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 |
|---|---|---|---|---|---|---|---|---|---|
| ROPER INDUSTRIES INC | Stock | 301 | $343,269 | 609 | 0.00 | 0.00 | 5 | 0.83 | 06-30-2024 |
| NUCOR CORP COM | Stock | 302 | $343,192 | 2,171 | 0.00 | 0.00 | 56 | 2.65 | 06-30-2024 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 303 | $343,110 | 3,878 | 0.00 | 0.00 | 602 | 18.38 | 06-30-2024 |
| AFLAC INC COM | Stock | 304 | $342,593 | 3,836 | 0.00 | 0.00 | 11 | 0.29 | 06-30-2024 |
