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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P SMALLCAP 600 ETF | ETF | 51 | $1,997,584 | 20,046 | 0.00 | 0.00 | 1,313 | 7.01 | 06-30-2023 |
| HOME DEPOT | Stock | 52 | $1,992,134 | 6,413 | 0.00 | 0.00 | -52 | -0.80 | 06-30-2023 |
| ISHARES RUSSELL 2000 ETF | ETF | 53 | $1,976,972 | 11,356 | 0.00 | 0.00 | -1,421 | -11.12 | 06-30-2023 |
| MERCK & CO INC | Stock | 54 | $1,914,204 | 16,589 | 0.00 | 0.00 | -703 | -4.07 | 06-30-2023 |
