Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH MANAGEMENT INC | 09-09-2022 | 06-30-2022 | 756 | 85,320,052,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 151 | $4,562,000 | 91,073 | 0.01 | 0.13 | 56,783 | 165.60 | 06-30-2022 |
| LOCKHEED MARTIN CORP | COM | 152 | $4,415,000 | 10,268 | 0.01 | 0.29 | 1,694 | 19.76 | 06-30-2022 |
| COCA COLA CO | COM | 153 | $4,373,000 | 69,518 | 0.01 | 0.21 | 25,151 | 56.69 | 06-30-2022 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 154 | $4,325,000 | 32,221 | 0.01 | 0.36 | 2,985 | 10.21 | 06-30-2022 |
