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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 601 | $1,071,692 | 19,172 | 0.00 | 0.00 | 5,054 | 35.80 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST U S | 602 | $1,071,012 | 32,550 | 0.00 | 32,550 | +Inf | 12-31-2023 | |
| SPDR SER TR | AEROSPACE DEF | 603 | $1,070,405 | 7,904 | 0.00 | 0.00 | -3,162 | -28.57 | 12-31-2023 |
| GLOBAL PMTS INC | COM | 604 | $1,061,295 | 8,357 | 0.00 | 0.00 | -332 | -3.82 | 12-31-2023 |
