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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN AIRLS GROUP INC | COM | 351 | $19,856 | 1,550 | 0.00 | 0.00 | 75 | 5.08 | 09-30-2023 |
| INNOVATIVE INDL PPTYS INC | COM | 352 | $19,823 | 262 | 0.00 | 0.00 | -19 | -6.76 | 09-30-2023 |
| AFLAC INC | COM | 353 | $19,572 | 255 | 0.00 | 0.00 | -93 | -26.72 | 09-30-2023 |
| ISHARES TR | MSCI USA MMENTM | 354 | $19,279 | 138 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
