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Workhorse Group

Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
51
Indiana Trust & Investment Management
Indiana
$3 – – –
IRC
52
Investors Research Corp
Georgia
$3 – – –
LWM
53
Lodestone Wealth Management
Washington
$3 – – –
MSG
54
Main Street Group
Virginia
$3 – – –
MWA
55
Medallion Wealth Advisors
Connecticut
$3 – – –
NewEdge Advisors
56
NewEdge Advisors
Louisiana
$3 – – –
Parallel Advisors
57
Parallel Advisors
California
$3 – – –
Smartleaf Asset Management
58
Smartleaf Asset Management
Massachusetts
$3 – – –
VWM
59
Vermillion Wealth Management
Minnesota
$3 – – –
Wilmington Savings Fund Society
60
Wilmington Savings Fund Society
Delaware
$3 – – –
Ameritas Advisory Services
61
Ameritas Advisory Services
Nebraska
$3 +$3 +1 New
Compass Financial Management
62
Compass Financial Management
Florida
$3 +$3 +1 New
Global Retirement Partners
63
Global Retirement Partners
California
$3 +$3 +1 New
HFG
64
Harborfront Financial Group
Michigan
$3 +$3 +1 New
Millennium Management
65
Millennium Management
New York
– -$56.8K -18,814 Closed
XTX Topco
66
XTX Topco
Cayman Islands
– -$32.3K -10,685 Closed
CCA
67
Cygnus Capital Advisors
Georgia
– -$12K -4,001 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– -$12 -4 Closed
MAI Capital Management
69
MAI Capital Management
Ohio
– -$13 -4 Closed
Advisory Services Network
70
Advisory Services Network
Georgia
– -$9 -3 Closed
Sound Income Strategies
71
Sound Income Strategies
Florida
– -$8 -3 Closed
Citigroup
72
Citigroup
New York
– -$3 -1 Closed
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
– -$4 -1 Closed
MWC
74
MBM Wealth Consultants
Missouri
– -$3 -1 Closed
Quadrant Capital Group
75
Quadrant Capital Group
Ohio
– -$4 -1 Closed