11/20/2024 | Advisory Resource Group | 60,611 | $4.68M | 1.0% | -3.4% | 0.012% | |
11/20/2024 | Bard Financial Services Inc. | 6,000 | $463K | 0.1% | -41.1% | 0.001% | |
11/19/2024 | M&T Bank Corp | 90,927 | $7.02M | 0.0% | -5.9% | 0.018% | |
11/19/2024 | Unigestion Holding SA | 10,256 | $792K | 0.0% | +148.6% | 0.002% | |
11/18/2024 | TD Private Client Wealth LLC | 17,490 | $1.35M | 0.0% | -20.2% | 0.004% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 271,533 | $20.96M | 0.2% | +118.9% | 0.055% | |
|
11/18/2024 | Sunbelt Securities Inc. | 9,533 | $736K | 0.1% | -16.8% | 0.002% | |
11/18/2024 | Toronto Dominion Bank | 190,722 | $14.72M | 0.0% | -75.5% | 0.038% | |
11/18/2024 | Neo Ivy Capital Management | 12,534 | $968K | 0.3% | N/A | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 8,172 | $636K | 0.0% | +14.8% | 0.002% | |
11/16/2024 | Geode Capital Management LLC | 13,280,223 | $1.02B | 0.1% | +1.3% | 2.678% | |
11/15/2024 | Insight Inv LLC | 11,680 | $901K | 0.8% | -2.3% | 0.002% | |
11/15/2024 | Brophy Wealth Management LLC | 4,423 | $341K | 0.1% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 90,927 | $7.02M | 0.0% | -5.9% | 0.018% | |
11/15/2024 | Barclays PLC | 1,876,774 | $144.85M | 0.0% | -4.4% | 0.379% | |
11/15/2024 | Continuum Advisory LLC | 50,681 | $4.09M | 0.5% | +10.1% | 0.010% | |
11/15/2024 | Public Employees Retirement System of Ohio | 216,678 | $16.72M | 0.1% | -11.6% | 0.044% | |
11/15/2024 | SGL Investment Advisors Inc. | 4,083 | $330K | 0.2% | N/A | 0.001% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 219,697 | $16.96M | 0.1% | +6.8% | 0.044% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 5,472 | $422K | 0.0% | N/A | 0.001% | |
11/15/2024 | MML Investors Services LLC | 31,180 | $2.41M | 0.0% | +18.5% | 0.006% | |
11/15/2024 | Orion Portfolio Solutions LLC | 33,655 | $2.60M | 0.1% | -2.7% | 0.007% | |
11/15/2024 | iSAM Funds UK Ltd | 6,032 | $466K | 0.3% | -53.1% | 0.001% | |
11/15/2024 | Hendershot Investments Inc. | 217,332 | $16.77M | 2.3% | -0.1% | 0.044% | |
11/15/2024 | iA Global Asset Management Inc. | 55,429 | $4.28M | 0.1% | -46.3% | 0.011% | |
11/15/2024 | EP Wealth Advisors LLC | 8,869 | $684K | 0.0% | N/A | 0.002% | |
11/15/2024 | United Services Automobile Association | 11,765 | $908K | 0.0% | -20.4% | 0.002% | |
11/15/2024 | Insigneo Advisory Services LLC | 4,551 | $351K | 0.0% | N/A | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 25,056 | $1.93M | 0.0% | -29.6% | 0.005% | |
11/15/2024 | Wellington Management Group LLP | 6,061,047 | $467.79M | 0.1% | -1.1% | 1.222% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 3,080 | $238K | 0.0% | N/A | 0.001% | |
11/15/2024 | Sora Investors LLC | 135,793 | $10.48M | 1.8% | N/A | 0.027% | |
11/15/2024 | State Street Corp | 24,985,816 | $1.93B | 0.1% | +3.6% | 5.039% | |
11/15/2024 | Stifel Financial Corp | 1,775,125 | $137.00M | 0.1% | +0.5% | 0.358% | |
11/15/2024 | Quantinno Capital Management LP | 49,598 | $3.83M | 0.0% | +16.0% | 0.010% | |
11/15/2024 | Quarry LP | 1,476 | $114K | 0.0% | N/A | 0.000% | |
11/15/2024 | Royal London Asset Management Ltd. | 204,886 | $15.81M | 0.0% | +3.1% | 0.041% | |
11/15/2024 | Prana Capital Management LP | 105,037 | $8.11M | 0.4% | +1,073.9% | 0.021% | |
11/15/2024 | Motley Fool Asset Management LLC | 22,892 | $1.74M | 0.1% | +5.3% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,324 | $3.34M | 0.0% | -16.7% | 0.009% | |
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 |
11/15/2024 | Investment Management Corp of Ontario | 56,121 | $4.33M | 0.1% | -36.0% | 0.011% | |
11/15/2024 | Janus Henderson Group PLC | 60,813 | $4.69M | 0.0% | +3.4% | 0.012% | |
11/15/2024 | Hotchkis & Wiley Capital Management LLC | 1,079,910 | $83.35M | 0.3% | -0.6% | 0.218% | |
11/15/2024 | HighTower Advisors LLC | 186,045 | $14.34M | 0.0% | -2.5% | 0.038% | |
11/15/2024 | Centiva Capital LP | 22,182 | $1.71M | 0.0% | N/A | 0.004% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 265,751 | $20.51M | 0.1% | -2.1% | 0.054% | |
11/15/2024 | Benjamin Edwards Inc. | 38,463 | $2.97M | 0.0% | +7,116.3% | 0.008% | |
11/14/2024 | ARGA Investment Management LP | 28,238 | $2.18M | 0.1% | -10.7% | 0.006% | |
11/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 82,953 | $6.40M | 0.0% | -13.0% | 0.017% | |
11/14/2024 | Point72 Europe London LLP | 8,793 | $679K | 0.0% | N/A | 0.002% | |
11/14/2024 | Caisse DE Depot ET Placement DU Quebec | 1,311,644 | $101.23M | 0.2% | -6.7% | 0.265% | |
11/14/2024 | Captrust Financial Advisors | 35,422 | $2.73M | 0.0% | -1.0% | 0.007% | |
11/14/2024 | Rockefeller Capital Management L.P. | 14,583 | $1.13M | 0.0% | -34.6% | 0.003% | |
11/14/2024 | Northwest & Ethical Investments L.P. | 28,152 | $2.17M | 0.1% | -17.4% | 0.006% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,063,245 | $313.60M | 0.1% | -17.9% | 0.820% | |
11/14/2024 | Fiduciary Trust Co | 78,175 | $6.03M | 0.1% | +0.3% | 0.016% | |
11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 381,395 | $29.44M | 0.1% | -13.6% | 0.077% | |
11/14/2024 | MetLife Investment Management LLC | 128,917 | $9.95M | 0.1% | -2.8% | 0.026% | |
11/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,644,723 | $126.94M | 0.3% | +146.9% | 0.332% | |
11/13/2024 | Clark Estates Inc. NY | 38,300 | $2.96M | 0.6% | -7.5% | 0.008% | |
11/13/2024 | Glenmede Trust Co. NA | 304,869 | $23.53M | 0.1% | +2.9% | 0.061% | |
11/13/2024 | Bridgewater Associates LP | 48,201 | $3.72M | 0.0% | -33.7% | 0.010% | |
11/13/2024 | Freedom Investment Management Inc. | 3,386 | $261K | 0.0% | -16.8% | 0.001% | |
11/13/2024 | Townsquare Capital LLC | 20,701 | $1.60M | 0.0% | +19.1% | 0.004% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 2,412 | $187K | 0.0% | +56.9% | 0.000% | |
11/13/2024 | Goodman Financial Corp | 189,625 | $14.64M | 3.3% | -0.3% | 0.038% | |
11/13/2024 | Avestar Capital LLC | 6,594 | $509K | 0.1% | +12.5% | 0.001% | |
11/13/2024 | Brooklyn Investment Group | 1,778 | $137K | 0.0% | -61.7% | 0.000% | |
11/13/2024 | FMR LLC | 11,023,261 | $850.78M | 0.1% | -9.6% | 2.223% | |
11/13/2024 | Dai ichi Life Insurance Company Ltd | 151,601 | $11.70M | 0.3% | -15.3% | 0.031% | |
11/13/2024 | The Manufacturers Life Insurance Company | 467,609 | $36.09M | 0.0% | 0.0% | 0.094% | |
11/13/2024 | Qsemble Capital Management LP | 4,342 | $335K | 0.1% | N/A | 0.001% | |
11/13/2024 | Bank of Montreal Can | 2,748,982 | $211.37M | 0.1% | +29.7% | 0.554% | |
11/13/2024 | Private Trust Co. NA | 1,694 | $131K | 0.0% | +28.9% | 0.000% | |
11/13/2024 | Hancock Whitney Corp | 2,827 | $218K | 0.0% | -24.9% | 0.001% | |
11/13/2024 | DRW Securities LLC | 2,969 | $229K | 0.0% | -23.7% | 0.001% | |
11/13/2024 | Harvest Fund Management Co. Ltd | 22,832 | $1.76M | 0.1% | +51.8% | 0.005% | |
11/13/2024 | Davis R M Inc. | 10,551 | $814K | 0.0% | -16.8% | 0.002% | |
11/13/2024 | Fisher Asset Management LLC | 4,909 | $379K | 0.0% | -4.6% | 0.001% | |
11/13/2024 | Daiwa Securities Group Inc. | 101,420 | $7.83M | 0.0% | +12.6% | 0.020% | |
11/12/2024 | Marco Investment Management LLC | 48,845 | $3.77M | 0.3% | +4.0% | 0.010% | |
11/12/2024 | Hartford Funds Management Co LLC | 14,713 | $1.14M | 0.1% | +7.5% | 0.003% | |
11/12/2024 | Summit Trail Advisors LLC | 10,367 | $800K | 0.0% | +7.7% | 0.002% | |
11/12/2024 | Larson Financial Group LLC | 2,141 | $165K | 0.0% | +26,662.5% | 0.000% | |
11/12/2024 | Sompo Asset Management Co. Ltd. | 4,790 | $370K | 0.1% | +26.4% | 0.001% | |
11/12/2024 | Swedbank AB | 257,809 | $19.90M | 0.0% | -8.2% | 0.052% | |
11/12/2024 | Pitcairn Co. | 7,137 | $551K | 0.0% | -12.0% | 0.001% | |
11/12/2024 | Kingsview Wealth Management LLC | 118,211 | $9.12M | 0.2% | +2.2% | 0.024% | |
11/12/2024 | Cerity Partners LLC | 82,111 | $6.34M | 0.0% | +12.5% | 0.017% | |
11/12/2024 | Nwam LLC | 4,268 | $329K | 0.0% | N/A | 0.001% | |
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 |
11/12/2024 | STF Management LP | 7,190 | $555K | 0.2% | -9.7% | 0.001% | |
11/12/2024 | Raymond James Trust N.A. | 15,609 | $1.21M | 0.0% | -1.2% | 0.003% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 3,244,731 | $250.43M | 0.0% | +1.4% | 0.654% | |
11/12/2024 | Banco Santander S.A. | 2,659 | $205K | 0.0% | N/A | 0.001% | |
11/12/2024 | Massachusetts Financial Services Co. MA | 1,952,599 | $150.70M | 0.0% | -19.1% | 0.394% | |
11/9/2024 | Intech Investment Management LLC | 20,008 | $1.54M | 0.0% | -10.6% | 0.004% | |
11/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 840,359 | $64.86M | 0.2% | +26.1% | 0.170% | |
11/8/2024 | Citizens Financial Group Inc. RI | 2,675 | $206K | 0.0% | N/A | 0.001% | |
11/8/2024 | Pzena Investment Management LLC | 18,609,588 | $1.44B | 4.7% | 0.0% | 3.755% | |
11/8/2024 | Moors & Cabot Inc. | 5,346 | $413K | 0.0% | N/A | 0.001% | |