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 |
|---|---|---|---|---|---|---|---|---|---|
| CARVANA CO CL A | Stock | 451 | $242,766 | 1,886 | 0.00 | 1,886 | +Inf | 06-30-2024 | |
| OVINTIV INC COM | Stock | 452 | $242,224 | 5,168 | 0.00 | 5,168 | +Inf | 06-30-2024 | |
| IDEXX LABS INC | Stock | 453 | $241,895 | 497 | 0.00 | 0.00 | -11 | -2.17 | 06-30-2024 |
| CHUNGHWA TELECOM LTD ADR | ADR | 454 | $241,119 | 6,245 | 0.00 | 6,245 | +Inf | 06-30-2024 |
