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 |
|---|---|---|---|---|---|---|---|---|---|
| LUMINAR TECHNOLOGIES INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 10,031 | +Inf | 12-31-2023 | |
| NEUBERGER BERMAN REAL ESTATE | COM | 2352 | $63,800 | 20,000 | 0.00 | 0.00 | 5,000 | 33.33 | 12-31-2023 |
| CIPHER MINING INC | COM | 2353 | $61,950 | 15,000 | 0.00 | 0.00 | 5,000 | 50.00 | 12-31-2023 |
| VIRTUS STONE HBR EMRG MKTS I | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,500 | -10.05 | 12-31-2023 |
