BRWA
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B. Riley Wealth Advisors’s Brookfield BN Stock Holding History

B. Riley Wealth Advisors’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,074
Closed -$869K – 1087
2025
Q2 		$869K Buy
+21,074
New +$781K 0.04% 386
2024
Q4 		$1.08M Sell
28,271
-2,899
-9% -$109K 0.04% 431
2024
Q3 		$1.1M Sell
31,170
-183
-0.6% -$5.78K 0.03% 474
2024
Q2 		$869K Buy
31,353
+1,339
+4% +$37.3K 0.02% 586
2024
Q1 		$626K Buy
30,014
+1,073
+4% +$28.9K 0.02% 691
2023
Q4 		$774K Sell
28,941
-1,073
-4% -$24.4K 0.02% 612
2023
Q3 		$626K Sell
30,014
-571
-2% -$12.9K 0.02% 691
2023
Q2 		$687K Buy
30,585
+2,473
+9% +$52.4K 0.02% 718
2023
Q1 		$611K Buy
28,112
+212
+0.8% +$4.78K 0.02% 727
2022
Q4 		$585K Sell
27,900
-5,839
-17% -$131K 0.02% 727
2022
Q3 		$744K Buy
33,739
+24,476
+264% +$634K 0.02% 608
2022
Q2 		$222K Buy
9,263
+750
+9% +$20K 0.01% 1003
2022
Q1 		$260K Sell
8,513
-249
-3% -$7.45K 0.01% 1081
2021
Q4 		$286K Sell
8,762
-15
-0.2% -$474 0.01% 1102
2021
Q3 		$254K Buy
8,777
+748
+9% +$21.8K 0.01% 1131
2021
Q2 		$221K Sell
8,029
-4,507
-36% -$115K 0.01% 1168
2021
Q1 		$299K Buy
+12,536
New +$280K 0.01% 1001
2015
Q1 		– Sell
-1,038
Closed -$12 – 735
2014
Q4 		$12 Buy
+1,038
New +$11.7K ﹤0.01% 2771
2014
Q3 		– Sell
-3,075
Closed -$31.7K – 789
2014
Q2 		$31.7K Buy
+3,075
New +$30.8K 0.01% 1236

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return