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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$253K
NFSG
77
Newbridge Financial Services Group
Florida
$246K +$194K +19,958 +375%
HighTower Advisors
78
HighTower Advisors
Illinois
$244K +$13K +1,341 +6%
SB
79
Strategic Blueprint
Georgia
$242K -$73.8K -7,601 -23%
KIG
80
Kowal Investment Group
Wisconsin
$239K -$17.3K -1,781 -7%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$235K -$217K -22,322 -48%
Cerity Partners
82
Cerity Partners
New York
$230K
Franklin Resources
83
Franklin Resources
California
$229K
DI
84
DFPG Investments
Utah
$226K +$26.1K +2,684 +15%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$218K -$6.88K -708 -3%
DT
86
Diversified Trust
Tennessee
$209K +$208K +21,402 New
XT
87
XTX Topco
Cayman Islands
$204K +$204K +20,959 New
WANY
88
Wealthspire Advisors (New York)
New York
$203K +$202K +20,823 New
JW
89
Jenkins Wealth
Colorado
$202K +$201K +20,734 New
PWM
90
Prosperity Wealth Management
California
$202K +$201K +20,679 New
Creative Planning
91
Creative Planning
Kansas
$195K -$69.6K -7,168 -26%
Bank of America
92
Bank of America
North Carolina
$189K +$132K +13,598 +233%
SL
93
SWMG LLC
Texas
$189K
RA
94
RFG Advisory
Alabama
$188K -$58.2K -5,998 -26%
LW
95
Linscomb Wealth
Texas
$188K +$51.5K +5,306 +38%
MCM
96
Monument Capital Management
Virginia
$185K -$11.5K -1,185 -6%
CF
97
Centaurus Financial
California
$182K +$27.5K +2,832 +18%
SBIA
98
Sheaff Brock Investment Advisors
Indiana
$182K
ACP
99
Aveo Capital Partners
Colorado
$178K -$375K -38,620 -68%
BCM
100
Brookstone Capital Management
Illinois
$173K -$4.86K -500 -3%