Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
OLN Olin Corp Basic Materials	Q1 2021 Filed on Apr 29, 2021	158	$23.85 - $39.81 $3.77K - $6.29K
OLLI Ollie'S Bargain Outlet Holdings, Inc. Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	1,946	$81.93 - $106.33 $159K - $207K
ZEUS Olympic Steel Inc Basic Materials	Q1 2021 Filed on Apr 29, 2021	295	$13.65 - $30.57 $4.03K - $9.02K
OHI Omega Healthcare Investors Inc Real Estate	Q1 2021 Filed on Apr 29, 2021	52	$35.03 - $38.8 $1.82K - $2.02K
OMC Omnicom Group Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	18	$60.88 - $77.78 $1.1K - $1.4K
ASGN Asgn Inc Technology	Q1 2021 Filed on Apr 29, 2021	896	$80.56 - $100.48 $72.2K - $90K
OGS One Gas, Inc. Utilities	Q1 2021 Filed on Apr 29, 2021	576	$66.97 - $77.53 $38.6K - $44.7K
OLP One Liberty Properties Inc Real Estate	Q1 2021 Filed on Apr 29, 2021	1,267	$19.62 - $24.21 $24.9K - $30.7K
OMF One Main Holdings, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	1,467	$44.55 - $56.98 $65.4K - $83.6K
OPY Oppenheimer Holdings Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	41	$30.27 - $43.29 $1.24K - $1.77K
OSUR Orasure Technologies Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	626	$9.53 - $15.42 $5.97K - $9.65K
OBNK Origin Bancorp, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	2,225	$27.59 - $43.62 $61.4K - $97.1K
ORA Ormat Technologies, Inc. Utilities	Q1 2021 Filed on Apr 29, 2021	207	$74.16 - $126.02 $15.4K - $26.1K
OFIX Orthofix Medical Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	65	$40.41 - $47.87 $2.63K - $3.11K
OSK Oshkosh Corp Industrials	Q1 2021 Filed on Apr 29, 2021	8	$85.07 - $120.3 $681 - $962
OTTR Otter Tail Corp Utilities	Q1 2021 Filed on Apr 29, 2021	1,227	$39.6 - $46.73 $48.6K - $57.3K
OUT Outfront Media Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	9	$17.16 - $24.48 $154 - $220
OSTK Overstock.Com, Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	60	$49.46 - $107.73 $2.97K - $6.46K
OMI Owens & Minor Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	265	$25.33 - $38.48 $6.71K - $10.2K
OC Owens Corning Industrials	Q1 2021 Filed on Apr 29, 2021	26	$73.94 - $92.66 $1.92K - $2.41K
OXM Oxford Industries Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,566	$62.9 - $94.12 $98.5K - $147K
PSB Ps Business Parks, Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	531	$129.67 - $157.84 $68.9K - $83.8K
SRVR Pacer Fds Tr Benchmark Data & ETFs	Q1 2021 Filed on Apr 29, 2021	11	$32.86 - $37.5 $361 - $413
PACB Pacific Biosciences Of California, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	1,399	$26.38 - $51.15 $36.9K - $71.6K
Pacific Mercantile Bancorp Com	Q1 2021 Filed on Apr 29, 2021	3,178	N/A
PPBI Pacific Premier Bancorp Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	634	$31.11 - $46.65 $19.7K - $29.6K
PCRX Pacira Bio Sciences, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	1,589	$59.31 - $78.82 $94.2K - $125K
PKG Packaging Corp Of America Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	245	$128.93 - $147.23 $31.6K - $36.1K
PACW Pacwest Bancorp Financial Services	Q1 2021 Filed on Apr 29, 2021	162	$25.65 - $41.25 $4.16K - $6.68K
PD Pager Duty, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	6	$34.08 - $56.58 $204 - $339
PLMR Palomar Holdings, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	9	$62.35 - $112.49 $561 - $1.01K
PZZA Papa Johns International Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	233	$79.36 - $109.14 $18.5K - $25.4K
PARR Par Pacific Holdings, Inc. Energy	Q1 2021 Filed on Apr 29, 2021	1,594	$13.27 - $19.74 $21.2K - $31.5K
PKE Park Aerospace Corp Industrials	Q1 2021 Filed on Apr 29, 2021	478	$13.04 - $15.38 $6.23K - $7.35K
PK Park Hotels & Resorts Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	85	$16.5 - $24.6 $1.4K - $2.09K
PRK Park National Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	843	$104.86 - $140.72 $88.4K - $119K
Parsley Energy Inc Cl A	Q1 2021 Filed on Apr 29, 2021	401	N/A
PATK Patrick Industries Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	23	$68.02 - $91.96 $1.56K - $2.12K
PDCO Patterson Companies, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	7	$29.14 - $34.3 $204 - $240
PAYC Paycom Software, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	86	$348.69 - $441.13 $30K - $37.9K
PCTY Paylocity Holding Corp Technology	Q1 2021 Filed on Apr 29, 2021	13	$167.08 - $213.49 $2.17K - $2.78K
CNXN Pc Connection Inc Technology	Q1 2021 Filed on Apr 29, 2021	60	$44.29 - $54.89 $2.66K - $3.29K
Pcb Bancorp Com	Q1 2021 Filed on Apr 29, 2021	4,699	N/A
PCSB Pcsb Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	3,491	$14.4 - $18.09 $50.3K - $63.2K
PDFS Pdf Solutions Inc Technology	Q1 2021 Filed on Apr 29, 2021	246	$16.64 - $23.22 $4.09K - $5.71K
PSO Pearson PLC Communication Services	Q1 2021 Filed on Apr 29, 2021	434	$9.14 - $11.75 $3.97K - $5.1K
PEB Pebblebrook Hotel Trust Real Estate	Q1 2021 Filed on Apr 29, 2021	2,578	$18.3 - $26.11 $47.2K - $67.3K
PEGA Pegasystems Inc Technology	Q1 2021 Filed on Apr 29, 2021	14	$112.38 - $146.71 $1.57K - $2.05K
PTON Peloton Interactive, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	15	$101.35 - $167.42 $1.52K - $2.51K
PBA Pembina Pipeline Corp Energy	Q1 2021 Filed on Apr 29, 2021	1,409	$23.94 - $30.74 $33.7K - $43.3K

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