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 |
|---|---|---|---|---|---|---|---|---|---|
| READY CAPITAL CORP | COM | 801 | $2,179 | 216 | 0.00 | 0.00 | 3 | 1.41 | 09-30-2023 |
| MCCORMICK & CO INC | COM NON VTG | 802 | $2,043 | 27 | 0.00 | 27 | +Inf | 09-30-2023 | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 803 | $2,037 | 68 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| MARRIOTT INTL INC NEW | CL A | 804 | $1,966 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
