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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 451 | $1,746,026 | 26,535 | 0.00 | 0.00 | -1,018 | -3.69 | 12-31-2023 |
| VANGUARD WORLD FDS | ENERGY ETF | 452 | $1,745,995 | 14,887 | 0.00 | 0.00 | 313 | 2.15 | 12-31-2023 |
| ADECOAGRO S A | COM | 453 | $1,742,590 | 156,990 | 0.00 | 0.00 | 73,640 | 88.35 | 12-31-2023 |
| INTUIT | COM | 454 | $1,724,519 | 2,759 | 0.00 | 0.00 | -1,270 | -31.52 | 12-31-2023 |
