Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT GROUP INC | 04-24-2024 | 03-31-2024 | 109 | 134,593,956 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 151 | $278,486 | 7,137 | 0.00 | 0.00 | -73,120 | -91.11 | 03-31-2024 |
| KT CORP | SPONSORED ADR | 152 | $264,277 | 18,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PAYCHEX INC | COM | 153 | $246,457 | 2,007 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK ETF TRUST | JP MRGAN EM LOC | 154 | $245,541 | 10,018 | 0.00 | 0.00 | -97,125 | -90.65 | 03-31-2024 |
