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 |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GBL REAL ESTATE INC FD | COM | 2301 | $84,949 | 15,644 | 0.00 | 0.00 | 4,630 | 42.04 | 12-31-2023 |
| W & T OFFSHORE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,522 | 17.91 | 12-31-2023 |
| PIMCO HIGH INCOME FD | COM SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,510 | -30.13 | 12-31-2023 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 2304 | $83,450 | 15,775 | 0.00 | 15,775 | +Inf | 12-31-2023 |
