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Workhorse Group

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$49K
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$42K +$52K +5 New
LFAS
28
Level Four Advisory Services
Texas
$41K
AG
29
Advisor Group
Arizona
$37K +$20.8K +2 +67%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$35K
Barclays
31
Barclays
United Kingdom
$31K +$41.6K +4 New
PPA
32
Parametric Portfolio Associates
Washington
$28K +$41.6K +4 New
EWM
33
Evercore Wealth Management
New York
$27K
AIG
34
American International Group
New York
$19K
NFA
35
Nationwide Fund Advisors
Ohio
$18K
Wells Fargo
36
Wells Fargo
California
$14K
UBS Group
37
UBS Group
Switzerland
$12K -$10.4K -1 -50%
Bank of America
38
Bank of America
North Carolina
$9K
Creative Planning
39
Creative Planning
Kansas
$7K
IA
40
IFP Advisors
Florida
$6K
TRCT
41
Tower Research Capital (TRC)
New York
$4K
Legal & General Group
42
Legal & General Group
United Kingdom
$3K
AIP
43
Ameritas Investment Partners
Nebraska
$2K
DOA
44
D'Orazio & Associates
Virginia
$2K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K
AIM
47
Advantage Investment Management
Iowa
$1K
MAM
48
Meeder Asset Management
Ohio
$1K
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$400
EIM
50
Essex Investment Management
Massachusetts
-$503K -24 Closed