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 |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC | COM CL A | 301 | $27,922 | 1,150 | 0.00 | 0.00 | -55 | -4.56 | 09-30-2023 |
| BROWN & BROWN INC | COM | 302 | $27,867 | 399 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ALLSTATE CORP | COM | 303 | $27,853 | 250 | 0.00 | 0.00 | -50 | -16.67 | 09-30-2023 |
| ISHARES TR | HDG MSCI EAFE | 304 | $27,753 | 922 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
