B. Riley Wealth Advisors’s AtlasClear ATCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.01K	Hold	20,000	–	–	﹤0.01%	1090
2026 Q2	$4.1K	Hold	20,000	–	–	﹤0.01%	913
2026 Q1	$3.71K	Hold	20,000	–	–	﹤0.01%	889
2025 Q4	$5.02K	Buy	20,000 +10,000	+100%	+$3.4K	﹤0.01%	1018
2025 Q3	$5.1K	Buy	+10,000	New	+$3.18K	﹤0.01%	1063

Other funds holding ATCH

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

B. Riley Wealth Advisors's ATCH Position: Q3 2026 in Review

B. Riley Wealth Advisors held its AtlasClear (ATCH) position steady in Q3 2026 at 20,000 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

B. Riley Wealth Advisors first reported a position in ATCH in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.1K in Q3 2025. 4 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

B. Riley Wealth Advisors held 20,000 shares of AtlasClear worth $4.01K as of Q3 2026.
B. Riley Wealth Advisors left its AtlasClear share count unchanged in Q3 2026.
AtlasClear made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #1090 holding.
B. Riley Wealth Advisors first reported a position in AtlasClear in Q3 2025 and has held it in 5 quarters since.
B. Riley Wealth Advisors's AtlasClear position peaked at $5.1K in Q3 2025.
4 funds tracked by Wall St. Rank held AtlasClear as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.