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
QUALTRICS INTL INC COM CL A 901 $126,000 10,082 0.00 10,082 +Inf 06-30-2022
INVESCO MUNICIPAL TRUST COM 902 $121,000 11,950 0.00 0.02 -5,585 -31.85 06-30-2022
NEW RESIDENTIAL INVT CORP COM NEW 903 $117,000 12,524 0.00 12,524 +Inf 06-30-2022
GLOBAL SELF STORAGE INC COM 904 $116,000 20,520 0.00 0.01 0 0.00 06-30-2022
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