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 |
|---|---|---|---|---|---|---|---|---|---|
| ABERCROMBIE & FITCH CO | CL A | 1151 | $445,335 | 5,048 | 0.00 | 5,048 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE 1 5 YR USD | 1152 | $443,373 | 9,322 | 0.00 | 0.00 | -14,275 | -60.49 | 12-31-2023 |
| COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 1153 | $442,980 | 4,681 | 0.00 | 4,681 | +Inf | 12-31-2023 | |
| NUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 1154 | $442,864 | 19,130 | 0.00 | 0.00 | -2,076 | -9.79 | 12-31-2023 |
