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CION Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
151
Sound Income Strategies
Florida
$3.73K – – –
AssetMark Inc
152
AssetMark Inc
California
$398 +$424 +42 New
Barclays
153
Barclays
United Kingdom
$28 +$30 +3 New
CAM
154
Creekmur Asset Management
Illinois
$10 -$10 -1 -50%
STAS
155
Strong Tower Advisory Services
Minnesota
– -$1.9M -198,777 Closed
YIH
156
Y-Intercept (HK)
Hong Kong
– -$606K -63,351 Closed
Stifel Financial
157
Stifel Financial
Missouri
– -$469K -49,039 Closed
SWM
158
SeaCrest Wealth Management
New York
– -$279K -29,102 Closed
XT
159
XTX Topco
Cayman Islands
– -$207K -21,618 Closed
TLA
160
Tanglewood Legacy Advisors
Texas
– -$161K -16,865 Closed
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
– -$144K -14,225 Closed
CIA
162
Cape Investment Advisory
Georgia
– -$134K -14,045 Closed
OSAM
163
O'Shaughnessy Asset Management
Connecticut
– -$131K -13,702 Closed
BPA
164
Beacon Pointe Advisors
California
– -$109K -11,346 Closed
CAS
165
Coppell Advisory Solutions
Texas
– -$104K -10,966 Closed
DWP
166
Daymark Wealth Partners
Ohio
– -$98.4K -10,283 Closed
GWM
167
Gitterman Wealth Management
New Jersey
– -$69.9K -7,300 Closed
T
168
Transce3nd
Texas
– -$56.2K -5,875 Closed
SWP
169
Strategic Wealth Partners
Ohio
– -$49.2K -5,144 Closed
HCM
170
Hollencrest Capital Management
California
– -$28.7K -3,000 Closed
DWM
171
Darwin Wealth Management
Florida
– -$14.5K -1,511 Closed
AAS
172
Ameritas Advisory Services
Nebraska
– -$13.6K -1,416 Closed
TSMHT
173
Thurston Springer Miller Herd & Titak
Indiana
– -$10.2K -1,068 Closed
AT
174
Arlington Trust
Alabama
– -$9.34K -1,000 Closed
CIAM
175
Caitong International Asset Management
Hong Kong
– -$3.85K -402 Closed