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
TEGNA INC COM 1451 $325,038 21,088 0.00 21,088 +Inf 12-31-2023
JETBLUE AWYS CORP COM 1452 $323,732 58,330 0.00 0.00 2,380 4.25 12-31-2023
SANMINA CORPORATION COM Liquidated $0 0 0.00 0.00 358 7.28 12-31-2023
ISHARES TR MRGSTR MD CP ETF 1454 $321,093 4,783 0.00 4,783 +Inf 12-31-2023
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