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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$1.4M +$447K +53,207 +40%
BlackRock
27
BlackRock
New York
$1.37M -$1.47M -175,366 -47%
AGM
28
Alpine Global Management
New York
$1.33M +$842K +100,224 +107%
BAMF
29
BI Asset Management Fondsmaeglerselskab
Denmark
$1.26M
Raymond James Financial
30
Raymond James Financial
Florida
$1.2M +$38.3K +4,564 +3%
SP
31
Sherman Porfolios
Idaho
$979K -$425K -50,636 -26%
OIA
32
OneDigital Investment Advisors
Kansas
$959K -$325K -38,624 -22%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$840K -$162K -19,319 -14%
Two Sigma Investments
34
Two Sigma Investments
New York
$791K -$3.11M -369,788 -76%
AWA
35
Adapt Wealth Advisors
Georgia
$655K -$17.2K -2,051 -2%
XT
36
XTX Topco
Cayman Islands
$636K +$513K +61,089 +191%
VIA
37
Virtus Investment Advisers
Connecticut
$612K +$126K +14,979 +20%
FGAM
38
Financial Gravity Asset Management
Texas
$587K +$519K +61,785 +257%
AWM
39
Apollon Wealth Management
South Carolina
$576K +$8.82K +1,050 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$537K -$465K -55,383 -41%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$519K +$63.8K +7,589 +11%
CC
42
CF Capital
Massachusetts
$513K -$8.5M -1,011,992 -93%
IAIM
43
International Assets Investment Management
Florida
$476K
HNH
44
Hopwood Nicholas Hunter
$471K +$56.4K +6,711 +11%
JF
45
Jump Financial
Illinois
$465K +$302K +35,991 +112%
EWM
46
Endowment Wealth Management
Wisconsin
$454K +$15.9K +1,895 +3%
CCIA
47
Campbell & Co Investment Adviser
Maryland
$454K +$329K +39,136 +144%
Ameriprise
48
Ameriprise
Minnesota
$438K +$108K +12,840 +25%
AMH
49
Apollo Management Holdings
New York
$433K
AWM
50
AE Wealth Management
Kansas
$386K +$14.5K +1,723 +3%