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 |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 201 | $4,467,780 | 38,492 | 0.00 | 0.00 | -8,156 | -17.48 | 12-31-2023 |
| SHOPIFY INC | CL A | 202 | $4,461,956 | 57,278 | 0.00 | 0.00 | 18,858 | 49.08 | 12-31-2023 |
| ISHARES TR | IBOXX INV CP ETF | 203 | $4,455,830 | 40,266 | 0.00 | 0.00 | 25,765 | 177.68 | 12-31-2023 |
| LOWES COS INC | COM | 204 | $4,415,413 | 19,840 | 0.00 | 0.00 | -2,942 | -12.91 | 12-31-2023 |
