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 |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 501 | $1,506,457 | 6,288 | 0.00 | 0.00 | -2,062 | -24.69 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 502 | $1,500,414 | 25,887 | 0.00 | 0.00 | 2,614 | 11.23 | 12-31-2023 |
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 503 | $1,498,299 | 102,203 | 0.00 | 0.00 | 17,537 | 20.71 | 12-31-2023 |
| FASTENAL CO | COM | 504 | $1,490,379 | 23,010 | 0.00 | 0.00 | 18,957 | 467.73 | 12-31-2023 |
