11/15/2024 | Continuum Advisory LLC | 8,401 | $312K | 0.0% | +11.4% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,650 | $213K | 0.0% | -37.3% | 0.002% | |
11/14/2024 | Flow Traders U.S. LLC | 128,034 | $4.82M | 0.2% | +151.7% | 0.042% | |
11/14/2024 | Captrust Financial Advisors | 10,627 | $400K | 0.0% | N/A | 0.003% | |
11/14/2024 | Icon Wealth Advisors LLC | 6,022 | $227K | 0.0% | N/A | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 5,188,732 | $195.36M | 0.1% | +107.5% | 1.694% | |
|
11/13/2024 | Loomis Sayles & Co. L P | 444,473 | $16.73M | 0.0% | +17.8% | 0.145% | |
11/13/2024 | Fisher Asset Management LLC | 283,882 | $10.69M | 0.0% | -22.0% | 0.093% | |
11/12/2024 | L & S Advisors Inc | 13,234 | $498K | 0.1% | +2.6% | 0.004% | |
11/8/2024 | First Horizon Advisors Inc. | 2,411 | $91K | 0.0% | -39.5% | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 18,672 | $703K | 0.0% | -4.8% | 0.006% | |
11/6/2024 | Euro Pacific Asset Management LLC | 14,875 | $557K | 0.1% | N/A | 0.005% | |
11/6/2024 | Diversified Portfolios Inc. | 7,795 | $293K | 0.0% | +4.5% | 0.003% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 980,014 | $36.90M | 0.5% | +4.0% | 0.320% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 5,664 | $213K | 0.0% | N/A | 0.002% | |
11/2/2024 | Transcendent Capital Group LLC | 1,292 | $49K | 0.0% | N/A | 0.000% | |
11/2/2024 | Covestor Ltd | 8,247 | $311K | 0.2% | +10.7% | 0.003% | |
10/30/2024 | United Advisor Group LLC | 6,130 | $231K | 0.1% | N/A | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 7,061 | $266K | 0.0% | N/A | 0.002% | |
10/25/2024 | Strategic Blueprint LLC | 14,023 | $528K | 0.0% | +100.7% | 0.005% | |
10/25/2024 | Fortitude Family Office LLC | 708 | $27K | 0.0% | N/A | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 340,000 | $12.80M | 0.1% | N/A | 0.111% | |
10/24/2024 | Arkadios Wealth Advisors | 19,110 | $720K | 0.0% | +92.2% | 0.006% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 4,781 | $180K | 0.0% | -7.2% | 0.002% | |
10/23/2024 | BTS Asset Management Inc. | 255,101 | $9.61M | 9.2% | +1,078.8% | 0.083% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 143,820 | $5.42M | 1.5% | +30.4% | 0.047% | |
10/22/2024 | Rebalance LLC | 1,607,103 | $60.51M | 4.4% | +2.6% | 0.525% | |
10/22/2024 | Eastern Bank | 3,270 | $123K | 0.0% | N/A | 0.001% | |
10/21/2024 | Vicus Capital | 67,064 | $2.53M | 0.2% | +13.6% | 0.022% | |
10/21/2024 | Winch Advisory Services LLC | 24,804 | $934K | 0.3% | +11.5% | 0.008% | |
10/16/2024 | Sumitomo Life Insurance Co. | 64,300 | $2.42M | 0.0% | -93.6% | 0.021% | |
10/16/2024 | State of Wisconsin Board of Commissioners of Public Lands | 48,550 | $1.83M | 1.1% | -93.8% | 0.016% | |
10/10/2024 | Valeo Financial Advisors LLC | 32,500 | $1.22M | 0.0% | N/A | 0.011% | |
10/9/2024 | Pinnacle Bancorp Inc. | 1,238 | $47K | 0.0% | +429.1% | 0.000% | |
10/8/2024 | First PREMIER Bank | 16,800 | $633K | 0.2% | N/A | 0.005% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 2,381 | $90K | 0.0% | +606.5% | 0.001% | |
9/12/2024 | American Trust | 182,154 | $6.61M | 0.5% | +105.0% | 0.059% | |
8/16/2024 | Sunbelt Securities Inc. | 3,560 | $129K | 0.0% | +187.6% | 0.001% | |
8/9/2024 | One Capital Management LLC | 1,370,848 | $49.73M | 1.7% | +48.9% | 0.448% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 942,286 | $34.19M | 0.5% | -1.3% | 0.308% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
8/7/2024 | Wetzel Investment Advisors Inc. | 29,285 | $1.07M | 0.6% | +3.1% | 0.010% | |
8/7/2024 | Blue Edge Capital LLC | 104,642 | $3.80M | 0.6% | +1.8% | 0.034% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 37,657 | $1.37M | 0.1% | -28.1% | 0.012% | |
8/6/2024 | Cullen Frost Bankers Inc. | 7,537 | $273K | 0.0% | N/A | 0.002% | |
8/5/2024 | BTS Asset Management Inc. | 21,640 | $785K | 0.7% | -8.4% | 0.007% | |
8/1/2024 | TIAA Trust National Association | 17,569,430 | $638.20M | 2.0% | +166.8% | 5.736% | |
8/1/2024 | Summit Financial LLC | 19,463 | $706K | 0.0% | +89.3% | 0.006% | |
7/31/2024 | IFG Advisory LLC | 20,370 | $739K | 0.0% | +7.3% | 0.007% | |
7/30/2024 | Grey Fox Wealth Advisors LLC | 110,311 | $4.00M | 1.4% | +8.4% | 0.036% | |
7/29/2024 | UMB Bank n.a. | 117,638 | $4.27M | 0.1% | +10.0% | 0.038% | |
7/29/2024 | Arkadios Wealth Advisors | 9,943 | $361K | 0.0% | N/A | 0.003% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 812 | $29K | 0.0% | +71.7% | 0.000% | |
7/27/2024 | Strategic Blueprint LLC | 6,986 | $253K | 0.0% | -14.1% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 1,492,763 | $54.16M | 0.0% | +36.6% | 0.487% | |
7/24/2024 | Family Firm Inc. | 731 | $27K | 0.0% | N/A | 0.000% | |
7/24/2024 | Grove Bank & Trust | 143,753 | $5.22M | 0.8% | +28.5% | 0.047% | |
7/23/2024 | Vicus Capital | 59,058 | $2.14M | 0.2% | +11.6% | 0.019% | |
7/23/2024 | Diversified Portfolios Inc. | 7,461 | $271K | 0.0% | -16.3% | 0.002% | |
7/20/2024 | First Horizon Advisors Inc. | 3,987 | $145K | 0.0% | +190.2% | 0.001% | |
7/19/2024 | Sumitomo Life Insurance Co. | 1,012,100 | $36.26M | 0.8% | +130.3% | 0.330% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 963 | $35K | 0.0% | +79.0% | 0.000% | |
7/16/2024 | ORG Partners LLC | 2,220 | $80K | 0.0% | N/A | 0.001% | |
7/15/2024 | Fifth Third Securities Inc. | 152,974 | $5.55M | 0.5% | +96.5% | 0.050% | |
7/12/2024 | Hexagon Capital Partners LLC | 18,939 | $687K | 0.1% | +3.9% | 0.006% | |
7/12/2024 | Rebalance LLC | 1,566,062 | $56.82M | 4.6% | +16.5% | 0.511% | |
7/11/2024 | Manning & Napier Advisors LLC | 104,200 | $3.78M | 0.0% | N/A | 0.034% | |
7/11/2024 | Strategic Advocates LLC | 25,601 | $929K | 0.4% | +1.5% | 0.008% | |
7/9/2024 | Olistico Wealth LLC | 1,684 | $61K | 0.0% | N/A | 0.001% | |
7/9/2024 | Deane Retirement Strategies Inc. | 259,483 | $9.41M | 4.8% | +0.2% | 0.085% | |
7/8/2024 | RVW Wealth LLC | 25,174 | $913K | 0.1% | -11.4% | 0.008% | |
6/11/2024 | American Trust | 88,859 | $3.25M | 0.3% | -62.1% | 0.029% | |
5/17/2024 | Comerica Bank | 126,357 | $4.62M | 0.0% | -5.5% | 0.041% | |
5/15/2024 | SVB Wealth LLC | 5,833 | $213K | 0.0% | -19.6% | 0.002% | |
5/15/2024 | Blue Edge Capital LLC | 102,748 | $3.76M | 0.6% | +1.4% | 0.034% | |
5/14/2024 | OLD Mission Capital LLC | 275,300 | $10.07M | 0.2% | N/A | 0.090% | |
5/13/2024 | Bessemer Group Inc. | 5,150 | $188K | 0.0% | +1,266.0% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 66,375 | $2.43M | 0.9% | N/A | 0.022% | |
5/11/2024 | Covestor Ltd | 7,026 | $257K | 0.2% | +10.6% | 0.002% | |
5/10/2024 | TIAA Trust National Association | 6,585,459 | $240.96M | 0.7% | +81.5% | 2.150% | |
5/7/2024 | Pointe Capital Management LLC | 66,375 | $2.43M | 1.5% | +12.0% | 0.022% | |
5/7/2024 | SG Americas Securities LLC | 5,469 | $200K | 0.0% | N/A | 0.002% | |
5/4/2024 | Richardson Financial Services Inc. | 7,431 | $272K | 0.2% | -29.8% | 0.002% | |
5/3/2024 | FDx Advisors Inc. | 7,361 | $269K | 0.0% | -78.8% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 36,316 | $1.33M | 0.0% | -17.3% | 0.012% | |
5/1/2024 | BNP Paribas Financial Markets | 2,011,974 | $73.62M | 0.1% | +17.6% | 0.657% | |
4/30/2024 | SWS Partners | 70,903 | $2.59M | 0.8% | +0.7% | 0.022% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 5,626 | $206K | 0.1% | -10.0% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 106,921 | $3.91M | 0.1% | +16.1% | 0.034% | |
4/26/2024 | Sumitomo Life Insurance Co. | 439,400 | $15.48M | 0.4% | -50.4% | 0.139% | |
4/25/2024 | Q3 Asset Management | 113,030 | $4.14M | 1.2% | +9.6% | 0.036% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
4/25/2024 | Summit Financial LLC | 10,279 | $376K | 0.0% | -13.2% | 0.003% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 28,404 | $1.01M | 0.6% | +3.2% | 0.009% | |
4/23/2024 | Strategic Blueprint LLC | 8,136 | $298K | 0.0% | -6.0% | 0.003% | |
4/23/2024 | Rebalance LLC | 1,344,604 | $49.20M | 4.0% | +1.1% | 0.424% | |
4/22/2024 | BTS Asset Management Inc. | 23,635 | $865K | 0.7% | N/A | 0.007% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 52,396 | $1.92M | 0.1% | -3.1% | 0.017% | |
4/18/2024 | Hexagon Capital Partners LLC | 18,234 | $667K | 0.1% | +43.9% | 0.006% | |
4/18/2024 | Fifth Third Securities Inc. | 77,837 | $2.85M | 0.3% | +29.0% | 0.025% | |
4/17/2024 | Private Ocean LLC | 3,510 | $128K | 0.0% | N/A | 0.001% | |
4/17/2024 | Vicus Capital | 52,928 | $1.94M | 0.2% | +27.0% | 0.017% | |