Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAIRD HARRIS WEALTH MANAGEMENT LLC | 11-15-2023 | 09-30-2023 | 457 | 835,343,828 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $237,316 | 883 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| IONIS PHARMACEUTICALS INC | COM | 102 | $226,800 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| OMNICOM GROUP INC | COM | 103 | $211,896 | 2,845 | 0.00 | 0.00 | -82 | -2.80 | 09-30-2023 |
| SPDR GOLD TR | GOLD SHS | 104 | $208,141 | 1,214 | 0.00 | 0.00 | -9 | -0.74 | 09-30-2023 |
