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 |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN MARIETTA MATLS INC | Stock | 451 | $220,226 | 477 | 0.00 | 477 | +Inf | 06-30-2023 | |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 452 | $219,878 | 13,088 | 0.00 | 0.00 | -9 | -0.07 | 06-30-2023 |
| KROGER CO COM | Stock | 453 | $219,678 | 4,674 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NOMURA HLDGS INC SPON ADR | ADR | 454 | $219,654 | 57,351 | 0.00 | 0.00 | 1,931 | 3.48 | 06-30-2023 |
