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 |
|---|---|---|---|---|---|---|---|---|---|
| ALCON AG | ORD SHS | 1001 | $540 | 7 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | 1002 | $539 | 27 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 1003 | $524 | 4 | 0.00 | 4 | +Inf | 09-30-2023 | |
| CHARGEPOINT HOLDINGS INC | COM CL A | 1004 | $497 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
