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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$148K +$1.23K +129 +0.8%
IWC
102
Integrated Wealth Concepts
Massachusetts
$146K
NFSG
103
Newbridge Financial Services Group
Florida
$144K
TCM
104
Triumph Capital Management
Colorado
$140K -$81.6K -8,580 -37%
KWA
105
Kingswood Wealth Advisors
California
$140K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$136K -$8.13K -855 -6%
CIA
107
Cape Investment Advisory
Georgia
$134K -$9.51K -1,000 -7%
JP Morgan Chase
108
JP Morgan Chase
New York
$134K -$387K -40,698 -74%
RE
109
Rydar Equities
Texas
$133K +$133K +13,942 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$131K -$1.1M -116,074 -89%
PFG
111
PAX Financial Group
Texas
$131K -$104K -10,965 -45%
GRP
112
Global Retirement Partners
California
$128K +$127K +13,410 New
WWM
113
Western Wealth Management
Colorado
$125K
GVAG
114
Great Valley Advisor Group
Delaware
$121K +$120K +12,643 New
SA
115
Sanctuary Advisors
Indiana
$119K +$119K +12,468 New
SAG
116
SageView Advisory Group
California
$113K
WAG
117
Winthrop Advisory Group
Massachusetts
$110K -$53.2K -5,592 -33%
UCFA
118
United Capital Financial Advisors
Texas
$110K -$46.7K -4,910 -30%
BPA
119
Beacon Pointe Advisors
California
$109K +$108K +11,346 New
CAS
120
Coppell Advisory Solutions
Texas
$104K
AWM
121
Atticus Wealth Management
Florida
$101K
DWP
122
Daymark Wealth Partners
Ohio
$98.4K +$97.8K +10,283 New
GWP
123
Gen-Wealth Partners
Michigan
$90.9K -$17.1K -1,798 -16%
GWM
124
Geneos Wealth Management
Colorado
$84.2K +$14.9K +1,571 +22%
LWMI
125
Legacy Wealth Management (Idaho)
Idaho
$73.8K