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 |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SERVICES INC | Stock | 251 | $393,840 | 1,550 | 0.00 | 0.00 | -609 | -28.21 | 06-30-2024 |
| KOOKMIN BK NEW SPONSORED ADR | ADR | 252 | $392,817 | 6,939 | 0.00 | 0.00 | 967 | 16.19 | 06-30-2024 |
| HSBC HOLDINGS PLC SPONS ADR | ADR | 253 | $392,675 | 9,027 | 0.00 | 0.00 | 1,240 | 15.92 | 06-30-2024 |
| CHARLES SCHWAB CORP | Stock | 254 | $390,557 | 5,300 | 0.00 | 0.00 | -2,851 | -34.98 | 06-30-2024 |
