Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | 09-09-2022 | 06-30-2022 | 756 | 85,320,052,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TARGET CORP | COM | 101 | $22,137,000 | 10,797 | 0.03 | 0.35 | -10,720 | -49.82 | 06-30-2022 |
EMERSON ELEC CO | COM | 102 | $21,826,000 | 8,670 | 0.03 | 0.02 | 5,590 | 181.49 | 06-30-2022 |
META PLATFORMS INC | CL A | 103 | $21,643,000 | 36,321 | 0.03 | 0.67 | -2,592 | -6.66 | 06-30-2022 |
CATERPILLAR INC | COM | 104 | $21,167,000 | 5,524 | 0.02 | 0.06 | 1,788 | 47.86 | 06-30-2022 |