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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 401 | $623,000 | 13,035 | 0.00 | 0.05 | 337 | 2.65 | 06-30-2022 |
| NATIONAL HEALTHCARE CORP | COM | 402 | $613,000 | 8,766 | 0.00 | 8,766 | +Inf | 06-30-2022 | |
| WEC ENERGY GROUP INC | COM | 403 | $605,000 | 6,007 | 0.00 | 6,007 | +Inf | 06-30-2022 | |
| HENRY JACK & ASSOC INC | COM | 404 | $605,000 | 3,362 | 0.00 | 0.05 | 243 | 7.79 | 06-30-2022 |
