B. Riley Wealth Advisors, Inc.

Position in RILY — BRC Group Holdings, Inc.

CIK 1464811 MEMPHIS, TN

Position in RILY

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

Position Value

$593,512

+$234,686 QoQ

Shares Held

73,820

+50.6% QoQ

Ownership

0.184%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#31

of 95 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $593,512 across 1 Financial Conglomerates name. RILY ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RILY	BRC Group Holdings, Inc. This page	73,820	$593,512

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,512	73,820	+50.6%	Shares	Sole	2026-07-14
2026-03-31	$358,826	49,020	-4.0%	Shares	Sole	2026-04-27
2025-12-31	$238,496	51,070	+25.0%	Shares	Sole	2026-02-17
2025-09-30	$244,402	40,870	-21.0%	Shares	Sole	2025-10-31
2025-06-30	$153,742	51,765	+19.8%	Shares	Sole	2025-08-19
2024-12-31	$198,384	43,221	-11.1%	Shares	Sole	2025-02-25
2024-09-30	$255,349	48,638	-37.3%	Shares	Sole	2024-12-13
2024-06-30	$1,368,017	77,552	+239.7%	Shares	Sole	2024-08-19
2024-03-31	$483,332	22,831	-49.3%	Shares	Sole	2024-05-16
2023-12-31	$945,599	45,050	+97.3%	Shares	Sole	2024-03-15
2023-09-30	$935,842	22,831	-6.6%	Shares	Sole	2023-12-01
2023-06-30	$1,124,256	24,451	-11.7%	Shares	Sole	2023-07-27
2023-03-31	$786,516	27,704	+15.5%	Shares	Sole	2023-05-17
2022-12-31	$820,218	23,983	+19.2%	Shares	Sole	2023-03-15
2022-09-30	$895,653	20,118	+5.7%	Shares	Other	2022-11-22
2022-06-30	$804,355	19,038	+182.1%	Shares	Other	2022-08-12
2022-03-31	$472,160	6,749	—	Shares	Other	2022-05-02
No filing history on record for this holder in this stock.