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B. Riley Wealth Management, Inc.
(037612306)

Funds Reporting Holdings of B. Riley Wealth Management, Inc. according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
B Riley Wealth Management Inc 6,155 $211k Jun 30, 2019 Aug 14, 2019
Wiley Bros-Aintree Capital LLC 7,290 $250k Jun 30, 2019 Jul 10, 2019
Prospera Financial Services Inc 51,913 $1,781k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Capital Advisors LP 29,455 $1,010k Jun 30, 2019 Jul 29, 2019
Baldwin Brothers Inc 14,900 $511k Jun 30, 2019 Jul 19, 2019
Provise Management Group LLC 6,200 $213k Jun 30, 2019 Aug 9, 2019
BECK MACK & Oliver LLC 3,530,125 $121,083k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 8,750 $300k Jun 30, 2019 Jul 31, 2019
Thornburg Investment Management Inc 605,952 $20,784k Jun 30, 2019 Aug 6, 2019
Renaissance Technologies LLC 162,334 $5,568k Jun 30, 2019 Aug 12, 2019
Pzena Investment Management LLC 228,267 $7,830k Jun 30, 2019 Aug 2, 2019
Williams Jones & Associates LLC 11,250 $386k Jun 30, 2019 Aug 14, 2019
Whitener Capital Management Inc 400 $13k Jun 30, 2019 Aug 2, 2019
Karpas Strategies LLC 25,000 $858k Jun 30, 2019 Jul 25, 2019
SMH Capital Advisors LLC 9,803 $336k Jun 30, 2019 Aug 5, 2019
Arlington Partners LLC 985 $34k Jun 30, 2019 Jul 10, 2019
Dimension Capital Management LLC 13,439 $461k Jun 30, 2019 Aug 12, 2019
SOL Capital Management Co 60,100 $2,061k Jun 30, 2019 Jul 17, 2019
MD SASS Investors Services Inc 36,200 $1,242k Jun 30, 2019 Aug 13, 2019
Miller Value Partners LLC 449,500 $15,418k Jun 30, 2019 Aug 14, 2019
Abbot Financial Management Inc 8,300 $285k Jun 30, 2019 Aug 8, 2019
Alkeon Capital Management LLC 128,885 $4,421k Jun 30, 2019 Aug 14, 2019
Allen Investment Management LLC 41,305 $1,417k Jun 30, 2019 Aug 12, 2019
Dividend Assets Capital LLC 22,350 $767k Jun 30, 2019 Jul 12, 2019
Timessquare Capital Management LLC 3,833,975 $131,505k Jun 30, 2019 Aug 2, 2019
Northern Right Capital Management LP 38,000 $1,303k Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 11,900 $408k Jun 30, 2019 Jul 17, 2019
RED Rocks Capital LLC 568,544 $12,593k Jun 30, 2015 Aug 14, 2015
Weiss Multi-Strategy Advisers LLC 50,000 $1,715k Jun 30, 2019 Aug 14, 2019
Catalyst Capital Advisors LLC 5,878 $202k Jun 30, 2019 Aug 8, 2019
Kovack Advisors Inc 12,877 $442k Jun 30, 2019 Aug 14, 2019
Stelac Advisory Services LLC 10,993 $377k Jun 30, 2019 Jul 29, 2019
New Mountain Vantage Advisers LLC 354,413 $12,156k Jun 30, 2019 Aug 14, 2019
Arrowmark Colorado Holdings LLC 130,819 $4,487k Jun 30, 2019 Aug 14, 2019
Covey Capital Advisors LLC 47,911 $1,643k Jun 30, 2019 Aug 8, 2019
USCA RIA LLC 40,849 $1,401k Jun 30, 2019 Aug 14, 2019
Clear Harbor Asset Management LLC 7,450 $256k Jun 30, 2019 Jul 22, 2019
LLBH Private Wealth Management LLC 64,223 $2,203k Jun 30, 2019 Aug 13, 2019
Spectrum Management Group Inc 42 $1k Jun 30, 2019 Aug 2, 2019
American National Registered Investment Advisor Inc 11,400 $391k Jun 30, 2019 Aug 5, 2019
Cacti Asset Management LLC 30,500 $1,045k Jun 30, 2019 Jul 1, 2019
Spectrum Group Management LLC 42 $1k Jun 30, 2019 Aug 2, 2019
Tiger Legatus Capital Management LLC 1,000 $34k Jun 30, 2019 Aug 14, 2019
CWA Asset Management Group LLC 7,920 $272k Jun 30, 2019 Aug 13, 2019
Cheyne Capital Management UK LLP 87,418 $2,998k Jun 30, 2019 Aug 8, 2019
Iconiq Capital LLC 87,526 $3,002k Jun 30, 2019 Aug 15, 2019
Tiger Global Management LLC 37,663,500 $1,291,858k Jun 30, 2019 Aug 14, 2019
LGT Capital Partners USA Inc 675,000 $23,152k Jun 30, 2019 Jul 10, 2019
HMI Capital LLC 6,000,828 $205,828k Jun 30, 2019 Aug 12, 2019
Incline Global Management LLC 78,240 $2,684k Jun 30, 2019 Aug 14, 2019
The Investment House LLC 15,974 $548k Jun 30, 2019 Aug 5, 2019
Segment Wealth Management LLC 38,140 $1,308k Jun 30, 2019 Jul 29, 2019
Wealthstar Advisors LLC 15,325 $524k Jun 30, 2019 Aug 7, 2019
Select Equity Group LP 1,124,929 $38,585,065k Jun 30, 2019 Aug 14, 2019
Capital Bank and Trust Company 1,048 $36k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 12,877 $442k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 69,904 $2,104,000k Sep 30, 2017 Nov 14, 2017

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