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 |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 251 | $22,848 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 252 | $22,560 | 143 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHENIERE ENERGY INC | COM NEW | 253 | $22,418 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GSK PLC | SPONSORED ADR | 254 | $21,778 | 508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
