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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
151
IAG Wealth Partners
Wisconsin
$27.2K +$26.3K +2,427 +1,629%
NECFA
152
New England Capital Financial Advisors
Connecticut
$20.5K +$628 +58 +3%
AF
153
Allworth Financial
California
$17.9K -$21.6K -1,999 -54%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$17.4K +$17.8K +1,644 New
JP Morgan Chase
155
JP Morgan Chase
New York
$16.7K -$30.6K -2,823 -64%
SPIA
156
Steward Partners Investment Advisory
New York
$16.5K – – –
GI
157
Gradient Investments
Minnesota
$14.5K – – –
QT
158
Quantbot Technologies
New York
$14.1K +$13.9K +1,285 +2,520%
FHA
159
First Horizon Advisors
Tennessee
$9.81K +$10K +928 New
SWA
160
SOA Wealth Advisors
New York
$9.03K – – –
NS
161
NBC Securities
Alabama
$9K +$10.2K +941 New
Group One Trading
162
Group One Trading
Illinois
$8.46K +$6.49K +600 +300%
KA
163
Kozak & Associates
Colorado
$4.93K – – –
SIS
164
Sound Income Strategies
Florida
$4.27K – – –
RWPA
165
Richard W. Paul & Associates
Michigan
$3.01K – – –
NA
166
NewEdge Advisors
Louisiana
$146 -$3.79K -350 -96%
CHAM
167
Clear Harbor Asset Management
Connecticut
– -$653K -62,871 Closed
E
168
Ergoteles
New York
– -$300K -28,890 Closed
WIA
169
World Investment Advisors
California
– -$262K -25,280 Closed
Cerity Partners
170
Cerity Partners
New York
– -$245K -23,611 Closed
CBFP
171
Cedar Brook Financial Partners
Ohio
– -$227K -21,907 Closed
KWA
172
Kingswood Wealth Advisors
California
– -$220K -21,173 Closed
PWM
173
Prosperity Wealth Management
California
– -$203K -19,585 Closed
LWM
174
Laidlaw Wealth Management
New York
– -$180K -17,293 Closed
Verition Fund Management
175
Verition Fund Management
Connecticut
– -$119K -11,484 Closed