Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 03-15-2024 | 12-31-2023 | 1386 | 3,714,157,530 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $145,241,762 | 754,386 | 0.00 | 0.00 | -132,202 | -14.91 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $117,194,842 | 245,368 | 0.00 | 0.00 | 34,253 | 16.22 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $102,218,178 | 271,828 | 0.00 | 0.00 | -39,371 | -12.65 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $84,203,027 | 270,854 | 0.00 | 0.00 | -67,170 | -19.87 | 12-31-2023 |
