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 |
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 |