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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED AIRLS HLDGS INC | COM | 1801 | $233,985 | 5,671 | 0.00 | 0.00 | 704 | 14.17 | 12-31-2023 |
| WISDOMTREE TR | CLOUD COMPUTNG | Liquidated | $0 | 0 | 0.00 | 0.00 | -130 | -1.62 | 12-31-2023 |
| SABA CAPITAL INCOME & OPRNT | SHS NEW | 1803 | $233,502 | 29,398 | 0.00 | 0.00 | -2,073 | -6.59 | 12-31-2023 |
| COSTAMARE INC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -33,098 | -57.15 | 12-31-2023 |
