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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES CAPITAL CORP | COM | 301 | $1,084,000 | 60,433 | 0.00 | 0.05 | 27,624 | 84.20 | 06-30-2022 |
| VANGUARD WORLD FDS | UTILITIES ETF | 302 | $1,078,000 | 7,073 | 0.00 | 0.08 | 288 | 4.24 | 06-30-2022 |
| SEMPRA | COM | 303 | $1,075,000 | 7,157 | 0.00 | 0.15 | -4,762 | -39.95 | 06-30-2022 |
| ONEOK INC NEW | COM | 304 | $1,074,000 | 19,355 | 0.00 | 0.13 | -4,216 | -17.89 | 06-30-2022 |
