% | 0.00% | – |
| DIN | DINEEQUITY INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| MNKD | New | MANNKIND CORP | $1,000 | – | 800 | +100.0% | 0.00% | – |
| TRIB | TRINITY BIOTECH PLC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $3,000 | 0.0% | 300 | 0.0% | 0.00% | -100.0% | |
| APEI | AMERICAN PUBLIC EDUCATIO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SYK | New | STRYKER CORP | $3,000 | – | 26 | +100.0% | 0.00% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -24 | -100.0% | 0.00% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -27 | -100.0% | 0.00% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -32 | -100.0% | 0.00% | – |
| SNAP | New | SNAP INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
| ACUR | Exit | ACURA PHARMACEUTICALS INC | $0 | – | -1,010 | -100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -350 | -100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ADSK | New | AUTODESK INC | $3,000 | – | 38 | +100.0% | 0.00% | – |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| INAP | INTERNAP CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| IP | Buy | INTL PAPER CO | $3,000 | +200.0% | 62 | +520.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
| FBT | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -18 | -100.0% | 0.00% | – |
| ITCI | INTRA CELLULAR THERAPIES | $3,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| PIPR | PIPER JAFFRAY COS | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| TRSK | JANUS DETROIT STR TR | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BCR | Exit | BARD C R INC | $0 | – | -27 | -100.0% | -0.00% | – |
| AVP | Exit | AVON PRODS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MNKD | Exit | MANNKIND CORP | $0 | – | -4,000 | -100.0% | -0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TR | $0 | – | -60 | -100.0% | -0.00% | – |
| TGP | Exit | TEEKAY LNG PARTNERS L P | $0 | – | -200 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -54 | -100.0% | -0.00% | – |
| NTTYY | Exit | NIPPON TELEG & TEL CORP | $0 | – | -123 | -100.0% | -0.00% | – |
| GIB | Exit | GROUPE CGI INC | $0 | – | -158 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -40 | -100.0% | -0.00% | – |
| BDSI | Exit | BIODELIVERY SCIENCES INTL | $0 | – | -2,000 | -100.0% | -0.00% | – |
| FLEX | Exit | FLEX LTD | $0 | – | -376 | -100.0% | -0.00% | – |
| FLOT | Exit | ISHARES TR | $0 | – | -100 | -100.0% | -0.00% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -67 | -100.0% | -0.00% | – |
| IYM | Exit | ISHARES TR | $0 | – | -68 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD BD INDEX FD INC | $0 | – | -75 | -100.0% | -0.00% | – |
| BEN | Exit | FRANKLIN RES INC | $0 | – | -81 | -100.0% | -0.00% | – |
| FMS | Exit | FRESENIUS MED CARE AG&CO | $0 | – | -70 | -100.0% | -0.00% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -135 | -100.0% | -0.00% | – |
| GWX | Exit | SPDR INDEX SHS FDS | $0 | – | -134 | -100.0% | -0.00% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDE | $0 | – | -81 | -100.0% | -0.00% | – |
| FNI | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -480 | -100.0% | -0.00% | – |
| VFC | Exit | V F CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| EEP | Exit | ENBRIDGE ENERGY PARTNERS | $0 | – | -500 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -300 | -100.0% | -0.00% | – |
| IWP | Exit | ISHARES TR | $0 | – | -135 | -100.0% | -0.00% | – |
| PARNF | Exit | PARNELL PHARMACEUT HLDGS | $0 | – | -16,900 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -50 | -100.0% | -0.00% | – |
| EDE | Exit | EMPIRE DIST ELEC CO | $0 | – | -250 | -100.0% | -0.00% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -225 | -100.0% | -0.00% | – |
| SPLV | Exit | POWERSHARES ETF TR II | $0 | – | -244 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR SER TR | $0 | – | -363 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -150 | -100.0% | -0.00% | – |
| FLN | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -765 | -100.0% | -0.00% | – |
| FBZ | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -1,015 | -100.0% | -0.00% | – |
| FSZ | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -345 | -100.0% | -0.00% | – |
| FGM | Exit | FIRST TR EXCH TRD ALPHA F | $0 | – | -375 | -100.0% | -0.00% | – |
| ACAS | Exit | AMERICAN CAP LTD | $0 | – | -1,332 | -100.0% | -0.00% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -219 | -100.0% | -0.00% | – |
| IWS | Exit | ISHARES TR | $0 | – | -364 | -100.0% | -0.01% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -615 | -100.0% | -0.01% | – |
| BND | Exit | VANGUARD BD INDEX FD INC | $0 | – | -329 | -100.0% | -0.01% | – |
| AXAS | Exit | ABRAXAS PETE CORP | $0 | – | -13,500 | -100.0% | -0.01% | – |
| XHR | Exit | XENIA HOTELS & RESORTS IN | $0 | – | -1,844 | -100.0% | -0.01% | – |
| PVI | Exit | POWERSHARES ETF TR II | $0 | – | -1,560 | -100.0% | -0.01% | – |
| TXMD | Exit | THERAPEUTICSMD INC | $0 | – | -7,504 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TR | $0 | – | -388 | -100.0% | -0.01% | – |
| SPH | Exit | SUBURBAN PROPANE PARTNERS | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ALGT | Exit | ALLEGIANT TRAVEL CO | $0 | – | -300 | -100.0% | -0.01% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDS | $0 | – | -684 | -100.0% | -0.01% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -475 | -100.0% | -0.01% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS | $0 | – | -2,500 | -100.0% | -0.01% | – |
| SCHH | Exit | SCHWAB STRATEGIC TR | $0 | – | -1,732 | -100.0% | -0.01% | – |
| LGIH | Exit | LGI HOMES INC | $0 | – | -3,536 | -100.0% | -0.02% | – |
| LQD | Exit | ISHARES TR | $0 | – | -1,079 | -100.0% | -0.02% | – |
| MBB | Exit | ISHARES TR | $0 | – | -1,452 | -100.0% | -0.03% | – |
| VUG | Exit | VANGUARD INDEX FDS | $0 | – | -2,800 | -100.0% | -0.06% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -40,457 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.