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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LIBERTY ALL-STAR GROWTH FD I | COM | 501 | $427,000 | 73,285 | 0.00 | 0.04 | 0 | 0.00 | 06-30-2022 |
FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 502 | $425,000 | 13,761 | 0.00 | 13,761 | +Inf | 06-30-2022 | |
ISHARES TR | RUS 2000 GRW ETF | 503 | $419,000 | 2,030 | 0.00 | 0.10 | -3,283 | -61.79 | 06-30-2022 |
ARCHER DANIELS MIDLAND CO | COM | 504 | $416,000 | 5,367 | 0.00 | 0.04 | 241 | 4.70 | 06-30-2022 |