B. Riley Wealth Advisors’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,176	Closed	-$73.5K	–	1456
2023 Q4	$73.5K	Buy	+10,176	New	+$63K	﹤0.01%	1340
2020 Q2	–	Sell	-12,478	Closed	-$32K	–	868
2020 Q1	$32K	Buy	+12,478	New	+$61K	﹤0.01%	767
2018 Q1	–	Sell	-15,656	Closed	-$153K	–	675
2017 Q4	$153K	Sell	15,656 -1,550	-9%	-$15.6K	0.02%	596
2017 Q3	$161K	Buy	17,206 +1,542	+10%	+$12.9K	0.03%	508
2017 Q2	$128K	Buy	+15,664	New	+$117K	0.02%	497
2016 Q3	–	Sell	-52,218	Closed	-$293K	–	618
2016 Q2	$293K	Sell	52,218 -1,507	-3%	-$8.74K	0.06%	400
2016 Q1	$313K	Buy	53,725 +886	+2%	+$5.09K	0.07%	339
2015 Q4	$334K	Buy	52,839 +793	+2%	+$4.57K	0.07%	333
2015 Q3	$276K	Buy	52,046 +15,186	+41%	+$88.3K	0.07%	378
2015 Q2	$208K	Buy	36,860 +2,092	+6%	+$12.7K	0.05%	445
2015 Q1	$211K	Sell	34,768 -13,959	-29%	-$79.5K	0.05%	451
2014 Q4	$1.57K	Buy	+48,727	New	+$261K	0.03%	616
2014 Q3	–	Sell	-11,415	Closed	-$54.6K	–	766
2014 Q2	$54.6K	Buy	+11,415	New	+$52.5K	0.01%	992

Other funds holding BGC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Philosophy Capital Management Alamo, California $858M AUM 12.69% 1-Year Est. Return