Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH PLANNING SERVICES INC | 08-09-2024 | 06-30-2024 | 508 | 699,887,939 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP COM | Stock | 101 | $974,696 | 1,927 | 0.00 | 0.00 | 789 | 69.33 | 06-30-2024 |
| LOWES COS INC COM | Stock | 102 | $972,008 | 4,409 | 0.00 | 0.00 | -2,566 | -36.79 | 06-30-2024 |
| VALERO ENERGY CORP | Stock | 103 | $971,755 | 6,199 | 0.00 | 0.00 | -14 | -0.23 | 06-30-2024 |
| WELLS FARGO CO NEW COM | Stock | 104 | $966,097 | 16,267 | 0.00 | 0.00 | -12,036 | -42.53 | 06-30-2024 |
