Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRANBROOK WEALTH MANAGEMENT LLC | 04-11-2024 | 03-31-2024 | 294 | 395,372,183 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 151 | $84,245 | 830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 152 | $83,795 | 890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 153 | $82,593 | 1,425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISNEY WALT CO | COM | 154 | $82,349 | 673 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
