11/20/2024 | Virtu Financial LLC | 21,981 | $205K | 0.0% | N/A | 0.012% | |
11/16/2024 | Geode Capital Management LLC | 3,583,685 | $33.48M | 0.0% | +5.4% | 2.014% | |
11/15/2024 | Barclays PLC | 252,012 | $2.35M | 0.0% | +376.9% | 0.142% | |
11/15/2024 | MML Investors Services LLC | 13,270 | $124K | 0.0% | -8.6% | 0.007% | |
11/15/2024 | Hodges Capital Management Inc. | 56,500 | $528K | 0.0% | N/A | 0.032% | |
11/15/2024 | Sora Investors LLC | 525,000 | $4.90M | 0.9% | +75.0% | 0.295% | |
|
11/15/2024 | State Street Corp | 3,430,898 | $32.05M | 0.0% | +0.1% | 1.928% | |
11/15/2024 | Stifel Financial Corp | 950,202 | $8.88M | 0.0% | +6.2% | 0.534% | |
11/15/2024 | Reynders McVeigh Capital Management LLC | 195,362 | $1.83M | 0.1% | +32.4% | 0.110% | |
11/15/2024 | Maven Securities LTD | 30,000 | $280K | 0.0% | N/A | 0.017% | |
11/15/2024 | Janus Henderson Group PLC | 69,647 | $650K | 0.0% | +22.7% | 0.039% | |
11/14/2024 | Firsthand Capital Management Inc. | 30,000 | $280K | 0.6% | +500.0% | 0.017% | |
11/14/2024 | Fred Alger Management LLC | 588,614 | $5.50M | 0.0% | +2,468.6% | 0.331% | |
11/14/2024 | Rockefeller Capital Management L.P. | 21,656 | $202K | 0.0% | +6.7% | 0.012% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 245,361 | $2.29M | 0.0% | -6.4% | 0.138% | |
11/13/2024 | FMR LLC | 12,008 | $112K | 0.0% | -69.6% | 0.007% | |
11/13/2024 | Millrace Asset Group Inc. | 134,140 | $1.25M | 1.3% | -0.9% | 0.075% | |
11/12/2024 | Nwam LLC | 10,449 | $98K | 0.0% | N/A | 0.006% | |
11/12/2024 | Meridian Wealth Management LLC | 114,160 | $1.07M | 0.1% | N/A | 0.064% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,229,052 | $11.48M | 0.0% | +6.3% | 0.691% | |
11/12/2024 | L & S Advisors Inc | 114,075 | $1.07M | 0.1% | +3.0% | 0.064% | |
11/9/2024 | Intech Investment Management LLC | 42,153 | $394K | 0.0% | N/A | 0.024% | |
11/8/2024 | Prospera Private Wealth LLC | 2,894 | $27K | 0.0% | N/A | 0.002% | |
11/7/2024 | Quest Partners LLC | 8,270 | $77K | 0.0% | +318.5% | 0.005% | |
11/7/2024 | S&CO Inc. | 20,000 | $186K | 0.0% | +42.9% | 0.011% | |
11/6/2024 | LJI Wealth Management LLC | 73,900 | $690K | 0.1% | +2.1% | 0.042% | |
11/6/2024 | Natixis Advisors LLC | 31,028 | $290K | 0.0% | +93.9% | 0.017% | |
11/6/2024 | Intellectus Partners LLC | 47,200 | $441K | 0.1% | +21.2% | 0.027% | |
11/6/2024 | OneDigital Investment Advisors LLC | 34,040 | $318K | 0.0% | -54.9% | 0.019% | |
11/6/2024 | Oppenheimer & Co. Inc. | 272,047 | $2.54M | 0.0% | +52.2% | 0.153% | |
11/4/2024 | Meixler Investment Management Ltd. | 65,378 | $611K | 0.5% | -25.7% | 0.037% | |
10/31/2024 | Principal Financial Group Inc. | 14,251 | $133K | 0.0% | -29.0% | 0.008% | |
10/31/2024 | Financial Enhancement Group LLC | 100,170 | $936K | 0.2% | N/A | 0.057% | |
10/31/2024 | Concurrent Investment Advisors LLC | 35,458 | $331K | 0.0% | +10.5% | 0.020% | |
10/30/2024 | Old West Investment Management LLC | 937,838 | $8.76M | 3.4% | +12.3% | 0.527% | |
10/30/2024 | Sentry Investment Management LLC | 12,882 | $120K | 0.1% | N/A | 0.007% | |
10/30/2024 | Clarity Capital Partners LLC | 137,339 | $1.28M | 0.8% | -1.5% | 0.078% | |
10/29/2024 | Janney Montgomery Scott LLC | 133,002 | $1.24M | 0.0% | +9.2% | 0.075% | |
10/29/2024 | Clear Creek Financial Management LLC | 48,200 | $450K | 0.1% | +3.0% | 0.027% | |
10/28/2024 | P.A.W. Capital Corp | 120,000 | $1.12M | 2.5% | -7.7% | 0.068% | |
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 |
10/28/2024 | Gladstone Institutional Advisory LLC | 189,115 | $1.77M | 0.1% | +1.9% | 0.107% | |
10/25/2024 | Voisard Asset Management Group Inc. | 7,000 | $65K | 0.0% | +40.0% | 0.004% | |
10/25/2024 | PBMares Wealth Management LLC | 78,000 | $729K | 0.2% | -35.0% | 0.044% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 37,847 | $353K | 0.1% | -14.5% | 0.021% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 20,077 | $188K | 0.0% | +34.6% | 0.012% | |
10/23/2024 | Legacy Capital Group California Inc. | 28,022 | $262K | 0.1% | +47.3% | 0.016% | |
10/22/2024 | Private Advisor Group LLC | 99,900 | $933K | 0.0% | +23.6% | 0.057% | |
10/21/2024 | Wealth Effects LLC | 245,501 | $2.29M | 0.8% | +7.2% | 0.144% | |
10/18/2024 | Raymond James & Associates | 296,638 | $2.77M | 0.0% | -31.1% | 0.168% | |
10/16/2024 | Secure Asset Management LLC | 10,407 | $97K | 0.0% | N/A | 0.006% | |
10/16/2024 | Good Life Advisors LLC | 46,213 | $432K | 0.0% | +10.9% | 0.027% | |
10/16/2024 | One Wealth Advisors LLC | 75,000 | $700K | 0.1% | N/A | 0.044% | |
10/15/2024 | Magnus Financial Group LLC | 15,655 | $146K | 0.0% | +39.2% | 0.009% | |
10/15/2024 | TTP Investments Inc. | 291,092 | $2.72M | 0.9% | -0.7% | 0.171% | |
10/11/2024 | Creative Planning | 29,361 | $274K | 0.0% | -11.3% | 0.017% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 34,936 | $326K | 0.1% | -37.2% | 0.021% | |
10/10/2024 | Essex Investment Management Co. LLC | 80,031 | $747K | 0.1% | -1.8% | 0.045% | |
10/10/2024 | Octavia Wealth Advisors LLC | 24,327 | $227K | 0.0% | -14.8% | 0.014% | |
10/9/2024 | Strong Tower Advisory Services | 27,888 | $260K | 0.1% | N/A | 0.016% | |
10/9/2024 | Merrion Investment Management Co LLC | 32,730 | $306K | 0.2% | -3.5% | 0.019% | |
10/8/2024 | Udine Wealth Management Inc. | 203,484 | $1.90M | 1.3% | +15.7% | 0.120% | |
10/7/2024 | Green Alpha Advisors LLC | 31,798 | $297K | 0.2% | -27.2% | 0.019% | |
10/5/2024 | Handelsbanken Fonder AB | 1,543,139 | $14.41M | 0.1% | -41.3% | 0.908% | |
10/3/2024 | SG Americas Securities LLC | 46,989 | $439K | 0.0% | +427.2% | 0.027% | |
9/5/2024 | Sanctuary Advisors LLC | 120,747 | $1.87M | 0.0% | N/A | 0.068% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 2,675 | $39K | 0.0% | N/A | 0.002% | |
8/22/2024 | Cetera Investment Advisers | 89,228 | $1.38M | 0.0% | +81.5% | 0.051% | |
8/16/2024 | NewEdge Advisors LLC | 388,569 | $6.01M | 0.0% | -8.1% | 0.229% | |
8/16/2024 | Creative Planning | 33,084 | $511K | 0.0% | +53.7% | 0.019% | |
8/16/2024 | Doheny Asset Management CA | 287,946 | $4.45M | 2.5% | -0.4% | 0.169% | |
8/16/2024 | Algert Global LLC | 14,432 | $223K | 0.0% | N/A | 0.008% | |
8/16/2024 | Driehaus Capital Management LLC | 3,886,492 | $60.09M | 0.6% | +63.7% | 2.286% | |
8/15/2024 | Scientech Research LLC | 53,961 | $834K | 0.2% | N/A | 0.032% | |
8/15/2024 | The Manufacturers Life Insurance Company | 85,403 | $1.32M | 0.0% | +8.2% | 0.050% | |
8/15/2024 | Delta Investment Management LLC | 10,000 | $155K | 0.0% | N/A | 0.006% | |
8/15/2024 | Electron Capital Partners LLC | 5,276 | $82K | 0.0% | -99.9% | 0.003% | |
8/14/2024 | Fred Alger Management LLC | 22,916 | $354K | 0.0% | N/A | 0.013% | |
8/14/2024 | Masters Capital Management LLC | 1,000,000 | $15.46M | 0.9% | -25.9% | 0.588% | |
8/14/2024 | ProShare Advisors LLC | 18,575 | $287K | 0.0% | -25.4% | 0.011% | |
8/13/2024 | Sei Investments Co. | 35,916 | $555K | 0.0% | N/A | 0.020% | |
8/12/2024 | XTX Topco Ltd | 53,064 | $820K | 0.1% | N/A | 0.030% | |
8/12/2024 | LJI Wealth Management LLC | 72,400 | $1.12M | 0.2% | -18.4% | 0.041% | |
8/12/2024 | Blair William & Co. IL | 22,318 | $345K | 0.0% | -33.3% | 0.013% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 10,540 | $163K | 0.0% | N/A | 0.006% | |
8/10/2024 | L & S Advisors Inc | 110,699 | $1.71M | 0.2% | +871.6% | 0.063% | |
8/10/2024 | Perennial Investment Advisors LLC | 36,200 | $560K | 0.1% | +99.7% | 0.021% | |
8/10/2024 | EPIQ Capital Group LLC | 14,170 | $219K | 0.1% | -26.7% | 0.008% | |
8/9/2024 | Old West Investment Management LLC | 835,386 | $12.92M | 5.7% | +47.6% | 0.491% | |
8/9/2024 | Redwood Wealth Management Group LLC | 10,650 | $165K | 0.1% | N/A | 0.006% | |
8/8/2024 | Oppenheimer & Co. Inc. | 178,744 | $2.76M | 0.0% | +7.1% | 0.105% | |
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 | Headlands Technologies LLC | 6,282 | $97K | 0.0% | N/A | 0.004% | |
8/7/2024 | Chesapeake Capital Corp IL | 10,531 | $163K | 0.2% | N/A | 0.006% | |
8/7/2024 | Wedbush Securities Inc. | 24,492 | $379K | 0.0% | -23.6% | 0.014% | |
8/6/2024 | Quest Partners LLC | 1,976 | $31K | 0.0% | -59.2% | 0.001% | |
8/6/2024 | tru Independence LLC | 299,110 | $4.62M | 1.4% | -1.4% | 0.176% | |
8/6/2024 | Caprock Group LLC | 26,148 | $404K | 0.0% | +21.3% | 0.015% | |
8/5/2024 | Private Advisor Group LLC | 80,844 | $1.25M | 0.0% | +3.8% | 0.048% | |
8/5/2024 | Arizona State Retirement System | 40,097 | $620K | 0.0% | +2.3% | 0.024% | |
8/2/2024 | Wealth Effects LLC | 229,001 | $3.54M | 1.3% | +55.6% | 0.135% | |
8/2/2024 | P.A.W. Capital Corp | 130,000 | $2.01M | 4.9% | -16.1% | 0.076% | |