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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P SEMICNDCTR | 1001 | $529,199 | 2,354 | 0.00 | 0.00 | -891 | -27.46 | 12-31-2023 |
| GUGGENHEIM TAXABLE MUNICP BO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,815 | -20.14 | 12-31-2023 |
| FLEXSHARES TR | MORNSTAR UPSTR | Liquidated | $0 | 0 | 0.00 | 0.00 | 83 | 0.67 | 12-31-2023 |
| PLYMOUTH INDL REIT INC | COM | 1004 | $527,246 | 21,702 | 0.00 | 0.00 | 1,097 | 5.32 | 12-31-2023 |
