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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 51 | $13,638,409 | 83,390 | 0.00 | 0.00 | -13,364 | -13.81 | 12-31-2023 |
| UBER TECHNOLOGIES INC | COM | 52 | $13,489,002 | 219,084 | 0.00 | 0.00 | 55,194 | 33.68 | 12-31-2023 |
| HONEYWELL INTL INC | COM | 53 | $13,328,245 | 63,556 | 0.00 | 0.00 | -8,776 | -12.13 | 12-31-2023 |
| ISHARES TR | EAFE VALUE ETF | 54 | $13,296,233 | 255,206 | 0.00 | 0.00 | 6,258 | 2.51 | 12-31-2023 |
