Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH MANAGEMENT INC | 09-09-2022 | 06-30-2022 | 756 | 85,320,052,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 | COM | 251 | $1,590,000 | 19,395 | 0.00 | 0.12 | 1,952 | 11.19 | 06-30-2022 |
| TEXAS INSTRS INC | COM | 252 | $1,587,000 | 10,328 | 0.00 | 0.13 | 1,019 | 10.95 | 06-30-2022 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 253 | $1,585,000 | 89,448 | 0.00 | 0.13 | 1,000 | 1.13 | 06-30-2022 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 254 | $1,575,000 | 6,688 | 0.00 | 0.12 | 478 | 7.70 | 06-30-2022 |
