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 | MSCI INTL VLU FT | 1201 | $426,291 | 16,080 | 0.00 | 0.00 | 1,489 | 10.20 | 12-31-2023 |
| VERITIV CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -212 | -6.30 | 12-31-2023 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 1203 | $425,754 | 9,053 | 0.00 | 0.00 | -515 | -5.38 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1204 | $425,063 | 7,130 | 0.00 | 7,130 | +Inf | 12-31-2023 |
