$775 Million is the total value of B. Riley Wealth Management, Inc.'s 385 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 45.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $48,241,000 | -8.1% | 363,565 | -19.8% | 6.23% | +0.5% |
| AMZN | Sell | AMAZON COM INC | $39,617,000 | -8.1% | 12,164 | -11.1% | 5.11% | +0.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $25,218,000 | -6.5% | 302,925 | -7.0% | 3.26% | +2.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $19,628,000 | -0.5% | 241,744 | -1.0% | 2.53% | +8.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $17,819,000 | -1.5% | 47,659 | -11.8% | 2.30% | +7.7% |
| CSM | Sell | PROSHARES TRlarge cap cre | $13,698,000 | -7.8% | 162,350 | -16.6% | 1.77% | +0.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $13,636,000 | -0.6% | 43,462 | -11.9% | 1.76% | +8.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $13,480,000 | -10.7% | 60,054 | -3.8% | 1.74% | -2.3% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $12,807,000 | -4.4% | 113,229 | -4.9% | 1.65% | +4.6% |
| HD | Sell | HOME DEPOT INC | $11,514,000 | -8.1% | 43,347 | -3.9% | 1.49% | +0.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $11,195,000 | +4.2% | 24,036 | -1.2% | 1.44% | +14.0% |
| MRK | Sell | MERCK & CO. INC | $10,901,000 | -2.4% | 133,265 | -1.0% | 1.41% | +6.8% |
| MSFT | Sell | MICROSOFT CORP | $10,551,000 | +4.6% | 47,439 | -1.1% | 1.36% | +14.5% |
| FB | Sell | FACEBOOK INCcl a | $9,852,000 | -9.6% | 36,067 | -13.3% | 1.27% | -1.1% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $9,601,000 | -3.4% | 60,314 | +1.1% | 1.24% | +5.6% |
| GOOD | Buy | GLADSTONE COMMERCIAL CORP | $9,491,000 | +10.7% | 527,256 | +3.6% | 1.22% | +21.0% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $9,319,000 | -5.4% | 91,326 | -5.5% | 1.20% | +3.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $9,280,000 | +11.3% | 5,295 | -6.9% | 1.20% | +21.7% |
| HON | Sell | HONEYWELL INTL INC | $8,816,000 | +26.5% | 41,446 | -2.1% | 1.14% | +38.3% |
| NEE | Buy | NEXTERA ENERGY INC | $8,725,000 | +2.3% | 113,097 | +268.0% | 1.13% | +11.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $8,569,000 | +1.6% | 24,007 | -3.7% | 1.11% | +11.2% |
| ABBV | Sell | ABBVIE INC | $8,456,000 | +13.3% | 78,921 | -7.4% | 1.09% | +24.0% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $8,078,000 | -11.8% | 242,364 | -11.0% | 1.04% | -3.5% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $7,723,000 | +5.7% | 220,220 | -5.2% | 1.00% | +15.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $7,018,000 | -6.8% | 18,626 | -12.2% | 0.91% | +2.0% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $7,015,000 | +13.4% | 13,984 | -1.9% | 0.90% | +24.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $7,011,000 | +1.4% | 76,575 | -1.9% | 0.90% | +10.9% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $6,897,000 | -4.5% | 133,582 | -17.9% | 0.89% | +4.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $6,774,000 | +2.1% | 109,210 | -0.8% | 0.87% | +11.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $6,736,000 | +1.9% | 19,210 | -9.4% | 0.87% | +11.4% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $6,689,000 | +15.3% | 80,800 | -4.1% | 0.86% | +26.0% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $6,567,000 | +22.8% | 127,591 | +23.3% | 0.85% | +34.4% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $6,397,000 | +23.9% | 326,555 | -0.2% | 0.83% | +35.4% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $6,326,000 | +4.8% | 115,405 | +2.4% | 0.82% | +14.7% |
| PFE | Sell | PFIZER INC | $6,212,000 | -0.0% | 168,764 | -0.3% | 0.80% | +9.4% |
| T | Sell | AT&T INC | $6,140,000 | -19.3% | 213,508 | -20.0% | 0.79% | -11.7% |
| D | Buy | DOMINION ENERGY INC | $5,955,000 | -4.7% | 79,192 | +0.0% | 0.77% | +4.2% |
| BA | Sell | BOEING CO | $5,728,000 | +3.3% | 26,757 | -20.2% | 0.74% | +13.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $5,646,000 | +4.6% | 24,107 | -12.0% | 0.73% | +14.4% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $5,559,000 | +4.7% | 275,342 | -0.6% | 0.72% | +14.5% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $5,541,000 | +23.8% | 130,565 | -0.3% | 0.72% | +35.4% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,196,000 | +7.5% | 16,992 | -2.4% | 0.67% | +17.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,839,000 | -6.1% | 2,762 | -21.2% | 0.62% | +2.8% |
| GLD | Sell | SPDR GOLD TR | $4,665,000 | -5.8% | 26,153 | -6.4% | 0.60% | +3.1% |
| XOM | Sell | EXXON MOBIL CORP | $4,473,000 | -20.0% | 108,527 | -33.4% | 0.58% | -12.6% |
| PEP | Sell | PEPSICO INC | $4,289,000 | +6.9% | 28,923 | -0.1% | 0.55% | +16.9% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $4,115,000 | – | 81,532 | +100.0% | 0.53% | – |
| TWLO | Buy | TWILIO INCcl a | $4,001,000 | +42.6% | 11,819 | +4.1% | 0.52% | +55.9% |
| SAII | New | SOFTWARE ACQUISITN GRUP INC | $3,985,000 | – | 562,500 | +100.0% | 0.51% | – |
| SUNS | Buy | SOLAR SR CAP LTD | $3,816,000 | +15.1% | 263,909 | +0.3% | 0.49% | +26.1% |
| NKE | Sell | NIKE INCcl b | $3,709,000 | +12.3% | 26,220 | -0.3% | 0.48% | +22.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $3,699,000 | -21.6% | 15,896 | -1.0% | 0.48% | -14.4% |
| SHOP | Sell | SHOPIFY INCcl a | $3,682,000 | -3.3% | 3,253 | -12.6% | 0.48% | +5.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,640,000 | -3.1% | 28,647 | -26.6% | 0.47% | +6.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,638,000 | -6.3% | 15,691 | -14.0% | 0.47% | +2.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,454,000 | -0.6% | 24,823 | -0.7% | 0.45% | +8.8% |
| CSCO | Sell | CISCO SYS INC | $3,413,000 | -12.7% | 76,270 | -23.1% | 0.44% | -4.3% |
| BHK | Buy | BLACKROCK CORE BD TR | $3,410,000 | +119.3% | 209,215 | +110.7% | 0.44% | +139.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,387,000 | 0.0% | 26,049 | -10.3% | 0.44% | +9.2% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $3,230,000 | +1.3% | 60,422 | +1.6% | 0.42% | +10.9% |
| CSX | Buy | CSX CORP | $3,199,000 | +19.8% | 35,247 | +2.5% | 0.41% | +31.1% |
| TGT | Buy | TARGET CORP | $3,191,000 | +24.6% | 18,079 | +11.1% | 0.41% | +36.4% |
| MMM | Sell | 3M CO | $3,189,000 | -27.9% | 18,244 | -33.9% | 0.41% | -21.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $3,187,000 | +6.2% | 6,373 | +4.1% | 0.41% | +16.1% |
| TTD | Sell | THE TRADE DESK INC | $3,134,000 | +24.3% | 3,912 | -19.5% | 0.40% | +35.9% |
| TSLA | Sell | TESLA INC | $3,010,000 | -19.3% | 4,266 | -50.9% | 0.39% | -11.6% |
| PFLT | Sell | PENNANTPARK FLOATING RATE CA | $2,979,000 | +20.9% | 282,882 | -3.1% | 0.38% | +32.3% |
| ET | Sell | ENERGY TRANSFER LP | $2,956,000 | -37.5% | 478,297 | -45.2% | 0.38% | -31.5% |
| NVDA | Sell | NVIDIA CORPORATION | $2,917,000 | -47.2% | 5,586 | -45.3% | 0.38% | -42.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,905,000 | -20.9% | 8,184 | -14.6% | 0.38% | -13.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,899,000 | +8.8% | 18,029 | -0.5% | 0.37% | +19.1% |
| ICSH | Buy | ISHARES TRblackrock ultra | $2,900,000 | +3.0% | 57,403 | +3.1% | 0.37% | +12.7% |
| AMGN | Sell | AMGEN INC | $2,831,000 | -21.3% | 12,314 | -12.9% | 0.36% | -13.9% |
| ENB | Buy | ENBRIDGE INC | $2,754,000 | +11.7% | 86,088 | +2.0% | 0.36% | +22.0% |
| PEAK | Sell | HEALTHPEAK PROPERTIES INC | $2,741,000 | +9.7% | 90,675 | -1.4% | 0.35% | +20.0% |
| AWH | New | ASPIRA WOMENS HEALTH INC | $2,698,000 | – | 402,112 | +100.0% | 0.35% | – |
| AVGO | Sell | BROADCOM INC | $2,697,000 | +4.9% | 6,160 | -12.7% | 0.35% | +14.9% |
| SONO | Buy | SONOS INC | $2,625,000 | +54.4% | 112,210 | +0.2% | 0.34% | +68.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,422,000 | +9.1% | 15,391 | +3.2% | 0.31% | +19.5% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,397,000 | +196.7% | 60,023 | +143.1% | 0.31% | +225.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $2,349,000 | +48.3% | 46,064 | +6.1% | 0.30% | +62.0% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD I | $2,321,000 | -3.1% | 122,084 | -9.2% | 0.30% | +6.0% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $2,269,000 | +20.4% | 7,990 | -0.3% | 0.29% | +32.0% |
| CVS | New | CVS HEALTH CORP | $2,213,000 | – | 32,399 | +100.0% | 0.29% | – |
| JPS | Sell | NUVEEN PFD & INCM SECURTIES | $2,204,000 | +7.7% | 226,529 | -2.4% | 0.28% | +17.8% |
| LLY | LILLY ELI & CO | $2,184,000 | +14.0% | 12,937 | 0.0% | 0.28% | +24.8% | |
| LDP | Sell | COHEN & STEERS LTD DURATION | $2,105,000 | +13.8% | 79,124 | -0.0% | 0.27% | +24.8% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $2,023,000 | +7.1% | 13,179 | +1.1% | 0.26% | +17.0% |
| CRM | Buy | SALESFORCE COM INC | $2,009,000 | +7.6% | 9,028 | +21.6% | 0.26% | +17.7% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,996,000 | +18.2% | 44,978 | -7.2% | 0.26% | +29.6% |
| BSTZ | Sell | BLACKROCK SCIENCE & TECH TR | $1,985,000 | +19.4% | 54,573 | -15.8% | 0.26% | +30.6% |
| SRE | Sell | SEMPRA ENERGY | $1,978,000 | +2.1% | 15,526 | -5.1% | 0.26% | +11.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,978,000 | -2.3% | 15,508 | -17.2% | 0.26% | +6.7% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $1,962,000 | -5.5% | 130,022 | -5.7% | 0.25% | +3.3% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,951,000 | +138.2% | 22,035 | +107.0% | 0.25% | +159.8% |
| STWD | Sell | STARWOOD PPTY TR INC | $1,901,000 | -38.6% | 98,509 | -52.0% | 0.24% | -32.9% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,831,000 | +348.8% | 14,711 | +231.9% | 0.24% | +391.7% |
| KO | Buy | COCA COLA CO | $1,768,000 | +14.7% | 32,232 | +3.3% | 0.23% | +25.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,747,000 | +138.0% | 19,047 | +112.8% | 0.22% | +158.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,732,000 | +7.2% | 33,059 | -5.3% | 0.22% | +17.3% |
| IWO | ISHARES TRrus 2000 grw etf | $1,725,000 | +29.5% | 6,015 | 0.0% | 0.22% | +42.0% | |
| DIS | Buy | DISNEY WALT CO | $1,678,000 | +46.2% | 9,264 | +0.1% | 0.22% | +60.7% |
| PTON | New | PELOTON INTERACTIVE INC | $1,658,000 | – | 10,925 | +100.0% | 0.21% | – |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,649,000 | +22.8% | 7,769 | +9.0% | 0.21% | +34.8% |
| APH | Sell | AMPHENOL CORP NEWcl a | $1,639,000 | +13.0% | 12,530 | -6.5% | 0.21% | +24.0% |
| NSC | NORFOLK SOUTHN CORP | $1,623,000 | +11.0% | 6,830 | 0.0% | 0.21% | +20.8% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $1,597,000 | -11.4% | 5,660 | 0.0% | 0.21% | -3.3% | |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,555,000 | +29.8% | 3,703 | +4.8% | 0.20% | +42.6% |
| FSLY | Buy | FASTLY INCcl a | $1,537,000 | +232.0% | 17,592 | +255.8% | 0.20% | +260.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,490,000 | +1.2% | 30,243 | +1.3% | 0.19% | +10.3% |
| TWTR | Buy | TWITTER INC | $1,457,000 | +94.3% | 26,899 | +59.6% | 0.19% | +111.2% |
| SLRC | Sell | SOLAR CAP LTD | $1,440,000 | +9.2% | 82,225 | -1.2% | 0.19% | +19.2% |
| GPN | Sell | GLOBAL PMTS INC | $1,431,000 | +20.9% | 6,645 | -0.4% | 0.18% | +32.1% |
| ARCC | Sell | ARES CAPITAL CORP | $1,424,000 | -8.1% | 84,287 | -24.1% | 0.18% | +0.5% |
| BCE | Sell | BCE INC | $1,428,000 | +1.2% | 33,376 | -1.9% | 0.18% | +10.2% |
| PCI | Buy | PIMCO DYNAMIC CR INCOME FD | $1,403,000 | +47.8% | 66,194 | +40.0% | 0.18% | +61.6% |
| RKT | New | ROCKET COS INC | $1,387,000 | – | 68,580 | +100.0% | 0.18% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,358,000 | -8.4% | 11,181 | -16.0% | 0.18% | 0.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,351,000 | +11.8% | 35,078 | +5.8% | 0.17% | +21.7% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,328,000 | +14.8% | 40,301 | -4.6% | 0.17% | +24.8% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $1,294,000 | +43.9% | 50,421 | +12.1% | 0.17% | +57.5% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,292,000 | +49.7% | 11,558 | +21.8% | 0.17% | +63.7% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,276,000 | – | 54,174 | +100.0% | 0.16% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,269,000 | +31.0% | 5,672 | +19.4% | 0.16% | +43.9% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $1,273,000 | +3.5% | 38,440 | -0.5% | 0.16% | +13.1% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,252,000 | +13.3% | 22,882 | +13.9% | 0.16% | +24.6% |
| ECL | Sell | ECOLAB INC | $1,254,000 | +6.7% | 5,798 | -1.4% | 0.16% | +16.5% |
| MELI | Buy | MERCADOLIBRE INC | $1,230,000 | +94.9% | 734 | +25.9% | 0.16% | +114.9% |
| BFK | Buy | BLACKROCK MUN INCOME TRsh ben int | $1,223,000 | +14.2% | 79,070 | +1.2% | 0.16% | +25.4% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,213,000 | +0.1% | 69,813 | -17.3% | 0.16% | +9.8% |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,206,000 | – | 17,165 | +100.0% | 0.16% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,190,000 | +13.4% | 11,660 | +13.3% | 0.15% | +24.2% |
| ABT | Sell | ABBOTT LABS | $1,191,000 | -45.5% | 10,873 | -45.9% | 0.15% | -40.3% |
| SVMK | SVMK INC | $1,150,000 | +15.6% | 45,000 | 0.0% | 0.15% | +26.5% | |
| ETSY | Buy | ETSY INC | $1,141,000 | +78.3% | 6,412 | +21.8% | 0.15% | +93.4% |
| BAC | Sell | BK OF AMERICA CORP | $1,120,000 | -5.6% | 36,938 | -25.0% | 0.14% | +3.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,123,000 | -8.6% | 8,331 | +0.1% | 0.14% | 0.0% |
| FAAR | New | FIRST TR EXCHNG TRADED FD VIalt abslt strg | $1,116,000 | – | 40,901 | +100.0% | 0.14% | – |
| CVX | Sell | CHEVRON CORP NEW | $1,102,000 | +2.6% | 13,048 | -12.5% | 0.14% | +11.8% |
| FIV | Buy | FIRST TR SR FLOATING RATE 20 | $1,081,000 | +52.9% | 120,279 | +43.7% | 0.14% | +68.7% |
| ESI | ELEMENT SOLUTIONS INC | $1,064,000 | +68.6% | 60,000 | 0.0% | 0.14% | +85.1% | |
| DOV | DOVER CORP | $1,049,000 | +16.6% | 8,305 | 0.0% | 0.14% | +27.4% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,045,000 | +9.1% | 35,433 | -11.0% | 0.14% | +19.5% |
| ESTC | Sell | ELASTIC N V | $1,037,000 | +26.5% | 7,098 | -6.6% | 0.13% | +38.1% |
| FTHY | Buy | FIRST TR HIGH YIELD OPPRT 20 | $1,030,000 | +5.4% | 50,707 | +4.6% | 0.13% | +15.7% |
| NFLX | Sell | NETFLIX INC | $1,000,000 | -26.4% | 1,849 | -31.9% | 0.13% | -19.4% |
| SBUX | Sell | STARBUCKS CORP | $991,000 | +19.4% | 9,265 | -4.1% | 0.13% | +30.6% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $987,000 | +302.9% | 20,254 | +289.5% | 0.13% | +337.9% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $962,000 | +8.8% | 2,651 | 0.0% | 0.12% | +19.2% | |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $940,000 | – | 13,664 | +100.0% | 0.12% | – |
| FDX | Sell | FEDEX CORP | $934,000 | -37.5% | 3,599 | -39.4% | 0.12% | -31.2% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $939,000 | -22.5% | 61,505 | -25.3% | 0.12% | -15.4% |
| PAPR | Sell | INNOVATOR ETFS TRs&p 500 pwr bu | $916,000 | -37.1% | 33,569 | -38.6% | 0.12% | -31.4% |
| PWZ | Sell | INVESCO EXCH TRADED FD TR IIcalif amt mun | $894,000 | +1.0% | 57,112 | -2.4% | 0.12% | +10.6% |
| PGHY | Sell | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $884,000 | +1.6% | 39,800 | -1.2% | 0.11% | +10.7% |
| SYY | Buy | SYSCO CORP | $878,000 | +25.6% | 11,820 | +5.2% | 0.11% | +37.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $851,000 | -31.0% | 11,906 | -44.4% | 0.11% | -24.7% |
| BLE | Buy | BLACKROCK MUNI INCOME TR II | $854,000 | +6.9% | 55,381 | +3.2% | 0.11% | +17.0% |
| FPEI | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $847,000 | +5.2% | 41,550 | 0.0% | 0.11% | +14.7% | |
| TCP | TC PIPELINES LP | $806,000 | +15.0% | 27,385 | 0.0% | 0.10% | +25.3% | |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $801,000 | +9.3% | 49,710 | -0.4% | 0.10% | +19.8% |
| CSQ | Buy | CALAMOS STRATEGIC TOTL RETN | $775,000 | +35.5% | 49,059 | +15.5% | 0.10% | +47.1% |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $757,000 | – | 19,741 | +100.0% | 0.10% | – |
| HQH | Sell | TEKLA HEALTHCARE INVSsh ben int | $759,000 | -69.9% | 31,832 | -74.0% | 0.10% | -67.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $755,000 | -33.2% | 2,134 | -41.2% | 0.10% | -27.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $750,000 | +35.9% | 6,206 | +12.6% | 0.10% | +49.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $744,000 | -62.2% | 54,420 | -65.9% | 0.10% | -58.6% |
| HPQ | Sell | HP INC | $739,000 | +16.4% | 30,039 | -10.2% | 0.10% | +26.7% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $734,000 | +7.2% | 897 | -7.0% | 0.10% | +17.3% |
| SLQD | ISHARES TR0-5yr invt gr cp | $709,000 | +0.1% | 13,576 | 0.0% | 0.09% | +9.5% | |
| MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $715,000 | +2.4% | 29,730 | +2.9% | 0.09% | +12.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $710,000 | +36.8% | 1,569 | +39.3% | 0.09% | +50.8% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $696,000 | +295.5% | 82,406 | +234.2% | 0.09% | +328.6% |
| ETN | Sell | EATON CORP PLC | $682,000 | -18.6% | 5,673 | -31.0% | 0.09% | -11.1% |
| HR | Sell | HEALTHCARE RLTY TR | $667,000 | -2.9% | 22,537 | -1.1% | 0.09% | +6.2% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $669,000 | +14.4% | 6,885 | +12.8% | 0.09% | +24.6% |
| SIVB | Sell | SVB FINANCIAL GROUP | $663,000 | +54.9% | 1,709 | -3.8% | 0.09% | +68.6% |
| PSL | Sell | INVESCO EXCHANGE TRADED FD Tdwa staples | $665,000 | +14.1% | 7,674 | -0.0% | 0.09% | +24.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $659,000 | +79.6% | 2,500 | +36.8% | 0.08% | +97.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $653,000 | +29.6% | 10,524 | +10.3% | 0.08% | +42.4% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $634,000 | +20.5% | 4,618 | +13.3% | 0.08% | +32.3% |
| JCO | Sell | NUVEEN CR OPPORTUNITIES 2022 | $619,000 | -5.8% | 77,017 | -7.5% | 0.08% | +2.6% |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $615,000 | +18.0% | 2,816 | -5.8% | 0.08% | +29.5% |
| TXN | TEXAS INSTRS INC | $599,000 | +15.0% | 3,651 | 0.0% | 0.08% | +26.2% | |
| RAVI | Buy | FLEXSHARES TRready acc vari | $592,000 | +9.6% | 7,761 | +9.6% | 0.08% | +18.8% |
| TDOC | Sell | TELADOC HEALTH INC | $592,000 | -50.7% | 2,963 | -45.9% | 0.08% | -46.5% |
| LMND | New | LEMONADE INC | $588,000 | – | 4,799 | +100.0% | 0.08% | – |
| COP | Sell | CONOCOPHILLIPS | $575,000 | -20.0% | 14,370 | -34.4% | 0.07% | -12.9% |
| MDT | Sell | MEDTRONIC PLC | $573,000 | +8.1% | 4,894 | -4.1% | 0.07% | +17.5% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $577,000 | +24.6% | 1,835 | -3.8% | 0.07% | +34.5% |
| MVT | Buy | BLACKROCK MUNIVEST FD II INC | $562,000 | +7.5% | 37,793 | +0.7% | 0.07% | +17.7% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $565,000 | -7.2% | 2,665 | -39.9% | 0.07% | +1.4% |
| ENPH | Buy | ENPHASE ENERGY INC | $552,000 | +159.2% | 3,145 | +21.9% | 0.07% | +184.0% |
| MDB | Sell | MONGODB INCcl a | $547,000 | +36.4% | 1,524 | -12.1% | 0.07% | +51.1% |
| GM | Buy | GENERAL MTRS CO | $547,000 | +115.4% | 13,125 | +53.1% | 0.07% | +136.7% |
| ERTH | INVESCO EXCHANGE TRADED FD Tcleantech etf | $530,000 | +23.8% | 7,551 | 0.0% | 0.07% | +33.3% | |
| MO | Sell | ALTRIA GROUP INC | $510,000 | -14.9% | 12,431 | -19.8% | 0.07% | -7.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $512,000 | +31.3% | 7,409 | +14.4% | 0.07% | +43.5% |
| CB | Sell | CHUBB LIMITED | $505,000 | -29.2% | 3,283 | -46.6% | 0.06% | -22.6% |
| AFT | APOLLO SR FLOATING RATE FD I | $503,000 | +12.3% | 34,927 | 0.0% | 0.06% | +22.6% | |
| MGNI | New | MAGNITE INC | $501,000 | – | 16,322 | +100.0% | 0.06% | – |
| NOC | Sell | NORTHROP GRUMMAN CORP | $494,000 | -9.0% | 1,621 | -5.8% | 0.06% | 0.0% |
| NOW | Buy | SERVICENOW INC | $494,000 | +39.9% | 897 | +23.2% | 0.06% | +52.4% |
| PFFA | Sell | ETFIS SER TR Ivirtus infrcap | $489,000 | -31.8% | 22,215 | -40.4% | 0.06% | -25.9% |
| PSX | PHILLIPS 66 | $485,000 | +35.1% | 6,931 | 0.0% | 0.06% | +50.0% | |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $489,000 | +30.4% | 6,571 | +13.4% | 0.06% | +43.2% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $479,000 | +14.3% | 8,435 | +11.9% | 0.06% | +26.5% |
| UNP | UNION PAC CORP | $484,000 | +5.9% | 2,323 | 0.0% | 0.06% | +14.8% | |
| BX | Sell | BLACKSTONE GROUP INC | $483,000 | -61.5% | 7,450 | -69.0% | 0.06% | -58.1% |
| ROKU | Sell | ROKU INC | $463,000 | -15.5% | 1,393 | -52.0% | 0.06% | -7.7% |
| SNAP | Sell | SNAP INCcl a | $463,000 | -74.9% | 9,240 | -86.9% | 0.06% | -72.5% |
| AIO | Sell | ALLIANZGI ARTIFICIAL INTELLI | $456,000 | +15.4% | 17,300 | -5.5% | 0.06% | +25.5% |
| IRM | Buy | IRON MTN INC NEW | $455,000 | +55.8% | 15,442 | +41.6% | 0.06% | +73.5% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $458,000 | +0.9% | 35,753 | -3.7% | 0.06% | +9.3% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $452,000 | +34.1% | 3,085 | -0.7% | 0.06% | +45.0% |
| BYND | Sell | BEYOND MEAT INC | $449,000 | -46.8% | 3,590 | -29.4% | 0.06% | -42.0% |
| DGRO | New | ISHARES TRcore div grwth | $452,000 | – | 10,093 | +100.0% | 0.06% | – |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $440,000 | +5.8% | 4,478 | +1.0% | 0.06% | +16.3% |
| BAR | Sell | GRANITESHARES GOLD TR | $442,000 | -21.6% | 23,392 | -22.2% | 0.06% | -14.9% |
| HCARU | New | HEALTHCARE SERVICES ACQU CORunit 11/18/2023 | $438,000 | – | 42,857 | +100.0% | 0.06% | – |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $442,000 | -32.0% | 12,011 | -30.5% | 0.06% | -26.0% |
| POCT | Sell | INNOVATOR ETFS TRs&p 500 pwretf | $423,000 | +0.7% | 15,212 | -4.3% | 0.06% | +10.0% |
| TRGP | Sell | TARGA RES CORP | $427,000 | -48.7% | 16,171 | -72.8% | 0.06% | -43.9% |
| RDIV | New | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $423,000 | – | 12,500 | +100.0% | 0.06% | – |
| GWPH | Buy | GW PHARMACEUTICALS PLCads | $426,000 | +53.2% | 3,689 | +29.2% | 0.06% | +66.7% |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $424,000 | – | 8,445 | +100.0% | 0.06% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $429,000 | -19.4% | 6,365 | -23.3% | 0.06% | -12.7% |
| EV | EATON VANCE CORP | $428,000 | +78.3% | 6,300 | 0.0% | 0.06% | +96.4% | |
| CTO | New | CTO REALTY GROWTH INC | $425,000 | – | 10,071 | +100.0% | 0.06% | – |
| BLK | Sell | BLACKROCK INC | $422,000 | -29.3% | 585 | -44.8% | 0.05% | -22.9% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $420,000 | -12.7% | 9,915 | -25.3% | 0.05% | -5.3% |
| COUP | Sell | COUPA SOFTWARE INC | $420,000 | +9.4% | 1,239 | -11.6% | 0.05% | +20.0% |
| PINS | New | PINTEREST INCcl a | $410,000 | – | 6,217 | +100.0% | 0.05% | – |
| EPRF | New | INNOVATOR ETFS TR IIs&p invstmnt grd | $414,000 | – | 16,734 | +100.0% | 0.05% | – |
| VUG | VANGUARD INDEX FDSgrowth etf | $408,000 | +11.2% | 1,612 | 0.0% | 0.05% | +23.3% | |
| NET | New | CLOUDFLARE INC | $414,000 | – | 5,449 | +100.0% | 0.05% | – |
| JD | Buy | JD.COM INCspon adr cl a | $408,000 | +15.3% | 4,640 | +1.7% | 0.05% | +26.2% |
| NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $402,000 | -22.8% | 26,500 | -26.0% | 0.05% | -14.8% |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $406,000 | – | 5,871 | +100.0% | 0.05% | – |
| NTG | Sell | TORTOISE MIDSTRM ENERGY FD I | $386,000 | +41.4% | 18,745 | -0.5% | 0.05% | +56.2% |
| WORK | Sell | SLACK TECHNOLOGIES INC | $388,000 | -57.7% | 9,175 | -73.1% | 0.05% | -53.7% |
| IVV | ISHARES TRcore s&p500 etf | $384,000 | +11.6% | 1,024 | 0.0% | 0.05% | +22.0% | |
| VTR | Sell | VENTAS INC | $387,000 | -14.8% | 7,892 | -27.1% | 0.05% | -7.4% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $381,000 | +13.1% | 4,160 | 0.0% | 0.05% | +22.5% | |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $369,000 | -16.9% | 10,251 | -9.7% | 0.05% | -7.7% |
| FTLS | FIRST TR EXCH TRADED FD IIIlng/sht equity | $355,000 | +2.6% | 8,132 | 0.0% | 0.05% | +12.2% | |
| MRVL | Sell | MARVELL TECHNOLOGY GROUP LTDord | $355,000 | +6.6% | 7,459 | -11.1% | 0.05% | +17.9% |
| MPLX | Sell | MPLX LP | $359,000 | -82.4% | 16,603 | -87.2% | 0.05% | -80.9% |
| SLV | Buy | ISHARES SILVER TRishares | $359,000 | +40.8% | 14,600 | +23.9% | 0.05% | +53.3% |
| QSR | Buy | RESTAURANT BRANDS INTL INC | $359,000 | +6.2% | 5,877 | +0.0% | 0.05% | +15.0% |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $352,000 | +8.0% | 10,000 | 0.0% | 0.04% | +18.4% | |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $345,000 | – | 4,500 | +100.0% | 0.04% | – |
| LH | Sell | LABORATORY CORP AMER HLDGS | $338,000 | -2.0% | 1,660 | -9.5% | 0.04% | +7.3% |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $339,000 | – | 1,062 | +100.0% | 0.04% | – |
| PTLC | PACER FDS TRtrendp us lar cp | $338,000 | +10.8% | 10,332 | 0.0% | 0.04% | +22.2% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $344,000 | +11.0% | 1,390 | 0.0% | 0.04% | +18.9% | |
| NXC | Sell | NUVEEN CALIF SELECT TAX FREEsh ben int | $332,000 | -25.9% | 20,564 | -26.6% | 0.04% | -18.9% |
| GLPI | Sell | GAMING & LEISURE PPTYS INC | $331,000 | -14.7% | 7,797 | -25.8% | 0.04% | -6.5% |
| FALN | New | ISHARES TRfaln angls usd | $331,000 | – | 11,262 | +100.0% | 0.04% | – |
| DCP | Sell | DCP MIDSTREAM LP | $326,000 | +60.6% | 17,610 | -3.0% | 0.04% | +75.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $329,000 | -1.2% | 1,501 | -14.6% | 0.04% | +7.7% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $323,000 | -33.5% | 5,517 | -34.8% | 0.04% | -26.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $326,000 | +26.4% | 8,644 | +2.3% | 0.04% | +40.0% |
| MRNA | Sell | MODERNA INC | $314,000 | -42.5% | 3,009 | -61.0% | 0.04% | -35.9% |
| ORCL | Sell | ORACLE CORP | $320,000 | -52.7% | 4,946 | -56.4% | 0.04% | -48.8% |
| SE | Sell | SEA LTDsponsord ads | $321,000 | +12.6% | 1,612 | -12.8% | 0.04% | +20.6% |
| CVET | Sell | COVETRUS INC | $320,000 | -0.6% | 11,147 | -15.5% | 0.04% | +7.9% |
| APD | Sell | AIR PRODS & CHEMS INC | $312,000 | -35.7% | 1,141 | -30.0% | 0.04% | -29.8% |
| DKNG | New | DRAFTKINGS INC | $310,000 | – | 6,664 | +100.0% | 0.04% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $300,000 | – | 11,517 | +100.0% | 0.04% | – |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $294,000 | -57.9% | 3,679 | -62.0% | 0.04% | -53.7% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $287,000 | +4.4% | 5,698 | -3.6% | 0.04% | +15.6% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $283,000 | – | 1,850 | +100.0% | 0.04% | – |
| DWSH | Sell | ADVISORSHARES TRdorsy shrt etf | $276,000 | -45.0% | 24,186 | -8.2% | 0.04% | -39.0% |
| AAL | New | AMERICAN AIRLS GROUP INC | $276,000 | – | 17,531 | +100.0% | 0.04% | – |
| NBB | Sell | NUVEEN TAXABLE MUNICPAL INM | $273,000 | -9.0% | 11,478 | -14.2% | 0.04% | 0.0% |
| ADRE | New | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $268,000 | – | 4,754 | +100.0% | 0.04% | – |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $269,000 | -23.1% | 5,384 | -15.7% | 0.04% | -14.6% |
| ACN | Sell | ACCENTURE PLC IRELAND | $271,000 | -37.1% | 1,038 | -45.6% | 0.04% | -31.4% |
| ASML | ASML HOLDING N V | $272,000 | +32.0% | 558 | 0.0% | 0.04% | +45.8% | |
| NS | Sell | NUSTAR ENERGY LP | $270,000 | +22.2% | 18,733 | -9.9% | 0.04% | +34.6% |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $265,000 | -46.9% | 7,967 | -49.2% | 0.03% | -42.4% |
| AXON | New | AXON ENTERPRISE INC | $260,000 | – | 2,125 | +100.0% | 0.03% | – |
| IJH | ISHARES TRcore s&p mcp etf | $264,000 | +23.9% | 1,148 | 0.0% | 0.03% | +36.0% | |
| IDN | Sell | INTELLICHECK INC | $262,000 | +4.0% | 23,000 | -39.1% | 0.03% | +13.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $263,000 | +5.6% | 2,787 | -2.7% | 0.03% | +17.2% |
| NCB | Sell | NUVEEN CALIF MUNICPAL VALUE | $265,000 | -27.6% | 17,186 | -26.6% | 0.03% | -20.9% |
| QED | INDEXIQ ETF TRhdg eve driv | $265,000 | +3.1% | 11,318 | 0.0% | 0.03% | +13.3% | |
| BDX | Sell | BECTON DICKINSON & CO | $255,000 | -5.6% | 1,018 | -12.3% | 0.03% | +3.1% |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $253,000 | – | 1,213 | +100.0% | 0.03% | – |
| AGNC | New | AGNC INVT CORP | $246,000 | – | 15,772 | +100.0% | 0.03% | – |
| IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $249,000 | -21.9% | 2,174 | -39.8% | 0.03% | -15.8% |
| BRT | Buy | BRT APARTMENTS CORP | $248,000 | +35.5% | 59,031 | +1.3% | 0.03% | +45.5% |
| BAX | Sell | BAXTER INTL INC | $247,000 | -35.5% | 3,074 | -35.5% | 0.03% | -28.9% |
| XHS | New | SPDR SER TRhlth care svcs | $246,000 | – | 2,542 | +100.0% | 0.03% | – |
| MAIN | Sell | MAIN STR CAP CORP | $242,000 | -66.9% | 7,494 | -69.7% | 0.03% | -64.0% |
| XLC | Sell | SELECT SECTOR SPDR TR | $244,000 | -34.4% | 3,611 | -42.4% | 0.03% | -29.5% |
| MQY | Sell | BLACKROCK MUNIYILD QULT FD I | $244,000 | -3.6% | 14,785 | -6.3% | 0.03% | +3.3% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $242,000 | -56.9% | 4,790 | -56.9% | 0.03% | -53.0% |
| ARKF | New | ARK ETF TRfintech innova | $240,000 | – | 4,828 | +100.0% | 0.03% | – |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $243,000 | -43.0% | 9,561 | -45.0% | 0.03% | -38.0% |
| IJR | New | ISHARES TRcore s&p scp etf | $231,000 | – | 2,516 | +100.0% | 0.03% | – |
| ALL | New | ALLSTATE CORP | $231,000 | – | 2,102 | +100.0% | 0.03% | – |
| EQIX | Buy | EQUINIX INC | $230,000 | +0.4% | 322 | +7.0% | 0.03% | +11.1% |
| QUAL | New | ISHARES TRmsci usa qlt fct | $236,000 | – | 2,030 | +100.0% | 0.03% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $234,000 | – | 1,775 | +100.0% | 0.03% | – |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $236,000 | -66.7% | 15,344 | -68.6% | 0.03% | -64.3% |
| OKE | New | ONEOK INC NEW | $230,000 | – | 5,990 | +100.0% | 0.03% | – |
| CHWY | Sell | CHEWY INCcl a | $233,000 | +11.5% | 2,594 | -31.9% | 0.03% | +20.0% |
| BPMC | New | BLUEPRINT MEDICINES CORP | $231,000 | – | 2,060 | +100.0% | 0.03% | – |
| GMRE | Sell | GLOBAL MED REIT INC | $225,000 | -77.3% | 17,192 | -76.6% | 0.03% | -75.2% |
| SDY | Sell | SPDR SER TRs&p divid etf | $224,000 | -49.2% | 2,118 | -55.6% | 0.03% | -44.2% |
| POOL | New | POOL CORP | $221,000 | – | 593 | +100.0% | 0.03% | – |
| DOC | Sell | PHYSICIANS RLTY TR | $223,000 | -29.9% | 12,506 | -29.6% | 0.03% | -23.7% |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $227,000 | -16.2% | 6,322 | -17.7% | 0.03% | -9.4% |
| AMAT | New | APPLIED MATLS INC | $223,000 | – | 2,580 | +100.0% | 0.03% | – |
| LYFT | New | LYFT INC | $224,000 | – | 4,551 | +100.0% | 0.03% | – |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $224,000 | -71.7% | 4,403 | -71.7% | 0.03% | -68.8% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $227,000 | -20.9% | 1,405 | -27.7% | 0.03% | -14.7% |
| IHTA | Buy | INVESCO HIGH INCOME 2024 TAR | $223,000 | +12.1% | 25,611 | +2.0% | 0.03% | +26.1% |
| VKQ | Sell | INVESCO MUN TR | $225,000 | -11.4% | 17,535 | -17.1% | 0.03% | -3.3% |
| TLS | New | TELOS CORP MD | $224,000 | – | 6,800 | +100.0% | 0.03% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $224,000 | – | 3,625 | +100.0% | 0.03% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $217,000 | – | 2,100 | +100.0% | 0.03% | – |
| EPAM | New | EPAM SYS INC | $215,000 | – | 600 | +100.0% | 0.03% | – |
| ADSK | New | AUTODESK INC | $210,000 | – | 687 | +100.0% | 0.03% | – |
| HDV | New | ISHARES TRcore high dv etf | $210,000 | – | 2,394 | +100.0% | 0.03% | – |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $210,000 | -73.8% | 3,700 | -74.0% | 0.03% | -71.3% |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $205,000 | – | 4,406 | +100.0% | 0.03% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $205,000 | -7.2% | 1,448 | -3.4% | 0.03% | 0.0% |
| PTBD | New | PACER FDS TRtrendpilot us bd | $202,000 | – | 7,340 | +100.0% | 0.03% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $200,000 | -32.4% | 3,563 | -35.5% | 0.03% | -25.7% |
| GER | Sell | GOLDMAN SACHS MLP ENERGY REN | $198,000 | +13.1% | 26,001 | -11.0% | 0.03% | +23.8% |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $201,000 | +57.0% | 20,350 | +24.8% | 0.03% | +73.3% |
| FTCH | New | FARFETCH LTDord sh cl a | $204,000 | – | 3,203 | +100.0% | 0.03% | – |
| SSSS | Sell | SURO CAPITAL CORP | $189,000 | +15.2% | 14,405 | -4.8% | 0.02% | +26.3% |
| AIF | APOLLO TACTICAL INCOME FD IN | $177,000 | +14.2% | 12,226 | 0.0% | 0.02% | +27.8% | |
| EVV | New | EATON VANCE LTD DURATION INC | $175,000 | – | 13,954 | +100.0% | 0.02% | – |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $178,000 | +19.5% | 20,242 | +0.1% | 0.02% | +27.8% |
| OPP | New | RIVERNORTH DOUBLELINE STRATE | $179,000 | – | 12,500 | +100.0% | 0.02% | – |
| RRC | Sell | RANGE RES CORP | $176,000 | -2.2% | 26,250 | -3.7% | 0.02% | +9.5% |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $171,000 | – | 10,220 | +100.0% | 0.02% | – |
| PAGP | Sell | PLAINS GP HLDGS L Pltd partnr int a | $169,000 | -45.5% | 20,010 | -60.7% | 0.02% | -40.5% |
| MVF | Sell | BLACKROCK MUNIVEST FD INC | $168,000 | -6.7% | 18,314 | -11.8% | 0.02% | +4.8% |
| JHB | Sell | NUVEEN CORPORATE INCM NOVEME | $161,000 | -83.7% | 17,486 | -84.1% | 0.02% | -81.9% |
| NCV | New | ALLIANZGI CONV & INCOME FD | $166,000 | – | 29,000 | +100.0% | 0.02% | – |
| STNG | Sell | SCORPIO TANKERS INC | $161,000 | -3.6% | 14,347 | -5.0% | 0.02% | +5.0% |
| AINV | New | APOLLO INVT CORP | $156,000 | – | 14,640 | +100.0% | 0.02% | – |
| NFJ | Sell | ALLIANZGI DIVIDEND INT & PRM | $158,000 | -9.7% | 11,769 | -20.8% | 0.02% | -4.8% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $156,000 | +22.8% | 18,964 | -10.9% | 0.02% | +33.3% |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $148,000 | – | 13,000 | +100.0% | 0.02% | – |
| KRP | Sell | KIMBELL RTY PARTNERS LPunit | $138,000 | -6.8% | 17,481 | -27.7% | 0.02% | +5.9% |
| JHAA | NUVEEN CORPORATE INCOME 2023 | $143,000 | +1.4% | 14,952 | 0.0% | 0.02% | +5.9% | |
| EOSEW | New | EOS ENERGY ENTERPRISES INC*w exp 05/06/202 | $133,000 | – | 16,000 | +100.0% | 0.02% | – |
| JDD | New | NUVEEN DIVERSIFIED DIVID & I | $127,000 | – | 14,450 | +100.0% | 0.02% | – |
| DCF | Sell | BNY MELLON ALCENTRA GLOBAL C | $123,000 | +1.7% | 14,430 | -3.8% | 0.02% | +14.3% |
| GAB | Buy | GABELLI EQUITY TR INC | $121,000 | +86.2% | 19,256 | +50.1% | 0.02% | +100.0% |
| SVC | Sell | SERVICE PPTYS TR | $119,000 | -44.9% | 10,333 | -62.0% | 0.02% | -40.0% |
| EURN | EURONAV NV | $120,000 | -9.1% | 15,000 | 0.0% | 0.02% | -6.2% | |
| CHFWU | New | CONSONANCE HFW ACQUISITION Cunit 99/99/9999 | $115,000 | – | 11,000 | +100.0% | 0.02% | – |
| CCVU | New | CHURCHILL CAPITAL CORP Vunit 99/99/9999 | $105,000 | – | 10,000 | +100.0% | 0.01% | – |
| NMM | New | NAVIOS MARITIME PARTNERS L P | $112,000 | – | 10,000 | +100.0% | 0.01% | – |
| SAIIU | New | SOFTWARE ACQUISITN GRUP INCunit 99/99/9999 | $107,000 | – | 10,000 | +100.0% | 0.01% | – |
| FPL | New | FST TR NEW OPPORT MLP & ENE | $102,000 | – | 24,000 | +100.0% | 0.01% | – |
| ARLP | Buy | ALLIANCE RESOURCE PARTNERS Lut ltd part | $90,000 | +221.4% | 20,000 | +100.0% | 0.01% | +300.0% |
| THCBW | New | TUSCAN HLDGS CORP*w exp 04/01/202 | $90,000 | – | 19,000 | +100.0% | 0.01% | – |
| CMRE | New | COSTAMARE INC | $83,000 | – | 10,000 | +100.0% | 0.01% | – |
| FLNG | New | FLEX LNG LTD | $88,000 | – | 10,000 | +100.0% | 0.01% | – |
| JEMD | New | NUVEEN EMERGING MKTS DEBT 20 | $85,000 | – | 11,413 | +100.0% | 0.01% | – |
| AMRN | Sell | AMARIN CORP PLCspons adr new | $79,000 | -30.7% | 16,250 | -40.2% | 0.01% | -23.1% |
| CPLP | New | CAPITAL PRODUCT PARTNERS L Ppartnershp units | $81,000 | – | 10,000 | +100.0% | 0.01% | – |
| SFL | New | SFL CORPORATION LTD | $63,000 | – | 10,000 | +100.0% | 0.01% | – |
| FRO | Sell | FRONTLINE LTD | $62,000 | -63.5% | 10,000 | -61.8% | 0.01% | -60.0% |
| MBIO | New | MUSTANG BIO INC | $47,000 | – | 12,400 | +100.0% | 0.01% | – |
| HOFV | New | HALL OF FAME RESORT & ENTMT | $45,000 | – | 36,629 | +100.0% | 0.01% | – |
| JILL | New | J JILL INC | $37,000 | – | 10,000 | +100.0% | 0.01% | – |
| IACAWS | New | ION ACQUISITION CORP 1 LTD*w exp 10/05/202 | $36,000 | – | 10,000 | +100.0% | 0.01% | – |
| WISA | New | SUMMIT WIRELESS TECH INC | $41,000 | – | 11,500 | +100.0% | 0.01% | – |
| ANIX | New | ANIXA BIOSCIENCES INC | $37,000 | – | 12,000 | +100.0% | 0.01% | – |
| SND | SMART SAND INC | $34,000 | +30.8% | 20,000 | 0.0% | 0.00% | +33.3% | |
| AJAXWS | New | AJAX I*w exp 10/27/202 | $33,000 | – | 10,000 | +100.0% | 0.00% | – |
| TURN | 180 DEGREE CAP CORP | $22,000 | +15.8% | 10,000 | 0.0% | 0.00% | +50.0% | |
| TXMD | Sell | THERAPEUTICSMD INC | $21,000 | -73.4% | 17,750 | -64.3% | 0.00% | -66.7% |
| HNRG | Sell | HALLADOR ENERGY COMPANY | $15,000 | -21.1% | 10,000 | -65.0% | 0.00% | 0.0% |
| ASM | AVINO SILVER & GOLD MINES LT | $13,000 | +30.0% | 10,000 | 0.0% | 0.00% | +100.0% | |
| EYES | Exit | SECOND SIGHT MED PRODS INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| TELL | Exit | TELLURIAN INC NEW | $0 | – | -12,675 | -100.0% | -0.00% | – |
| HPR | Exit | HIGHPOINT RES CORP | $0 | – | -84,800 | -100.0% | -0.00% | – |
| CLNY | Exit | COLONY CAP INC NEW | $0 | – | -10,523 | -100.0% | -0.00% | – |
| Exit | PROSPECT CAP CORPnote 4.950% 7/1 | $0 | – | -23,000 | -100.0% | -0.00% | – | |
| JILL | Exit | J JILL INC | $0 | – | -50,000 | -100.0% | -0.00% | – |
| ATHX | Exit | ATHERSYS INC NEW | $0 | – | -27,482 | -100.0% | -0.01% | – |
| DHC | Exit | DIVERSIFIED HEALTHCARE TR | $0 | – | -15,746 | -100.0% | -0.01% | – |
| LLNW | Exit | LIMELIGHT NETWORKS INC | $0 | – | -10,281 | -100.0% | -0.01% | – |
| PSEC | Exit | PROSPECT CAP CORP | $0 | – | -12,333 | -100.0% | -0.01% | – |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -20,121 | -100.0% | -0.01% | – |
| VXRT | Exit | VAXART INC | $0 | – | -10,700 | -100.0% | -0.01% | – |
| VVR | Exit | INVESCO SR INCOME TR | $0 | – | -19,462 | -100.0% | -0.01% | – |
| BRG | Exit | BLUEROCK RESIDENTIAL GWT REI | $0 | – | -11,584 | -100.0% | -0.01% | – |
| VTA | Exit | INVESCO DYNAMIC CR OPPORTUNI | $0 | – | -10,000 | -100.0% | -0.01% | – |
| APTS | Exit | PREFERRED APT CMNTYS INC | $0 | – | -20,508 | -100.0% | -0.01% | – |
| BRMK | Exit | BROADMARK RLTY CAP INC | $0 | – | -11,775 | -100.0% | -0.01% | – |
| FRA | Exit | BLACKROCK FLOATING RATE INCO | $0 | – | -11,310 | -100.0% | -0.02% | – |
| EAD | Exit | WELLS FARGO INCOME OPPORTUNIwf inc oppty fd | $0 | – | -18,900 | -100.0% | -0.02% | – |
| CADE | Exit | CADENCE BANCORPORATIONcl a | $0 | – | -15,412 | -100.0% | -0.02% | – |
| FSD | Exit | FIRST TR HIGH INCOME L/S FD | $0 | – | -10,010 | -100.0% | -0.02% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCO | $0 | – | -10,383 | -100.0% | -0.02% | – |
| SDC | Exit | SMILEDIRECTCLUB INC | $0 | – | -12,670 | -100.0% | -0.02% | – |
| CHW | Exit | CALAMOS GBL DYN INCOME FUND | $0 | – | -19,000 | -100.0% | -0.02% | – |
| EMD | Exit | WESTERN ASSET EMERGING MKTS | $0 | – | -12,090 | -100.0% | -0.02% | – |
| IRT | Exit | INDEPENDENCE RLTY TR INC | $0 | – | -14,445 | -100.0% | -0.02% | – |
| BGB | Exit | BLACKSTONE GSO STRATEGIC CR | $0 | – | -13,800 | -100.0% | -0.02% | – |
| DIAX | Exit | NUVEEN DOW 30 DYNAMIC OVERWR | $0 | – | -12,708 | -100.0% | -0.02% | – |
| AWF | Exit | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | – | -16,631 | -100.0% | -0.02% | – |
| MHF | Exit | WESTERN ASSET MUN HIGH INCOM | $0 | – | -24,000 | -100.0% | -0.02% | – |
| FTAI | Exit | FORTRESS TRANS INFRST INVS L | $0 | – | -10,380 | -100.0% | -0.02% | – |
| THW | Exit | TEKLA WORLD HEALTHCARE FD | $0 | – | -13,783 | -100.0% | -0.02% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -20,200 | -100.0% | -0.02% | – |
| FOCS | Exit | FOCUS FINL PARTNERS INC | $0 | – | -6,275 | -100.0% | -0.02% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -4,055 | -100.0% | -0.02% | – |
| CNC | Exit | CENTENE CORP DEL | $0 | – | -3,478 | -100.0% | -0.02% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -1,525 | -100.0% | -0.02% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -12,188 | -100.0% | -0.02% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -7,932 | -100.0% | -0.02% | – |
| FDEU | Exit | FIRST TR DYNAMIC EUROPE EQUI | $0 | – | -21,830 | -100.0% | -0.03% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -4,136 | -100.0% | -0.03% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD BU | $0 | – | -9,474 | -100.0% | -0.03% | – |
| NRZ | Exit | NEW RESIDENTIAL INVT CORP | $0 | – | -27,323 | -100.0% | -0.03% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -7,655 | -100.0% | -0.03% | – |
| PSK | Exit | SPDR SER TRwells fg pfd etf | $0 | – | -5,295 | -100.0% | -0.03% | – |
| W | Exit | WAYFAIR INCcl a | $0 | – | -778 | -100.0% | -0.03% | – |
| OGIG | Exit | OSI ETF TR | $0 | – | -5,127 | -100.0% | -0.03% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -2,240 | -100.0% | -0.03% | – |
| VAC | Exit | MARRIOTT VACTINS WORLDWID CO | $0 | – | -2,587 | -100.0% | -0.03% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,723 | -100.0% | -0.03% | – |
| DHIL | Exit | DIAMOND HILL INVESTMENT GROU | $0 | – | -1,905 | -100.0% | -0.03% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -2,396 | -100.0% | -0.03% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -4,609 | -100.0% | -0.03% | – |
| RMI | Exit | RIVERNORTH OPPORTUNISTIC MUN | $0 | – | -11,857 | -100.0% | -0.03% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -4,007 | -100.0% | -0.03% | – |
| Exit | TRILLIUM THERAPEUTICS INC | $0 | – | -17,750 | -100.0% | -0.03% | – | |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -2,088 | -100.0% | -0.03% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -22,585 | -100.0% | -0.03% | – |
| GNMA | Exit | ISHARES TRgnma bond etf | $0 | – | -5,090 | -100.0% | -0.03% | – |
| TFFP | Exit | TFF PHARMACEUTICALS INC | $0 | – | -14,300 | -100.0% | -0.03% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -9,989 | -100.0% | -0.03% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -5,380 | -100.0% | -0.03% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -4,485 | -100.0% | -0.03% | – |
| SPCE | Exit | VIRGIN GALACTIC HOLDINGS INC | $0 | – | -14,305 | -100.0% | -0.03% | – |
| LEO | Exit | BNY MELLON STRATEGIC MUNS IN | $0 | – | -33,500 | -100.0% | -0.03% | – |
| NIE | Exit | ALLIANZGI EQUITY & CONV INCO | $0 | – | -11,628 | -100.0% | -0.03% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -4,812 | -100.0% | -0.03% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -5,041 | -100.0% | -0.04% | – |
| JHY | Exit | NUVEEN HIGH INCOME 2020 TARG | $0 | – | -36,767 | -100.0% | -0.04% | – |
| BKLN | Exit | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $0 | – | -16,172 | -100.0% | -0.04% | – |
| GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -13,029 | -100.0% | -0.04% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -2,212 | -100.0% | -0.04% | – |
| AM | Exit | ANTERO MIDSTREAM CORP | $0 | – | -71,389 | -100.0% | -0.04% | – |
| PAI | Exit | WESTERN ASSET INVESTMENT GRA | $0 | – | -23,534 | -100.0% | -0.04% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -4,955 | -100.0% | -0.05% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -6,398 | -100.0% | -0.05% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -4,437 | -100.0% | -0.05% | – |
| HYI | Exit | WESTERN ASSET HIGH YIELD DEF | $0 | – | -30,507 | -100.0% | -0.05% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -21,800 | -100.0% | -0.05% | – |
| ITM | Exit | VANECK VECTORS ETF TRamt free int etf | $0 | – | -8,694 | -100.0% | -0.05% | – |
| PWB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $0 | – | -7,276 | -100.0% | -0.05% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -25,521 | -100.0% | -0.05% | – |
| SMB | Exit | VANECK VECTORS ETF TRamt free short m | $0 | – | -26,602 | -100.0% | -0.06% | – |
| BST | Exit | BLACKROCK SCIENCE & TECHNOLO | $0 | – | -11,718 | -100.0% | -0.06% | – |
| RIV | Exit | RIVERNORTH OPPORTUNITIES FD | $0 | – | -35,713 | -100.0% | -0.06% | – |
| SMDV | Exit | PROSHARES TRruss 2000 divd | $0 | – | -11,341 | -100.0% | -0.06% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -470 | -100.0% | -0.06% | – |
| GGT | Exit | GABELLI MULTIMEDIA TR INC | $0 | – | -86,727 | -100.0% | -0.07% | – |
| VUZI | Exit | VUZIX CORP | $0 | – | -131,000 | -100.0% | -0.07% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -6,205 | -100.0% | -0.07% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -5,734 | -100.0% | -0.08% | – |
| DKL | Exit | DELEK LOGISTICS PARTNERS LP | $0 | – | -28,194 | -100.0% | -0.09% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -6,130 | -100.0% | -0.10% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -6,863 | -100.0% | -0.10% | – |
| FTCS | Exit | FIRST TR NASDAQ-100 TECH INDcap strength etf | $0 | – | -13,940 | -100.0% | -0.10% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -41,200 | -100.0% | -0.12% | – |
| VSAT | Exit | VIASAT INC | $0 | – | -34,389 | -100.0% | -0.14% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -21,498 | -100.0% | -0.15% | – |
| CCX | Exit | CHURCHILL CAP CORP IIcl a | $0 | – | -155,555 | -100.0% | -0.16% | – |
| KBWY | Exit | INVESCO EXCH TRADED FD TR IIkbw prem yield | $0 | – | -77,842 | -100.0% | -0.16% | – |
| EVA | Exit | ENVIVA PARTNERS LP | $0 | – | -45,246 | -100.0% | -0.22% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -21,899 | -100.0% | -0.24% | – |
| WMT | Exit | WALMART INC | $0 | – | -17,529 | -100.0% | -0.29% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -54,384 | -100.0% | -0.29% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -22,382 | -100.0% | -0.30% | – |
| OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -33,448 | -100.0% | -0.39% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -76,804 | -100.0% | -0.50% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -10,564 | -100.0% | -0.59% | – |
| VTHR | Exit | VANGUARD SCOTTSDALE FDSvng rus3000idx | $0 | – | -49,877 | -100.0% | -0.90% | – |
| V | Exit | VISA INC | $0 | – | -58,606 | -100.0% | -1.38% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -201,530 | -100.0% | -1.42% | – |
| HYZD | Exit | WISDOMTREE TRhedged hi yld bd | $0 | – | -634,004 | -100.0% | -1.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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.