11/15/2024 | MML Investors Services LLC | 44,297 | $929K | 0.0% | +7.1% | 0.144% | |
11/15/2024 | Jane Street Group LLC | 47,343 | $993K | 0.0% | -50.5% | 0.154% | |
11/15/2024 | Stifel Financial Corp | 17,566 | $368K | 0.0% | N/A | 0.057% | |
11/15/2024 | Motley Fool Wealth Management LLC | 1,061,760 | $22.27M | 1.1% | -3.6% | 3.453% | |
11/15/2024 | Integrated Wealth Concepts LLC | 13,592 | $285K | 0.0% | -10.1% | 0.044% | |
11/14/2024 | Captrust Financial Advisors | 15,959 | $335K | 0.0% | N/A | 0.052% | |
|
11/14/2024 | Atlantic Union Bankshares Corp | 1,149,834 | $24.11M | 1.4% | +16.6% | 3.739% | |
11/13/2024 | Davis R M Inc. | 9,574 | $201K | 0.0% | N/A | 0.031% | |
11/12/2024 | Allen Capital Group LLC | 11,965 | $251K | 0.0% | N/A | 0.039% | |
11/6/2024 | Sawgrass Asset Management LLC | 73,971 | $1.55M | 0.2% | +34.4% | 0.241% | |
11/6/2024 | Vishria Bird Financial Group LLC | 633,724 | $13.29M | 5.0% | -0.2% | 2.061% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,425,254 | $50.86M | 0.7% | +37.7% | 7.887% | |
11/4/2024 | Addison Advisors LLC | 195,764 | $4.11M | 1.1% | +17.7% | 0.637% | |
11/4/2024 | G2 Capital Management LLC OH | 62,405 | $1.31M | 0.4% | +1.3% | 0.204% | |
11/1/2024 | Atria Investments Inc | 55,361 | $1.16M | 0.0% | +37.2% | 0.181% | |
10/28/2024 | Stephens Inc. AR | 74,457 | $1.56M | 0.0% | +178.4% | 0.248% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,241 | $25K | 0.0% | N/A | 0.004% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,119 | $506K | 0.0% | +13.2% | 0.080% | |
10/22/2024 | Sterling Financial Group Inc. | 534,898 | $11.22M | 4.8% | +1.4% | 1.783% | |
10/22/2024 | Eastern Bank | 1,435,537 | $30.10M | 0.5% | +1.3% | 4.785% | |
10/21/2024 | Kaye Capital Management | 12,461 | $261K | 0.1% | N/A | 0.042% | |
10/18/2024 | Raymond James & Associates | 1,660,773 | $34.83M | 0.0% | +27.2% | 5.564% | |
10/17/2024 | BCS Wealth Management | 194,957 | $4.09M | 1.7% | +38.6% | 0.653% | |
10/16/2024 | Asset Dedication LLC | 69,656 | $1.46M | 0.1% | +36.7% | 0.236% | |
10/11/2024 | Novare Capital Management LLC | 21,585 | $453K | 0.0% | N/A | 0.075% | |
10/9/2024 | Independence Bank of Kentucky | 47,806 | $1.00M | 0.2% | +6.8% | 0.165% | |
10/8/2024 | Gill Capital Partners LLC | 460,347 | $9.65M | 3.5% | +7.5% | 1.590% | |
10/1/2024 | Davis Capital Management | 10,465 | $219K | 0.2% | +10.4% | 0.042% | |
9/5/2024 | Sanctuary Advisors LLC | 41,812 | $822K | 0.0% | N/A | 0.168% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 8,053 | $161K | 0.0% | +39.5% | 0.032% | |
8/12/2024 | G2 Capital Management LLC OH | 61,610 | $1.23M | 0.4% | +1.3% | 0.247% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 70,736 | $1.42M | 0.5% | -75.9% | 0.284% | |
8/6/2024 | Asset Dedication LLC | 50,950 | $1.02M | 0.1% | +35.0% | 0.205% | |
8/6/2024 | Strategic Financial Concepts LLC | 345,907 | $69K | 0.0% | +1,386.2% | 1.389% | |
8/5/2024 | Addison Advisors LLC | 166,285 | $3.33M | 1.1% | +8.2% | 0.668% | |
7/31/2024 | Dover Advisors LLC | 16,357 | $327K | 0.2% | +17.6% | 0.066% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,760,863 | $35.25M | 0.6% | +33.1% | 7.115% | |
7/31/2024 | Commonwealth Equity Services LLC | 160,937 | $3.22M | 0.0% | +4.9% | 0.650% | |
7/25/2024 | Independence Bank of Kentucky | 44,776 | $896K | 0.2% | +68.2% | 0.184% | |
7/25/2024 | Atlantic Union Bankshares Corp | 986,339 | $19.75M | 1.2% | +22.5% | 4.059% | |
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 |
7/24/2024 | &PARTNERS | 26,834 | $537K | 0.0% | N/A | 0.110% | |
7/24/2024 | Vishria Bird Financial Group LLC | 634,790 | $12.71M | 5.3% | -0.7% | 2.612% | |
7/23/2024 | Eastern Bank | 1,416,653 | $28.36M | 1.1% | +6.3% | 5.830% | |
7/23/2024 | Exchange Capital Management Inc. | 121,395 | $2.43M | 0.4% | +43.7% | 0.500% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 928,699 | $18.59M | 0.0% | +102.4% | 3.822% | |
7/19/2024 | MONECO Advisors LLC | 25,334 | $507K | 0.1% | -20.8% | 0.104% | |
7/19/2024 | Raymond James & Associates | 1,305,613 | $26.14M | 0.0% | +382.7% | 5.373% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,306 | $427K | 0.0% | +57.0% | 0.088% | |
7/16/2024 | BCS Wealth Management | 140,680 | $2.82M | 1.4% | +78.2% | 0.579% | |
7/15/2024 | Sterling Financial Group Inc. | 527,567 | $10.56M | 4.8% | +1.2% | 2.171% | |
7/11/2024 | Butensky & Cohen Financial Security Inc. | 46,903 | $939K | 0.3% | +10.4% | 0.197% | |
7/10/2024 | Gill Capital Partners LLC | 428,359 | $8.58M | 3.3% | +4.4% | 1.796% | |
7/2/2024 | Davis Capital Management | 9,480 | $189K | 0.2% | +20.7% | 0.042% | |
5/24/2024 | Cetera Advisors LLC | 34,041 | $689K | 0.0% | +162.1% | 0.152% | |
5/16/2024 | Jane Street Group LLC | 222,835 | $4.51M | 0.0% | -48.8% | 0.997% | |
5/10/2024 | Wintrust Investments LLC | 167,894 | $3.40M | 0.3% | +0.4% | 0.751% | |
5/8/2024 | Motley Fool Wealth Management LLC | 692,042 | $14.01M | 0.7% | +5.4% | 3.096% | |
5/6/2024 | Gill Capital Partners LLC | 410,361 | $8.06M | 3.3% | +5.2% | 1.836% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 15,132 | $306K | 0.1% | N/A | 0.069% | |
4/29/2024 | Commonwealth Equity Services LLC | 153,468 | $3.11M | 0.0% | +11.4% | 0.696% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,231 | $25K | 0.0% | N/A | 0.006% | |
4/26/2024 | MONECO Advisors LLC | 31,972 | $647K | 0.1% | +48.9% | 0.147% | |
4/23/2024 | Cookson Peirce & Co. Inc. | 461,461 | $9.35M | 0.5% | +8.6% | 2.136% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 458,922 | $9.29M | 0.0% | +55.2% | 2.125% | |
4/22/2024 | Strategic Financial Concepts LLC | 23,274 | $471K | 0.1% | +25.4% | 0.108% | |
4/22/2024 | Vishria Bird Financial Group LLC | 638,990 | $12.94M | 5.5% | +0.7% | 2.958% | |
4/22/2024 | Raymond James & Associates | 270,473 | $5.48M | 0.0% | +251.2% | 1.252% | |
4/19/2024 | American National Bank & Trust Co. VA | 26,901 | $545K | 0.1% | N/A | 0.125% | |
4/18/2024 | Exchange Capital Management Inc. | 84,500 | $1.71M | 0.3% | N/A | 0.391% | |
4/16/2024 | Independence Bank of Kentucky | 26,625 | $539K | 0.2% | +81.7% | 0.124% | |
4/16/2024 | Atlantic Union Bankshares Corp | 804,866 | $16.30M | 1.4% | +20.9% | 3.752% | |
4/16/2024 | Tlwm | 63,737 | $1.29M | 0.3% | +25.5% | 0.297% | |
4/10/2024 | Sterling Financial Group Inc. | 521,363 | $10.56M | 5.0% | +3,723.2% | 2.431% | |
4/10/2024 | BCS Wealth Management | 78,961 | $1.60M | 0.5% | +28.9% | 0.368% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 42,482 | $860K | 0.3% | +16.1% | 0.201% | |
4/5/2024 | Davis Capital Management | 7,853 | $158K | 0.1% | +608.1% | 0.037% | |
3/13/2024 | MONECO Advisors LLC | 21,470 | $444K | 0.1% | +75.0% | 0.133% | |
3/4/2024 | Vima LLC | 1,458 | $30K | 0.1% | N/A | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 1,385,411 | $28.66M | 0.0% | +135.3% | 8.552% | |
2/6/2024 | Sawgrass Asset Management LLC | 31,934 | $661K | 0.1% | +90.0% | 0.197% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 5,592 | $116K | 0.0% | +112.5% | 0.035% | |
2/5/2024 | MONECO Advisors LLC | 18,692 | $387K | 0.1% | +59.7% | 0.115% | |
2/2/2024 | Motley Fool Wealth Management LLC | 656,566 | $13.58M | 0.7% | N/A | 4.053% | |
2/2/2024 | Addison Advisors LLC | 136,229 | $2.82M | 1.1% | +93.3% | 0.841% | |
2/2/2024 | Marquette Asset Management LLC | 4,466 | $92K | 0.0% | N/A | 0.028% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 424,799 | $8.79M | 0.5% | -1.0% | 2.622% | |
1/30/2024 | Capital Analysts LLC | 1,539 | $32K | 0.0% | N/A | 0.010% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,128 | $44K | 0.0% | N/A | 0.013% | |
1/29/2024 | G2 Capital Management LLC OH | 60,103 | $1.24M | 0.4% | N/A | 0.371% | |
1/25/2024 | Eastern Bank | 37,671 | $779K | 0.0% | +175.7% | 0.233% | |
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 |
1/25/2024 | Vishria Bird Financial Group LLC | 634,415 | $13.13M | 6.2% | N/A | 3.916% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 259,700 | $5.37M | 2.2% | N/A | 1.603% | |
1/23/2024 | Independence Bank of Kentucky | 14,655 | $303K | 0.1% | +5.7% | 0.090% | |
1/19/2024 | Atlantic Union Bankshares Corp | 665,920 | $13.78M | 1.3% | +20.5% | 4.352% | |
1/18/2024 | Strategic Financial Concepts LLC | 18,555 | $384K | 0.2% | +17.9% | 0.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 295,768 | $6.12M | 0.0% | +48.9% | 2.076% | |
1/16/2024 | Raymond James & Associates | 77,018 | $1.59M | 0.0% | +140.3% | 0.540% | |
1/16/2024 | Butensky & Cohen Financial Security Inc. | 36,588 | $757K | 0.3% | +10.1% | 0.257% | |
1/11/2024 | BCS Wealth Management | 61,249 | $1.27M | 0.5% | N/A | 0.430% | |
1/9/2024 | Tlwm | 50,796 | $1.05M | 0.2% | N/A | 0.356% | |