ATWOOD & PALMER INC

Position in GS — Goldman Sachs Group Inc

CIK 1044929 KANSAS CITY, MO

Position in GS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$33,824,258

+$5,600,340 QoQ

Shares Held

33,444

+0.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#356

of 3,125 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $37,090,441 across 6 Capital Markets names. GS ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	33,444	$33,824,258
2	HLI	Houlihan Lokey, Inc.	20,897	$2,802,914
3	SCHW	Schwab Charles Corp	4,529	$417,890
4	MS	Morgan Stanley	127	$26,548
5	SNEX	StoneX Group Inc.	225	$17,775
6	PJT	PJT Partners Inc.	7	$1,056

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,824,258	33,444	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$28,223,918	33,362	+1.1%	Shares	Sole	2026-04-15
2025-12-31	$29,005,242	32,998	-0.2%	Shares	Sole	2026-01-28
2025-09-30	$26,324,941	33,057	-0.0%	Shares	Sole	2025-10-15
2025-06-30	$23,403,169	33,067	+40225.6%	Shares	Sole	2025-07-08
2025-03-31	$44,795	82	0.0%	Shares	Sole	2025-04-15
2024-12-31	$46,954	82	0.0%	Shares	Sole	2025-01-16
2024-09-30	$40,599	82	0.0%	Shares	Sole	2024-10-07
2024-06-30	$37,090	82	0.0%	Shares	Sole	2024-07-10
2024-03-31	$34,250	82	+6.5%	Shares	Sole	2024-04-10
2023-12-31	$29,704	77	0.0%	Shares	Sole	2024-01-12
2023-09-30	$24,914	77	0.0%	Shares	Sole	2023-10-20
2023-06-30	$24,835	77	0.0%	Shares	Sole	2023-07-18
2023-03-31	$25,187	77	0.0%	Shares	Sole	2023-04-21
2022-12-31	$26,440	77	0.0%	Shares	Sole	2023-01-31
2022-09-30	$22,564	77	0.0%	Shares	Sole	2022-10-12
2022-06-30	$22,870	77	+352.9%	Shares	Sole	2022-07-21
2022-03-31	$5,611	17	0.0%	Shares	Sole	2022-04-29
2021-12-31	$6,503	17	0.0%	Shares	Sole	2022-01-24
2021-09-30	$6,426	17	0.0%	Shares	Sole	2021-10-29
2021-06-30	$6,452	17	0.0%	Shares	Sole	2021-07-26
2021-03-31	$5,559	17	-85.8%	Shares	Sole	2021-04-26
2020-03-31	$18,550	120	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.