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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | VEST US EQTY BUF | 1701 | $252,785 | 6,500 | 0.00 | 6,500 | +Inf | 12-31-2023 | |
| CBRE GROUP INC | CL A | 1702 | $252,553 | 2,713 | 0.00 | 0.00 | -531 | -16.37 | 12-31-2023 |
| AFFIRM HLDGS INC | COM CL A | 1703 | $252,088 | 5,130 | 0.00 | 5,130 | +Inf | 12-31-2023 | |
| PENN ENTERTAINMENT INC | COM | 1704 | $251,717 | 9,674 | 0.00 | 0.00 | -3,266 | -25.24 | 12-31-2023 |
