ATWOOD & PALMER INC

Position in MS — Morgan Stanley

CIK 1044929 KANSAS CITY, MO

Position in MS

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

Position Value

$26,548

+$5,648 QoQ

Shares Held

127

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,630

of 2,723 holders

Holding Since

Mar 2021

22 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. MS ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	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 This page	127	$26,548
5	SNEX	StoneX Group Inc.	225	$17,775
6	PJT	PJT Partners Inc.	7	$1,056

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,548	127	0.0%	Shares	Sole	2026-07-08
2026-03-31	$20,900	127	+49.4%	Shares	Sole	2026-04-15
2025-12-31	$15,090	85	0.0%	Shares	Sole	2026-01-28
2025-09-30	$13,511	85	0.0%	Shares	Sole	2025-10-15
2025-06-30	$11,973	85	0.0%	Shares	Sole	2025-07-08
2025-03-31	$9,916	85	0.0%	Shares	Sole	2025-04-15
2024-12-31	$10,686	85	0.0%	Shares	Sole	2025-01-16
2024-09-30	$8,860	85	0.0%	Shares	Sole	2024-10-07
2024-06-30	$8,261	85	0.0%	Shares	Sole	2024-07-10
2024-03-31	$8,003	85	0.0%	Shares	Sole	2024-04-10
2023-12-31	$7,926	85	-70.7%	Shares	Sole	2024-01-12
2023-09-30	$23,684	290	0.0%	Shares	Sole	2023-10-20
2023-06-30	$24,766	290	0.0%	Shares	Sole	2023-07-18
2023-03-31	$25,462	290	0.0%	Shares	Sole	2023-04-21
2022-12-31	$24,655	290	0.0%	Shares	Sole	2023-01-31
2022-09-30	$22,912	290	0.0%	Shares	Sole	2022-10-12
2022-06-30	$22,057	290	+87.1%	Shares	Sole	2022-07-21
2022-03-31	$13,547	155	0.0%	Shares	Sole	2022-04-29
2021-12-31	$15,214	155	-18.4%	Shares	Sole	2022-01-24
2021-09-30	$18,488	190	+171.4%	Shares	Sole	2021-10-29
2021-06-30	$6,418	70	-74.1%	Shares	Sole	2021-07-26
2021-03-31	$20,968	270	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.