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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Continuum Advisory
Idaho
$232K
FFS
52
Founders Financial Securities
Maryland
$230K
CEFA
53
Closed-End Fund Advisors
Virginia
$214K +$161 +23 +0.1%
SB
54
Strategic Blueprint
Georgia
$213K -$12K -1,722 -5%
SP
55
Symmetry Partners
Connecticut
$207K
CIA
56
Concurrent Investment Advisors
Florida
$192K -$68K -9,731 -24%
Creative Planning
57
Creative Planning
Kansas
$191K +$3.09K +442 +1%
Raymond James Financial
58
Raymond James Financial
Florida
$189K -$1.02M -145,757 -83%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$183K
FFA
60
Founders Financial Alliance
North Carolina
$180K -$4.89K -700 -2%
TPA
61
Trivium Point Advisory
Connecticut
$175K -$96.4K -13,792 -33%
KA
62
Kovack Advisors
Florida
$166K +$7.48K +1,070 +4%
TCM
63
TT Capital Management
California
$158K -$3.63K -520 -2%
AWM
64
Avior Wealth Management
Nebraska
$155K
WG
65
Winton Group
United Kingdom
$151K -$6.33K -906 -4%
UAG
66
United Advisor Group
Ohio
$150K
IWM
67
IHT Wealth Management
Illinois
$145K -$16.9K -2,424 -9%
OAM
68
Oxford Asset Management
United Kingdom
$141K +$158K +22,676 New
GC
69
GatePass Capital
Ohio
$140K
GVAG
70
Great Valley Advisor Group
Delaware
$139K +$6.05K +865 +4%
Cerity Partners
71
Cerity Partners
New York
$136K -$4.51K -646 -3%
DA
72
Doliver Advisors
Texas
$135K -$101K -14,400 -40%
SOS
73
Silver Oak Securities
Tennessee
$131K -$33K -4,715 -18%
BWA
74
BlueChip Wealth Advisors
Georgia
$128K -$28.5K -4,082 -17%
Squarepoint
75
Squarepoint
New York
$128K +$144K +20,590 New