B. Riley Wealth Advisors, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1464811 MEMPHIS, TN

Position in IBKR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$243,624

-$665,848 QoQ

Shares Held

2,799

-80.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#839

of 1,105 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. IBKR ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,975	$9,077,045
2	MS	Morgan Stanley	24,365	$5,093,259
3	SCHW	Schwab Charles Corp	14,792	$1,364,857
4	SF	Stifel Financial Corp	8,865	$618,511
5	HOOD	Robinhood Markets, Inc.	4,612	$462,491
6	IBKR	Interactive Brokers Group, Inc. This page	2,799	$243,624
7	IREN	IREN Ltd	4,530	$207,156
8	BTBT	Bit Digital, Inc	27,000	$48,600

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,624	2,799	-80.2%	Shares	Sole	2026-07-14
2025-12-31	$909,472	14,142	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$986,253	14,333	-9.2%	Shares	Sole	2025-10-31
2025-06-30	$874,369	15,780	+427.9%	Shares	Sole	2025-08-19
2024-12-31	$528,066	2,989	-27.5%	Shares	Sole	2025-02-25
2024-09-30	$574,302	4,121	-1.3%	Shares	Sole	2024-12-13
2024-06-30	$511,977	4,176	-25.6%	Shares	Sole	2024-08-19
2024-03-31	$626,916	5,612	+25.8%	Shares	Sole	2024-05-16
2023-12-31	$369,816	4,461	-20.5%	Shares	Sole	2024-03-15
2023-09-30	$485,774	5,612	+10.5%	Shares	Sole	2023-12-01
2023-06-30	$422,078	5,081	+10.9%	Shares	Sole	2023-07-27
2023-03-31	$378,372	4,583	+1.8%	Shares	Sole	2023-05-17
2022-12-31	$325,792	4,503	—	Shares	Sole	2023-03-15
No filing history on record for this holder in this stock.