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 | NUVEEN BLMBRG SH | 1901 | $220,845 | 4,621 | 0.00 | 0.00 | -1,044 | -18.43 | 12-31-2023 |
| HESS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 80 | 5.04 | 12-31-2023 |
| NORTHWEST BANCSHARES INC MD | COM | 1903 | $220,188 | 17,643 | 0.00 | 0.00 | 334 | 1.93 | 12-31-2023 |
| DAVITA INC | COM | 1904 | $220,101 | 2,101 | 0.00 | 2,101 | +Inf | 12-31-2023 |
