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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$116K -$20.3K -1,873 -15%
AWM
127
Apollon Wealth Management
South Carolina
$115K -$15.4K -1,425 -12%
FWM
128
Focused Wealth Management
New York
$115K +$2.29K +212 +2%
VCM
129
Virtue Capital Management
Tennessee
$113K
AWM
130
Atticus Wealth Management
Florida
$112K
GC
131
Guggenheim Capital
Illinois
$112K -$141 -13 -0.1%
RA
132
RFG Advisory
Alabama
$111K
AA
133
Advisory Alpha
Michigan
$106K -$13.7K -1,263 -11%
GWM
134
Geneos Wealth Management
Colorado
$102K +$22.4K +2,072 +27%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$93K -$7.38K -682 -7%
Bank of America
136
Bank of America
North Carolina
$70.2K -$56.6K -5,230 -44%
CFGS
137
Concourse Financial Group Securities
Alabama
$67.6K
Wells Fargo
138
Wells Fargo
California
$63.9K +$11 +1 +0%
SOS
139
Silver Oak Securities
Tennessee
$63K -$337K -31,134 -84%
PTC
140
Private Trust Company
Ohio
$55.9K -$3.46K -320 -6%
CCP
141
Carmel Capital Partners
California
$52.9K -$87.4K -8,075 -62%
CFD
142
Creative Financial Designs
Indiana
$52.9K
CAS
143
Coppell Advisory Solutions
Texas
$51.6K +$57.3K +5,297 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$51.2K +$10.1K +935 +24%
HNB
145
Huntington National Bank
Ohio
$49.7K +$50.9K +4,704 New
JGCM
146
Joseph Group Capital Management
Ohio
$43.7K
TSWM
147
Tyler-Stone Wealth Management
Ohio
$41K
FCA
148
FinTrust Capital Advisors
South Carolina
$37.3K +$38.2K +3,528 New
S
149
SignatureFD
Georgia
$35K
SS
150
Sunbelt Securities
Texas
$31.7K -$29.7K -2,741 -48%