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 |
|---|---|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC | COM | 801 | $724,682 | 3,132 | 0.00 | 0.00 | -1,454 | -31.71 | 12-31-2023 |
| EXELON CORP | COM | 802 | $724,214 | 20,173 | 0.00 | 0.00 | -1,567 | -7.21 | 12-31-2023 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 803 | $723,246 | 14,968 | 0.00 | 0.00 | -10,667 | -41.61 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P600 | 804 | $721,377 | 17,102 | 0.00 | 17,102 | +Inf | 12-31-2023 |
