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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | 551 | $211,023 | 805 | 0.00 | 805 | +Inf | 06-30-2024 | |
| FLUOR CORP | Stock | 552 | $210,477 | 4,833 | 0.00 | 4,833 | +Inf | 06-30-2024 | |
| MURPHY USA INC | Stock | 553 | $209,379 | 446 | 0.00 | 446 | +Inf | 06-30-2024 | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 554 | $209,100 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
