Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH PLANNING SERVICES INC | 08-07-2023 | 06-30-2023 | 767 | 619,191,053 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | Stock | 151 | $577,582 | 4,852 | 0.00 | 0.00 | -808 | -14.28 | 06-30-2023 |
| ENERGY SELECT SECTOR SPDR | ETF | 152 | $574,115 | 7,073 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AMGEN INC | Stock | 153 | $569,925 | 2,567 | 0.00 | 0.00 | -280 | -9.83 | 06-30-2023 |
| ISHARES TR RUSSELL 1000 INDEX ETF | ETF | 154 | $568,645 | 2,333 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
