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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | COM NEW | 251 | $3,454,803 | 512,582 | 0.00 | 0.00 | 193,416 | 60.60 | 12-31-2023 |
| CROWN CASTLE INC | COM | 252 | $3,452,845 | 29,975 | 0.00 | 0.00 | -15,588 | -34.21 | 12-31-2023 |
| DUPONT DE NEMOURS INC | COM | 253 | $3,437,691 | 44,686 | 0.00 | 0.00 | 18,700 | 71.96 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 254 | $3,393,668 | 15,456 | 0.00 | 0.00 | 681 | 4.61 | 12-31-2023 |
