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CION Investment
CION

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$178K +$175K +13,607 New
NWMG
52
National Wealth Management Group
Ohio
$177K +$174K +13,508 New
SSA
53
Schonfeld Strategic Advisors
New York
$174K +$172K +13,347 New
BPA
54
Beacon Pointe Advisors
California
$171K +$169K +13,081 New
BAM
55
Belpointe Asset Management
Nevada
$157K +$155K +12,017 New
TCM
56
Triumph Capital Management
Colorado
$157K +$155K +12,025 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$150K +$148K +11,446 New
Creative Planning
58
Creative Planning
Kansas
$148K +$146K +11,325 New
JSL
59
JT Stratford LLC
Georgia
$140K +$138K +10,686 New
AF
60
Allworth Financial
California
$140K +$138K +10,706 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$133K +$133K +10,296 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$132K +$130K +10,106 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$110K +$108K +8,409 New
IWP
64
IAG Wealth Partners
Wisconsin
$68K +$67K +5,195 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$47K +$46K +3,572 New
TC
66
TAP Consulting
Missouri
$45K +$48.4K +3,754 New
SPIA
67
Steward Partners Investment Advisory
New York
$44K +$43.3K +3,362 New
FWM
68
Focused Wealth Management
New York
$42K +$41.2K +3,195 New
UBS Group
69
UBS Group
Switzerland
$36K +$35K +2,716 New
AssetMark Inc
70
AssetMark Inc
California
$36K +$35.1K +2,726 New
Morgan Stanley
71
Morgan Stanley
New York
$33K +$32K +2,484 New
CFGS
72
Concourse Financial Group Securities
Alabama
$26K +$25.2K +1,953 New
TSWM
73
Tyler-Stone Wealth Management
Ohio
$23K +$22.8K +1,767 New
US Bancorp
74
US Bancorp
Minnesota
$21K +$20.5K +1,594 New
LWA
75
Lenox Wealth Advisors
New York
$18K +$17.8K +1,378 New
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