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 |
|---|---|---|---|---|---|---|---|---|---|
| AMARIN CORP PLC | SPONS ADR NEW | 401 | $13,800 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| MONDELEZ INTL INC | CL A | 402 | $13,672 | 197 | 0.00 | 0.00 | 140 | 245.61 | 09-30-2023 |
| MEDICAL PPTYS TRUST INC | COM | 403 | $13,427 | 2,464 | 0.00 | 0.00 | 1,287 | 109.35 | 09-30-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 404 | $13,406 | 148 | 0.00 | 0.00 | -71 | -32.42 | 09-30-2023 |
