11/12/2024 | Cerity Partners LLC | 2,841,736 | $1.40M | 0.0% | N/A | 12.223% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 80,230 | $39K | 0.0% | N/A | 0.345% | |
10/24/2024 | PFG Investments LLC | 540,526 | $266K | 0.0% | N/A | 2.325% | |
10/24/2024 | Arkadios Wealth Advisors | 1,114,824 | $548K | 0.0% | N/A | 4.795% | |
10/22/2024 | International Assets Investment Management LLC | 58,647 | $29K | 0.0% | N/A | 0.252% | |
10/22/2024 | Sequoia Financial Advisors LLC | 132,501 | $65K | 0.0% | N/A | 0.581% | |
|
10/21/2024 | Calton & Associates Inc. | 96,098 | $47K | 0.0% | N/A | 0.422% | |
10/10/2024 | Carnegie Investment Counsel | 101,719 | $50K | 0.0% | N/A | 0.446% | |
10/7/2024 | EWG Elevate Inc. | 74,940 | $37K | 0.0% | N/A | 0.322% | |
8/9/2024 | Dimensional Fund Advisors LP | 65,190 | $175K | 0.0% | +13.7% | 0.286% | |
8/6/2024 | First Foundation Advisors | 325,936 | $877K | 0.0% | -15.9% | 1.430% | |
2/14/2024 | Pale Fire Capital SE | 435,472 | $1.61M | 0.3% | +136.4% | 1.911% | |
2/13/2024 | Presima Securities ULC | 70,000 | $258K | 0.1% | N/A | 0.307% | |
2/5/2024 | Victory Capital Management Inc. | 18,833 | $70K | 0.0% | N/A | 0.083% | |
1/24/2024 | Arkadios Wealth Advisors | 10,499 | $39K | 0.0% | N/A | 0.046% | |
11/16/2023 | First Foundation Advisors | 390,127 | $1.58M | 0.1% | +3.1% | 1.712% | |
10/30/2023 | Yelin Lapidot Holdings Management Ltd. | 314,259 | $1.27M | 0.4% | N/A | 1.379% | |
10/30/2023 | Harel Insurance Investments & Financial Services Ltd. | 1,123,380 | $4.55M | 0.1% | N/A | 4.929% | |
8/14/2023 | First Foundation Advisors | 378,515 | $1.89M | 0.1% | +16.3% | 1.661% | |
7/12/2023 | Y.D. More Investments Ltd | 832,115 | $4.15M | 1.0% | -3.5% | 3.659% | |
2/6/2023 | Y.D. More Investments Ltd | 1,127,771 | $5.53M | 1.3% | N/A | 4.953% | |
11/14/2022 | Tudor Investment Corp Et Al | 45,455 | $290K | 0.0% | -8.6% | 0.200% | |
11/14/2022 | Blackstone Inc. | 74,381 | $475K | 0.0% | N/A | 0.327% | |
10/27/2022 | Strs Ohio | 11,051 | $70K | 0.0% | -25.3% | 0.047% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 11,107 | $71K | 0.0% | N/A | 0.048% | |
8/12/2022 | First Foundation Advisors | 255,069 | $1.81M | 0.1% | -1.1% | 1.092% | |
8/3/2022 | Nisa Investment Advisors LLC | 7,182 | $51K | 0.0% | -38.6% | 0.031% | |
7/25/2022 | Strs Ohio | 14,793 | $105K | 0.0% | -22.5% | 0.063% | |
7/8/2022 | State of Alaska Department of Revenue | 6,544 | $46K | 0.0% | -26.9% | 0.028% | |
4/29/2022 | Daiwa Securities Group Inc. | 4,560 | $35K | 0.0% | -28.5% | 0.020% | |
4/27/2022 | Sumitomo Mitsui Trust Holdings Inc. | 16,768 | $130K | 0.0% | -32.3% | 0.072% | |
4/20/2022 | Koshinski Asset Management Inc. | 3,500 | $27K | 0.0% | N/A | 0.015% | |
2/14/2022 | Robotti Robert | 137,702 | $1.01M | 0.2% | -67.3% | 0.589% | |
2/9/2022 | Asset Management One Co. Ltd. | 17,307 | $129K | 0.0% | -32.7% | 0.074% | |
2/7/2022 | Harel Insurance Investments & Financial Services Ltd. | 1,123,380 | $8.32M | 0.2% | N/A | 4.807% | |
2/1/2022 | FNY Investment Advisers LLC | 5,000 | $36K | 0.0% | N/A | 0.021% | |
1/10/2022 | FNY Investment Advisers LLC | 5,000 | $36K | 0.0% | N/A | 0.021% | |
11/16/2021 | Squarepoint Ops LLC | 20,804 | $188K | 0.0% | +51.5% | 0.089% | |
11/16/2021 | Two Sigma Advisers LP | 97,600 | $884K | 0.0% | N/A | 0.418% | |
11/16/2021 | Two Sigma Investments LP | 68,666 | $622K | 0.0% | N/A | 0.294% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you.
A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners… Claim your FREE 2024 Gold Guide |
11/15/2021 | Tudor Investment Corp Et Al | 71,744 | $650K | 0.0% | +218.0% | 0.307% | |
11/15/2021 | Marshall Wace LLP | 39,987 | $362K | 0.0% | +81.2% | 0.171% | |
11/15/2021 | First Foundation Advisors | 137,182 | $1.24M | 0.0% | +43.8% | 0.587% | |
11/12/2021 | Jump Financial LLC | 13,000 | $118K | 0.0% | N/A | 0.056% | |
11/12/2021 | Geode Capital Management LLC | 204,255 | $1.85M | 0.0% | -24.0% | 0.874% | |
11/10/2021 | Goldman Sachs Group Inc. | 431,293 | $3.91M | 0.0% | +0.9% | 1.846% | |
11/9/2021 | BlackRock Inc. | 373,156 | $3.38M | 0.0% | +5.4% | 1.597% | |
11/2/2021 | Asset Management One Co. Ltd. | 25,715 | $232K | 0.0% | -44.5% | 0.110% | |
10/25/2021 | Sumitomo Mitsui Trust Holdings Inc. | 24,768 | $224K | 0.0% | -26.1% | 0.106% | |
10/22/2021 | Strs Ohio | 19,499 | $176K | 0.0% | -22.0% | 0.083% | |
10/19/2021 | Arkadios Wealth Advisors | 4,247 | $38K | 0.0% | -70.1% | 0.018% | |
10/18/2021 | Nisa Investment Advisors LLC | 12,312 | $112K | 0.0% | +34.9% | 0.053% | |
8/25/2021 | Marshall Wace LLP | 22,064 | $197K | 0.0% | N/A | 0.094% | |
8/17/2021 | Engine Capital Management LP | 355,240 | $3.18M | 1.0% | -61.0% | 1.520% | |
8/17/2021 | Price T Rowe Associates Inc. MD | 15,194 | $136K | 0.0% | N/A | 0.065% | |
8/17/2021 | Boothbay Fund Management LLC | 37,770 | $338K | 0.0% | N/A | 0.162% | |
8/16/2021 | Squarepoint Ops LLC | 13,732 | $123K | 0.0% | N/A | 0.059% | |
8/16/2021 | Tudor Investment Corp Et Al | 22,560 | $202K | 0.0% | N/A | 0.097% | |
8/16/2021 | Charles Schwab Investment Management Inc. | 113,050 | $1.01M | 0.0% | +38.9% | 0.484% | |
8/16/2021 | State Street Corp | 57,836 | $518K | 0.0% | -71.7% | 0.247% | |
8/16/2021 | Tibra Equities Europe Ltd | 36,700 | $328K | 0.1% | N/A | 0.157% | |
8/16/2021 | Nuveen Asset Management LLC | 18,797 | $168K | 0.0% | -37.4% | 0.080% | |
8/16/2021 | Goldman Sachs Group Inc. | 427,467 | $3.83M | 0.0% | +6.3% | 1.829% | |
8/16/2021 | Marshall Wace LLP | 22,064 | $197K | 0.0% | N/A | 0.094% | |
8/13/2021 | First Foundation Advisors | 95,430 | $854K | 0.0% | N/A | 0.408% | |
8/13/2021 | Northern Trust Corp | 30,804 | $276K | 0.0% | -73.4% | 0.132% | |
8/13/2021 | Neuberger Berman Group LLC | 579,445 | $5.19M | 0.0% | N/A | 2.480% | |
8/13/2021 | Geode Capital Management LLC | 268,749 | $2.41M | 0.0% | +109.5% | 1.150% | |
8/13/2021 | Vanguard Group Inc. | 465,137 | $4.16M | 0.0% | +4.1% | 1.990% | |
8/12/2021 | Dimensional Fund Advisors LP | 80,476 | $720K | 0.0% | +35.3% | 0.344% | |
8/12/2021 | JPMorgan Chase & Co. | 3,086 | $27K | 0.0% | -98.7% | 0.013% | |
8/12/2021 | Ergoteles LLC | 94,623 | $847K | 0.0% | N/A | 0.405% | |
8/11/2021 | Bank of New York Mellon Corp | 13,395 | $120K | 0.0% | -64.6% | 0.057% | |
8/11/2021 | BlackRock Inc. | 354,010 | $3.17M | 0.0% | -48.0% | 1.515% | |
8/9/2021 | O Shaughnessy Asset Management LLC | 5,354 | $48K | 0.0% | +535,300.0% | 0.023% | |
8/6/2021 | Daiwa Securities Group Inc. | 5,951 | $53K | 0.0% | +142.8% | 0.025% | |
8/6/2021 | Nomura Asset Management Co. Ltd. | 16,400 | $147K | 0.0% | N/A | 0.070% | |
8/6/2021 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 6,594 | $59K | 0.0% | +88.3% | 0.028% | |
8/3/2021 | Harbor Advisors LLC | 10,000 | $90K | 0.0% | N/A | 0.043% | |
8/3/2021 | Asset Management One Co. Ltd. | 46,317 | $414K | 0.0% | +134.6% | 0.198% | |
8/2/2021 | Sumitomo Mitsui Trust Holdings Inc. | 33,532 | $300K | 0.0% | +98.6% | 0.143% | |
7/31/2021 | Arkadios Wealth Advisors | 14,203 | $127K | 0.0% | -9.4% | 0.061% | |
7/31/2021 | PGGM Investments | 754,685 | $6.75M | 0.0% | -3.7% | 3.229% | |
7/12/2021 | State of Alaska Department of Revenue | 8,501 | $76K | 0.0% | +95.6% | 0.036% | |
5/19/2021 | Union Square Park Capital Management LLC | 53,238 | $686K | 0.2% | N/A | 0.359% | |
5/18/2021 | Morgan Stanley | 199,314 | $2.57M | 0.0% | -49.7% | 1.342% | |
5/18/2021 | California State Teachers Retirement System | 16,975 | $219K | 0.0% | -5.9% | 0.114% | |
5/17/2021 | Robotti Robert | 468,050 | $6.03M | 1.5% | +7.7% | 3.152% | |
5/17/2021 | Nuveen Asset Management LLC | 30,049 | $387K | 0.0% | -6.1% | 0.202% | |
5/14/2021 | Dimensional Fund Advisors LP | 59,466 | $767K | 0.0% | +2.6% | 0.400% | |
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 |
5/12/2021 | Northern Trust Corp | 115,699 | $1.49M | 0.0% | -9.3% | 0.780% | |
5/12/2021 | Geode Capital Management LLC | 128,281 | $1.65M | 0.0% | +10.7% | 0.865% | |
5/12/2021 | JPMorgan Chase & Co. | 229,840 | $2.96M | 0.0% | +0.8% | 1.550% | |
5/11/2021 | Achmea Investment Management B.V. | 63,652 | $820K | 0.0% | -57.3% | 0.429% | |
5/7/2021 | BlackRock Inc. | 680,700 | $8.78M | 0.0% | +3.6% | 4.591% | |
4/30/2021 | Sumitomo Mitsui Trust Holdings Inc. | 16,882 | $218K | 0.0% | -15.0% | 0.114% | |
4/26/2021 | Arkadios Wealth Advisors | 15,678 | $202K | 0.0% | -6.9% | 0.106% | |
4/23/2021 | Strs Ohio | 16,528 | $213K | 0.0% | -6.2% | 0.111% | |
4/9/2021 | State of Alaska Department of Revenue | 4,346 | $56K | 0.0% | +36.5% | 0.029% | |
3/8/2021 | Dimensional Fund Advisors LP | 57,979 | $826K | 0.0% | +28.5% | 0.391% | |