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 |
|---|---|---|---|---|---|---|---|---|---|
| ARTISAN PARTNERS ASSET MGMT | CL A | 201 | $45,770 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 202 | $45,657 | 187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HALLIBURTON CO | COM | 203 | $45,524 | 1,155 | 0.00 | 0.00 | 5 | 0.43 | 03-31-2024 |
| LUMINAR TECHNOLOGIES INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
