B. Riley Wealth Advisors’s C3.ai AI Stock Holding History

B. Riley Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,760	Closed	-$29.3K	–	923
2026 Q1	$29.3K	Buy	+3,760	New	+$40.3K	﹤0.01%	854
2025 Q3	–	Sell	-5,911	Closed	-$145K	–	1077
2025 Q2	$145K	Buy	+5,911	New	+$135K	0.01%	928
2024 Q1	–	Sell	-35,248	Closed	-$1.01M	–	1448
2023 Q4	$1.01M	Buy	+35,248	New	+$970K	0.03%	522
2023 Q3	–	Sell	-7,993	Closed	-$291K	–	1455
2023 Q2	$291K	Sell	7,993 -2,205	-22%	-$62.1K	0.01%	1135
2023 Q1	$342K	Buy	+10,198	New	+$209K	0.01%	1000

Other funds holding AI

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return