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Workhorse Group

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$98K +$64.3K +6 +200%
ECM
27
ExodusPoint Capital Management
New York
$95K +$96.5K +9 New
BC
28
Birchview Capital
Vermont
$88K
LFAS
29
Level Four Advisory Services
Texas
$64K
BRWA
30
B. Riley Wealth Advisors
Florida
$59K +$64.3K +6 New
AG
31
Advisor Group
Arizona
$57K +$10.7K +1 +25%
WAM
32
Weiss Asset Management
Massachusetts
$54K +$53.6K +5 New
TC
33
Telemus Capital
Michigan
$42K
LNC
34
Lincoln National Corp
Pennsylvania
$41K
UBS Group
35
UBS Group
Switzerland
$40K -$10.7K -1 -20%
NFG
36
Next Financial Group
Texas
$40K
AIC
37
Ameritas Investment Company
Nebraska
$26K +$32.2K +3 New
Bank of America
38
Bank of America
North Carolina
$18K -$182K -17 -89%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$18K
TCM
40
TD Capital Management
Tennessee
$15K -$21.4K -2 -67%
APA
41
American Portfolios Advisors
New York
$12.3K +$10.7K +1 New
Barclays
42
Barclays
United Kingdom
$9K +$10.7K +1 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$9K +$10.7K +1 New
SIC
44
Salem Investment Counselors
North Carolina
$7K
AA
45
AlphaMark Advisors
Kentucky
$4K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$4K
IA
47
IFP Advisors
Florida
$4K
VFA
48
Valeo Financial Advisors
Indiana
$4K
FA
49
Financial Advantage
Maryland
$3K
GWM
50
Geneos Wealth Management
Colorado
$3K