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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$219K +$49.8K +4,521 +29%
HighTower Advisors
102
HighTower Advisors
Illinois
$218K -$21.2K -1,922 -9%
RCG
103
Regatta Capital Group
California
$217K -$8.45K -767 -4%
SL
104
SWMG LLC
Texas
$213K
Creative Planning
105
Creative Planning
Kansas
$209K
BCM
106
Brookstone Capital Management
Illinois
$208K -$39.1K -3,547 -16%
CF
107
Centaurus Financial
California
$202K +$23.9K +2,170 +13%
SB
108
Strategic Blueprint
Georgia
$200K -$80.8K -7,334 -29%
GWP
109
Gen-Wealth Partners
Michigan
$196K +$197K +17,859 New
TCM
110
Triumph Capital Management
Colorado
$193K -$142K -12,920 -43%
IA
111
IFP Advisors
Florida
$190K -$3.31K -300 -2%
TLA
112
Tanglewood Legacy Advisors
Texas
$186K
IWC
113
Integrated Wealth Concepts
Massachusetts
$185K
WANY
114
Wealthspire Advisors (New York)
New York
$184K
Bank of New York Mellon
115
Bank of New York Mellon
New York
$180K +$180K +16,354 New
IP
116
Ignite Planners
California
$180K -$24.4K -2,212 -12%
AWM
117
Avior Wealth Management
Nebraska
$179K +$180K +16,316 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$179K -$2.5K -227 -1%
SWM
119
Spire Wealth Management
Virginia
$175K +$3.95K +358 +2%
CIA
120
Cape Investment Advisory
Georgia
$172K -$281K -25,483 -62%
HI
121
Harbour Investments
Wisconsin
$169K +$992 +90 +0.6%
SAG
122
SageView Advisory Group
California
$164K
AFG
123
Atomi Financial Group
New York
$162K +$12.9K +1,166 +9%
CCG
124
Catalina Capital Group
California
$156K +$156K +14,165 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$153K +$1.58K +143 +1%