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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Foresight Wealth Management
Utah
$452K +$172K +18,326 +53%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$446K +$357K +38,063 +264%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$442K +$175K +18,689 +56%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$441K +$228K +24,239 +88%
CBFP
55
Cedar Brook Financial Partners
Ohio
$436K +$126K +13,411 +35%
EWM
56
Endowment Wealth Management
Wisconsin
$428K +$169K +18,003 +56%
EGM
57
Engineers Gate Manager
New York
$420K -$479K -50,979 -51%
APA
58
American Portfolios Advisors
New York
$395K +$162K +17,241 +59%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$395K +$109K +11,609 +33%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$391K +$163K +17,327 +60%
IWM
61
IHT Wealth Management
Illinois
$382K +$118K +12,529 +39%
JF
62
Jump Financial
Illinois
$366K +$405K +43,100 New
CP
63
CenterBook Partners
Connecticut
$347K +$384K +40,871 New
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K +$191K +20,389 +106%
CWM
65
Collaborative Wealth Management
Florida
$339K +$108K +11,472 +40%
HI
66
Harbour Investments
Wisconsin
$329K
RCG
67
Regatta Capital Group
California
$324K +$110K +11,760 +46%
EE
68
EWG Elevate
California
$310K +$114K +12,140 +50%
TCM
69
Triumph Capital Management
Colorado
$306K +$202K +21,501 +148%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$277K +$69.7K +7,422 +29%
SB
71
Strategic Blueprint
Georgia
$276K +$184K +19,647 +153%
Creative Planning
72
Creative Planning
Kansas
$231K +$76.7K +8,170 +43%
CWM
73
Capital Wealth Management
Rhode Island
$225K +$86.9K +9,257 +54%
GCP
74
GSA Capital Partners
United Kingdom
$223K +$246K +26,193 New
KIG
75
Kowal Investment Group
Wisconsin
$223K +$247K +26,272 New