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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$520K -$17.7K -1,825 -3%
EGM
52
Engineers Gate Manager
New York
$505K +$23.6K +2,429 +5%
RCG
53
Regatta Capital Group
California
$504K +$140K +14,445 +39%
EWM
54
Endowment Wealth Management
Wisconsin
$503K +$11.5K +1,187 +2%
CBFP
55
Cedar Brook Financial Partners
Ohio
$500K
RJFSA
56
Raymond James Financial Services Advisors
Florida
$430K -$18.7K -1,927 -4%
KPWS
57
Kestra Private Wealth Services
Texas
$425K -$196K -20,199 -32%
IWM
58
IHT Wealth Management
Illinois
$423K -$15.8K -1,622 -4%
TCM
59
Triumph Capital Management
Colorado
$423K +$71.3K +7,343 +20%
SOS
60
Silver Oak Securities
Tennessee
$414K +$354K +36,457 +612%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$414K -$97.1K -10,002 -19%
FFS
62
Founders Financial Securities
Maryland
$408K -$131K -13,447 -24%
JP Morgan Chase
63
JP Morgan Chase
New York
$405K +$371K +38,197 +1,139%
JF
64
Jump Financial
Illinois
$404K -$16.5K -1,700 -4%
EWM
65
EPG Wealth Management
Georgia
$372K -$599K -61,675 -62%
BPA
66
Beacon Pointe Advisors
California
$360K -$300K -30,933 -46%
EE
67
EWG Elevate
California
$355K
MCC
68
Money Concepts Capital
Florida
$307K +$306K +31,467 New
CWM
69
Collaborative Wealth Management
Florida
$306K -$81.8K -8,419 -21%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K -$82.8K -8,521 -21%
PI
71
Putnam Investments
Massachusetts
$301K +$122K +12,573 +69%
TC
72
TownSquare Capital
Utah
$297K +$176K +18,169 +148%
CSS
73
Cubist Systematic Strategies
Connecticut
$291K -$341K -35,143 -54%
WWM
74
Western Wealth Management
Colorado
$267K -$291K -29,936 -52%
Northern Trust
75
Northern Trust
Illinois
$255K +$97K +9,987 +62%