BRWM
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B. Riley Wealth Management’s LPL Financial LPLA Stock Holding History

B. Riley Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$9K – 499
2015
Q2 		$9K Hold
200
– – 0.01% 760
2015
Q1 		$8K Hold
200
– – 0.01% 788
2014
Q4 		$8K Hold
200
– – 0.01% 783
2014
Q3 		$9K Hold
200
– – 0.01% 799
2014
Q2 		$9K Hold
200
– – 0.01% 851
2014
Q1 		$11K Buy
+200
New +$10.6K 0.01% 742

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