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
STAG INDL INC COM 1251 $401,548 10,196 0.00 0.00 -771 -7.03 12-31-2023
EATON VANCE ENHANCED EQUITY COM 1252 $399,274 24,082 0.00 0.00 -302 -1.24 12-31-2023
CELSIUS HLDGS INC COM NEW 1253 $398,051 7,301 0.00 0.00 4,324 145.25 12-31-2023
IRIDIUM COMMUNICATIONS INC COM Liquidated $0 0 0.00 0.00 -2,339 -26.69 12-31-2023
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