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
KEYCORP COM 651 $283,000 16,440 0.00 0.02 7,433 82.52 06-30-2022
ENTERGY CORP NEW COM 652 $283,000 2,516 0.00 2,516 +Inf 06-30-2022
LULULEMON ATHLETICA INC COM 653 $282,000 1,034 0.00 0.04 -249 -19.41 06-30-2022
SCHWAB STRATEGIC TR US LCAP GR ETF 654 $281,000 4,853 0.00 0.03 6 0.12 06-30-2022
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