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 |
|---|---|---|---|---|---|---|---|---|---|
| DIGITALOCEAN HLDGS INC | COM | 701 | $259,000 | 6,270 | 0.00 | 0.03 | -400 | -6.00 | 06-30-2022 |
| NOVAVAX INC | COM NEW | 702 | $259,000 | 5,044 | 0.00 | 0.02 | 909 | 21.98 | 06-30-2022 |
| ISHARES TR | CORE DIV GRWTH | 703 | $257,000 | 5,389 | 0.00 | 0.08 | -13,348 | -71.24 | 06-30-2022 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 704 | $256,000 | 3,217 | 0.00 | 0.02 | 83 | 2.65 | 06-30-2022 |
