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 |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON DIGITAL HOLDINGS IN | COM | 601 | $4,879 | 574 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KINROSS GOLD CORP | COM | 602 | $4,825 | 1,058 | 0.00 | 0.00 | 5 | 0.47 | 09-30-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 603 | $4,660 | 14 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SHOPIFY INC | CL A | 604 | $4,639 | 85 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
