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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | TRENDPILOT US BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,928 | -33.73 | 12-31-2023 |
| SARATOGA INVT CORP | COM NEW | 1802 | $234,244 | 9,115 | 0.00 | 0.00 | -192 | -2.06 | 03-31-2024 |
| RIVERNORTH DOUBLELINE STRATE | COM | 1803 | $233,970 | 29,579 | 0.00 | 0.00 | -3,000 | -9.21 | 03-31-2024 |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | 1804 | $233,946 | 28,395 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
