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 |
|---|---|---|---|---|---|---|---|---|---|
| CNH INDL N V | SHS | 1951 | $213,467 | 17,526 | 0.00 | 17,526 | +Inf | 12-31-2023 | |
| RBC BEARINGS INC | COM | 1952 | $212,813 | 747 | 0.00 | 747 | +Inf | 12-31-2023 | |
| TRIMBLE INC | COM | 1953 | $212,747 | 3,999 | 0.00 | 0.00 | -353 | -8.11 | 12-31-2023 |
| LPL FINL HLDGS INC | COM | 1954 | $212,512 | 934 | 0.00 | 0.00 | -591 | -38.75 | 12-31-2023 |
