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
ETF MANAGERS TR PRIME CYBR SCRTY 851 $673,689 11,152 0.00 0.00 -5,569 -33.31 12-31-2023
MR COOPER GROUP INC COM 852 $671,908 10,318 0.00 0.00 -1,803 -14.88 12-31-2023
XCEL ENERGY INC COM 853 $668,707 10,711 0.00 0.00 1,245 13.15 12-31-2023
M & T BK CORP COM 854 $667,633 4,870 0.00 0.00 -754 -13.41 12-31-2023
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