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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SG
101
StoneX Group
New York
$193K +$5.4K +466 +3%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$192K -$58.7K -5,061 -21%
SP
103
Symmetry Partners
Connecticut
$192K +$215K +18,559 New
AWM
104
Aviso Wealth Management
Washington
$183K
WAG
105
Winthrop Advisory Group
Massachusetts
$183K
TLA
106
Tanglewood Legacy Advisors
Texas
$175K
WANY
107
Wealthspire Advisors (New York)
New York
$173K
IA
108
IFP Advisors
Florida
$171K -$67.5K -5,824 -26%
UCFA
109
United Capital Financial Advisors
Texas
$170K
WS
110
Wedbush Securities
California
$169K +$45.2K +3,900 +31%
SWM
111
Spire Wealth Management
Virginia
$168K
BFS
112
BridgePort Financial Solutions
Iowa
$165K +$4.77K +411 +3%
HI
113
Harbour Investments
Wisconsin
$162K -$30K -2,586 -14%
GWSG
114
GPS Wealth Strategies Group
Colorado
$159K -$56.1K -4,834 -24%
EGM
115
Engineers Gate Manager
New York
$159K +$2.01K +173 +1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$158K
NFSG
117
Newbridge Financial Services Group
Florida
$156K -$19.1K -1,646 -10%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$156K -$232K -20,046 -57%
CIA
119
Cape Investment Advisory
Georgia
$156K
BCM
120
Brookstone Capital Management
Illinois
$155K -$19.1K -1,647 -10%
KWA
121
Kingswood Wealth Advisors
California
$153K -$169K -14,599 -50%
ECM
122
ExodusPoint Capital Management
New York
$150K -$208K -17,959 -55%
BAM
123
Belpointe Asset Management
Nevada
$150K -$23.2K -2,000 -12%
OAC
124
OMERS Administration Corp
Ontario, Canada
$142K +$159K +13,700 New
LBC
125
Leigh Baldwin & Co
New York
$137K +$154K +13,259 New