$651 Million is the total value of B. Riley Wealth Management, Inc.'s 488 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 28.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc.tpg specialty lending inc | $66,744,000 | +9921.6% | 665,000 | 0.0% | 10.26% | +8818.3% | ||
| VCSH | Buy | B. Riley Wealth Management, Inc.vanguard short term corp bond fd etf | $30,346,000 | +4.0% | 376,132 | +2.8% | 4.66% | -7.8% |
| VUG | Buy | B. Riley Wealth Management, Inc.vanguard index fds | $27,006,000 | +13.1% | 165,289 | +8.2% | 4.15% | +0.2% |
| VTV | Sell | B. Riley Wealth Management, Inc.vanguard value etf | $20,143,000 | -4.3% | 181,598 | -7.1% | 3.10% | -15.2% |
| AAPL | Sell | B. Riley Wealth Management, Inc.apple inc | $12,334,000 | -3.2% | 62,317 | -7.1% | 1.90% | -14.3% |
| AMZN | Sell | B. Riley Wealth Management, Inc. | $12,063,000 | +5.3% | 6,370 | -1.0% | 1.85% | -6.7% |
| CSM | Buy | B. Riley Wealth Management, Inc. | $11,839,000 | +6.9% | 168,043 | +3.8% | 1.82% | -5.3% |
| EFA | Buy | B. Riley Wealth Management, Inc.ishares tr | $10,808,000 | +4.1% | 164,431 | +2.8% | 1.66% | -7.7% |
| BOND | Buy | B. Riley Wealth Management, Inc.pimco active bond exchange-traded fund | $10,737,000 | +8.2% | 99,895 | +6.2% | 1.65% | -4.1% |
| HYZD | Buy | B. Riley Wealth Management, Inc.wisdomtree bofa merrill lynch high yield bond zero duration fund | $10,508,000 | +5.9% | 450,782 | +5.6% | 1.62% | -6.2% |
| MSFT | Sell | B. Riley Wealth Management, Inc.microsoft corp | $10,005,000 | +8.1% | 74,682 | -4.8% | 1.54% | -4.2% |
| VV | Sell | B. Riley Wealth Management, Inc.vanguard large cap | $9,851,000 | +3.1% | 73,127 | -0.7% | 1.51% | -8.7% |
| MINT | Buy | B. Riley Wealth Management, Inc.pimco etf tr | $9,683,000 | +0.2% | 95,169 | +0.0% | 1.49% | -11.2% |
| IWR | Buy | B. Riley Wealth Management, Inc.ishares tr russell midcap index fd | $8,616,000 | +6.6% | 154,215 | +2.9% | 1.32% | -5.6% |
| MNA | Buy | B. Riley Wealth Management, Inc.mnaexiq etf tr iq arb merger arbitrageetf | $8,391,000 | +5.5% | 265,951 | +6.8% | 1.29% | -6.5% |
| QQQ | Buy | B. Riley Wealth Management, Inc.powershares qqq tr | $7,800,000 | +22.7% | 41,769 | +18.0% | 1.20% | +8.7% |
| EFG | Buy | B. Riley Wealth Management, Inc.ishares msci eafe growth index etf | $7,492,000 | +10.5% | 92,754 | +5.9% | 1.15% | -2.1% |
| SPY | Sell | B. Riley Wealth Management, Inc.spdr s&p 500 etf tr | $7,013,000 | -3.7% | 23,934 | -7.2% | 1.08% | -14.6% |
| VNQ | Sell | B. Riley Wealth Management, Inc.vanguard reit index etf | $6,614,000 | -5.1% | 75,680 | -5.7% | 1.02% | -16.0% |
| CVX | Sell | B. Riley Wealth Management, Inc. | $5,913,000 | -0.7% | 47,514 | -1.7% | 0.91% | -12.0% |
| DIA | Sell | B. Riley Wealth Management, Inc.spdr dow jones industrial etf | $5,878,000 | -11.6% | 22,110 | -13.9% | 0.90% | -21.8% |
| IWP | Buy | B. Riley Wealth Management, Inc.ishares tr | $5,807,000 | +9.5% | 40,724 | +4.2% | 0.89% | -2.9% |
| HD | Sell | B. Riley Wealth Management, Inc.home depot inc | $5,673,000 | +8.0% | 27,275 | -0.4% | 0.87% | -4.3% |
| XOM | Buy | B. Riley Wealth Management, Inc. | $5,676,000 | +148.8% | 74,069 | +162.3% | 0.87% | +120.2% |
| IVV | Sell | B. Riley Wealth Management, Inc.ishares s&p 500 index | $5,352,000 | -2.6% | 18,159 | -6.0% | 0.82% | -13.7% |
| V | Sell | B. Riley Wealth Management, Inc.visa inc | $5,313,000 | +10.4% | 30,611 | -0.6% | 0.82% | -2.2% |
| FPE | Buy | B. Riley Wealth Management, Inc. | $5,249,000 | +82.3% | 270,707 | +79.2% | 0.81% | +61.7% |
| VBK | Buy | B. Riley Wealth Management, Inc.vanguard small-cap growth index fund | $5,175,000 | +7.5% | 27,790 | +3.8% | 0.80% | -4.7% |
| FB | Sell | B. Riley Wealth Management, Inc.facebook inc cl a | $5,136,000 | -3.4% | 26,610 | -16.6% | 0.79% | -14.4% |
| EWX | Buy | B. Riley Wealth Management, Inc. | $4,761,000 | +4.8% | 106,520 | +4.5% | 0.73% | -7.1% |
| SUNS | Sell | B. Riley Wealth Management, Inc.solar sr cap ltd | $4,296,000 | -9.8% | 270,028 | -2.7% | 0.66% | -20.1% |
| RSP | Sell | B. Riley Wealth Management, Inc.guggenheim etf trust s&p 500 equal weight | $4,226,000 | -15.1% | 39,203 | -17.8% | 0.65% | -24.8% |
| VO | Sell | B. Riley Wealth Management, Inc.vanguard mid cap | $4,179,000 | -0.5% | 25,004 | -4.3% | 0.64% | -11.8% |
| IWY | Sell | B. Riley Wealth Management, Inc.ishares trust russell 200 growth index fd | $4,039,000 | -16.9% | 47,071 | -20.4% | 0.62% | -26.3% |
| VTI | Buy | B. Riley Wealth Management, Inc.vanguard total stk mkt | $3,929,000 | +10.5% | 26,176 | +6.5% | 0.60% | -2.1% |
| VCIT | Sell | B. Riley Wealth Management, Inc.vanguard scottsdale fds | $3,814,000 | +0.1% | 42,450 | -3.2% | 0.59% | -11.3% |
| JNJ | Buy | B. Riley Wealth Management, Inc. | $3,798,000 | +1.2% | 27,268 | +1.6% | 0.58% | -10.3% |
| VB | Buy | B. Riley Wealth Management, Inc.vanguard small cap etf | $3,757,000 | +8.5% | 23,983 | +5.9% | 0.58% | -3.8% |
| WMT | Buy | B. Riley Wealth Management, Inc. | $3,669,000 | +16.4% | 33,205 | +2.7% | 0.56% | +3.1% |
| JPST | Buy | B. Riley Wealth Management, Inc. | $3,558,000 | +11.5% | 70,610 | +11.4% | 0.55% | -1.1% |
| VZ | Sell | B. Riley Wealth Management, Inc. | $3,351,000 | -15.9% | 58,662 | -13.0% | 0.52% | -25.5% |
| DVY | Sell | B. Riley Wealth Management, Inc.ishares tr | $3,259,000 | -11.1% | 32,741 | -12.3% | 0.50% | -21.2% |
| DWM | Buy | B. Riley Wealth Management, Inc.wisdomtree dividend efa index etf | $3,212,000 | +1.9% | 62,959 | +1.2% | 0.49% | -9.5% |
| EPD | Buy | B. Riley Wealth Management, Inc.enterprise prods partners l p | $3,075,000 | +3.6% | 106,498 | +4.4% | 0.47% | -8.2% |
| HON | Sell | B. Riley Wealth Management, Inc.honeywell intl inc | $3,038,000 | -27.4% | 17,399 | -33.9% | 0.47% | -35.6% |
| TMO | Buy | B. Riley Wealth Management, Inc. | $2,961,000 | +8.7% | 10,083 | +1.4% | 0.46% | -3.6% |
| FTCS | New | B. Riley Wealth Management, Inc.first trust capital strength etf | $2,931,000 | – | 51,910 | +100.0% | 0.45% | – |
| GOOGL | Sell | B. Riley Wealth Management, Inc.google inc | $2,841,000 | -35.2% | 2,624 | -29.6% | 0.44% | -42.5% |
| VWO | Sell | B. Riley Wealth Management, Inc.vanguard intl equity index f | $2,839,000 | -10.8% | 66,758 | -10.8% | 0.44% | -21.0% |
| VEA | Sell | B. Riley Wealth Management, Inc.vanguard tax managed intl fd | $2,820,000 | -16.1% | 67,621 | -17.8% | 0.43% | -25.7% |
| PNNT | Sell | B. Riley Wealth Management, Inc.pennantpark invt corp | $2,673,000 | -9.9% | 422,893 | -1.5% | 0.41% | -20.2% |
| PFF | Buy | B. Riley Wealth Management, Inc.ishares tr | $2,618,000 | +86.9% | 71,051 | +85.4% | 0.40% | +65.4% |
| PFLT | Buy | B. Riley Wealth Management, Inc.pennantpark floating rate ca | $2,613,000 | +5.8% | 226,011 | +17.2% | 0.40% | -6.1% |
| SHY | Buy | B. Riley Wealth Management, Inc.ishares 1-3 yr treasury bond etf | $2,511,000 | +14.8% | 29,620 | +13.9% | 0.39% | +1.8% |
| UNP | Sell | B. Riley Wealth Management, Inc. | $2,497,000 | -2.1% | 14,763 | -3.2% | 0.38% | -13.1% |
| VBR | Buy | B. Riley Wealth Management, Inc.vanguard small cap value etf | $2,449,000 | +2.2% | 18,766 | +0.8% | 0.38% | -9.6% |
| UNH | Buy | B. Riley Wealth Management, Inc.unitedhealth group | $2,335,000 | +1.4% | 9,568 | +2.7% | 0.36% | -10.0% |
| ROP | Sell | B. Riley Wealth Management, Inc.roper industries inc | $2,313,000 | +1.1% | 6,314 | -5.6% | 0.36% | -10.6% |
| LDUR | Sell | B. Riley Wealth Management, Inc.pimco etf tr | $2,298,000 | -4.0% | 22,925 | -4.5% | 0.35% | -14.9% |
| SPLK | Buy | B. Riley Wealth Management, Inc. | $2,249,000 | +155.6% | 17,885 | +153.0% | 0.35% | +126.1% |
| NKE | Buy | B. Riley Wealth Management, Inc.nike inc class b | $2,228,000 | +8.3% | 26,537 | +8.6% | 0.34% | -4.2% |
| SLB | Sell | B. Riley Wealth Management, Inc. | $2,214,000 | -26.0% | 55,722 | -18.9% | 0.34% | -34.5% |
| INTC | Sell | B. Riley Wealth Management, Inc. | $2,180,000 | -24.9% | 45,539 | -15.7% | 0.34% | -33.4% |
| IWS | Buy | B. Riley Wealth Management, Inc.ishares tr | $2,076,000 | +4.4% | 23,287 | +1.7% | 0.32% | -7.5% |
| DOCU | Sell | B. Riley Wealth Management, Inc. | $2,049,000 | -10.3% | 41,210 | -6.5% | 0.32% | -20.5% |
| RSG | Sell | B. Riley Wealth Management, Inc.republic services inc | $1,977,000 | -9.7% | 22,818 | -16.3% | 0.30% | -20.0% |
| BRPM | New | B. Riley Wealth Management, Inc.b riley principal merger cor | $1,966,000 | – | 201,664 | +100.0% | 0.30% | – |
| IEF | Sell | B. Riley Wealth Management, Inc.ishares 7-10 yr treasury bond etf | $1,951,000 | -10.7% | 17,732 | -13.4% | 0.30% | -20.8% |
| JMBS | Buy | B. Riley Wealth Management, Inc.janus henderson mortgage-backed securities etf | $1,925,000 | +241.3% | 37,053 | +237.6% | 0.30% | +202.0% |
| PFE | Sell | B. Riley Wealth Management, Inc. | $1,887,000 | -1.0% | 43,557 | -3.0% | 0.29% | -12.4% |
| LDP | Sell | B. Riley Wealth Management, Inc.cohen &steers ltd dur pfd i | $1,830,000 | +3.7% | 73,540 | -1.3% | 0.28% | -8.2% |
| DSL | Buy | B. Riley Wealth Management, Inc. | $1,820,000 | +0.7% | 91,148 | +0.6% | 0.28% | -10.5% |
| JPM | Sell | B. Riley Wealth Management, Inc. | $1,800,000 | +10.9% | 16,097 | -1.9% | 0.28% | -1.4% |
| PG | Sell | B. Riley Wealth Management, Inc. | $1,780,000 | -4.2% | 16,236 | -9.1% | 0.27% | -14.9% |
| BRKB | Sell | B. Riley Wealth Management, Inc.berkshire hathaway inc del cl b new | $1,752,000 | +4.2% | 8,217 | -1.8% | 0.27% | -7.9% |
| TEL | Sell | B. Riley Wealth Management, Inc.te connectivity ltd | $1,744,000 | +18.2% | 18,212 | -0.3% | 0.27% | +4.7% |
| APH | Sell | B. Riley Wealth Management, Inc.amphenol corp cl a | $1,739,000 | +1.5% | 18,128 | -0.1% | 0.27% | -10.1% |
| VOO | Sell | B. Riley Wealth Management, Inc.vanguard s&p 500 etf | $1,701,000 | +1.7% | 6,321 | -1.9% | 0.26% | -10.0% |
| T | Sell | B. Riley Wealth Management, Inc. | $1,684,000 | -3.9% | 50,246 | -10.1% | 0.26% | -14.8% |
| BABA | Buy | B. Riley Wealth Management, Inc.alibaba group hldg ltd sponsored ads | $1,626,000 | -4.4% | 9,598 | +3.0% | 0.25% | -15.3% |
| MRK | Sell | B. Riley Wealth Management, Inc.merck &co inc | $1,597,000 | -4.4% | 19,046 | -5.1% | 0.24% | -15.5% |
| CRM | Buy | B. Riley Wealth Management, Inc. | $1,573,000 | +174.5% | 10,367 | +186.6% | 0.24% | +144.4% |
| NFLX | Sell | B. Riley Wealth Management, Inc. | $1,549,000 | -23.0% | 4,218 | -25.2% | 0.24% | -31.8% |
| AVGO | Sell | B. Riley Wealth Management, Inc.avago technologies ltd | $1,526,000 | -18.9% | 5,302 | -15.2% | 0.23% | -28.2% |
| FLOT | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,517,000 | -5.3% | 29,782 | -5.3% | 0.23% | -16.2% |
| TMCX | Sell | B. Riley Wealth Management, Inc.trinity merger corp | $1,494,000 | -0.2% | 145,000 | -1.0% | 0.23% | -11.5% |
| CSCO | Sell | B. Riley Wealth Management, Inc.cisco sys inc | $1,451,000 | -15.9% | 26,513 | -17.0% | 0.22% | -25.4% |
| DWTR | Sell | B. Riley Wealth Management, Inc.invesco dwa tactical sector rotation etf | $1,454,000 | +4.7% | 46,537 | -0.2% | 0.22% | -7.5% |
| PCI | Buy | B. Riley Wealth Management, Inc. | $1,452,000 | +6.5% | 60,770 | +4.5% | 0.22% | -5.5% |
| USB | Sell | B. Riley Wealth Management, Inc. | $1,443,000 | +7.4% | 27,545 | -1.2% | 0.22% | -4.7% |
| SPLV | Buy | B. Riley Wealth Management, Inc.powershares sp500 low volatility etf | $1,396,000 | +73.6% | 25,380 | +66.2% | 0.22% | +54.7% |
| XLU | Buy | B. Riley Wealth Management, Inc.utilities select sector spdr fund | $1,393,000 | +40.6% | 23,368 | +37.2% | 0.21% | +24.4% |
| SVMK | Sell | B. Riley Wealth Management, Inc.svmk inc | $1,393,000 | -33.4% | 84,397 | -26.5% | 0.21% | -41.0% |
| DIS | Buy | B. Riley Wealth Management, Inc. | $1,364,000 | +28.0% | 9,768 | +1.7% | 0.21% | +13.5% |
| BIL | Sell | B. Riley Wealth Management, Inc.spdr ser tr lehman 1-3 month t-bill etf | $1,359,000 | -28.1% | 14,836 | -28.1% | 0.21% | -36.3% |
| LMT | Buy | B. Riley Wealth Management, Inc.lockheed martin corp | $1,353,000 | +25.2% | 3,721 | +3.3% | 0.21% | +11.2% |
| ACWV | Sell | B. Riley Wealth Management, Inc.ishares inc | $1,332,000 | -1.8% | 14,463 | -4.6% | 0.20% | -12.8% |
| ARCC | B. Riley Wealth Management, Inc.ares cap corp | $1,316,000 | +4.7% | 73,333 | 0.0% | 0.20% | -7.3% | |
| TOTL | Sell | B. Riley Wealth Management, Inc.spdr doubleline total return tactical etf | $1,285,000 | -1.1% | 26,189 | -2.5% | 0.20% | -12.4% |
| AMLP | Buy | B. Riley Wealth Management, Inc.alps trust etf alerian mlp | $1,282,000 | +57.1% | 130,134 | +60.0% | 0.20% | +38.7% |
| VFC | Sell | B. Riley Wealth Management, Inc. | $1,284,000 | -2.7% | 14,705 | -3.2% | 0.20% | -14.0% |
| SONO | B. Riley Wealth Management, Inc. | $1,274,000 | +10.1% | 112,361 | 0.0% | 0.20% | -2.5% | |
| VIG | Sell | B. Riley Wealth Management, Inc.vanguard group | $1,276,000 | -15.7% | 11,074 | -19.8% | 0.20% | -25.5% |
| WMB | Sell | B. Riley Wealth Management, Inc. | $1,237,000 | -3.1% | 44,108 | -0.8% | 0.19% | -14.0% |
| IBM | Sell | B. Riley Wealth Management, Inc.intl business machines | $1,238,000 | -6.5% | 8,974 | -4.3% | 0.19% | -17.4% |
| USMV | Buy | B. Riley Wealth Management, Inc.ishares tr | $1,228,000 | +36.4% | 19,885 | +29.9% | 0.19% | +21.2% |
| IHI | New | B. Riley Wealth Management, Inc.ishares tr dow jones us medical devices index | $1,223,000 | – | 5,079 | +100.0% | 0.19% | – |
| PAPR | New | B. Riley Wealth Management, Inc.innovator s&p 500 power buffer etf - april | $1,216,000 | – | 47,237 | +100.0% | 0.19% | – |
| QUAL | New | B. Riley Wealth Management, Inc.ishares edge msci usa quality factor etf | $1,194,000 | – | 13,054 | +100.0% | 0.18% | – |
| RDSA | Buy | B. Riley Wealth Management, Inc.royal dutch shell plc-adr | $1,184,000 | +95.1% | 18,202 | +87.6% | 0.18% | +73.3% |
| COST | Sell | B. Riley Wealth Management, Inc.costco whsl corp new | $1,183,000 | +7.2% | 4,475 | -1.9% | 0.18% | -4.7% |
| CCXU | New | B. Riley Wealth Management, Inc.churchill cap corp ii | $1,184,000 | – | 116,667 | +100.0% | 0.18% | – |
| IDV | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,175,000 | -24.5% | 38,247 | -24.2% | 0.18% | -33.0% |
| VXUS | Sell | B. Riley Wealth Management, Inc.vanguard star fd | $1,169,000 | -1.8% | 22,165 | -3.4% | 0.18% | -13.0% |
| HPQ | Sell | B. Riley Wealth Management, Inc. | $1,126,000 | -4.3% | 54,197 | -10.4% | 0.17% | -15.2% |
| HSIC | Buy | B. Riley Wealth Management, Inc.henry schein inc | $1,125,000 | +16.7% | 16,099 | +0.4% | 0.17% | +3.6% |
| JCO | Buy | B. Riley Wealth Management, Inc. | $1,122,000 | +65.2% | 117,469 | +66.7% | 0.17% | +45.8% |
| MUB | B. Riley Wealth Management, Inc.ishares tr | $1,117,000 | +1.7% | 9,875 | 0.0% | 0.17% | -9.5% | |
| IGSB | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,115,000 | -11.4% | 20,868 | -12.5% | 0.17% | -21.6% |
| TRGP | Buy | B. Riley Wealth Management, Inc. | $1,112,000 | -5.4% | 28,331 | +0.1% | 0.17% | -16.2% |
| LQD | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,108,000 | +1.0% | 8,903 | -3.4% | 0.17% | -10.5% |
| NYF | B. Riley Wealth Management, Inc.ishares tr | $1,108,000 | +1.7% | 19,517 | 0.0% | 0.17% | -10.1% | |
| AGG | Buy | B. Riley Wealth Management, Inc.ishares aggregate bond etf | $1,106,000 | +12.1% | 9,931 | +9.8% | 0.17% | -0.6% |
| GLD | Sell | B. Riley Wealth Management, Inc.spdr gold etf | $1,068,000 | -60.3% | 8,019 | -63.6% | 0.16% | -64.8% |
| EMB | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,064,000 | +0.4% | 9,392 | -2.5% | 0.16% | -11.4% |
| XLV | Sell | B. Riley Wealth Management, Inc.health care select sector spdr | $1,052,000 | -17.5% | 11,356 | -18.3% | 0.16% | -26.7% |
| CMF | Sell | B. Riley Wealth Management, Inc.ishares tr | $1,050,000 | +1.5% | 17,310 | -0.3% | 0.16% | -10.1% |
| KO | Buy | B. Riley Wealth Management, Inc. | $1,040,000 | +9.4% | 20,426 | +0.7% | 0.16% | -3.0% |
| PEY | Sell | B. Riley Wealth Management, Inc.powershares hy dividend achievers | $1,042,000 | -7.5% | 57,448 | -8.9% | 0.16% | -17.9% |
| TWLO | Buy | B. Riley Wealth Management, Inc.twilio inc cl a | $1,043,000 | +7.0% | 7,646 | +1.3% | 0.16% | -5.3% |
| BAC | Buy | B. Riley Wealth Management, Inc. | $1,011,000 | +12.0% | 34,878 | +6.5% | 0.16% | -1.3% |
| PYPL | New | B. Riley Wealth Management, Inc. | $1,004,000 | – | 8,768 | +100.0% | 0.15% | – |
| IVW | Buy | B. Riley Wealth Management, Inc.ishares s&p 500 growth etf | $995,000 | +8.3% | 5,552 | +4.2% | 0.15% | -3.8% |
| GOOG | Sell | B. Riley Wealth Management, Inc.alphabet inc cap stk cl c | $960,000 | -16.5% | 888 | -9.4% | 0.15% | -25.6% |
| MCD | Buy | B. Riley Wealth Management, Inc. | $963,000 | +9.4% | 4,639 | +0.1% | 0.15% | -3.3% |
| TSS | B. Riley Wealth Management, Inc.total systems services | $958,000 | +35.1% | 7,466 | 0.0% | 0.15% | +19.5% | |
| XLK | Sell | B. Riley Wealth Management, Inc.technology select sector spdr | $948,000 | -12.3% | 12,145 | -16.9% | 0.15% | -21.9% |
| SBUX | Buy | B. Riley Wealth Management, Inc.starbucks corp | $950,000 | +12.8% | 11,337 | +0.1% | 0.15% | 0.0% |
| JHB | Sell | B. Riley Wealth Management, Inc. | $944,000 | -10.4% | 95,302 | -11.5% | 0.14% | -20.8% |
| FVD | Buy | B. Riley Wealth Management, Inc.first trust value line dividend fund | $930,000 | +127.9% | 27,557 | +119.5% | 0.14% | +101.4% |
| FXL | Buy | B. Riley Wealth Management, Inc.first tr exch traded fd technology alphadex fd | $920,000 | +21.5% | 13,823 | +16.7% | 0.14% | +7.6% |
| MO | Sell | B. Riley Wealth Management, Inc. | $913,000 | -25.6% | 19,291 | -9.7% | 0.14% | -34.3% |
| ACWX | Buy | B. Riley Wealth Management, Inc.ishares tr | $906,000 | +28.0% | 19,383 | +26.6% | 0.14% | +13.0% |
| DNL | B. Riley Wealth Management, Inc.wisdomtree tr | $905,000 | +3.1% | 15,733 | 0.0% | 0.14% | -8.6% | |
| FL | Buy | B. Riley Wealth Management, Inc. | $906,000 | -27.9% | 21,611 | +4.3% | 0.14% | -36.2% |
| IWF | Sell | B. Riley Wealth Management, Inc.ishares tr | $892,000 | -19.6% | 5,670 | -22.8% | 0.14% | -28.6% |
| GLPI | Sell | B. Riley Wealth Management, Inc.gaming & leisure pptys | $893,000 | -46.0% | 22,900 | -46.6% | 0.14% | -52.3% |
| RTN | New | B. Riley Wealth Management, Inc. | $890,000 | – | 5,117 | +100.0% | 0.14% | – |
| BA | Sell | B. Riley Wealth Management, Inc. | $872,000 | -60.5% | 2,395 | -58.6% | 0.13% | -65.0% |
| IJH | Buy | B. Riley Wealth Management, Inc.ishares tr | $849,000 | +2.7% | 4,370 | +0.0% | 0.13% | -9.1% |
| FDN | Sell | B. Riley Wealth Management, Inc.first tr exchange traded fd dow jones internet index fd | $842,000 | -31.7% | 5,852 | -34.0% | 0.13% | -39.7% |
| GPAQ | Sell | B. Riley Wealth Management, Inc.gordon pointe acquisition co | $842,000 | -34.8% | 91,200 | -28.0% | 0.13% | -42.4% |
| NTG | Sell | B. Riley Wealth Management, Inc.tortoise midstrm energy fd i | $834,000 | -7.5% | 61,831 | -3.9% | 0.13% | -17.9% |
| SQ | Sell | B. Riley Wealth Management, Inc.square inc cl a | $833,000 | -13.0% | 11,481 | -10.1% | 0.13% | -22.9% |
| PHYS | Buy | B. Riley Wealth Management, Inc.sprott physical gold trust | $832,000 | +16.5% | 73,437 | +7.4% | 0.13% | +3.2% |
| IJR | Sell | B. Riley Wealth Management, Inc.ishares tr | $826,000 | -25.3% | 10,562 | -26.3% | 0.13% | -33.9% |
| XLY | Sell | B. Riley Wealth Management, Inc.select sector spdr tr | $822,000 | +12.3% | 6,899 | -25.1% | 0.13% | -0.8% |
| BRT | B. Riley Wealth Management, Inc.brt apartments corp | $800,000 | +314.5% | 56,616 | 0.0% | 0.12% | +272.7% | |
| SHOP | Sell | B. Riley Wealth Management, Inc.shopify inc cl a | $792,000 | -1.6% | 2,640 | -32.3% | 0.12% | -12.9% |
| PGX | Sell | B. Riley Wealth Management, Inc.invesco exchng traded fd tr | $791,000 | -5.7% | 54,059 | -6.6% | 0.12% | -15.9% |
| FPEI | Buy | B. Riley Wealth Management, Inc. | $790,000 | +2.3% | 40,680 | +0.2% | 0.12% | -9.7% |
| GOOS | Sell | B. Riley Wealth Management, Inc. | $771,000 | -19.6% | 19,910 | -0.3% | 0.12% | -28.9% |
| GNR | B. Riley Wealth Management, Inc. | $764,000 | -0.8% | 16,656 | 0.0% | 0.12% | -12.7% | |
| XLRE | Buy | B. Riley Wealth Management, Inc.real estate select sector spdr fund | $757,000 | +272.9% | 20,583 | +266.4% | 0.12% | +231.4% |
| VGK | Sell | B. Riley Wealth Management, Inc.vanguard intl equity index f | $752,000 | -20.1% | 13,692 | -22.0% | 0.12% | -28.8% |
| IWB | Buy | B. Riley Wealth Management, Inc.ishares tr russell 1000 index etf | $741,000 | +37.0% | 4,550 | +32.4% | 0.11% | +21.3% |
| STZ | Sell | B. Riley Wealth Management, Inc.constellation brands inc cl a | $736,000 | -7.5% | 3,739 | -17.6% | 0.11% | -18.1% |
| AFT | B. Riley Wealth Management, Inc.apollo sr floating rate fd i | $733,000 | +0.8% | 49,055 | 0.0% | 0.11% | -10.3% | |
| CARA | Sell | B. Riley Wealth Management, Inc.caraco pharmaceutical laboratories ltd | $723,000 | +9.2% | 33,630 | -0.4% | 0.11% | -3.5% |
| DOW | New | B. Riley Wealth Management, Inc. | $701,000 | – | 14,217 | +100.0% | 0.11% | – |
| FTSM | Sell | B. Riley Wealth Management, Inc.first trust enhanced short maturity etf | $704,000 | -28.9% | 11,730 | -28.9% | 0.11% | -37.2% |
| ABBV | Sell | B. Riley Wealth Management, Inc. | $690,000 | -19.6% | 9,496 | -10.8% | 0.11% | -28.9% |
| MDLZ | Sell | B. Riley Wealth Management, Inc.mondelez intl inc cl a | $682,000 | -1.9% | 12,659 | -9.0% | 0.10% | -13.2% |
| JHD | Sell | B. Riley Wealth Management, Inc. | $682,000 | -3.9% | 69,128 | -3.6% | 0.10% | -14.6% |
| C | Sell | B. Riley Wealth Management, Inc.citigroup inc | $675,000 | -0.1% | 9,640 | -11.2% | 0.10% | -11.1% |
| HYLS | Buy | B. Riley Wealth Management, Inc.first trust tactical high yield etf | $671,000 | +25.4% | 13,950 | +24.6% | 0.10% | +10.8% |
| IWD | Sell | B. Riley Wealth Management, Inc.ishares tr | $663,000 | +2.5% | 5,211 | -0.5% | 0.10% | -8.9% |
| VCLT | Sell | B. Riley Wealth Management, Inc.vanguard scottsdale fds | $661,000 | -9.2% | 6,825 | -14.2% | 0.10% | -19.0% |
| IWM | Sell | B. Riley Wealth Management, Inc.ishares tr | $658,000 | -42.2% | 4,231 | -43.1% | 0.10% | -49.0% |
| CQP | B. Riley Wealth Management, Inc. | $654,000 | +0.6% | 15,500 | 0.0% | 0.10% | -11.5% | |
| IBB | Sell | B. Riley Wealth Management, Inc.ishares tr | $652,000 | -5.0% | 5,978 | -2.5% | 0.10% | -16.0% |
| NVDA | Buy | B. Riley Wealth Management, Inc.nvidia corp | $644,000 | -4.7% | 3,920 | +4.2% | 0.10% | -15.4% |
| SHW | Buy | B. Riley Wealth Management, Inc. | $628,000 | +9.0% | 1,370 | +2.5% | 0.10% | -3.0% |
| ESI | B. Riley Wealth Management, Inc.element solutions inc | $620,000 | +2.3% | 60,000 | 0.0% | 0.10% | -9.5% | |
| VPL | B. Riley Wealth Management, Inc.vanguard intl equity index f | $616,000 | +0.3% | 9,324 | 0.0% | 0.10% | -10.4% | |
| PDP | Sell | B. Riley Wealth Management, Inc.powershares dwa technical leaders portfolio | $603,000 | +1.3% | 10,002 | -4.7% | 0.09% | -9.7% |
| XLF | Sell | B. Riley Wealth Management, Inc.financial select sector spdr | $607,000 | -1.1% | 21,992 | -8.0% | 0.09% | -12.3% |
| ABT | Sell | B. Riley Wealth Management, Inc. | $600,000 | +1.0% | 7,135 | -3.9% | 0.09% | -10.7% |
| PANW | Buy | B. Riley Wealth Management, Inc. | $579,000 | -2.2% | 2,841 | +16.6% | 0.09% | -13.6% |
| PEP | Sell | B. Riley Wealth Management, Inc. | $574,000 | -1.9% | 4,378 | -8.3% | 0.09% | -12.9% |
| RWR | Buy | B. Riley Wealth Management, Inc.spdr dj wilshire reit (etf) | $572,000 | +38.8% | 5,791 | +39.1% | 0.09% | +23.9% |
| VTIP | Sell | B. Riley Wealth Management, Inc.vanguard malvern fds | $562,000 | -50.0% | 11,388 | -50.6% | 0.09% | -55.9% |
| BIV | Sell | B. Riley Wealth Management, Inc.vanguard intermediate-term bond | $557,000 | -5.9% | 6,439 | -8.7% | 0.09% | -16.5% |
| SIVB | Sell | B. Riley Wealth Management, Inc. | $557,000 | -7.9% | 2,480 | -8.8% | 0.09% | -18.1% |
| RDVY | Sell | B. Riley Wealth Management, Inc.first trust nasdaq rising dividend achievers fund | $562,000 | +2.4% | 18,100 | -1.6% | 0.09% | -9.5% |
| AWK | Buy | B. Riley Wealth Management, Inc.american water works co | $561,000 | +36.8% | 4,840 | +23.1% | 0.09% | +21.1% |
| LTS | New | B. Riley Wealth Management, Inc.ladenburg thalman fin svcs i | $545,000 | – | 150,000 | +100.0% | 0.08% | – |
| VEU | Buy | B. Riley Wealth Management, Inc.vanguard intl equity index f | $542,000 | +17.1% | 10,624 | +15.0% | 0.08% | +3.8% |
| FDX | New | B. Riley Wealth Management, Inc.fedex corp | $533,000 | – | 3,247 | +100.0% | 0.08% | – |
| WM | Buy | B. Riley Wealth Management, Inc.waste management inc | $533,000 | +29.7% | 4,616 | +16.8% | 0.08% | +15.5% |
| JHY | Sell | B. Riley Wealth Management, Inc. | $532,000 | -13.4% | 53,968 | -12.7% | 0.08% | -22.6% |
| NOW | Buy | B. Riley Wealth Management, Inc. | $511,000 | +16.4% | 1,860 | +4.5% | 0.08% | +3.9% |
| LMBS | New | B. Riley Wealth Management, Inc.first trust low duration mortgage opportunities etf | $512,000 | – | 9,912 | +100.0% | 0.08% | – |
| NAC | B. Riley Wealth Management, Inc. | $507,000 | +5.2% | 35,000 | 0.0% | 0.08% | -7.1% | |
| CCI | Buy | B. Riley Wealth Management, Inc.crown castle intl corp | $509,000 | +27.2% | 3,903 | +25.0% | 0.08% | +13.0% |
| GILD | Buy | B. Riley Wealth Management, Inc.gilead sciences inc | $507,000 | +18.5% | 7,500 | +14.1% | 0.08% | +5.4% |
| ZS | Buy | B. Riley Wealth Management, Inc. | $510,000 | +11.6% | 6,650 | +3.3% | 0.08% | -1.3% |
| GSK | Sell | B. Riley Wealth Management, Inc.glaxosmithkline plc sponsored adr | $502,000 | -15.2% | 12,538 | -11.5% | 0.08% | -25.2% |
| IEFA | Sell | B. Riley Wealth Management, Inc.ishares tr | $497,000 | -23.5% | 8,101 | -24.2% | 0.08% | -32.7% |
| WRB | Buy | B. Riley Wealth Management, Inc. | $488,000 | +27.4% | 7,408 | +63.7% | 0.08% | +13.6% |
| GS | Buy | B. Riley Wealth Management, Inc.goldman sachs group inc | $481,000 | +12.1% | 2,352 | +5.2% | 0.07% | 0.0% |
| IWO | B. Riley Wealth Management, Inc.ishares tr | $473,000 | +1.9% | 2,357 | 0.0% | 0.07% | -8.8% | |
| ITW | Sell | B. Riley Wealth Management, Inc. | $467,000 | -6.0% | 3,095 | -10.7% | 0.07% | -16.3% |
| QQEW | Sell | B. Riley Wealth Management, Inc. | $469,000 | -45.4% | 7,032 | -47.4% | 0.07% | -51.7% |
| CVS | Buy | B. Riley Wealth Management, Inc. | $460,000 | +39.4% | 8,437 | +37.5% | 0.07% | +24.6% |
| DD | New | B. Riley Wealth Management, Inc. | $465,000 | – | 6,190 | +100.0% | 0.07% | – |
| XLP | Buy | B. Riley Wealth Management, Inc.consumer staples select sector spdr | $465,000 | -37.0% | 8,002 | +6.7% | 0.07% | -44.5% |
| EEM | Sell | B. Riley Wealth Management, Inc.ishares tr | $465,000 | -64.1% | 10,829 | -64.6% | 0.07% | -68.4% |
| OLP | New | B. Riley Wealth Management, Inc.one liberty pptys inc | $448,000 | – | 15,482 | +100.0% | 0.07% | – |
| TWTR | Sell | B. Riley Wealth Management, Inc. | $451,000 | -7.4% | 12,912 | -12.8% | 0.07% | -17.9% |
| ETN | Buy | B. Riley Wealth Management, Inc. | $440,000 | +3.8% | 5,283 | +0.3% | 0.07% | -8.1% |
| DAL | Buy | B. Riley Wealth Management, Inc.delta air lines inc del cmn | $441,000 | +34.0% | 7,768 | +21.8% | 0.07% | +19.3% |
| GMZ | Sell | B. Riley Wealth Management, Inc.goldman sachs mlp inc opp fd | $441,000 | -7.0% | 56,539 | -4.2% | 0.07% | -17.1% |
| POCT | New | B. Riley Wealth Management, Inc.innovator s&p 500 power buffer etf - october | $437,000 | – | 17,442 | +100.0% | 0.07% | – |
| PHO | Buy | B. Riley Wealth Management, Inc.powershares global water portfolio exchange-traded fd | $437,000 | +28.9% | 12,266 | +23.0% | 0.07% | +13.6% |
| VXF | Sell | B. Riley Wealth Management, Inc.vanguard extended market index fund | $431,000 | -3.1% | 3,636 | -5.7% | 0.07% | -14.3% |
| UTX | Sell | B. Riley Wealth Management, Inc. | $427,000 | -24.7% | 3,278 | -25.4% | 0.07% | -32.7% |
| NMFC | B. Riley Wealth Management, Inc.new mtn fin corp | $430,000 | +2.9% | 30,786 | 0.0% | 0.07% | -8.3% | |
| OKTA | Sell | B. Riley Wealth Management, Inc.okta inc cl a | $431,000 | +4.1% | 3,492 | -30.3% | 0.07% | -8.3% |
| CWB | Sell | B. Riley Wealth Management, Inc.spdr bloomberg barclays convertible securities etf | $424,000 | -4.5% | 8,020 | -5.6% | 0.06% | -15.6% |
| XLC | Sell | B. Riley Wealth Management, Inc. | $419,000 | -32.0% | 8,510 | -35.4% | 0.06% | -40.2% |
| BP | Sell | B. Riley Wealth Management, Inc.bp plc sponsored adr | $418,000 | -10.5% | 10,020 | -6.1% | 0.06% | -21.0% |
| NXC | B. Riley Wealth Management, Inc.nuveen ca select tax free prtf sh ben int | $414,000 | +4.8% | 28,000 | 0.0% | 0.06% | -5.9% | |
| SNH | Buy | B. Riley Wealth Management, Inc.senior housing properties trust | $418,000 | +29.8% | 50,577 | +85.0% | 0.06% | +14.3% |
| XLI | Sell | B. Riley Wealth Management, Inc.industrial select sector spdr | $414,000 | -1.7% | 5,348 | -4.6% | 0.06% | -12.3% |
| QSR | Buy | B. Riley Wealth Management, Inc. | $408,000 | +6.8% | 5,868 | +0.0% | 0.06% | -4.5% |
| ON | B. Riley Wealth Management, Inc. | $412,000 | -1.9% | 20,405 | 0.0% | 0.06% | -13.7% | |
| AMT | Buy | B. Riley Wealth Management, Inc.american tower corp | $409,000 | +8.2% | 2,000 | +4.3% | 0.06% | -4.5% |
| PBE | B. Riley Wealth Management, Inc.invesco exchange traded fd t | $404,000 | -3.1% | 7,548 | 0.0% | 0.06% | -13.9% | |
| BX | New | B. Riley Wealth Management, Inc.blackstone group lp | $396,000 | – | 8,906 | +100.0% | 0.06% | – |
| CAT | Sell | B. Riley Wealth Management, Inc. | $390,000 | -65.5% | 2,860 | -65.7% | 0.06% | -69.4% |
| MMM | Buy | B. Riley Wealth Management, Inc. | $388,000 | -6.3% | 2,239 | +12.5% | 0.06% | -16.7% |
| INTEQ | B. Riley Wealth Management, Inc. | $393,000 | +24.4% | 20,200 | 0.0% | 0.06% | +9.1% | |
| BLV | Sell | B. Riley Wealth Management, Inc.vanguard bond index fund inc long term bd etf | $386,000 | +2.7% | 3,972 | -2.7% | 0.06% | -9.2% |
| GE | Sell | B. Riley Wealth Management, Inc. | $382,000 | -10.1% | 36,394 | -14.4% | 0.06% | -20.3% |
| MA | Buy | B. Riley Wealth Management, Inc.mastercard inc | $375,000 | +22.1% | 1,417 | +8.7% | 0.06% | +9.4% |
| NCB | B. Riley Wealth Management, Inc. | $379,000 | +1.6% | 23,400 | 0.0% | 0.06% | -10.8% | |
| ARKK | Sell | B. Riley Wealth Management, Inc.ark innovation etf | $375,000 | -12.4% | 7,820 | -14.6% | 0.06% | -21.6% |
| GSY | Sell | B. Riley Wealth Management, Inc.invesco ultra short duration etf | $379,000 | -73.2% | 7,525 | -73.3% | 0.06% | -76.3% |
| SNAP | Sell | B. Riley Wealth Management, Inc.snap inc cl a | $373,000 | -24.5% | 26,098 | -41.7% | 0.06% | -33.7% |
| Z | B. Riley Wealth Management, Inc.zillow group inc cl c cap stk | $369,000 | +33.7% | 7,950 | 0.0% | 0.06% | +18.8% | |
| AVY | Sell | B. Riley Wealth Management, Inc. | $370,000 | -21.9% | 3,199 | -23.8% | 0.06% | -30.5% |
| JKHY | Sell | B. Riley Wealth Management, Inc.henry jack &assoc inc | $366,000 | -24.4% | 2,734 | -21.6% | 0.06% | -33.3% |
| ORCL | Sell | B. Riley Wealth Management, Inc.oracle corporation | $366,000 | +4.3% | 6,429 | -1.7% | 0.06% | -8.2% |
| TIP | Sell | B. Riley Wealth Management, Inc.ishares tips bond etf | $358,000 | -23.8% | 3,096 | -25.5% | 0.06% | -32.9% |
| EFAV | Sell | B. Riley Wealth Management, Inc.ishares tr | $351,000 | -24.2% | 4,836 | -24.8% | 0.05% | -32.5% |
| MU | Sell | B. Riley Wealth Management, Inc.micron technology | $350,000 | -17.8% | 9,071 | -12.0% | 0.05% | -27.0% |
| ORLY | Sell | B. Riley Wealth Management, Inc.o reilly automotive inc | $347,000 | -22.0% | 940 | -18.0% | 0.05% | -31.2% |
| KMI | Buy | B. Riley Wealth Management, Inc.kinder morgan inc | $344,000 | +8.9% | 16,492 | +4.5% | 0.05% | -3.6% |
| LLY | Sell | B. Riley Wealth Management, Inc. | $343,000 | -30.1% | 3,094 | -18.2% | 0.05% | -37.6% |
| BAH | Buy | B. Riley Wealth Management, Inc.booz allen hamilton hldg corp cl a | $348,000 | +21.7% | 5,260 | +7.1% | 0.05% | +6.0% |
| WFC | Sell | B. Riley Wealth Management, Inc. | $340,000 | -3.4% | 7,192 | -1.3% | 0.05% | -14.8% |
| AMGN | Buy | B. Riley Wealth Management, Inc.amgen inc | $338,000 | +15.0% | 1,832 | +18.6% | 0.05% | +2.0% |
| HRL | Sell | B. Riley Wealth Management, Inc. | $341,000 | -34.0% | 8,401 | -27.3% | 0.05% | -42.2% |
| NOC | Sell | B. Riley Wealth Management, Inc. | $332,000 | +14.1% | 1,029 | -4.8% | 0.05% | +2.0% |
| EWZ | B. Riley Wealth Management, Inc.ishares inc | $334,000 | +6.7% | 7,640 | 0.0% | 0.05% | -5.6% | |
| PSJ | New | B. Riley Wealth Management, Inc.powershares dynamic software | $332,000 | – | 3,466 | +100.0% | 0.05% | – |
| EOLS | New | B. Riley Wealth Management, Inc. | $333,000 | – | 22,800 | +100.0% | 0.05% | – |
| D | Sell | B. Riley Wealth Management, Inc.dominion resources inc | $335,000 | +0.3% | 4,329 | -0.5% | 0.05% | -12.1% |
| IPAY | New | B. Riley Wealth Management, Inc.etfmg prime mobile payments etf | $321,000 | – | 6,838 | +100.0% | 0.05% | – |
| NEE | Buy | B. Riley Wealth Management, Inc. | $320,000 | +7.0% | 1,563 | +1.0% | 0.05% | -5.8% |
| IYR | Sell | B. Riley Wealth Management, Inc.ishares us real estate etf | $320,000 | 0.0% | 3,665 | -0.3% | 0.05% | -10.9% |
| BRKA | B. Riley Wealth Management, Inc.berkshire hathaway inc del | $318,000 | +5.6% | 1 | 0.0% | 0.05% | -5.8% | |
| HCA | Buy | B. Riley Wealth Management, Inc.hca inc | $314,000 | +28.7% | 2,323 | +24.2% | 0.05% | +14.3% |
| CMCSA | Sell | B. Riley Wealth Management, Inc. | $311,000 | -1.0% | 7,345 | -6.4% | 0.05% | -11.1% |
| BMY | Buy | B. Riley Wealth Management, Inc. | $314,000 | +5.4% | 6,946 | +11.5% | 0.05% | -7.7% |
| MGC | Buy | B. Riley Wealth Management, Inc.vanguard mega cap etf | $305,000 | +24.5% | 3,010 | +20.3% | 0.05% | +11.9% |
| XYL | B. Riley Wealth Management, Inc.xylem inc | $308,000 | +5.5% | 3,684 | 0.0% | 0.05% | -7.8% | |
| WELL | Buy | B. Riley Wealth Management, Inc.health care reit inc | $303,000 | +9.4% | 3,722 | +4.2% | 0.05% | -2.1% |
| ADP | Buy | B. Riley Wealth Management, Inc. | $303,000 | +26.2% | 1,834 | +22.1% | 0.05% | +11.9% |
| AGN | Sell | B. Riley Wealth Management, Inc. | $306,000 | -27.7% | 1,829 | -36.7% | 0.05% | -35.6% |
| PM | Sell | B. Riley Wealth Management, Inc.philip morris intl inc | $301,000 | -19.7% | 3,826 | -9.8% | 0.05% | -29.2% |
| SPR | Sell | B. Riley Wealth Management, Inc.spirit aerosystems holdings inc cl a | $299,000 | -31.3% | 3,669 | -22.8% | 0.05% | -38.7% |
| CBS | Sell | B. Riley Wealth Management, Inc.cbs corp cl b | $302,000 | -9.9% | 6,058 | -14.2% | 0.05% | -20.7% |
| COP | Buy | B. Riley Wealth Management, Inc. | $298,000 | -8.6% | 4,892 | +0.1% | 0.05% | -19.3% |
| WPC | Buy | B. Riley Wealth Management, Inc. | $290,000 | +31.2% | 3,575 | +26.8% | 0.04% | +18.4% |
| PTF | New | B. Riley Wealth Management, Inc.invesco dwa technology momentum etf | $284,000 | – | 3,899 | +100.0% | 0.04% | – |
| QCOM | Sell | B. Riley Wealth Management, Inc. | $286,000 | -6.5% | 3,772 | -29.6% | 0.04% | -17.0% |
| TSLA | Sell | B. Riley Wealth Management, Inc.tesla motors inc | $286,000 | -32.4% | 1,279 | -15.4% | 0.04% | -39.7% |
| KYN | B. Riley Wealth Management, Inc.kayne andersn mlp mids invt | $286,000 | -4.3% | 18,665 | 0.0% | 0.04% | -15.4% | |
| CTT | Buy | B. Riley Wealth Management, Inc.catchmark timber tr inc cl a | $284,000 | +118.5% | 27,199 | +105.5% | 0.04% | +91.3% |
| GWPH | Buy | B. Riley Wealth Management, Inc.gw pharmaceuticals ads | $284,000 | +6.4% | 1,647 | +4.1% | 0.04% | -4.3% |
| FDL | Sell | B. Riley Wealth Management, Inc. | $286,000 | -10.6% | 9,348 | -11.9% | 0.04% | -20.0% |
| STC | New | B. Riley Wealth Management, Inc.stewart information svcs cor | $288,000 | – | 7,124 | +100.0% | 0.04% | – |
| IJK | Buy | B. Riley Wealth Management, Inc.ishares tr | $283,000 | +8.0% | 1,250 | +4.7% | 0.04% | -4.4% |
| ITEQ | New | B. Riley Wealth Management, Inc.bluestar israel technology etf | $280,000 | – | 7,187 | +100.0% | 0.04% | – |
| HYS | Sell | B. Riley Wealth Management, Inc.pimco etf tr 0-5 yr high yield corp bd index fd | $283,000 | -2.1% | 2,820 | -2.4% | 0.04% | -14.0% |
| EMR | Sell | B. Riley Wealth Management, Inc. | $277,000 | -10.1% | 4,149 | -7.8% | 0.04% | -18.9% |
| MILN | New | B. Riley Wealth Management, Inc.global x millennials thematic etf | $278,000 | – | 11,258 | +100.0% | 0.04% | – |
| SLRC | Sell | B. Riley Wealth Management, Inc.solar cap ltd | $281,000 | -13.3% | 13,667 | -12.1% | 0.04% | -23.2% |
| DVOL | New | B. Riley Wealth Management, Inc.first trust dorsey wright momentum & low volatility etf | $278,000 | – | 12,905 | +100.0% | 0.04% | – |
| EMLC | Sell | B. Riley Wealth Management, Inc.market vectors etf emerging mkts local etf | $279,000 | -24.8% | 8,050 | -27.6% | 0.04% | -32.8% |
| CSWI | B. Riley Wealth Management, Inc. | $273,000 | +19.2% | 4,000 | 0.0% | 0.04% | +5.0% | |
| UPS | Sell | B. Riley Wealth Management, Inc.united parcel service inc | $274,000 | -14.4% | 2,654 | -7.3% | 0.04% | -23.6% |
| GIS | Buy | B. Riley Wealth Management, Inc. | $276,000 | +15.0% | 5,250 | +13.1% | 0.04% | 0.0% |
| SYY | Buy | B. Riley Wealth Management, Inc. | $269,000 | +12.1% | 3,797 | +5.8% | 0.04% | -2.4% |
| XMMO | New | B. Riley Wealth Management, Inc.invesco s&p midcap momentum etf | $269,000 | – | 4,574 | +100.0% | 0.04% | – |
| ADBE | Buy | B. Riley Wealth Management, Inc.adobe sys inc | $264,000 | +18.9% | 895 | +7.6% | 0.04% | +7.9% |
| KW | B. Riley Wealth Management, Inc. | $260,000 | -3.7% | 12,620 | 0.0% | 0.04% | -14.9% | |
| TXN | Sell | B. Riley Wealth Management, Inc. | $260,000 | +0.4% | 2,269 | -7.2% | 0.04% | -11.1% |
| VEEV | New | B. Riley Wealth Management, Inc. | $260,000 | – | 1,601 | +100.0% | 0.04% | – |
| BDX | Buy | B. Riley Wealth Management, Inc. | $263,000 | +0.8% | 1,045 | +0.1% | 0.04% | -11.1% |
| RPM | Sell | B. Riley Wealth Management, Inc. | $251,000 | -12.5% | 4,103 | -17.0% | 0.04% | -22.0% |
| BLUE | B. Riley Wealth Management, Inc. | $254,000 | -19.4% | 2,000 | 0.0% | 0.04% | -29.1% | |
| W | B. Riley Wealth Management, Inc.wayfair inc cl a | $257,000 | -1.5% | 1,760 | 0.0% | 0.04% | -13.3% | |
| VGT | Sell | B. Riley Wealth Management, Inc.vanguard information technology | $256,000 | +2.4% | 1,214 | -2.4% | 0.04% | -9.3% |
| KTOS | Sell | B. Riley Wealth Management, Inc. | $253,000 | -35.1% | 11,070 | -55.6% | 0.04% | -42.6% |
| BSV | Sell | B. Riley Wealth Management, Inc.vanguard short-term bond index fund | $254,000 | -1.9% | 3,157 | -3.1% | 0.04% | -13.3% |
| GLW | Sell | B. Riley Wealth Management, Inc. | $257,000 | -11.1% | 7,732 | -11.6% | 0.04% | -22.0% |
| AIF | Sell | B. Riley Wealth Management, Inc. | $250,000 | -7.1% | 16,932 | -7.7% | 0.04% | -19.1% |
| PSX | Buy | B. Riley Wealth Management, Inc.phillips 66 | $245,000 | +7.5% | 2,622 | +9.5% | 0.04% | -5.0% |
| CL | Buy | B. Riley Wealth Management, Inc. | $248,000 | +11.2% | 3,461 | +6.6% | 0.04% | -2.6% |
| PNC | Sell | B. Riley Wealth Management, Inc. | $245,000 | -11.2% | 1,787 | -20.5% | 0.04% | -20.8% |
| JD | New | B. Riley Wealth Management, Inc. | $238,000 | – | 7,861 | +100.0% | 0.04% | – |
| RAVI | New | B. Riley Wealth Management, Inc. | $241,000 | – | 3,175 | +100.0% | 0.04% | – |
| SDY | B. Riley Wealth Management, Inc.spdr ser tr s&p divid etf | $243,000 | +1.2% | 2,411 | 0.0% | 0.04% | -11.9% | |
| SMDV | Sell | B. Riley Wealth Management, Inc.proshares russell 2000 dividend growers etf | $236,000 | +0.4% | 3,977 | -1.5% | 0.04% | -12.2% |
| PLNT | Sell | B. Riley Wealth Management, Inc.planet fitness inc cl a | $232,000 | -31.2% | 3,200 | -34.7% | 0.04% | -37.9% |
| NBB | Sell | B. Riley Wealth Management, Inc.nuveen taxable municpl incm | $237,000 | -5.6% | 11,171 | -8.6% | 0.04% | -18.2% |
| MKC | Sell | B. Riley Wealth Management, Inc. | $235,000 | -3.7% | 1,514 | -6.4% | 0.04% | -14.3% |
| ICF | B. Riley Wealth Management, Inc.ishares cohen & steers reit etf | $232,000 | +1.3% | 2,057 | 0.0% | 0.04% | -10.0% | |
| TJX | Sell | B. Riley Wealth Management, Inc. | $236,000 | -4.8% | 4,455 | -4.5% | 0.04% | -16.3% |
| FIV | Buy | B. Riley Wealth Management, Inc. | $225,000 | +116.3% | 25,235 | +112.5% | 0.04% | +94.4% |
| SCZ | Sell | B. Riley Wealth Management, Inc.ishares msci eafe small cap etf | $219,000 | -17.0% | 3,807 | -17.2% | 0.03% | -26.1% |
| VT | B. Riley Wealth Management, Inc.vanguard total world stock index fund | $222,000 | +2.8% | 2,954 | 0.0% | 0.03% | -8.1% | |
| FPX | B. Riley Wealth Management, Inc. | $223,000 | +4.2% | 2,861 | 0.0% | 0.03% | -8.1% | |
| TDOC | Sell | B. Riley Wealth Management, Inc. | $224,000 | -7.8% | 3,373 | -22.9% | 0.03% | -19.0% |
| F | Buy | B. Riley Wealth Management, Inc. | $214,000 | +87.7% | 20,891 | +60.9% | 0.03% | +65.0% |
| APD | New | B. Riley Wealth Management, Inc. | $212,000 | – | 937 | +100.0% | 0.03% | – |
| ITA | New | B. Riley Wealth Management, Inc.ishares tr dow jonesus aerospace & def | $218,000 | – | 1,017 | +100.0% | 0.03% | – |
| BND | New | B. Riley Wealth Management, Inc.vanguard total bond market etf | $213,000 | – | 2,564 | +100.0% | 0.03% | – |
| WTTR | Buy | B. Riley Wealth Management, Inc. | $213,000 | +7.0% | 18,312 | +10.8% | 0.03% | -5.7% |
| NOBL | New | B. Riley Wealth Management, Inc.proshares s&p 500 dividend aristocrats etf | $215,000 | – | 3,100 | +100.0% | 0.03% | – |
| VOE | Sell | B. Riley Wealth Management, Inc. | $205,000 | -1.0% | 1,844 | -3.8% | 0.03% | -11.1% |
| BCE | Buy | B. Riley Wealth Management, Inc. | $210,000 | +5.0% | 4,626 | +2.5% | 0.03% | -8.6% |
| APO | New | B. Riley Wealth Management, Inc. | $211,000 | – | 6,155 | +100.0% | 0.03% | – |
| AEP | New | B. Riley Wealth Management, Inc. | $211,000 | – | 2,391 | +100.0% | 0.03% | – |
| AMRN | Sell | B. Riley Wealth Management, Inc.amarin corp plc spons adr new | $205,000 | -31.2% | 10,550 | -26.5% | 0.03% | -38.5% |
| TGT | New | B. Riley Wealth Management, Inc. | $207,000 | – | 2,394 | +100.0% | 0.03% | – |
| KMB | Sell | B. Riley Wealth Management, Inc. | $205,000 | -30.7% | 1,537 | -35.6% | 0.03% | -37.3% |
| CMI | Sell | B. Riley Wealth Management, Inc. | $209,000 | -7.5% | 1,219 | -14.7% | 0.03% | -17.9% |
| GBIL | Sell | B. Riley Wealth Management, Inc.goldman sachs access treasury 0-1 year etf | $202,000 | -61.5% | 2,012 | -61.5% | 0.03% | -65.9% |
| MGK | New | B. Riley Wealth Management, Inc.vanguard world fund etf mega cap 300 growth etf | $201,000 | – | 1,551 | +100.0% | 0.03% | – |
| FISV | New | B. Riley Wealth Management, Inc.fiserv inc | $204,000 | – | 2,246 | +100.0% | 0.03% | – |
| COUP | New | B. Riley Wealth Management, Inc. | $203,000 | – | 1,600 | +100.0% | 0.03% | – |
| GMRE | Sell | B. Riley Wealth Management, Inc. | $200,000 | +5.8% | 19,020 | -1.3% | 0.03% | -6.1% |
| TNAV | Sell | B. Riley Wealth Management, Inc. | $189,000 | +18.1% | 23,686 | -10.0% | 0.03% | +3.6% |
| SDIV | New | B. Riley Wealth Management, Inc.global x etf | $190,000 | – | 11,052 | +100.0% | 0.03% | – |
| VRML | Buy | B. Riley Wealth Management, Inc. | $188,000 | -0.5% | 211,002 | +28.4% | 0.03% | -12.1% |
| BILI | Sell | B. Riley Wealth Management, Inc.bilibili inc spons ads rep z | $182,000 | -15.0% | 11,208 | -0.9% | 0.03% | -24.3% |
| ATOM | New | B. Riley Wealth Management, Inc. | $176,000 | – | 35,000 | +100.0% | 0.03% | – |
| EMD | B. Riley Wealth Management, Inc.salomon bros emerging mkts debt fund | $172,000 | +4.9% | 12,015 | 0.0% | 0.03% | -7.1% | |
| IDN | B. Riley Wealth Management, Inc. | $171,000 | +64.4% | 29,500 | 0.0% | 0.03% | +44.4% | |
| MXI | New | B. Riley Wealth Management, Inc.ishares tr | $168,000 | – | 2,579 | +100.0% | 0.03% | – |
| VVR | B. Riley Wealth Management, Inc. | $164,000 | +3.1% | 37,951 | 0.0% | 0.02% | -10.7% | |
| ALIM | Buy | B. Riley Wealth Management, Inc. | $143,000 | -3.4% | 160,567 | +15.3% | 0.02% | -15.4% |
| DON | New | B. Riley Wealth Management, Inc.wisdomtree tr | $143,000 | – | 3,960 | +100.0% | 0.02% | – |
| SANW | New | B. Riley Wealth Management, Inc. | $134,000 | – | 50,616 | +100.0% | 0.02% | – |
| HBAN | New | B. Riley Wealth Management, Inc. | $138,000 | – | 10,005 | +100.0% | 0.02% | – |
| SRTS | Buy | B. Riley Wealth Management, Inc. | $134,000 | +14.5% | 24,215 | +45.2% | 0.02% | +5.0% |
| XON | Buy | B. Riley Wealth Management, Inc. | $133,000 | +70.5% | 17,300 | +16.9% | 0.02% | +42.9% |
| LLNW | Buy | B. Riley Wealth Management, Inc. | $133,000 | +11.8% | 49,153 | +33.9% | 0.02% | -4.8% |
| GSVC | Sell | B. Riley Wealth Management, Inc.gsv capital corp | $129,000 | -17.8% | 20,175 | -2.7% | 0.02% | -25.9% |
| EAD | New | B. Riley Wealth Management, Inc. | $122,000 | – | 14,835 | +100.0% | 0.02% | – |
| TEVA | New | B. Riley Wealth Management, Inc.teva pharmaceutical inds ltd sponsored ads | $121,000 | – | 13,085 | +100.0% | 0.02% | – |
| DCF | New | B. Riley Wealth Management, Inc. | $121,000 | – | 12,994 | +100.0% | 0.02% | – |
| VUZI | Buy | B. Riley Wealth Management, Inc. | $121,000 | +245.7% | 29,500 | +156.5% | 0.02% | +216.7% |
| RRC | Buy | B. Riley Wealth Management, Inc.range resources corp | $115,000 | -10.9% | 16,484 | +43.7% | 0.02% | -18.2% |
| BBH | New | B. Riley Wealth Management, Inc.vaneck vectors etf tr | $110,000 | – | 852 | +100.0% | 0.02% | – |
| EXG | Sell | B. Riley Wealth Management, Inc.eaton vance tax managed global equity | $97,000 | -5.8% | 11,709 | -7.9% | 0.02% | -16.7% |
| JEMD | Buy | B. Riley Wealth Management, Inc. | $100,000 | +9.9% | 11,260 | +7.0% | 0.02% | -6.2% |
| MTN | New | B. Riley Wealth Management, Inc. | $80,000 | – | 358 | +100.0% | 0.01% | – |
| PAYC | New | B. Riley Wealth Management, Inc. | $73,000 | – | 319 | +100.0% | 0.01% | – |
| NOK | Sell | B. Riley Wealth Management, Inc.nokia corp adr | $69,000 | -17.9% | 13,776 | -6.1% | 0.01% | -26.7% |
| CLDR | New | B. Riley Wealth Management, Inc. | $63,000 | – | 12,000 | +100.0% | 0.01% | – |
| HCRSQ | Buy | B. Riley Wealth Management, Inc. | $55,000 | -3.5% | 22,500 | +75.8% | 0.01% | -20.0% |
| NIO | Sell | B. Riley Wealth Management, Inc.nio inc spon ads | $49,000 | -57.4% | 19,410 | -13.8% | 0.01% | -60.0% |
| BRPMWS | New | B. Riley Wealth Management, Inc.b riley principal merger cor | $47,000 | – | 100,832 | +100.0% | 0.01% | – |
| EYES | Sell | B. Riley Wealth Management, Inc. | $33,000 | -15.4% | 40,800 | -16.4% | 0.01% | -28.6% |
| MPWR | New | B. Riley Wealth Management, Inc.monolithic pwr sys inc | $17,000 | – | 126 | +100.0% | 0.00% | – |
| VAC | New | B. Riley Wealth Management, Inc. | $14,000 | – | 150 | +100.0% | 0.00% | – |
| CPST | B. Riley Wealth Management, Inc.capstone turbine corp | $8,000 | -11.1% | 10,000 | 0.0% | 0.00% | -50.0% | |
| SQBG | B. Riley Wealth Management, Inc. | $6,000 | -57.1% | 11,000 | 0.0% | 0.00% | -50.0% | |
| OTIVF | New | B. Riley Wealth Management, Inc. | $4,000 | – | 10,000 | +100.0% | 0.00% | – |
| PLX | Exit | PROTALIX BIOTHERAPEUTICS INC COM | $0 | – | -18,329 | -100.0% | -0.00% | – |
| GEMP | Exit | GEMPHIRE THERAPEUTICS INC COM | $0 | – | -10,000 | -100.0% | -0.00% | – |
| WFTIQ | Exit | WEATHERFORD INTL PLC ORD SHS | $0 | – | -19,036 | -100.0% | -0.00% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -100 | -100.0% | -0.00% | – |
| REFR | Exit | RESEARCH FRONTIERS INC | $0 | – | -12,800 | -100.0% | -0.01% | – |
| OPK | Exit | OPKO HEALTH INC | $0 | – | -15,000 | -100.0% | -0.01% | – |
| SACH | Exit | SACHEM CAP CORP COMreit | $0 | – | -16,037 | -100.0% | -0.01% | – |
| FRO | Exit | FRONTLINE LTD | $0 | – | -10,900 | -100.0% | -0.01% | – |
| HCHC | Exit | HC2 HLDGS INC COM | $0 | – | -34,403 | -100.0% | -0.02% | – |
| JILL | Exit | J JILL INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -12,698 | -100.0% | -0.02% | – |
| TA | Exit | TRAVELCENTERS OF AMERICA | $0 | – | -27,750 | -100.0% | -0.02% | – |
| NBEV | Exit | NEW AGE BEVERAGES CORP COM | $0 | – | -24,187 | -100.0% | -0.02% | – |
| GAIA | Exit | GAIA INC NEW CL A | $0 | – | -14,417 | -100.0% | -0.02% | – |
| TCRD | Exit | THL CREDIT INC | $0 | – | -21,000 | -100.0% | -0.02% | – |
| SPY | Exit | SPDR S&P 500 ETFcall | $0 | – | -500 | -100.0% | -0.02% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO COM | $0 | – | -30,229 | -100.0% | -0.02% | – |
| CLPR | Exit | CLIPPER RLTY INC COMreit | $0 | – | -11,073 | -100.0% | -0.03% | – |
| DIAX | Exit | NUVEEN DOW 30 DYN OVERWRITE SHScef | $0 | – | -10,315 | -100.0% | -0.03% | – |
| ARDC | Exit | ARES DYNAMIC CR ALLOCATION F | $0 | – | -12,644 | -100.0% | -0.03% | – |
| OHI | Exit | OMEGA HEALTHCARE INVESTORS INCreit | $0 | – | -5,128 | -100.0% | -0.03% | – |
| SMMU | Exit | PIMCO ETF TRshtrm mun bd act | $0 | – | -3,972 | -100.0% | -0.04% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC COM | $0 | – | -3,171 | -100.0% | -0.04% | – |
| CVET | Exit | COVETRUS INC COM | $0 | – | -6,414 | -100.0% | -0.04% | – |
| CLX | Exit | CLOROX CO DEL COM | $0 | – | -1,305 | -100.0% | -0.04% | – |
| LITE | Exit | LUMENTUM HLDGS INC COM | $0 | – | -3,625 | -100.0% | -0.04% | – |
| IWN | Exit | ISHARES RUSSELL 2000 VALUEetf | $0 | – | -1,752 | -100.0% | -0.04% | – |
| IGV | Exit | ISHARES S&P NORTH AMER TECH-SOFTWAREetf | $0 | – | -998 | -100.0% | -0.04% | – |
| BIOS | Exit | BIOSCRIP INC COM | $0 | – | -105,061 | -100.0% | -0.04% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -2,266 | -100.0% | -0.04% | – |
| ALB | Exit | ALBEMARLE CORP COM | $0 | – | -2,614 | -100.0% | -0.04% | – |
| NVS | Exit | NOVARTIS AG ADRadr | $0 | – | -2,303 | -100.0% | -0.04% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -8,280 | -100.0% | -0.04% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -2,679 | -100.0% | -0.04% | – |
| STWD | Exit | STARWOOD PROPERTY TRUSTreit | $0 | – | -10,005 | -100.0% | -0.04% | – |
| XRX | Exit | XEROX CORP COM NEW | $0 | – | -7,000 | -100.0% | -0.04% | – |
| VHT | Exit | VANGUARD HEALTH CARE ETFetf | $0 | – | -1,338 | -100.0% | -0.04% | – |
| DUK | Exit | DUKE ENERGY CORP NEW COM NEW | $0 | – | -2,578 | -100.0% | -0.04% | – |
| LUMN | Exit | CENTURYLINK INC COM | $0 | – | -19,154 | -100.0% | -0.04% | – |
| DHR | Exit | DANAHER CORP | $0 | – | -1,773 | -100.0% | -0.04% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -7,910 | -100.0% | -0.05% | – |
| BNDX | Exit | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $0 | – | -4,819 | -100.0% | -0.05% | – |
| SDOG | Exit | ALPS SECTOR DIVIDEND DOGS ETFetf | $0 | – | -6,584 | -100.0% | -0.05% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -7,843 | -100.0% | -0.05% | – |
| INDA | Exit | ISHARES TR MSCI INDIA INDEX FDetf | $0 | – | -8,266 | -100.0% | -0.05% | – |
| ESTC | Exit | ELASTIC N V ORD SHS | $0 | – | -3,770 | -100.0% | -0.05% | – |
| RDIV | Exit | OPPENHEIMER S&P ULTRA DIVIDEND REVENUE ETFetf | $0 | – | -10,300 | -100.0% | -0.07% | – |
| HGLB | Exit | HIGHLAND GLOBAL ALLOCATION FD COMcef | $0 | – | -30,891 | -100.0% | -0.07% | – |
| IXUS | Exit | ISHARES TRetf | $0 | – | -8,314 | -100.0% | -0.08% | – |
| BX | Exit | BLACKSTONE GROUP LP | $0 | – | -15,628 | -100.0% | -0.10% | – |
| IMMU | Exit | IMMUNOMEDICS INC COM | $0 | – | -40,125 | -100.0% | -0.13% | – |
| SNA | Exit | SNAP ON INC COM | $0 | – | -6,768 | -100.0% | -0.18% | – |
| DWDP | Exit | DOWDUPONT INC COM | $0 | – | -19,961 | -100.0% | -0.18% | – |
| IEMG | Exit | ISHARES CORE MSCI EMERGING MKTSetf | $0 | – | -23,267 | -100.0% | -0.21% | – |
| IMCG | Exit | ISHARES TR MID GRWTH INDX ETFetf | $0 | – | -5,576 | -100.0% | -0.23% | – |
| IVE | Exit | ISHARES S&P 500 VALUE ETFetf | $0 | – | -12,143 | -100.0% | -0.24% | – |
| TLT | Exit | ISHARES 20 YR TR BD ETFetf | $0 | – | -11,447 | -100.0% | -0.25% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETFetf | $0 | – | -9,905 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 6.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 25 | Q2 2022 | 5.9% |
| SPDR S&P 500 TRUST | 25 | Q2 2022 | 3.5% |
| MICROSOFT CORP COM | 25 | Q2 2022 | 2.9% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 4.6% |
| META PLATFORMS INC | 25 | Q2 2022 | 2.7% |
| MERCK & CO INC NEW COM | 25 | Q2 2022 | 1.6% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 1.9% |
| PFIZER INC COM | 25 | Q2 2022 | 1.4% |
| ENTERPRISE PRODS PARTNERS L P COM | 25 | Q2 2022 | 1.4% |
View B. Riley Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-09-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-17 |
| 13F-HR | 2020-05-15 |
View B. Riley Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.