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CION Investment
CION

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.7M -$1.05M -81,099 -10%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.16M -$107K -8,232 -2%
BI
3
Bulldog Investors
New Jersey
$5.84M +$3.43M +264,876 +204%
Millennium Management
4
Millennium Management
New York
$4.87M +$4.26M +329,338 New
BlackRock
5
BlackRock
New York
$4.62M +$4.04M +312,291 New
KM
6
Kalos Management
Georgia
$3.43M -$1.05M -80,977 -26%
KAS
7
Kestra Advisory Services
Texas
$3.24M -$403K -31,117 -12%
CAN
8
Cetera Advisor Networks
California
$2.99M +$154K +11,864 +6%
WP
9
WealthPLAN Partners
Nebraska
$2.26M +$1.36M +104,955 +108%
WIM
10
WealthPlan Investment Management
Nebraska
$2.26M +$2.61M +201,893 New
BFG
11
Berger Financial Group
Minnesota
$2.07M -$35.8K -2,767 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.98M +$323K +24,959 +23%
Goldman Sachs
13
Goldman Sachs
New York
$1.53M +$1.34M +103,564 New
AFAS
14
Acorn Financial Advisory Services
Virginia
$1.46M +$1.28M +98,641 New
OIA
15
OneDigital Investment Advisors
Kansas
$1.18M +$281K +21,699 +38%
JP Morgan Chase
16
JP Morgan Chase
New York
$733K +$641K +49,502 New
IA
17
IFP Advisors
Florida
$578K +$676K +52,232 +302%
GWM
18
Geneos Wealth Management
Colorado
$562K +$492K +38,023 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$558K +$1.51K +117 +0.3%
AWA
20
Arete Wealth Advisors
Illinois
$499K +$436K +33,688 New
Morgan Stanley
21
Morgan Stanley
New York
$420K +$335K +25,894 +1,042%
IFG
22
Independent Financial Group
California
$402K +$62.7K +4,849 +22%
UBS Group
23
UBS Group
Switzerland
$397K +$312K +24,136 +889%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$393K +$19.9K +1,536 +6%
BAM
25
Belpointe Asset Management
Nevada
$356K +$156K +12,025 +100%
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