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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$189K -$29.9K -2,761 -13%
EGM
102
Engineers Gate Manager
New York
$181K +$54.5K +5,037 +42%
GRP
103
Global Retirement Partners
California
$180K +$176K +16,266 +1,063%
TLA
104
Tanglewood Legacy Advisors
Texas
$178K
Creative Planning
105
Creative Planning
Kansas
$178K -$22.1K -2,046 -11%
DWM
106
Denver Wealth Management
Colorado
$177K +$23.5K +2,167 +15%
SAG
107
SageView Advisory Group
California
$177K +$585 +54 +0.3%
WANY
108
Wealthspire Advisors (New York)
New York
$176K
CF
109
Centaurus Financial
California
$166K -$47.1K -4,353 -22%
GCP
110
GSA Capital Partners
United Kingdom
$164K -$18.6K -1,715 -10%
SWM
111
Spire Wealth Management
Virginia
$161K
HI
112
Harbour Investments
Wisconsin
$161K
AWA
113
Arete Wealth Advisors
Illinois
$156K +$36.3K +3,352 +29%
DWP
114
Destiny Wealth Partners
Florida
$151K
GVAG
115
Great Valley Advisor Group
Delaware
$144K +$12K +1,111 +9%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$141K
XT
117
XTX Topco
Cayman Islands
$137K +$141K +13,005 New
Fisher Asset Management
118
Fisher Asset Management
Washington
$134K
STAS
119
Strong Tower Advisory Services
Minnesota
$132K +$14.1K +1,300 +12%
LW
120
Linscomb Wealth
Texas
$130K +$1.07K +99 +0.8%
MCM
121
Monument Capital Management
Virginia
$129K
YIH
122
Y-Intercept (HK)
Hong Kong
$127K +$5.03K +465 +4%
B
123
Bensler
Washington
$121K +$2.99K +276 +2%
PWA
124
Providence Wealth Advisors
Illinois
$117K
UCFA
125
United Capital Financial Advisors
Texas
$116K