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 |
|---|---|---|---|---|---|---|---|---|---|
| Schwab U.S. REIT ETF | US REIT ETF | 151 | $336,834 | 16,867 | 0.00 | 0.00 | 159 | 0.95 | 06-30-2024 |
| Southern Co Com | COM | 152 | $335,180 | 4,321 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| First Tr Exchange | TCW OPPORTUNIS | 153 | $333,293 | 7,742 | 0.00 | 0.00 | 50 | 0.65 | 06-30-2024 |
| I Shares Silver Trust | ISHARES | 154 | $329,707 | 12,409 | 0.00 | 0.00 | 224 | 1.84 | 06-30-2024 |
