Cranbrook Wealth Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1599084 Bloomfield Hills, MI

Position in LPLA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,351

-$364 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 761 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cranbrook Wealth Management, LLC holds $624,966 across 5 Capital Markets names. LPLA ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	300	$303,411
2	MS	Morgan Stanley	780	$163,051
3	SCHW	Schwab Charles Corp	1,220	$112,569
4	CRCL	Circle Internet Group, Inc.	648	$40,584
5	LPLA	LPL Financial Holdings Inc. This page	19	$5,351

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,351	19	0.0%	Shares	Sole	2026-08-06
2026-03-31	$5,715	19	0.0%	Shares	Sole	2026-04-15
2025-12-31	$6,786	19	0.0%	Shares	Sole	2026-01-28
2025-09-30	$6,321	19	0.0%	Shares	Sole	2025-10-14
2025-06-30	$7,124	19	0.0%	Shares	Sole	2025-07-15
2025-03-31	$6,215	19	0.0%	Shares	Sole	2025-04-11
2024-12-31	$6,203	19	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.