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 |
|---|---|---|---|---|---|---|---|---|---|
| XAI OCTAGON FLOATING RATE & | COM | 1101 | $472,784 | 66,216 | 0.00 | 0.00 | 201 | 0.30 | 12-31-2023 |
| CONNECTONE BANCORP INC | COM | 1102 | $471,244 | 20,569 | 0.00 | 20,569 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US HIGH DIVIDEND | 1103 | $469,995 | 5,717 | 0.00 | 0.00 | -84 | -1.45 | 12-31-2023 |
| MORGAN STANLEY EMERGING MKTS | COM | 1104 | $467,722 | 98,466 | 0.00 | 0.00 | 6,534 | 7.11 | 12-31-2023 |
