Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 05-16-2024 | 03-31-2024 | 1445 | 3,697,476,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VITA COCO CO INC | COM | 1501 | $304,928 | 11,710 | 0.00 | 11,710 | +Inf | 03-31-2024 | |
| CROCS INC | COM | 1502 | $304,923 | 3,456 | 0.00 | 0.00 | 280 | 8.82 | 03-31-2024 |
| CENCORA INC | COM | 1503 | $304,599 | 1,692 | 0.00 | 1,692 | +Inf | 03-31-2024 | |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | Liquidated | $303,952 | 5,609 | 0.00 | 0.00 | 5,609 | +Inf | 03-31-2024 |
