Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE PRIVATE WEALTH LLC | 06-30-2022 | 06-30-2022 | 272 | 255,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 151 | $437,000 | 11,137 | 0.17 | 0.17 | -796 | -6.67 | 06-30-2022 |
| BRISTOL-MYERS SQUIBB CO | COM | 152 | $434,000 | 65,615 | 0.17 | 0.11 | 60,650 | 1221.55 | 06-30-2022 |
| BP PLC | SPONSORED ADR | 153 | $433,000 | 15,258 | 0.17 | 0.14 | -427 | -2.72 | 06-30-2022 |
| KRANESHARES TR | QUADRTC INT RT | 154 | $426,000 | 16,808 | 0.17 | 0.15 | -1,500 | -8.19 | 06-30-2022 |
