B. Riley Wealth Advisors’s Ryder R Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,029	Closed	-$251K	–	1404
2024 Q2	$251K	Sell	2,029 -2,422	-54%	-$292K	0.01%	1110
2024 Q1	$476K	Buy	4,451 +455	+11%	+$51.8K	0.01%	817
2023 Q4	$460K	Sell	3,996 -455	-10%	-$47.8K	0.01%	854
2023 Q3	$476K	Sell	4,451 -796	-15%	-$77.5K	0.01%	817
2023 Q2	$445K	Buy	5,247 +917	+21%	+$75.5K	0.01%	910
2023 Q1	$386K	Sell	4,330 -6,923	-62%	-$637K	0.01%	932
2022 Q4	$940K	Buy	11,253 +1,112	+11%	+$93.4K	0.03%	557
2022 Q3	$766K	Buy	10,141 +499	+5%	+$38K	0.02%	590
2022 Q2	$686K	Sell	9,642 -418	-4%	-$30.7K	0.03%	537
2022 Q1	$798K	Buy	10,060 +2,167	+27%	+$169K	0.03%	557
2021 Q4	$651K	Sell	7,893 -1,032	-12%	-$86.5K	0.02%	690
2021 Q3	$739K	Buy	8,925 +500	+6%	+$38.5K	0.02%	622
2021 Q2	$627K	Buy	+8,425	New	+$666K	0.02%	672
2018 Q4	–	Sell	-9,017	Closed	-$659K	–	723
2018 Q3	$659K	Buy	+9,017	New	+$687K	0.08%	278
2014 Q3	–	Sell	-312	Closed	-$27.5K	–	1599
2014 Q2	$27.5K	Buy	+312	New	+$26.1K	0.01%	1319

Other funds holding R

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

Wellington Management Group

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return