We are live on ! Find out more
CION icon

CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$228K
FGAM
77
Financial Gravity Asset Management
Texas
$228K +$243K +24,049 New
KPWS
78
Kestra Private Wealth Services
Texas
$221K +$11.2K +1,111 +5%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$215K -$63.5K -6,290 -22%
MFG
80
Merit Financial Group
Georgia
$206K +$28.9K +2,861 +15%
Creative Planning
81
Creative Planning
Kansas
$196K -$32.8K -3,248 -14%
GSWM
82
Golden State Wealth Management
California
$192K +$13.8K +1,363 +7%
GVAG
83
Great Valley Advisor Group
Delaware
$191K +$75.4K +7,472 +59%
HI
84
Harbour Investments
Wisconsin
$186K +$37.1K +3,670 +23%
CWM
85
Collaborative Wealth Management
Florida
$184K
SL
86
SWMG LLC
Texas
$183K
BCI
87
Brinker Capital Investments
Pennsylvania
$183K +$14.5K +1,438 +8%
SG
88
StoneX Group
New York
$174K -$37.6K -3,725 -17%
DTL
89
Dynamic Technology Lab
Singapore
$160K +$170K +16,858 New
WANY
90
Wealthspire Advisors (New York)
New York
$158K
AWM
91
Aviso Wealth Management
Washington
$153K -$14.8K -1,466 -8%
BFS
92
BridgePort Financial Solutions
Iowa
$152K
TC
93
TownSquare Capital
Utah
$150K -$5.97K -591 -4%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$149K -$22.6K -2,234 -12%
IA
95
IFP Advisors
Florida
$146K -$14.4K -1,431 -8%
IWC
96
Integrated Wealth Concepts
Massachusetts
$144K
SA
97
Sanctuary Advisors
Indiana
$144K +$27.1K +2,687 +22%
NFSG
98
Newbridge Financial Services Group
Florida
$143K
BAM
99
Belpointe Asset Management
Nevada
$143K -$8.61K -853 -5%
Millennium Management
100
Millennium Management
New York
$139K -$521K -51,558 -78%