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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUN INCOME TR | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -794 | -7.10 | 12-31-2023 |
| EATON VANCE SHORT DURATION D | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -665 | -6.24 | 12-31-2023 |
| EVGO INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 13,274 | +Inf | 12-31-2023 | |
| D-WAVE QUANTUM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 109,000 | 244.94 | 12-31-2023 |
