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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 551 | $1,229,335 | 11,872 | 0.00 | 0.00 | -1,865 | -13.58 | 12-31-2023 |
| ISHARES TR | CORE HIGH DV ETF | 552 | $1,228,899 | 12,049 | 0.00 | 0.00 | -2,375 | -16.47 | 12-31-2023 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 553 | $1,227,778 | 15,639 | 0.00 | 0.00 | -6,571 | -29.59 | 12-31-2023 |
| TELEDYNE TECHNOLOGIES INC | COM | 554 | $1,222,835 | 2,740 | 0.00 | 2,740 | +Inf | 12-31-2023 |
