Steward Partners Investment Advisory, LLC

Position in RILY — BRC Group Holdings, Inc.

CIK 1723397 STAMFORD, CT

Position in RILY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$370,603

+$351,133 QoQ

Shares Held

46,095

+9604.2% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#36

of 95 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $606,764 across 5 Financial Conglomerates names. RILY ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RILY	BRC Group Holdings, Inc. This page	46,095	$370,603
2	VOYA	Voya Financial, Inc.	2,290	$207,313
3	IX	Orix Corp	465	$17,688
4	TREE	LendingTree, Inc.	231	$10,230
5	HTH	Hilltop Holdings Inc.	24	$930

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,603	46,095	+9604.2%	Shares	Sole	2026-08-13
2023-09-30	$19,470	475	-89.5%	Shares	Sole	2023-11-13
2023-06-30	$208,841	4,542	-52.4%	Shares	Sole	2023-08-14
2023-03-31	$271,152	9,551	-41.4%	Shares	Sole	2023-05-15
2022-12-31	$557,767	16,309	-10.2%	Shares	Sole	2023-02-15
2022-09-30	$808,527	18,161	-0.4%	Shares	Sole	2022-11-10
2022-06-30	$770,471	18,236	-9.2%	Shares	Sole	2022-08-04
2022-03-31	$1,405,286	20,087	+76.5%	Shares	Sole	2022-05-02
2021-12-31	$1,011,226	11,380	—	Shares	Sole	2022-02-08
2021-06-30 RILYL	$1,299,809	47,180	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.