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 |
|---|---|---|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | Stock | 201 | $495,707 | 605 | 0.00 | 605 | +Inf | 06-30-2024 | |
| GENERAL MOTORS CORP | Stock | 202 | $491,407 | 10,577 | 0.00 | 0.00 | -2,136 | -16.80 | 06-30-2024 |
| ANHEUSER BUSCH | ADR | 203 | $489,449 | 8,417 | 0.00 | 0.00 | 1,761 | 26.46 | 06-30-2024 |
| WASTE MANAGEMENT INC | Stock | 204 | $487,482 | 2,285 | 0.00 | 0.00 | -21 | -0.91 | 06-30-2024 |
