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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 Investments Management LLC 10,712 $709k Jun 30, 2019 Aug 12, 2019
DEAN Capital 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

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