| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 78,489 | 8,791,000 | 88.62% | ||
| 2 | Genesis Wealth Advisors, LLC | 66,352 | 743,146 | 7.49% | ||
| 3 | Kovack Advisors, Inc. | 36,117 | 386,000 | 3.89% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
