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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 101 | $8,476,008 | 78,300 | 0.00 | 0.00 | 9,660 | 14.07 | 12-31-2023 |
| UNION PAC CORP | COM | 102 | $8,442,663 | 34,373 | 0.00 | 0.00 | -4,964 | -12.62 | 12-31-2023 |
| QUALCOMM INC | COM | 103 | $8,413,926 | 58,176 | 0.00 | 0.00 | -1,053 | -1.78 | 12-31-2023 |
| SELECT SECTOR SPDR TR | INDL | 104 | $8,402,608 | 73,714 | 0.00 | 73,714 | +Inf | 12-31-2023 |
