B. Riley Wealth Advisors’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-428	Closed	-$217K	–	1218
2024 Q3	$217K	Sell	428 -71	-14%	-$34.1K	0.01%	1099
2024 Q2	$224K	Sell	499 -94	-16%	-$41.8K	0.01%	1172
2024 Q1	$204K	Buy	593 +102	+21%	+$46.9K	0.01%	1268
2023 Q4	$221K	Sell	491 -102	-17%	-$40.7K	0.01%	1206
2023 Q3	$204K	Sell	593 -25	-4%	-$8.72K	0.01%	1268
2023 Q2	$216K	Sell	618 -463	-43%	-$151K	﹤0.01%	1308
2023 Q1	$352K	Buy	1,081 +109	+11%	+$36K	0.01%	980
2022 Q4	$327K	Buy	+972	New	+$314K	0.01%	999
2022 Q2	–	Sell	-706	Closed	-$212K	–	1303
2022 Q1	$212K	Buy	+706	New	+$204K	0.01%	1187
2015 Q1	–	Sell	-477	Closed	-$40	–	1267
2014 Q4	$40	Buy	+477	New	+$38.8K	﹤0.01%	2200
2014 Q3	–	Sell	-82	Closed	-$5.78K	–	1263
2014 Q2	$5.78K	Buy	+82	New	+$5.71K	﹤0.01%	1989

Other funds holding IT

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return