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 |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER AVIATION INC | COM CL A | 2201 | $126,208 | 20,555 | 0.00 | 20,555 | +Inf | 12-31-2023 | |
| BNY MELLON ALCENTRA GLOBAL C | COM | 2202 | $124,780 | 15,245 | 0.00 | 0.00 | -7,138 | -31.89 | 12-31-2023 |
| INVESCO MUNI INCOME OPP TRST | COM | 2203 | $124,395 | 19,590 | 0.00 | 0.00 | 3,933 | 25.12 | 12-31-2023 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 2204 | $124,028 | 15,350 | 0.00 | 0.00 | -1,000 | -6.12 | 12-31-2023 |
