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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$383K -$80.9K -9,628 -15%
Millennium Management
52
Millennium Management
New York
$338K -$16K -1,900 -4%
IFG
53
Independent Financial Group
California
$306K -$1.53M -181,542 -80%
CFG
54
Cooper Financial Group
California
$305K -$14.5K -1,722 -4%
TPA
55
Trivium Point Advisory
Connecticut
$287K -$34.6K -4,115 -9%
CFM
56
Catalyst Funds Management
Australia
$283K +$348K +41,406 New
CIA
57
Concurrent Investment Advisors
Florida
$278K -$37.8K -4,501 -10%
NC
58
nVerses Capital
Florida
$265K +$32.7K +3,889 +11%
FFS
59
Founders Financial Securities
Maryland
$262K -$99.8K -11,877 -24%
YIH
60
Y-Intercept (HK)
Hong Kong
$259K +$318K +37,814 New
CA
61
Continuum Advisory
Idaho
$255K -$20K -2,380 -6%
WS
62
Wedbush Securities
California
$247K +$10.9K +1,300 +4%
DA
63
Doliver Advisors
Texas
$246K +$302K +36,000 New
SB
64
Strategic Blueprint
Georgia
$246K -$41.2K -4,898 -12%
CEFA
65
Closed-End Fund Advisors
Virginia
$235K -$3.71M -441,501 -93%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$230K +$61.3K +7,291 +28%
SP
67
Symmetry Partners
Connecticut
$227K -$50.5K -6,014 -15%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$224K +$158K +18,843 +135%
Creative Planning
69
Creative Planning
Kansas
$207K +$78.3K +9,317 +45%
FFA
70
Founders Financial Alliance
North Carolina
$203K +$13.5K +1,601 +6%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$201K
VF
72
Virtu Financial
New York
$199K +$76.9K +9,153 +46%
BHCM
73
Brevan Howard Capital Management
Jersey
$192K +$17.5K +2,088 +8%
DTL
74
Dynamic Technology Lab
Singapore
$180K +$12.5K +1,492 +6%
TCM
75
TT Capital Management
California
$177K -$11.7K -1,393 -5%