J.P. Morgan Private Wealth Advisors’s B. Riley Financial RILY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-158,670	Closed	-$7.3M	–	1775
2023 Q2	$7.3M	Hold	158,670	–	–	0.04%	279
2023 Q1	$4.5M	Buy	+158,670	New	+$4.5M	0.01%	616