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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$165K +$204K +18,967 New
SBIA
77
Sheaff Brock Investment Advisors
Indiana
$162K +$200K +18,616 New
NWMG
78
National Wealth Management Group
Ohio
$159K +$56K +5,210 +40%
DI
79
DFPG Investments
Utah
$154K +$71.5K +6,657 +56%
HWM
80
Heirloom Wealth Management
Colorado
$152K +$18.5K +1,726 +12%
CWM
81
Capital Wealth Management
Rhode Island
$150K +$185K +17,214 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$140K +$99.7K +9,279 +136%
MCM
83
Monument Capital Management
Virginia
$137K +$169K +15,741 New
SF
84
Symphony Financial
Texas
$135K
WWG
85
West Wealth Group
California
$132K +$163K +15,197 New
Citadel Advisors
86
Citadel Advisors
Florida
$130K +$161K +14,952 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$125K +$155K +14,398 New
HighTower Advisors
88
HighTower Advisors
Illinois
$122K -$15.3K -1,425 -9%
DWM
89
Denver Wealth Management
Colorado
$121K +$150K +13,960 New
AWS
90
Atria Wealth Solutions
New York
$119K +$147K +13,705 New
IP
91
Ignite Planners
California
$115K +$140K +13,040 New
SWP
92
Stratos Wealth Partners
Ohio
$115K +$142K +13,219 New
SB
93
Strategic Blueprint
Georgia
$112K +$138K +12,819 New
AOG
94
Alpha Omega Group
Virginia
$109K +$135K +12,544 New
LWM
95
Laidlaw Wealth Management
New York
$100K +$124K +11,528 New
NFSG
96
Newbridge Financial Services Group
Florida
$94K +$116K +10,801 New
HF
97
HRT Financial
New York
$93K +$116K +10,753 New
PIA
98
Perennial Investment Advisors
California
$90K +$111K +10,316 New
TC
99
TownSquare Capital
Utah
$88K +$108K +10,099 New
UBS Group
100
UBS Group
Switzerland
$67K -$207K -19,254 -72%