Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 05-16-2024 | 03-31-2024 | 1445 | 3,697,476,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ENERGY & RES TR | COM | Liquidated | $161,017 | 12,282 | 0.00 | 0.00 | 12,282 | +Inf | 03-31-2024 |
| ING GROEP N.V. | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 10,686 | +Inf | 03-31-2024 | |
| EATON VANCE TAX MNGD BUY WRI | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,295 | 8.53 | 12-31-2023 |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | 2154 | $156,214 | 11,361 | 0.00 | 0.00 | -2,377 | -17.30 | 03-31-2024 |
