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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Founders Financial Alliance
North Carolina
$235K -$846 -89 -0.4%
EWM
77
EPG Wealth Management
Georgia
$232K +$9.34K +982 +4%
UAG
78
United Advisor Group
Ohio
$231K
Cerity Partners
79
Cerity Partners
New York
$230K -$15.2K -1,602 -6%
Creative Planning
80
Creative Planning
Kansas
$229K -$180K -18,910 -44%
KPWS
81
Kestra Private Wealth Services
Texas
$213K +$2.16K +227 +1%
SG
82
StoneX Group
New York
$211K +$32K +3,365 +18%
XT
83
XTX Topco
Cayman Islands
$207K +$206K +21,618 New
FPAS
84
Focus Partners Advisor Solutions
Missouri
$195K
WS
85
Wedbush Securities
California
$195K +$38.5K +4,050 +25%
SL
86
SWMG LLC
Texas
$193K
CWM
87
Collaborative Wealth Management
Florida
$186K -$16.4K -1,727 -8%
MFG
88
Merit Financial Group
Georgia
$181K -$8.65K -910 -5%
GSWM
89
Golden State Wealth Management
California
$180K +$83.9K +8,825 +88%
Northern Trust
90
Northern Trust
Illinois
$177K +$175K +18,455 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$172K -$6.34K -667 -4%
BCI
92
Brinker Capital Investments
Pennsylvania
$171K -$46.7K -4,907 -22%
AWM
93
Aviso Wealth Management
Washington
$169K -$352 -37 -0.2%
IA
94
IFP Advisors
Florida
$161K +$3.51K +369 +2%
TLA
95
Tanglewood Legacy Advisors
Texas
$161K
WANY
96
Wealthspire Advisors (New York)
New York
$160K
TC
97
TownSquare Capital
Utah
$157K -$143K -15,050 -48%
BFS
98
BridgePort Financial Solutions
Iowa
$153K
BAM
99
Belpointe Asset Management
Nevada
$153K +$14.2K +1,490 +10%
HI
100
Harbour Investments
Wisconsin
$152K +$2.57K +270 +2%