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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 901 | $614,118 | 11,913 | 0.00 | 0.00 | 1,692 | 16.55 | 12-31-2023 |
| PEMBINA PIPELINE CORP | COM | 902 | $613,615 | 17,785 | 0.00 | 0.00 | -1,533 | -7.94 | 12-31-2023 |
| LUMENTUM HLDGS INC | COM | 903 | $612,108 | 11,677 | 0.00 | 11,677 | +Inf | 12-31-2023 | |
| FIRST TR LRG CP VL ALPHADEX | COM SHS | 904 | $606,980 | 8,568 | 0.00 | 0.00 | -1,502 | -14.92 | 12-31-2023 |
