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 |
|---|---|---|---|---|---|---|---|---|---|
| PORTLAND GEN ELEC CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 4,225 | +Inf | 12-31-2023 | |
| WATTS WATER TECHNOLOGIES INC | CL A | 2002 | $207,544 | 996 | 0.00 | 0.00 | -240 | -19.42 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 2003 | $207,281 | 6,850 | 0.00 | 6,850 | +Inf | 12-31-2023 | |
| ISHARES TR | US INDUSTRIALS | 2004 | $206,845 | 1,809 | 0.00 | 1,809 | +Inf | 12-31-2023 |
