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
CROCS INC COM 1551 $296,670 3,176 0.00 0.00 -42 -1.31 12-31-2023
NEW YORK CMNTY BANCORP INC COM 1552 $295,045 28,841 0.00 0.00 -69,731 -70.74 12-31-2023
HANCOCK JOHN PFD INCOME FD SH BEN INT 1553 $293,437 18,451 0.00 0.00 -9,830 -34.76 12-31-2023
FIRST TR INTER DURATN PFD & COM 1554 $291,631 17,733 0.00 0.00 -102 -0.57 12-31-2023
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