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 |
|---|---|---|---|---|---|---|---|---|---|
| EOG RESOURCES INC | Stock | 401 | $235,632 | 2,059 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TRANE TECHNOLOGIES PLC SHS | Stock | 402 | $235,441 | 1,231 | 0.00 | 0.00 | -15 | -1.20 | 06-30-2023 |
| CAPITAL ONE FINANCIAL CORP | Stock | 403 | $233,396 | 2,134 | 0.00 | 0.00 | -194 | -8.33 | 06-30-2023 |
| VULCAN MATLS CO COM | Stock | 404 | $233,331 | 1,035 | 0.00 | 1,035 | +Inf | 06-30-2023 |
