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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK INC CL A | Stock | 401 | $265,118 | 4,111 | 0.00 | 0.00 | -73 | -1.74 | 06-30-2024 |
| KOREA ELECTRIC POWERCORP ADR | ADR | 402 | $264,982 | 37,374 | 0.00 | 0.00 | -2,383 | -5.99 | 06-30-2024 |
| BLACKSTONE GROUP LP | Stock | 403 | $264,808 | 2,139 | 0.00 | 2,139 | +Inf | 06-30-2024 | |
| MERCADOLIBRE INC | Stock | 404 | $264,587 | 161 | 0.00 | 161 | +Inf | 06-30-2024 |
