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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$111K
CAM
127
Capital Asset Management
Colorado
$105K +$104K +10,821 New
SAI
128
Savvy Advisors Inc
New York
$103K +$103K +10,675 New
AWM
129
Atticus Wealth Management
Florida
$102K
PAIM
130
Punch & Associates Investment Management
Minnesota
$101K +$101K +10,435 New
DAS
131
Diversify Advisory Services
Utah
$94.9K +$96.8K +10,042 New
GWP
132
Gen-Wealth Partners
Michigan
$91.9K
SAG
133
SageView Advisory Group
California
$87.7K -$11.5K -1,196 -12%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$85.8K +$55.3K +5,739 +183%
GWM
135
Geneos Wealth Management
Colorado
$85.1K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$79K -$21.3K -2,213 -21%
EIP
137
Essential Investment Partners
Colorado
$76.2K +$76K +7,880 New
PTC
138
Private Trust Company
Ohio
$70.4K
GWSG
139
GPS Wealth Strategies Group
Colorado
$65K -$69.5K -7,215 -52%
FFA
140
Farther Finance Advisors
California
$56.3K
JGCM
141
Joseph Group Capital Management
Ohio
$39.9K
SWM
142
Spire Wealth Management
Virginia
$36.9K
MCM
143
MAI Capital Management
Ohio
$34.4K
WA
144
WPG Advisers
Maryland
$33.8K
S
145
SignatureFD
Georgia
$32K
WPA
146
Wealth Preservation Advisors
Tennessee
$29.6K
NECFA
147
New England Capital Financial Advisors
Connecticut
$26.1K +$877 +91 +3%
FMP
148
Financial Management Professionals
Texas
$24K +$23.9K +2,482 New
T
149
Tidemark
California
$20.6K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$19.3K