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 |
|---|---|---|---|---|---|---|---|---|---|
| UPSTART HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 71 | +Inf | 03-31-2024 | |
| ENOVIX CORPORATION | COM | 452 | $2,724 | 340 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMPLIFY ETF TR | SEYMOUR CANNBS | Liquidated | $0 | 0 | 0.00 | 550 | +Inf | 03-31-2024 | |
| NEOGEN CORP | COM | 454 | $2,115 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
