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ícone de CION

CION Investment
CION

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Harbour Investments
76
Harbour Investments
Wisconsin
US$ 125 mil -US$ 7,25 mil -1.037 -5%
Golden State Wealth Management
77
Golden State Wealth Management
California
US$ 125 mil +US$ 2,84 mil +407 +2%
SL
78
SWMG LLC
Texas
US$ 124 mil – – –
AIFS
79
A&I Financial Services
Colorado
US$ 122 mil -US$ 37,7 mil -5.392 -22%
Focus Partners Advisor Solutions
80
Focus Partners Advisor Solutions
Missouri
US$ 120 mil +US$ 5 mil +715 +4%
Punch & Associates Investment Management
81
Punch & Associates Investment Management
Minnesota
US$ 118 mil +US$ 28,5 mil +4.075 +27%
Kestra Private Wealth Services
82
Kestra Private Wealth Services
Texas
US$ 108 mil +US$ 1,08 mil +154 +0,9%
Legacy Advisors
83
Legacy Advisors
Pennsylvania
US$ 106 mil – – –
Wealthspire Advisors (New York)
84
Wealthspire Advisors (New York)
New York
US$ 104 mil – – –
ET
85
Entropy Technologies
New York
US$ 91,7 mil -US$ 5,84 mil -835 -5%
Catalyst Capital Advisors
86
Catalyst Capital Advisors
New York
US$ 91 mil – – –
SCA
87
SMH Capital Advisors
Texas
US$ 91 mil – – –
Kingswood Wealth Advisors
88
Kingswood Wealth Advisors
California
US$ 90,1 mil -US$ 930 -133 -0,9%
StoneX Group
89
StoneX Group
New York
US$ 89 mil +US$ 93,1 mil +13.313 Nova
Global Retirement Partners
90
Global Retirement Partners
California
US$ 87,2 mil +US$ 97,9 mil +14.001 Nova
Belpointe Asset Management
91
Belpointe Asset Management
Nevada
US$ 82,4 mil -US$ 13 mil -1.860 -12%
Mariner
92
Mariner
Kansas
US$ 81,7 mil -US$ 4,63 mil -663 -5%
Western Wealth Management
93
Western Wealth Management
Colorado
US$ 81,4 mil – – –
Merit Financial Group
94
Merit Financial Group
Georgia
US$ 78,7 mil +US$ 699 +100 +0,8%
TCM
95
Triumph Capital Management
Colorado
US$ 78,7 mil -US$ 2,9 mil -415 -3%
BFS
96
BridgePort Financial Solutions
Iowa
US$ 76,2 mil – – –
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
US$ 75,7 mil -US$ 46,2 mil -6.609 -35%
AWM
98
Aviso Wealth Management
Washington
US$ 75,3 mil -US$ 17,8 mil -2.552 -17%
OneDigital Investment Advisors
99
OneDigital Investment Advisors
Kansas
US$ 73,1 mil -US$ 898 mil -128.409 -92%
First Heartland Consultants
100
First Heartland Consultants
Missouri
US$ 72,6 mil +US$ 1,78 mil +254 +2%
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