Filing Research | WKHS - Workhorse Group Inc Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	18SH	$55
2	Blue Trust, Inc.	Shares	5SH	$15
3	Farther Finance Advisors, LLC	Shares	3SH	$9
4	IFP Advisors, Inc	Shares	3SH	$9
5	Activest Wealth Management	Shares	2SH	$6
6	CoreCap Advisors, LLC	Shares	2SH	$6
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2SH	$6
8	ATWOOD & PALMER INC	Shares	1SH	$4
9	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1SH	$4
10	JNBA Financial Advisors	Shares	1SH	$4
11	SALEM INVESTMENT COUNSELORS INC	Shares	1SH	$4
12	EverSource Wealth Advisors, LLC	Shares	1SH	$3
13	Indiana Trust & Investment Management Co	Shares	1SH	$3
14	Investors Research Corp	Shares	1SH	$3
15	Lodestone Wealth Management LLC	Shares	1SH	$3
16	Main Street Group, LTD	Shares	1SH	$3
17	SIGNATUREFD, LLC	Shares	1SH	$3
18	Vermillion Wealth Management, Inc.	Shares	1SH	$3

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Activest Wealth Management added	Shares	+1	+$3	$6
2	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$55
3	ATWOOD & PALMER INC unchanged	Shares	0	$0	$4
4	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	$0	$4
5	Blue Trust, Inc. unchanged	Shares	0	$0	$15
6	CoreCap Advisors, LLC unchanged	Shares	0	$0	$6
7	EverSource Wealth Advisors, LLC unchanged	Shares	0	$0	$3
8	IFP Advisors, Inc unchanged	Shares	0	$0	$9
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	$0	$6
10	Indiana Trust & Investment Management Co unchanged	Shares	0	$0	$3
11	Investors Research Corp unchanged	Shares	0	$0	$3
12	JNBA Financial Advisors unchanged	Shares	0	$0	$4
13	Lodestone Wealth Management LLC unchanged	Shares	0	$0	$3
14	Main Street Group, LTD unchanged	Shares	0	$0	$3
15	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	$0	$4
16	Vermillion Wealth Management, Inc. unchanged	Shares	0	$0	$3
17	MBM WEALTH CONSULTANTS, LLC exited	Shares	-1	-$3	$0
18	SIGNATUREFD, LLC trimmed	Shares	-1	-$3	$3
19	Farther Finance Advisors, LLC trimmed	Shares	-2	-$5	$9
20	Sound Income Strategies, LLC exited	Shares	-3	-$8	$0