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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$59.8K
CFD
152
Creative Financial Designs
Indiana
$56.5K
HNB
153
Huntington National Bank
Ohio
$53.2K
JGCM
154
Joseph Group Capital Management
Ohio
$46.7K
TSWM
155
Tyler-Stone Wealth Management
Ohio
$43.7K
CAM
156
Creekmur Asset Management
Illinois
$42.5K +$39.9K +3,757 New
S
157
SignatureFD
Georgia
$37.4K
T
158
Tidemark
California
$26K +$24.5K +2,301 New
AT
159
Arlington Trust
Alabama
$23.8K +$22.3K +2,100 New
NECFA
160
New England Capital Financial Advisors
Connecticut
$22.7K +$744 +70 +4%
SS
161
Sunbelt Securities
Texas
$22.6K -$10.6K -1,000 -33%
SIS
162
Sound Income Strategies
Florida
$21.3K +$15.7K +1,480 +366%
TVAMP
163
Tennessee Valley Asset Management Partners
Tennessee
$20K +$18.8K +1,766 New
AF
164
Allworth Financial
California
$19.1K
MSG
165
Main Street Group
Virginia
$18.8K +$17.6K +1,659 New
JP Morgan Chase
166
JP Morgan Chase
New York
$17.9K +$11 +1 +0.1%
SPIA
167
Steward Partners Investment Advisory
New York
$17.7K
GI
168
Gradient Investments
Minnesota
$15.5K
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$12.8K +$12K +1,129 New
NS
170
NBC Securities
Alabama
$10K +$53 +5 +0.5%
SWA
171
SOA Wealth Advisors
New York
$9.66K
Group One Trading
172
Group One Trading
Illinois
$9.05K
FFA
173
Farther Finance Advisors
California
$8.99K +$8.45K +795 New
GAMC
174
Garner Asset Management Corp
Texas
$6.5K +$6.38K +600 New
PMEF
175
Point72 Middle East FZE
United Arab Emirates
$5.53K +$5.2K +489 New