B. Riley Wealth Advisors’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$307K	Sell	8,633 -2,274	-21%	-$93K	0.02%	581
2025 Q4	$444K	Buy	10,907 +43	+0.4%	+$1.83K	0.02%	568
2025 Q3	$471K	Sell	10,864 -908	-8%	-$41.9K	0.02%	549
2025 Q2	$522K	Buy	+11,772	New	+$470K	0.03%	516
2024 Q2	–	Sell	-5,958	Closed	-$223K	–	1392
2024 Q1	$223K	Buy	+5,958	New	+$256K	0.01%	1206
2023 Q4	–	Sell	-5,958	Closed	-$223K	–	1392
2023 Q3	$223K	Buy	+5,958	New	+$231K	0.01%	1206
2022 Q1	–	Sell	-8,097	Closed	-$386K	–	1385
2021 Q4	$386K	Buy	8,097 +936	+13%	+$44.9K	0.01%	948
2021 Q3	$351K	Buy	7,161 +199	+3%	+$10K	0.01%	959
2021 Q2	$354K	Sell	6,962 -3,476	-33%	-$183K	0.01%	934
2021 Q1	$545K	Buy	10,438 +2,182	+26%	+$111K	0.02%	694
2020 Q4	$416K	Sell	8,256 -1,489	-15%	-$67.7K	0.02%	599
2020 Q3	$371K	Buy	+9,745	New	+$357K	0.02%	642
2015 Q1	–	Sell	-1,566	Closed	-$79	–	646
2014 Q4	$79	Buy	+1,566	New	+$78.1K	﹤0.01%	1845