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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG INVT | 1651 | $263,950 | 8,629 | 0.00 | 8,629 | +Inf | 12-31-2023 | |
| ISHARES TR | GLOBAL REIT ETF | 1652 | $263,668 | 10,904 | 0.00 | 0.00 | 958 | 9.63 | 12-31-2023 |
| NUVEEN CALIF SELECT TAX FREE | SH BEN INT | 1653 | $263,014 | 20,564 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EXLSERVICE HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.31 | 12-31-2023 |
