B. Riley Wealth Advisors, Inc.
Ownership & control
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Assets held
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People & control
104 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- BRISTOL-MYERS SQUIBB COAlso holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- BRITISH AMERN TOBACCO PLC ADRAlso holds roles at 7 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- Cadence Design Sys IncAlso holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Cal-Maine Foods IncAlso holds roles at 6 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
- CENCORA INC COMAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- CMS ENERGY CORP COMAlso holds roles at 7 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- COTERRA ENERGY INCAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Csw Industrials IncAlso holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- CSX CORP COMAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- CVS HEALTH CORPORATIONAlso holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- INVESCO QQQ TRAlso holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- LABORATORY CORP AMER HLDGS COM NEWAlso holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Lennox International InAlso holds roles at 7 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- LILLY ELI & COMPANYAlso holds roles at 27 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Lincoln Electric HoldinAlso holds roles at 5 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Slocum, Gordon & Co LLP13F holder
- Live Nation EntertainmeAlso holds roles at 10 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- LOCKHEED MARTIN CORPORATIONAlso holds roles at 22 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- LOWES COMPANIES INCAlso holds roles at 23 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Lpl Financial HoldingsAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- Lucid Group IncAlso holds roles at 4 other companies
- Marathon Trading Investment Management LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- LULULEMON ATHLETICA INCAlso holds roles at 8 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- LUMEN TECHNOLOGIES INC COMAlso holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Lyft Inc-AAlso holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- M & T BANK CORPAlso holds roles at 11 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- M/I Homes IncAlso holds roles at 6 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- MACYS INC COMAlso holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MAGNA INTL INCAlso holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- MAMAS CREATIONS INCAlso holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- Manhattan Associates InAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MANHATTAN BRDG CAP INCAlso holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- MANULIFE FINANCIAL CORPAlso holds roles at 5 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MARATHON DIGITAL HOLDINGS INAlso holds roles at 3 other companies
- Marathon Trading Investment Management LLC13F holder
- Shaolin Capital Management LLC13F holder
- VANGUARD GROUP INC13F holder
- MARATHON OIL CORP COMAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MARATHON PETE CORP COMAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MARRIOTT INTL INC NEW CL AAlso holds roles at 11 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MARSH & MCLENNAN COS INC COMAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MARTIN MARIETTA MATLS INC COMAlso holds roles at 9 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MARVELL TECHNOLOGY INC COMAlso holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MASCO CORP COMAlso holds roles at 10 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- Mastec IncAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- MASTERCARD INCORPORATEDAlso holds roles at 23 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MATTERPORT INCAlso holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- MCCORMICK & CO INC COM NON VTGAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MCDONALDS CORPAlso holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Mettler-Toledo InternatAlso holds roles at 9 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MFS CHARTER INCOME TR SH BEN INTAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- Mgm Resorts InternationAlso holds roles at 8 other companies
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- MICROCHIP TECHNOLOGY INCAlso holds roles at 13 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MICRON TECHNOLOGY INC COMAlso holds roles at 21 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MICROSOFT CORPAlso holds roles at 34 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- MITSUBISHI UFJ FINL GRP - ADRAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MONDELEZ INTL INC CL AAlso holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- MOODYS CORP COMAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MORGAN STANLEYAlso holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
- MORGAN STANLEY EMERGING MKTS COMAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- MOTOROLA SOLUTIONS INC COM NEWAlso holds roles at 11 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Msa Safety IncAlso holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Msci IncAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Mueller Industries IncAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- MURPHY USA INC COMAlso holds roles at 8 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- N B T Bancorp IncAlso holds roles at 3 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- NATIONAL GRID PLC-SP ADRAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- National Healthcare CorAlso holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- NATWEST GROUP PLCAlso holds roles at 3 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- NEW YORK CMNTY BANCORP INC COMAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- New York Times Co-AAlso holds roles at 6 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- NEWELL BRANDS INC COMAlso holds roles at 9 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- NEWMONT CORP COMAlso holds roles at 11 other companies
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- NICE LTD ADRAlso holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- Fisher Asset Management, LLC13F holder
- Nmi Holdings Inc-ClassAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
- NRG ENERGY INC COM NEWAlso holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- QUANTA SVCS INC COMAlso holds roles at 10 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- RTX CORPORATION COMAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Starwood Property TrustAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SUNOCO LP/SUNOCO FIN CORP COM UT REP LPAlso holds roles at 2 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Sunrun IncAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Super Micro Computer InAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- SYNCHRONY FINANCIAL COMAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Targa Resources CorpAlso holds roles at 5 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- TC ENERGY CORP COMAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- TEGNA INC COMAlso holds roles at 6 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Tfs Financial CorpAlso holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- THE CIGNA GROUP COMAlso holds roles at 17 other companies
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- VANGUARD GROWTH ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD INDEX FDSAlso holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD MID-CAP VALUE ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD MUN BD FDSAlso holds roles at 7 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
- VANGUARD S&P 500 ETFAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD SMALL-CAP GROWTH ETFAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD VALUE ETFAlso holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- VEEVA SYS INC CL A COMAlso holds roles at 10 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- VICI PPTYS INC COMAlso holds roles at 10 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- VORNADO RLTY TR SH BEN INTAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VULCAN MATLS CO COMAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- Wabash National CorpAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
- WABTEC COMAlso holds roles at 12 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
104 parties · 0 current. Ceased and resigned records are retained as history.