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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 1351 | $360,370 | 10,177 | 0.00 | 0.00 | 3,218 | 46.24 | 12-31-2023 |
| CENTENE CORP DEL | COM | 1352 | $360,215 | 4,854 | 0.00 | 0.00 | -418 | -7.93 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 1353 | $358,553 | 4,615 | 0.00 | 4,615 | +Inf | 12-31-2023 | |
| HUNT J B TRANS SVCS INC | COM | 1354 | $357,932 | 1,792 | 0.00 | 0.00 | 78 | 4.55 | 12-31-2023 |
