Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE BANCORP INC | 04-16-2024 | 03-31-2024 | 822 | 338,114,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A | CL A | 1 | $86,283,840 | 136 | 0.03 | 0.02 | 1 | 0.74 | 03-31-2024 |
| Vanguard 500 Index Fund ETF | S&P 500 ETF SHS | 2 | $16,402,345 | 34,122 | 0.00 | 0.00 | -65 | -0.19 | 03-31-2024 |
| Bank of America Corporation Com | COM | 3 | $9,839,040 | 259,468 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Microsoft Corp Com | COM | 4 | $9,432,983 | 22,421 | 0.00 | 0.00 | -106 | -0.47 | 03-31-2024 |
