Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE BANCORP INC | 07-15-2024 | 06-30-2024 | 848 | 338,666,882 |
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 | $83,264,776 | 136 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2024 |
| Vanguard 500 Index Fund ETF | S&P 500 ETF SHS | 2 | $17,627,978 | 35,247 | 0.01 | 0.00 | 1,125 | 3.30 | 06-30-2024 |
| Bank of America Corporation Com | COM | 3 | $10,425,470 | 262,144 | 0.00 | 0.00 | 2,676 | 1.03 | 06-30-2024 |
| Microsoft Corp Com | COM | 4 | $9,958,569 | 22,281 | 0.00 | 0.00 | -140 | -0.62 | 06-30-2024 |
