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Workhorse Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$53K
TC
27
Telemus Capital
Michigan
$48K +$4.62K +1 +33%
UBS Group
28
UBS Group
Switzerland
$46K -$41.6K -9 -64%
AG
29
Advisor Group
Arizona
$35K
NFG
30
Next Financial Group
Texas
$34K
LNC
31
Lincoln National Corp
Pennsylvania
$31K
TP
32
Tranquility Partners
Tennessee
$31K +$18.5K +4 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$29K +$13.9K +3 New
TCM
34
TD Capital Management
Tennessee
$25K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$18K
GRP
36
Global Retirement Partners
California
$7K +$4.62K +1 New
SIC
37
Salem Investment Counselors
North Carolina
$6K +$4.62K +1 New
VFA
38
Valeo Financial Advisors
Indiana
$3K -$4.62K -1 Closed
AA
39
AlphaMark Advisors
Kentucky
$3K
FA
40
Financial Advantage
Maryland
$2K
GWM
41
Geneos Wealth Management
Colorado
$2K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1K
CHC
43
City Holding Co
West Virginia
$1K
Deutsche Bank
44
Deutsche Bank
Germany
$1K
JPLA
45
Joseph P. Lucia & Associates
New York
$1K
TPWA
46
TRUE Private Wealth Advisors
Oregon
$1K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$135
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$86K -46 Closed
ECM
49
ExodusPoint Capital Management
New York
-$75K -41 Closed
Jane Street
50
Jane Street
New York
-$32K -17 Closed