10/25/2024 | Strategic Blueprint LLC | 35,374 | $2.22M | 0.1% | -0.6% | 0.045% | |
10/23/2024 | JMG Financial Group Ltd. | 9,876 | $619K | 0.0% | -14.7% | 0.013% | |
10/21/2024 | Plimoth Trust Co. LLC | 29,650 | $1.86M | 0.5% | +4.6% | 0.038% | |
10/21/2024 | Whittier Trust Co. | 3,271 | $205K | 0.0% | +8.9% | 0.004% | |
10/8/2024 | Burkett Financial Services LLC | 255,904 | $16.05M | 6.6% | +2.5% | 0.328% | |
10/8/2024 | Park Place Capital Corp | 1,265 | $79K | 0.0% | -31.1% | 0.002% | |
|
8/16/2024 | Magnolia Capital Advisors LLC | 3,671 | $210K | 0.0% | N/A | 0.005% | |
8/14/2024 | Marshall Wace LLP | 21,200 | $1.21M | 0.0% | N/A | 0.027% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 6,600 | $378K | 0.3% | +17.9% | 0.008% | |
8/8/2024 | Parallel Advisors LLC | 34,206 | $1.96M | 0.1% | -10.5% | 0.044% | |
8/8/2024 | Frontier Asset Management LLC | 256,873 | $14.70M | 5.3% | +0.4% | 0.329% | |
8/1/2024 | Rhumbline Advisers | 360,490 | $20.62M | 0.0% | -0.4% | 0.462% | |
8/1/2024 | YHB Investment Advisors Inc. | 33,120 | $1.90M | 0.2% | +13.0% | 0.042% | |
7/31/2024 | NBT Bank N A NY | 23,345 | $1.34M | 0.1% | +152.7% | 0.030% | |
7/31/2024 | IFG Advisory LLC | 3,829 | $219K | 0.0% | N/A | 0.005% | |
7/30/2024 | Morton Brown Family Wealth LLC | 6,632 | $388K | 0.1% | -18.8% | 0.009% | |
7/30/2024 | JMG Financial Group Ltd. | 11,572 | $662K | 0.0% | -7.1% | 0.015% | |
7/27/2024 | Strategic Blueprint LLC | 35,576 | $2.04M | 0.1% | -5.7% | 0.046% | |
7/17/2024 | Archford Capital Strategies LLC | 119,882 | $6.86M | 1.1% | +3.0% | 0.154% | |
7/16/2024 | Tsfg LLC | 1,931 | $110K | 0.0% | -9.4% | 0.002% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 132,541 | $7.58M | 1.8% | +5.2% | 0.170% | |
7/11/2024 | Symmetry Partners LLC | 333,769 | $19.10M | 1.0% | +48.7% | 0.428% | |
7/10/2024 | Burkett Financial Services LLC | 249,664 | $14.28M | 7.3% | +2.2% | 0.320% | |
7/10/2024 | Hilltop National Bank | 27,476 | $1.57M | 0.5% | +11.8% | 0.035% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 6,051 | $342K | 0.1% | +18.2% | 0.008% | |
5/16/2024 | Captrust Financial Advisors | 345,001 | $19.52M | 0.1% | -32.2% | 0.442% | |
5/7/2024 | Hilltop National Bank | 24,568 | $1.39M | 0.5% | N/A | 0.031% | |
5/6/2024 | John G Ullman & Associates Inc. | 6,150 | $348K | 0.1% | -10.9% | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,302 | $1.60M | 0.0% | -85.0% | 0.036% | |
4/26/2024 | YHB Investment Advisors Inc. | 29,302 | $1.66M | 0.1% | +17.4% | 0.038% | |
4/24/2024 | Archford Capital Strategies LLC | 116,339 | $6.58M | 1.1% | +5.1% | 0.149% | |
4/24/2024 | NBT Bank N A NY | 9,237 | $523K | 0.0% | +101.8% | 0.012% | |
4/23/2024 | Morton Brown Family Wealth LLC | 8,170 | $462K | 0.2% | -8.5% | 0.010% | |
4/23/2024 | Strategic Blueprint LLC | 37,734 | $2.14M | 0.2% | -6.9% | 0.048% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 126,049 | $7.13M | 1.7% | +2.1% | 0.153% | |
4/18/2024 | Park Place Capital Corp | 1,865 | $106K | 0.0% | -14.0% | 0.002% | |
4/16/2024 | Tsfg LLC | 2,131 | $121K | 0.0% | -78.2% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 4,014 | $227K | 0.0% | -9.2% | 0.005% | |
4/2/2024 | Symmetry Partners LLC | 224,409 | $12.70M | 1.0% | -23.3% | 0.272% | |
4/1/2024 | Burkett Financial Services LLC | 244,409 | $13.83M | 7.1% | +3.1% | 0.296% | |
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2/15/2024 | OLD Mission Capital LLC | 542,533 | $30.16M | 0.6% | +92.9% | 0.658% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,447 | $80K | 0.1% | N/A | 0.002% | |
2/12/2024 | Burkett Financial Services LLC | 237,141 | $13.18M | 7.3% | N/A | 0.287% | |
2/12/2024 | Parallel Advisors LLC | 40,971 | $2.28M | 0.1% | -35.7% | 0.050% | |
2/12/2024 | Godshalk Welsh Capital Management Inc. | 5,850 | $325K | 0.2% | -4.1% | 0.007% | |
2/8/2024 | Janney Montgomery Scott LLC | 188,623 | $10.49M | 0.0% | +1.2% | 0.229% | |
2/5/2024 | Transcend Capital Advisors LLC | 4,302 | $239K | 0.0% | -20.2% | 0.005% | |
2/2/2024 | JMG Financial Group Ltd. | 12,460 | $693K | 0.0% | +1.5% | 0.015% | |
1/31/2024 | John G Ullman & Associates Inc. | 6,900 | $384K | 0.1% | +7.8% | 0.008% | |
1/29/2024 | YHB Investment Advisors Inc. | 24,965 | $1.39M | 0.1% | +11.7% | 0.030% | |
1/29/2024 | Morton Brown Family Wealth LLC | 8,926 | $496K | 0.2% | -7.0% | 0.011% | |
1/26/2024 | Plimoth Trust Co. LLC | 28,215 | $1.57M | 0.5% | -1.1% | 0.034% | |
1/25/2024 | Strategic Blueprint LLC | 40,533 | $2.25M | 0.2% | -6.4% | 0.049% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 4,321 | $240K | 0.0% | N/A | 0.005% | |
1/24/2024 | Tsfg LLC | 9,788 | $544K | 0.2% | -3.9% | 0.012% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 4,421 | $246K | 0.0% | N/A | 0.005% | |
1/12/2024 | Archford Capital Strategies LLC | 110,666 | $6.15M | 1.1% | +14.0% | 0.134% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 123,469 | $6.86M | 1.8% | +3.9% | 0.150% | |
1/2/2024 | Symmetry Partners LLC | 292,481 | $16.25M | 0.9% | +4.4% | 0.355% | |
1/2/2024 | Anchor Investment Management LLC | 4,925 | $274K | 0.0% | N/A | 0.006% | |
11/15/2023 | Integrated Wealth Concepts LLC | 62,948 | $3.36M | 0.1% | -17.0% | 0.076% | |
11/15/2023 | Ameriprise Financial Inc. | 965,931 | $51.52M | 0.0% | +17.4% | 1.171% | |
11/13/2023 | Asset Dedication LLC | 25,375 | $1.34M | 0.1% | -7.5% | 0.031% | |
11/13/2023 | Frontier Asset Management LLC | 263,359 | $14.05M | 6.4% | -4.8% | 0.319% | |
11/13/2023 | Provence Wealth Management Group | 2,303 | $123K | 0.1% | N/A | 0.003% | |
11/9/2023 | Rhumbline Advisers | 352,630 | $18.81M | 0.0% | +3.7% | 0.427% | |
11/8/2023 | Janney Montgomery Scott LLC | 186,421 | $9.95M | 0.0% | -17.8% | 0.226% | |
11/1/2023 | John G Ullman & Associates Inc. | 6,400 | $341K | 0.1% | -53.6% | 0.008% | |
10/27/2023 | Archford Capital Strategies LLC | 97,101 | $5.18M | 1.0% | +0.3% | 0.118% | |
10/24/2023 | Grey Fox Wealth Advisors LLC | 6,308 | $337K | 0.2% | -64.9% | 0.008% | |
10/23/2023 | YHB Investment Advisors Inc. | 22,341 | $1.19M | 0.1% | +12.2% | 0.027% | |
10/18/2023 | Morton Brown Family Wealth LLC | 9,601 | $512K | 0.3% | -30.7% | 0.012% | |
10/18/2023 | Strategic Blueprint LLC | 43,282 | $2.31M | 0.2% | -2.2% | 0.052% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 118,808 | $6.34M | 1.0% | +13.6% | 0.144% | |
10/10/2023 | Bartlett & Co. LLC | 6,565 | $350K | 0.0% | -7.1% | 0.008% | |
10/10/2023 | Symmetry Partners LLC | 280,163 | $14.95M | 0.8% | -6.4% | 0.340% | |
10/10/2023 | Tsfg LLC | 10,183 | $543K | 0.2% | -10.8% | 0.012% | |
8/22/2023 | Asset Dedication LLC | 27,430 | $1.49M | 0.1% | -1.9% | 0.033% | |
8/14/2023 | Tolleson Wealth Management Inc. | 5,814 | $320K | 0.1% | -30.8% | 0.007% | |
8/14/2023 | Certified Advisory Corp | 27,813 | $1.53M | 0.3% | -41.9% | 0.034% | |
8/11/2023 | Karpus Management Inc. | 19,860 | $1.09M | 0.0% | -88.9% | 0.024% | |
8/11/2023 | JPMorgan Chase & Co. | 499,617 | $27.47M | 0.0% | -15.8% | 0.606% | |
8/10/2023 | Frontier Asset Management LLC | 276,687 | $15.21M | 6.9% | +16.5% | 0.335% | |
8/10/2023 | YHB Investment Advisors Inc. | 19,913 | $1.10M | 0.1% | +49.0% | 0.024% | |
8/9/2023 | Flow Traders U.S. LLC | 33,629 | $1.85M | 0.1% | -74.7% | 0.041% | |
8/8/2023 | Rhumbline Advisers | 340,160 | $18.70M | 0.0% | N/A | 0.412% | |
8/7/2023 | Roffman Miller Associates Inc. PA | 1,501 | $83K | 0.0% | N/A | 0.002% | |
8/4/2023 | Parallel Advisors LLC | 80,451 | $4.42M | 0.1% | -11.7% | 0.095% | |
8/4/2023 | Lester Murray Antman dba SimplyRich | 233,845 | $12.86M | 4.6% | +7.7% | 0.275% | |
8/3/2023 | Grey Fox Wealth Advisors LLC | 17,957 | $987K | 0.5% | +18.7% | 0.021% | |
Has Trump Finally Gone Too Far? (Ad) Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks.
It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives.
But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars.
And here's the good news. Register For The Webinar To Discover |
8/2/2023 | Archford Capital Strategies LLC | 96,836 | $5.46M | 1.0% | +2.1% | 0.114% | |
8/2/2023 | MAI Capital Management | 35,146 | $1.93M | 0.0% | +1.4% | 0.041% | |
7/28/2023 | AlphaMark Advisors LLC | 985 | $54K | 0.0% | -23.3% | 0.001% | |
7/26/2023 | Janney Montgomery Scott LLC | 226,835 | $12.47M | 0.0% | +18.3% | 0.267% | |
7/25/2023 | Morton Brown Family Wealth LLC | 13,861 | $762K | 0.4% | -7.5% | 0.016% | |
7/18/2023 | Fiduciary Alliance LLC | 1,390 | $76K | 0.0% | N/A | 0.002% | |
7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 104,567 | $5.75M | 1.7% | +3.4% | 0.123% | |
7/5/2023 | Symmetry Partners LLC | 299,340 | $16.46M | 0.9% | +1.5% | 0.353% | |
5/15/2023 | Flow Traders U.S. LLC | 132,826 | $7.25M | 0.3% | +294.2% | 0.109% | |
5/12/2023 | OLD Mission Capital LLC | 117,001 | $6.39M | 0.1% | N/A | 0.096% | |