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
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
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