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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | 2051 | $201,581 | 3,418 | 0.00 | 3,418 | +Inf | 12-31-2023 | |
| UFP INDUSTRIES INC | COM | 2052 | $201,449 | 1,605 | 0.00 | 1,605 | +Inf | 12-31-2023 | |
| DEXCOM INC | COM | 2053 | $201,448 | 1,623 | 0.00 | 0.00 | -3,622 | -69.06 | 12-31-2023 |
| GOLDMAN SACHS BDC INC | SHS | 2054 | $201,024 | 13,321 | 0.00 | 0.00 | -40,827 | -75.40 | 12-31-2023 |
