B. Riley Wealth Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1464811 MEMPHIS, TN

Position in MS

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

Position Value

$5,093,259

+$1,022,291 QoQ

Shares Held

24,365

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#736

of 2,723 holders

Holding Since

Mar 2020

25 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. MS ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,975	$9,077,045
2	MS	Morgan Stanley This page	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.	2,799	$243,624
7	IREN	IREN Ltd	4,530	$207,156
8	BTBT	Bit Digital, Inc	27,000	$48,600

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,093,259	24,365	-1.5%	Shares	Sole	2026-07-14
2026-03-31	$4,070,968	24,737	-4.3%	Shares	Sole	2026-04-27
2025-12-31	$4,588,972	25,849	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$4,121,991	25,931	-3.9%	Shares	Sole	2025-10-31
2025-06-30	$3,799,980	26,977	+1.4%	Shares	Sole	2025-08-19
2024-12-31	$3,345,032	26,607	-11.5%	Shares	Sole	2025-02-25
2024-09-30	$3,134,913	30,074	-3.0%	Shares	Sole	2024-12-13
2024-06-30	$3,014,250	31,014	+8.2%	Shares	Sole	2024-08-19
2024-03-31	$2,697,966	28,653	-13.7%	Shares	Sole	2024-05-16
2023-12-31	$3,097,485	33,217	+15.9%	Shares	Sole	2024-03-15
2023-09-30	$2,340,090	28,653	+56.0%	Shares	Sole	2023-12-01
2023-06-30	$1,568,968	18,372	-52.5%	Shares	Sole	2023-07-27
2023-03-31	$3,398,299	38,705	-6.6%	Shares	Sole	2023-05-17
2022-12-31	$3,525,099	41,462	+5.5%	Shares	Sole	2023-03-15
2022-09-30	$3,105,645	39,307	+32.2%	Shares	Other	2022-11-22
2022-06-30	$2,260,882	29,725	+19.9%	Shares	Other	2022-08-12
2022-03-31	$2,166,820	24,792	-10.4%	Shares	Other	2022-05-02
2021-12-31	$2,717,264	27,682	+8.5%	Shares	Other	2022-01-28
2021-09-30	$2,482,572	25,512	+2.4%	Shares	Other	2021-11-16
2021-06-30	$2,284,914	24,920	+101.1%	Shares	Other	2021-08-10
2021-03-31	$962,517	12,394	-8.2%	Shares	Other	2021-05-13
2020-12-31	$925,223	13,501	-24.3%	Shares	Other	2021-02-04
2020-09-30	$861,983	17,828	+16.8%	Shares	Other	2020-11-09
2020-06-30	$737,444	15,268	+6.4%	Shares	Other	2020-07-31
2020-03-31	$487,968	14,352	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.