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 |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 301 | $2,817,878 | 38,532 | 0.00 | 0.00 | 3,336 | 9.48 | 12-31-2023 |
| EQUINIX INC | COM | 302 | $2,775,138 | 3,446 | 0.00 | 0.00 | 173 | 5.29 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 303 | $2,752,535 | 10,607 | 0.00 | 0.00 | 687 | 6.93 | 12-31-2023 |
| SPDR SER TR | S&P 400 MDCP VAL | 304 | $2,708,774 | 36,914 | 0.00 | 36,914 | +Inf | 12-31-2023 |
