We are live on ! Find out more
CION icon

CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$107K -$20.8K -2,143 -16%
HCM
127
Hilton Capital Management
New York
$106K
AFP
128
Ausdal Financial Partners
Iowa
$104K
AWM
129
Atticus Wealth Management
Florida
$103K +$49.1K +5,059 +91%
LWM
130
LJI Wealth Management
Indiana
$102K +$101K +10,424 New
B
131
Bensler
Washington
$101K +$2.34K +241 +2%
AA
132
Advisory Alpha
Michigan
$100K
WWG
133
West Wealth Group
California
$99.8K -$18.1K -1,863 -15%
FWM
134
Focused Wealth Management
New York
$98K +$1.73K +178 +2%
OPS
135
Orion Portfolio Solutions
Nebraska
$98K +$97.6K +10,048 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$97K -$408K -42,022 -81%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$77K +$14.7K +1,509 +24%
UBS Group
138
UBS Group
Switzerland
$73.3K -$544 -56 -0.7%
GWM
139
Geneos Wealth Management
Colorado
$63.9K
CFGS
140
Concourse Financial Group Securities
Alabama
$63.2K
PTC
141
Private Trust Company
Ohio
$55K +$54.4K +5,604 New
CAS
142
Coppell Advisory Solutions
Texas
$51.6K +$51.4K +5,297 New
CASC
143
Coppell Advisory Solutions Corp
Texas
$51.6K +$51.4K +5,297 New
S
144
SignatureFD
Georgia
$45.5K
JGCM
145
Joseph Group Capital Management
Ohio
$40K -$1.58K -163 -4%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$38K -$185K -19,082 -83%
AF
147
Allworth Financial
California
$36K
IWP
148
IAG Wealth Partners
Wisconsin
$33.1K +$15.3K +1,575 +86%
TFS
149
TrustCore Financial Services
Tennessee
$29.6K
WAM
150
Worth Asset Management
Texas
$19.9K