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 |
|---|---|---|---|---|---|---|---|---|---|
| BOOKING HOLDINGS INC COM | Stock | 201 | $450,955 | 167 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DR REDDYS LABS LTD ADR | ADR | 202 | $447,008 | 7,083 | 0.00 | 0.00 | 182 | 2.64 | 06-30-2023 |
| CIGNA CORP | Stock | 203 | $446,715 | 1,592 | 0.00 | 0.00 | -5 | -0.31 | 06-30-2023 |
| PARKER-HANNIFIN CORP COM | Stock | 204 | $443,865 | 1,138 | 0.00 | 0.00 | -5 | -0.44 | 06-30-2023 |
