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 |
|---|---|---|---|---|---|---|---|---|---|
| HUBBELL INC COM | Stock | 601 | $201,379 | 551 | 0.00 | 551 | +Inf | 06-30-2024 | |
| FASTLY INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ADVENT CLAYMORE CONVERTIBLE SECS & INC | CEF | 603 | $195,972 | 16,441 | 0.00 | 0.00 | -4,727 | -22.33 | 06-30-2024 |
| EQUITRANS MIDSTREAM CORP COM | Stock | 604 | $195,686 | 15,076 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
