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
PIMCO ETF TR INTER MUN BD ACT 351 $813,000 15,800 0.00 0.05 4,500 39.82 06-30-2022
SELECT SECTOR SPDR TR SBI CONS STPLS 352 $812,000 11,252 0.00 0.05 2,700 31.57 06-30-2022
TWILIO INC CL A 353 $810,000 9,660 0.00 0.12 511 5.59 06-30-2022
WELLS FARGO CO NEW COM 354 $807,000 20,611 0.00 0.08 -879 -4.09 06-30-2022
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