BRWA
CIO

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

B. Riley Wealth Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,395
Closed -$122K – 933
2025
Q4 		$122K Buy
17,395
+591
+4% +$4.09K 0.01% 920
2025
Q3 		$117K Buy
16,804
+831
+5% +$5.48K 0.01% 943
2025
Q2 		$85.3K Buy
+15,973
New +$80.1K ﹤0.01% 967
2023
Q3 		– Sell
-118,825
Closed -$662K – 1524
2023
Q2 		$662K Buy
+118,825
New +$648K 0.01% 740

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return