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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 351 | $2,400,931 | 38,317 | 0.00 | 0.00 | -657 | -1.69 | 12-31-2023 |
| CHUBB LIMITED | COM | 352 | $2,399,059 | 10,576 | 0.00 | 0.00 | -2,082 | -16.45 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 353 | $2,398,133 | 29,570 | 0.00 | 0.00 | 11,932 | 67.65 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 354 | $2,398,094 | 10,664 | 0.00 | 0.00 | 708 | 7.11 | 12-31-2023 |
