Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
CWEN Clearway Energy, Inc. Utilities	Q1 2021 Filed on Apr 29, 2021	2,170	$25.88 - $36.52 $56.2K - $79.2K
CLX Clorox CO Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	973	$178.17 - $222.18 $173K - $216K
Cloudera Inc Com	Q1 2021 Filed on Apr 29, 2021	24	N/A
NET Cloudflare, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	17	$61.77 - $93.46 $1.05K - $1.59K
GLO Clough Global Opportunities Fund Financial Services	Q1 2021 Filed on Apr 29, 2021	3,586	$11.09 - $12.95 $39.8K - $46.4K
CNA Cna Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	27	$38.02 - $46.9 $1.03K - $1.27K

CCNE Cnb Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	871	$20.66 - $26.29 $18K - $22.9K
TPR Tapestry, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,156	$30.61 - $46.33 $35.4K - $53.6K
CBZ Cbiz, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	628	$25.61 - $34.03 $16.1K - $21.4K
COKE Coca Cola Consolidated, Inc. Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	18	$254.4 - $309.2 $4.58K - $5.57K
CCEP Coca Cola Europacific Partners PLC Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	325	$45.01 - $54.31 $14.6K - $17.7K
CVLY Codorus Valley Bancorp Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	2,274	$15.31 - $19.65 $34.8K - $44.7K
CCOI Cogent Communications Holdings, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	1,210	$56.95 - $68.76 $68.9K - $83.2K
CNS Cohen & Steers, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	135	$63.78 - $74.54 $8.61K - $10.1K
LDP Cohen & Steers LTD Duration Preferred & Income Fund, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	421	$24.8 - $26.44 $10.4K - $11.1K
COHR Ii Vi Inc Technology	Q1 2021 Filed on Apr 29, 2021	133	$148.21 - $260.72 $19.7K - $34.7K
CHRS Coherus Bio Sciences, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	60	$14.42 - $21.39 $865 - $1.28K
COHU Cohu Inc Technology	Q1 2021 Filed on Apr 29, 2021	106	$38.23 - $50.55 $4.05K - $5.36K

Colfax Corp	Q1 2021 Filed on Apr 29, 2021	22	N/A
Colony Cap Inc New Cl A Com	Q1 2021 Filed on Apr 29, 2021	4,975	N/A
Colony Cr Real Estate Inc Com Cl A	Q1 2021 Filed on Apr 29, 2021	359	N/A
COLB Columbia Banking System, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	26	$35.16 - $50.45 $914 - $1.31K
COLM Columbia Sportswear CO Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	969	$84.91 - $108.86 $82.3K - $105K
FIX Comfort Systems Usa Inc Industrials	Q1 2021 Filed on Apr 29, 2021	51	$51.58 - $75.2 $2.63K - $3.84K
CBSH Commerce Bancshares Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	678	$62.93 - $76.88 $42.7K - $52.1K
CMC Commercial Metals CO Basic Materials	Q1 2021 Filed on Apr 29, 2021	886	$19.69 - $31.74 $17.4K - $28.1K
COMM Comm Scope Holding Company, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	7,088	$12.94 - $16.81 $91.7K - $119K
XLC Select Sector Spdr Tr Communic ETFs	Q1 2021 Filed on Apr 29, 2021	50	$65.08 - $76.02 $3.25K - $3.8K
CBU Community Bank System, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	172	$62.03 - $82.46 $10.7K - $14.2K
CYH Community Health Systems Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	140	$7.28 - $13.96 $1.02K - $1.95K
CHCT Community Healthcare Trust Inc Real Estate	Q1 2021 Filed on Apr 29, 2021	107	$43.6 - $49.14 $4.67K - $5.26K
CVLT Commvault Systems Inc Technology	Q1 2021 Filed on Apr 29, 2021	228	$54.6 - $71.26 $12.4K - $16.2K
CBD Brazilian Distribution CO Companhia Brasileira De Distr Cbd Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	158	$3.87 - $17.05 $611 - $2.69K
BVN Buenaventura Mining CO Inc Basic Materials	Q1 2021 Filed on Apr 29, 2021	65	$9.93 - $12.35 $645 - $803
CPSI Computer Programs & Systems Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	20	$26.87 - $34.65 $537 - $693

CAG Conagra Brands Inc. Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	2,293	$32.91 - $38.69 $75.5K - $88.7K
CNXC Concentrix Corp Technology	Q1 2021 Filed on Apr 29, 2021	6	$99.69 - $149.72 $598 - $898
Concho Resources	Q1 2021 Filed on Apr 29, 2021	450	N/A
CONN Conns Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	187	$11.31 - $19.45 $2.11K - $3.64K
CNO Cno Financial Group, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	3,744	$21.21 - $26.39 $79.4K - $98.8K
CNX Cnx Resources Corp Energy	Q1 2021 Filed on Apr 29, 2021	74	$11.08 - $15.62 $820 - $1.16K
CNSL Consolidated Communications Holdings, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	112	$4.78 - $7.2 $535 - $806
ED Consolidated Edison Inc Utilities	Q1 2021 Filed on Apr 29, 2021	1,001	$65.65 - $75.45 $65.7K - $75.5K
CWCO Consolidated Water Co. Ltd. Utilities	Q1 2021 Filed on Apr 29, 2021	1,224	$11.89 - $15.27 $14.6K - $18.7K
XLY Select Sector Spdr Consumer Di ETFs	Q1 2021 Filed on Apr 29, 2021	59	$155.83 - $173.21 $9.19K - $10.2K
CLR Continental Resources, Inc Energy	Q1 2021 Filed on Apr 29, 2021	174	$17.15 - $31.74 $2.98K - $5.52K
COO Cooper Companies, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	171	$357.26 - $392.57 $61.1K - $67.1K
Cooper Tire & Rubr CO Com	Q1 2021 Filed on Apr 29, 2021	101	N/A
CPA Copa Holdings, S.A. Industrials	Q1 2021 Filed on Apr 29, 2021	122	$72.82 - $93.92 $8.88K - $11.5K
Core Mark Holding CO Inc	Q1 2021 Filed on Apr 29, 2021	60	N/A

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