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 |
|---|---|---|---|---|---|---|---|---|---|
| PEABODY ENERGY CORP | COM | 751 | $779,286 | 32,043 | 0.00 | 32,043 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 752 | $776,937 | 59,673 | 0.00 | 0.00 | -770 | -1.27 | 12-31-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 753 | $776,287 | 11,458 | 0.00 | 0.00 | 2,918 | 34.17 | 12-31-2023 |
| BROOKFIELD CORP | CL A LTD VT SH | 754 | $774,431 | 19,294 | 0.00 | 0.00 | 553 | 2.95 | 12-31-2023 |
