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 |
|---|---|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC COM | Stock | 251 | $364,465 | 1,622 | 0.00 | 0.00 | 300 | 22.69 | 06-30-2023 |
| PIONEER NATURAL RESOURCES CO | Stock | 252 | $364,016 | 1,757 | 0.00 | 0.00 | 202 | 12.99 | 06-30-2023 |
| ISHARES S&P 500 GROWTH ETF | ETF | 253 | $363,395 | 5,156 | 0.00 | 0.00 | 1,800 | 53.64 | 06-30-2023 |
| KLA-TENCOR CORP | Stock | 254 | $363,280 | 749 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
