B. Riley Wealth Advisors’s City Office REIT CIO Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$122K	Buy
2025 Q3	$117K	Buy
2025 Q2	$85.3K	Buy
2023 Q3	–	Sell
2023 Q2	$662K	Buy