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 |
|---|---|---|---|---|---|---|---|---|---|
| CENTERPOINT ENERGY INC | COM | 1051 | $491,638 | 18,311 | 0.00 | 0.00 | 1,184 | 6.91 | 03-31-2024 |
| ICON PLC | SHS | 1052 | $490,284 | 1,991 | 0.00 | 0.00 | 625 | 45.75 | 03-31-2024 |
| SPDR SER TR | GLB DOW ETF | 1053 | $490,073 | 4,493 | 0.00 | 0.00 | 106 | 2.42 | 03-31-2024 |
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | 1054 | $488,951 | 50,407 | 0.00 | 0.00 | -3,541 | -6.56 | 03-31-2024 |
