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 |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INC COM | Stock | 351 | $266,985 | 3,825 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AMN HEALTHCARE SVCS INC COM | Stock | 352 | $266,253 | 2,440 | 0.00 | 0.00 | 22 | 0.91 | 06-30-2023 |
| SUN LIFE FINANCIAL INC | Stock | 353 | $265,655 | 5,097 | 0.00 | 0.00 | -1 | -0.02 | 06-30-2023 |
| NORFOLK SOUTHERN CRP | Stock | 354 | $262,588 | 1,158 | 0.00 | 0.00 | -169 | -12.74 | 06-30-2023 |
