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 |
|---|---|---|---|---|---|---|---|---|---|
| PENTAIR PLC | SHS | 701 | $861,156 | 11,844 | 0.00 | 0.00 | 7,848 | 196.40 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 702 | $860,424 | 21,398 | 0.00 | 0.00 | -17,666 | -45.22 | 12-31-2023 |
| BUNGE LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,935 | -17.69 | 12-31-2023 |
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | 704 | $857,225 | 27,733 | 0.00 | 27,733 | +Inf | 12-31-2023 |
