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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | INDXX NEXTG ETF | 1051 | $497,617 | 6,485 | 0.00 | 0.00 | -1,775 | -21.49 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SH TSR | 1052 | $497,472 | 17,125 | 0.00 | 0.00 | 9,203 | 116.17 | 12-31-2023 |
| GREAT AJAX CORP | 7.25 CV SR NT 24 | 1053 | $497,408 | 19,870 | 0.00 | 0.00 | 3,465 | 21.12 | 12-31-2023 |
| AGILENT TECHNOLOGIES INC | COM | 1054 | $497,210 | 3,570 | 0.00 | 0.00 | -436 | -10.88 | 12-31-2023 |
