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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC COM | Stock | 301 | $305,341 | 7,073 | 0.00 | 0.00 | -306 | -4.15 | 06-30-2023 |
| PAYPAL HLDGS INC COM | Stock | 302 | $304,489 | 4,563 | 0.00 | 0.00 | -4,025 | -46.87 | 06-30-2023 |
| AIR PRODS & CHEMS INC COM | Stock | 303 | $303,125 | 1,012 | 0.00 | 0.00 | -36 | -3.44 | 06-30-2023 |
| CANADIAN NATIONAL RAILWAY CO | Stock | 304 | $302,796 | 2,501 | 0.00 | 0.00 | -547 | -17.95 | 06-30-2023 |
