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
PHYSICIANS RLTY TR COM 601 $326,000 18,687 0.00 0.02 6,720 56.15 06-30-2022
VANGUARD WORLD FD MEGA CAP INDEX 602 $322,000 2,446 0.00 0.06 -2,289 -48.34 06-30-2022
DOMINOS PIZZA INC COM 603 $320,000 821 0.00 0.02 232 39.39 06-30-2022
ISHARES TR IBOXX INV CP ETF 604 $318,000 2,894 0.00 0.02 593 25.77 06-30-2022
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