Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT LLC | 07-18-2024 | 06-30-2024 | 248 | 244,488,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BIOMARIN PHARMACEUTICAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 52 | 1.20 | 06-30-2024 |
| BLACKLINE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -1.66 | 06-30-2024 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 403 | $382,514 | 38,521 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 147 | 1.82 | 06-30-2024 |
