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 |
|---|---|---|---|---|---|---|---|---|---|
| IROBOT CORP | COM | 451 | $9,475 | 250 | 0.00 | 250 | +Inf | 09-30-2023 | |
| GARRETT MOTION INC | COM | 452 | $9,456 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| UNIVERSAL CORP VA | COM | 453 | $9,442 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LOCKHEED MARTIN CORP | COM | 454 | $9,407 | 23 | 0.00 | 0.00 | 5 | 27.78 | 09-30-2023 |
