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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $6,132,836 | 365,485 | 0.00 | 0.00 | -56,137 | -13.31 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 152 | $6,067,078 | 34,625 | 0.00 | 0.00 | -6,099 | -14.98 | 12-31-2023 |
| RTX CORPORATION | COM | 153 | $6,024,446 | 71,600 | 0.00 | 0.00 | -33,070 | -31.59 | 12-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 154 | $6,020,279 | 79,898 | 0.00 | 0.00 | -21,650 | -21.32 | 12-31-2023 |
