B. Riley Wealth Management, Inc.
(099502106)
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 |
|---|---|---|---|---|---|
| Cantab Capital Partners LLP | 46,491 | $1,738,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Black Creek Investment Management Inc | 3,700,571 | $245,015k | Jun 30, 2019 | Aug 13, 2019 | |
| William Blair Investment Management LLC | 3,420,493 | $226,471k | Jun 30, 2019 | Aug 9, 2019 | |
| Timessquare Capital Management LLC | 3,140,275 | $207,918k | Jun 30, 2019 | Aug 2, 2019 | |
| Polar Capital LLP | 1,143,014 | $75,679k | Jun 30, 2019 | Aug 14, 2019 | |
| Burgundy Asset Management Ltd | 1,082,165 | $71,650k | Jun 30, 2019 | Aug 14, 2019 | |
| Anchor Capital Advisors LLC | 787,904 | $52,167k | Jun 30, 2019 | Aug 1, 2019 | |
| GW&K Investment Management LLC | 697,115 | $46,156k | Jun 30, 2019 | Aug 6, 2019 | |
| Waddell & REED Inc | 694,126 | $45,958k | Jun 30, 2019 | Aug 14, 2019 | |
| Columbia Wanger Asset Management LLC | 929,903 | $35,457k | Dec 31, 2017 | Feb 13, 2018 | |
| Friess Associates LLC | 429,722 | $28,452k | Jun 30, 2019 | Aug 14, 2019 | |
| Smith Asset Management Group LP | 353,430 | $23,401k | Jun 30, 2019 | Aug 15, 2019 | |
| Hennessy Advisors Inc | 352,323 | $23,327k | Jun 30, 2019 | Jul 11, 2019 | |
| Hilton Capital Management LLC | 298,810 | $19,784k | Jun 30, 2019 | Aug 14, 2019 | |
| Aureus Asset Management LLC | 296,783 | $19,650k | Jun 30, 2019 | Aug 14, 2019 | |
| Channing Capital Management LLC | 186,283 | $12,334k | Jun 30, 2019 | Aug 14, 2019 | |
| Mastrapasqua Asset Management Inc | 165,839 | $10,980k | Jun 30, 2019 | Aug 12, 2019 | |
| Polaris Greystone Financial Group LLC | 149,939 | $9,996k | Jun 30, 2019 | Jul 25, 2019 | |
| Nicholas Investment Partners LP | 125,310 | $8,297k | Jun 30, 2019 | Aug 9, 2019 | |
| Miracle MILE Advisors LLC | 109,342 | $7,240k | Jun 30, 2019 | Aug 7, 2019 | |
| Janus Capital Management LLC | 198,400 | $7,021k | Mar 31, 2017 | May 16, 2017 | |
| GAME Creek Capital LP | 90,250 | $5,975k | Jun 30, 2019 | Aug 5, 2019 | |
| Dupont Capital Management Corp | 84,330 | $5,583k | Jun 30, 2019 | Jul 30, 2019 | |
| TYGH Capital Management Inc | 75,761 | $5,016k | Jun 30, 2019 | Aug 5, 2019 | |
| Twin Capital Management Inc | 74,070 | $4,904k | Jun 30, 2019 | Aug 1, 2019 | |
| Cambiar Investors LLC | 60,645 | $4,015k | Jun 30, 2019 | Jul 25, 2019 | |
| Bowling Portfolio Management LLC | 59,777 | $3,958k | Jun 30, 2019 | Jul 25, 2019 | |
| FORT LP | 47,637 | $3,154k | Jun 30, 2019 | Aug 13, 2019 | |
| WE Donoghue & Co LLC | 39,367 | $2,606k | Jun 30, 2019 | Jul 23, 2019 | |
| AXEL Capital Management LLC | 35,000 | $2,317k | Jun 30, 2019 | Aug 7, 2019 | |
| LMR Partners LLC | 33,643 | $2,228k | Jun 30, 2019 | Aug 14, 2019 | |
| ICON Advisers Inc | 33,500 | $2,218k | Jun 30, 2019 | Aug 2, 2019 | |
| ARP Americas LP | 31,000 | $2,053k | Jun 30, 2019 | Jul 29, 2019 | |
| Three Peaks Capital Management LLC | 27,500 | $1,821k | Jun 30, 2019 | Aug 6, 2019 | |
| Cadence Capital Management LLC | 23,595 | $1,562k | Jun 30, 2019 | Aug 12, 2019 | |
| FFCM LLC | 22,947 | $1,519k | Jun 30, 2019 | Jul 30, 2019 | |
| Cambridge Investment Research Advisors Inc | 19,786 | $1,310k | Jun 30, 2019 | Aug 15, 2019 | |
| COE Capital Management LLC | 19,716 | $1,305k | Jun 30, 2019 | Aug 14, 2019 | |
| Caxton Associates LP | 19,117 | $1,266k | Jun 30, 2019 | Aug 14, 2019 | |
| Managed Account Advisors LLC | 48,596 | $1,227k | Jun 30, 2015 | Aug 14, 2015 | |
| Alexandria Capital LLC | 18,350 | $1,215k | Jun 30, 2019 | Aug 12, 2019 | |
| Ziegler Capital Management LLC | 58,808 | $1,136k | Sep 30, 2013 | Nov 6, 2013 | |
| Argent Capital Management LLC | 16,609 | $1,100k | Jun 30, 2019 | Aug 15, 2019 | |
| Ifrah Financial Services Inc | 16,010 | $1,060k | Jun 30, 2019 | Aug 6, 2019 | |
| Navellier & Associates Inc | 15,494 | $1,026k | Jun 30, 2019 | Jul 17, 2019 | |
| Hanseatic Management Services Inc | 14,987 | $992k | Jun 30, 2019 | Jul 19, 2019 | |
| YHB Investment Advisors Inc | 12,955 | $858k | Jun 30, 2019 | Jul 15, 2019 | |
| Catalyst Capital Advisors LLC | 12,500 | $828k | Jun 30, 2019 | Aug 8, 2019 | |
| Stevens Capital Management LP | 11,498 | $761k | Jun 30, 2019 | Jul 31, 2019 | |
| Clinton Group Inc | 15,031 | $746k | Sep 30, 2018 | Oct 10, 2018 | |
| DEAN Capital Management LLC | 10,712 | $709k | Jun 30, 2019 | Aug 12, 2019 | |
| DEAN Capital Investments Management LLC | 10,712 | $709k | Jun 30, 2019 | Aug 12, 2019 | |
| Omnistar Financial Group Inc | 10,470 | $693k | Jun 30, 2019 | Jul 30, 2019 | |
| WBI Investments Inc | 10,400 | $689k | Jun 30, 2019 | Jul 23, 2019 | |
| Washington Capital Management Inc | 10,000 | $662k | Jun 30, 2019 | Aug 7, 2019 | |
| Prescott Group Capital Management LLC | 10,000 | $662k | Jun 30, 2019 | Aug 9, 2019 | |
| S & Co Inc | 9,205 | $609k | Jun 30, 2019 | Jul 23, 2019 | |
| Spectrum Management Group Inc | 8,860 | $587k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 8,860 | $587k | Jun 30, 2019 | Aug 2, 2019 | |
| Camelot Portfolios LLC | 7,795 | $516k | Jun 30, 2019 | Jul 19, 2019 | |
| Chesapeake Asset Management LLC | 7,500 | $497k | Jun 30, 2019 | Aug 6, 2019 | |
| Cavalier Investments LLC | 7,100 | $470k | Jun 30, 2019 | Jul 31, 2019 | |
| Hollencrest Capital Management LLC | 6,108 | $404k | Jun 30, 2019 | Jul 18, 2019 | |
| QS Investors LLC | 5,991 | $397k | Jun 30, 2019 | Aug 14, 2019 | |
| Panagora Asset Management Inc | 5,400 | $358k | Jun 30, 2019 | Aug 9, 2019 | |
| B Riley Wealth Management Inc | 5,260 | $348k | Jun 30, 2019 | Aug 14, 2019 | |
| ELCO Management Company LLC | 5,000 | $331k | Jun 30, 2019 | Aug 1, 2019 | |
| Seven Eight Capital LP | 4,895 | $324k | Jun 30, 2019 | Aug 12, 2019 | |
| Welch & Forbes LLC | 4,800 | $318k | Jun 30, 2019 | Jul 12, 2019 | |
| Bayesian Capital Management LP | 4,164 | $276k | Jun 30, 2019 | Aug 13, 2019 | |
| Quantum Capital Management LLC | 4,082 | $270k | Jun 30, 2019 | Aug 14, 2019 | |
| Rothschild & Co Asset Management US Inc | 3,388 | $224k | Jun 30, 2019 | Jul 25, 2019 | |
| Driehaus Capital Management LLC | 3,185 | $211k | Jun 30, 2019 | Aug 14, 2019 | |
| GLG Partners LP | 3,000 | $114k | Dec 31, 2017 | Feb 14, 2018 | |
| West Oak Capital LLC | 1,560 | $103k | Jun 30, 2019 | Jul 12, 2019 | |
| Pacer Advisors Inc | 1,219 | $81k | Jun 30, 2019 | Aug 12, 2019 | |
| FRED Alger Management Inc | 817 | $54k | Jun 30, 2019 | Aug 14, 2019 | |
| Point72 Asset Management LP | 400 | $26k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Windward LLC | 157 | $11k | Jun 30, 2019 | Jul 30, 2019 | |
| Prelude Capital Management LLC | 142 | $9k | Jun 30, 2019 | Aug 14, 2019 |