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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
SOA Wealth Advisors
New York
$7K +$2.67K +285 +50%
PWS
152
Paragon Wealth Strategies
Florida
$5K +$5.33K +568 New
VCM
153
Versant Capital Management
Arizona
$5K +$5.73K +610 New
Wells Fargo
154
Wells Fargo
California
$4K -$17.4K -1,855 -78%
SSC
155
Syverson Strege & Co
Iowa
$4K +$1.5K +160 +50%
KA
156
Kozak & Associates
Colorado
$4K +$1.51K +161 +50%
Citigroup
157
Citigroup
New York
$2K -$6.78K -722 -73%
RA
158
Rise Advisors
New York
$2K -$2.33K -248 -55%
TCM
159
Tradewinds Capital Management
Washington
$2K +$2.32K +247 New
AWA
160
Arete Wealth Advisors
Illinois
– -$566K -65,108 Closed
Goldman Sachs
161
Goldman Sachs
New York
– -$459K -52,741 Closed
KM
162
Kalos Management
Georgia
– -$451K -51,448 Closed
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
– -$299K -34,343 Closed
OQS
164
Occudo Quantitative Strategies
Florida
– -$191K -21,944 Closed
SSA
165
Schonfeld Strategic Advisors
New York
– -$169K -19,400 Closed
SF
166
Symphony Financial
Texas
– -$135K -15,533 Closed
DWM
167
Denver Wealth Management
Colorado
– -$121K -13,960 Closed
SWP
168
Stratos Wealth Partners
Ohio
– -$115K -13,219 Closed
AOG
169
Alpha Omega Group
Virginia
– -$109K -12,544 Closed
HF
170
HRT Financial
New York
– -$93K -10,753 Closed
PTC
171
Private Trust Company
Ohio
– -$16K -1,866 Closed
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
– -$8K -938 Closed
HWMA
173
Heritage Wealth Management (Arizona)
Arizona
– -$7.86K -903 Closed
Fidelity Investments
174
Fidelity Investments
Massachusetts
– +$19 +2 New