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
MGP INGREDIENTS INC NEW COM Liquidated $0 0 0.00 0.00 28 1.13 12-31-2023
METTLER TOLEDO INTERNATIONAL COM Liquidated $0 0 0.00 0.00 -7 -4.22 12-31-2023
COOPER COS INC COM NEW 1753 $243,236 643 0.00 0.00 -73 -10.20 12-31-2023
NOVAN INC COM NEW Liquidated $0 0 0.00 0.00 32,000 20.65 12-31-2023
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