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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$183K -$67.2K -6,818 -28%
LWM
102
Laidlaw Wealth Management
New York
$180K
GCP
103
GSA Capital Partners
United Kingdom
$179K +$170K +17,262 New
TLA
104
Tanglewood Legacy Advisors
Texas
$175K
FPAS
105
Focus Partners Advisor Solutions
Missouri
$175K -$33.1K -3,357 -17%
SAG
106
SageView Advisory Group
California
$173K -$15.5K -1,572 -9%
WANY
107
Wealthspire Advisors (New York)
New York
$173K -$40.8K -4,136 -20%
Millennium Management
108
Millennium Management
New York
$170K -$269K -27,309 -62%
SWM
109
Spire Wealth Management
Virginia
$158K +$3.45K +350 +2%
HI
110
Harbour Investments
Wisconsin
$158K +$868 +88 +0.6%
DWP
111
Destiny Wealth Partners
Florida
$154K
DWM
112
Denver Wealth Management
Colorado
$151K -$11.1K -1,124 -7%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$138K
CCP
114
Carmel Capital Partners
California
$136K
SWP
115
Stratos Wealth Partners
Ohio
$133K +$11.8K +1,199 +10%
Fisher Asset Management
116
Fisher Asset Management
Washington
$131K -$36.5K -3,705 -23%
GVAG
117
Great Valley Advisor Group
Delaware
$130K -$3.11K -315 -2%
AWM
118
Apollon Wealth Management
South Carolina
$128K +$122K +12,348 New
MCM
119
Monument Capital Management
Virginia
$127K
LW
120
Linscomb Wealth
Texas
$127K +$976 +99 +0.8%
EGM
121
Engineers Gate Manager
New York
$125K -$164K -16,586 -58%
Bank of America
122
Bank of America
North Carolina
$123K -$27.8K -2,818 -19%
YIH
123
Y-Intercept (HK)
Hong Kong
$120K +$114K +11,584 New
Verition Fund Management
124
Verition Fund Management
Connecticut
$119K +$113K +11,484 New
AWA
125
Arete Wealth Advisors
Illinois
$118K -$40.2K -4,080 -26%