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
RINGCENTRAL INC NOTE 3/0 2451 $27,900 30,000 0.00 0.00 -40,000 -57.14 12-31-2023
BIGBEAR AI HLDGS INC COM 2452 $27,820 13,000 0.00 0.00 -28,000 -68.29 12-31-2023
JOURNEY MED CORP COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
GRAFTECH INTL LTD COM 2454 $26,280 12,000 0.00 0.00 -2,165 -15.28 12-31-2023
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