Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 05-16-2024 | 03-31-2024 | 1445 | 3,697,476,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVIS BUDGET GROUP | COM | 701 | $855,145 | 4,759 | 0.00 | 0.00 | 1,009 | 26.91 | 03-31-2024 |
| FRANKLIN LTD DURATION INCOME | COM | 702 | $853,022 | 140,069 | 0.00 | 0.00 | -31 | -0.02 | 03-31-2024 |
| STIFEL FINL CORP | COM | 703 | $852,878 | 13,881 | 0.00 | 0.00 | 1,016 | 7.90 | 03-31-2024 |
| ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 704 | $852,873 | 69,793 | 0.00 | 0.00 | 8,370 | 13.63 | 03-31-2024 |
