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 |
|---|---|---|---|---|---|---|---|---|---|
| DATADOG INC | CL A COM | 851 | $1,913 | 21 | 0.00 | 21 | +Inf | 09-30-2023 | |
| SYLVAMO CORP | COMMON STOCK | 852 | $1,890 | 43 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| BLACKSTONE MTG TR INC | COM CL A | 853 | $1,849 | 85 | 0.00 | 85 | +Inf | 09-30-2023 | |
| SMUCKER J M CO | COM NEW | 854 | $1,844 | 15 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
