B. Riley Wealth Advisors, Inc.

Q2 2018 13F Holdings Report, Stock Holdings

Signature - Title
Kristen Frisby - Compliance Officer
Location
Boca Raton, FL
Holdings as of
June 30, 2018
Value $
$757M
Num holdings
702
Date filed
10/4/2018, 05:50 PM
Description
All US holdings of this investor are reported in this report. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q1 2018 - May 15, 2018
Next filing
Q3 2018 - Nov 8, 2018
SEC
View on sec.gov
Filing 2018 Q2 compared to 2018 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Thomas Kowalczyk President Dallas, Texas 10/4/2018

Other Included Managers (31):

Num Name Location File Number
1 Vanguard
2 Congress Asset Management Company
3 Forward Uniplan Advisors
4 Brandes
6 Miller/Howard
7 Manulife
8 Navellier & Associates Inc.
9 Loomis
10 Zacks Investment Mgt
11 PMC Sigma Mutual Fund Solutions
12 Invesco A.I.
13 Cambiar
14 Anchor Capital
15 Atlanta Capital
16 ICM
17 Granite Invstmt Ptnr
18 Sparrow
19 Lazard
20 AthenaInvest Advisor
21 ACR
22 Risk Paradigm Group
23 Astor
24 Dana Investment
25 Chartwell
26 Clark Capital Mgmt
27 Cohen & Steers
28 CLS Investments
29 Symmetry Partners
30 PMC ETF Solutions
33 S&P
41 Hahn Capital Management