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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
126
Destiny Wealth Partners
Florida
$157K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$156K +$52.9K +4,981 +57%
AFG
128
Atomi Financial Group
New York
$154K -$84.8K -7,974 -37%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$151K
AWA
130
Arete Wealth Advisors
Illinois
$150K -$15.6K -1,470 -10%
Fisher Asset Management
131
Fisher Asset Management
Washington
$143K
STAS
132
Strong Tower Advisory Services
Minnesota
$141K
GRP
133
Global Retirement Partners
California
$136K -$58K -5,459 -31%
B
134
Bensler
Washington
$133K +$3.4K +320 +3%
WIM
135
WealthPlan Investment Management
Nebraska
$130K +$122K +11,518 New
Barclays
136
Barclays
United Kingdom
$127K +$120K +11,267 New
FWM
137
Focused Wealth Management
New York
$126K +$2.59K +244 +2%
SWP
138
Stratos Wealth Partners
Ohio
$126K +$1.68K +158 +1%
GC
139
Guggenheim Capital
Illinois
$120K +$383 +36 +0.3%
VCM
140
Virtue Capital Management
Tennessee
$120K
AWM
141
Atticus Wealth Management
Florida
$120K
RA
142
RFG Advisory
Alabama
$119K +$468 +44 +0.4%
DWM
143
Denver Wealth Management
Colorado
$115K -$69.7K -6,556 -39%
CAS
144
Coppell Advisory Solutions
Texas
$112K +$48.6K +4,576 +86%
GWM
145
Geneos Wealth Management
Colorado
$109K
Bank of America
146
Bank of America
North Carolina
$89.1K +$13.1K +1,237 +19%
Wells Fargo
147
Wells Fargo
California
$85.3K +$15.9K +1,495 +25%
CFGS
148
Concourse Financial Group Securities
Alabama
$73.2K
LSV Asset Management
149
LSV Asset Management
Illinois
$66K +$61.6K +5,800 New
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$5.47K +515 +11%