Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
B RILEY WEALTH MANAGEMENT INC 09-09-2022 06-30-2022 756 85,320,052,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ENBRIDGE INC COM 201 $2,368,000 56,023 0.00 0.33 -37,936 -40.38 06-30-2022
SPROTT PHYSICAL GOLD TR UNIT 202 $2,363,000 166,661 0.00 0.19 2,573 1.57 06-30-2022
GLOBAL X FDS LITHIUM BTRY ETF 203 $2,332,000 32,118 0.00 0.19 308 0.97 06-30-2022
BOEING CO COM 204 $2,329,000 17,036 0.00 0.44 -13,059 -43.39 06-30-2022
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