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 |
|---|---|---|---|---|---|---|---|---|---|
| CREDIT SUISSE AG NASSAU BRH | X LINK SILVER | 1601 | $280,448 | 3,796 | 0.00 | 0.00 | -250 | -6.18 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 1602 | $280,078 | 2,981 | 0.00 | 0.00 | -262 | -8.08 | 12-31-2023 |
| CARLYLE SECURED LENDING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,193 | -26.03 | 12-31-2023 |
| RUNWAY GROWTH FINANCE CORP | COM | 1604 | $279,470 | 22,145 | 0.00 | 0.00 | 800 | 3.75 | 12-31-2023 |
