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 |
|---|---|---|---|---|---|---|---|---|---|
| CORNING INC COM | Stock | 501 | $207,753 | 5,929 | 0.00 | 0.00 | -58 | -0.97 | 06-30-2023 |
| FORTIVE CORP COM | Stock | 502 | $207,487 | 2,775 | 0.00 | 2,775 | +Inf | 06-30-2023 | |
| BROADRIDGE FIN SOL | Stock | 503 | $207,368 | 1,252 | 0.00 | 1,252 | +Inf | 06-30-2023 | |
| HERSHEY CO COM | Stock | 504 | $207,251 | 830 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
