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 |
|---|---|---|---|---|---|---|---|---|---|
| ETFIS SER TR I | VIRTUS INFRCAP | 651 | $950,067 | 45,875 | 0.00 | 0.00 | 3,763 | 8.94 | 12-31-2023 |
| D R HORTON INC | COM | 652 | $948,798 | 6,243 | 0.00 | 0.00 | 1,184 | 23.40 | 12-31-2023 |
| DOVER CORP | COM | 653 | $948,566 | 6,167 | 0.00 | 0.00 | -553 | -8.23 | 12-31-2023 |
| NRG ENERGY INC | COM NEW | 654 | $948,171 | 18,340 | 0.00 | 0.00 | -4,482 | -19.64 | 12-31-2023 |
