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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO SR INCOME TR | COM | 1501 | $310,719 | 75,785 | 0.00 | 0.00 | -17,750 | -18.98 | 12-31-2023 |
| DORMAN PRODS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 155 | 4.50 | 12-31-2023 |
| TWILIO INC | CL A | 1503 | $309,322 | 4,077 | 0.00 | 4,077 | +Inf | 12-31-2023 | |
| TERADYNE INC | COM | 1504 | $309,251 | 2,850 | 0.00 | 0.00 | -1,115 | -28.12 | 12-31-2023 |
