Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 05-16-2024 | 03-31-2024 | 1445 | 3,697,476,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $133,196,692 | 777,973 | 0.00 | 0.00 | 23,587 | 3.13 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $114,178,460 | 264,663 | 0.00 | 0.00 | 19,295 | 7.86 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $94,947,478 | 348,674 | 0.00 | 0.00 | 77,820 | 28.73 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $92,024,392 | 291,447 | 0.00 | 0.00 | 19,619 | 7.22 | 03-31-2024 |
