11/15/2024 | HighTower Advisors LLC | 15,867 | $241K | 0.0% | N/A | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 38,469 | $585K | 0.0% | -4.4% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 113,928 | $1.73M | 0.2% | +91.5% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 43,205 | $657K | 0.5% | -14.9% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 133,182 | $2.02M | 0.0% | +17.7% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 95,566 | $1.45M | 0.0% | +76.2% | 0.000% | |
|
10/31/2024 | Shaker Financial Services LLC | 44,841 | $682K | 0.3% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 57,678 | $877K | 0.0% | +6.1% | 0.000% | |
10/28/2024 | US Bancorp DE | 3,127 | $48K | 0.0% | -24.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 10,868 | $1.65M | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 83,047 | $1.26M | 0.0% | -8.5% | 0.000% | |
10/19/2024 | Midwest Heritage Bank FSB | 15,230 | $231K | 0.1% | -14.7% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 437,880 | $6.66M | 0.5% | +21.6% | 0.000% | |
10/18/2024 | Raymond James & Associates | 196,029 | $2.98M | 0.0% | +14.2% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 72,704 | $1.06M | 0.0% | +4.5% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 17,700 | $258K | 0.3% | -77.7% | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 113,182 | $1.65M | 0.0% | -5.0% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 13,419 | $196K | 0.6% | -8.4% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 205,703 | $3.00M | 0.0% | +45.0% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 14,420 | $210K | 0.0% | -5.9% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 90,760 | $1.32M | 0.0% | +11.5% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 54,242 | $791K | 0.0% | N/A | 0.000% | |
8/1/2024 | Verus Capital Partners LLC | 15,000 | $219K | 0.0% | N/A | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 50,776 | $740K | 0.6% | -11.9% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,937 | $1.76M | 0.0% | +10.6% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 78,203 | $1.14M | 0.0% | +11.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 171,582 | $2.50M | 0.0% | -4.0% | 0.000% | |
7/19/2024 | E&G Advisors LP | 82,365 | $1.20M | 0.4% | -0.8% | 0.000% | |
7/17/2024 | Midwest Heritage Bank FSB | 17,851 | $260K | 0.1% | -6.8% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 57,638 | $915K | 0.8% | -7.2% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,329 | $164K | 0.0% | N/A | 0.000% | |
5/7/2024 | Primoris Wealth Advisors LLC | 20,750 | $330K | 0.3% | -6.7% | 0.000% | |
5/6/2024 | ORG Partners LLC | 3,260 | $51K | 0.1% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 54,153 | $860K | 0.0% | +2.1% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 161,378 | $2.56M | 0.1% | N/A | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 109,332 | $1.74M | 0.0% | +6.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 11,708 | $176K | 0.0% | N/A | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,697 | $235K | 0.0% | -9.1% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 79,343 | $1.19M | 0.0% | -2.6% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 51,780 | $777K | 0.0% | +447.2% | 0.000% | |
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 |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,467 | $1.54M | 0.0% | -0.9% | 0.000% | |
2/8/2024 | Foundations Investment Advisors LLC | 219,801 | $3.42M | 0.1% | +12.3% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 53,033 | $795K | 0.0% | -2.5% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 6,205 | $93K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 81,132 | $1.22M | 0.0% | +9.8% | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,955 | $179K | 0.0% | -9.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 49,007 | $735K | 0.0% | +75.2% | 0.000% | |
1/31/2024 | Western Wealth Management LLC | 12,604 | $189K | 0.0% | -24.1% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 11,583 | $174K | 0.0% | -15.4% | 0.000% | |
1/25/2024 | E&G Advisors LP | 83,665 | $1.26M | 0.4% | -6.5% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 10,725 | $1.61M | 0.0% | N/A | 0.000% | |
1/23/2024 | Midwest Heritage Bank FSB | 19,162 | $287K | 0.2% | -5.1% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 39,724 | $596K | 0.0% | -7.8% | 0.000% | |
1/18/2024 | West Oak Capital LLC | 3,100 | $47K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 200,924 | $3.01M | 0.0% | -2.0% | 0.000% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 316,477 | $4.75M | 0.4% | +20.7% | 0.000% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 14,190 | $205K | 0.1% | -8.2% | 0.000% | |
11/13/2023 | Consolidated Portfolio Review Corp | 13,696 | $198K | 0.0% | -6.8% | 0.000% | |
11/13/2023 | LPL Financial LLC | 405,230 | $5.86M | 0.0% | +35.2% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 10,356 | $150K | 0.0% | N/A | 0.000% | |
11/9/2023 | UBS Group AG | 385,876 | $5.58M | 0.0% | -10.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 20,659 | $298K | 0.0% | +35.3% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 27,980 | $405K | 0.0% | -34.5% | 0.000% | |
11/8/2023 | SMH Capital Advisors Inc. | 12,884 | $186K | 0.4% | -26.4% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 5,796 | $83K | 0.0% | N/A | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 73,872 | $1.07M | 0.0% | +4.7% | 0.000% | |
10/31/2023 | Primoris Wealth Advisors LLC | 12,000 | $174K | 0.2% | N/A | 0.000% | |
10/24/2023 | Stratos Wealth Partners LTD. | 19,485 | $282K | 0.0% | -8.8% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,017 | $2.97M | 0.0% | +2.5% | 0.000% | |
10/24/2023 | Raymond James & Associates | 174,452 | $2.52M | 0.0% | +3.5% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 103,425 | $1.50M | 0.0% | +24.1% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 34,518 | $499K | 0.0% | +4.0% | 0.000% | |
10/20/2023 | Sunesis Advisors LLC | 24,490 | $354K | 0.3% | N/A | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 43,082 | $623K | 0.0% | -27.3% | 0.000% | |
10/12/2023 | Sound Income Strategies LLC | 2,900 | $42K | 0.0% | N/A | 0.000% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 262,135 | $3.79M | 0.4% | +2.7% | 0.000% | |
10/5/2023 | Foundations Investment Advisors LLC | 195,791 | $2.83M | 0.1% | +16.4% | 0.000% | |
8/14/2023 | Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.1% | +7.0% | 0.000% | |
8/11/2023 | LaSalle St. Investment Advisors LLC | 15,462 | $222K | 0.1% | -22.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 43,480 | $625K | 0.0% | -29.5% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 70,542 | $1.01M | 0.0% | -4.9% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 63,536 | $913K | 0.0% | +4.1% | 0.000% | |
8/4/2023 | Envestnet Asset Management Inc. | 120,302 | $1.73M | 0.0% | +2.1% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 42,749 | $614K | 0.0% | +116.1% | 0.000% | |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 19,200 | $281K | 0.0% | N/A | 0.000% | |
8/1/2023 | Truist Financial Corp | 11,332 | $163K | 0.0% | N/A | 0.000% | |
7/31/2023 | LPL Financial LLC | 299,616 | $4.31M | 0.0% | +119.3% | 0.000% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 255,135 | $3.67M | 0.4% | +2.7% | 0.000% | |
7/26/2023 | Midwest Heritage Bank FSB | 20,200 | $290K | 0.2% | -11.5% | 0.000% | |
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 |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 199,986 | $2.87M | 0.0% | -2.2% | 0.000% | |
7/25/2023 | Raymond James & Associates | 168,598 | $2.42M | 0.0% | -1.3% | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 59,242 | $851K | 0.0% | -5.4% | 0.000% | |
7/19/2023 | Foundations Investment Advisors LLC | 168,226 | $2.42M | 0.1% | N/A | 0.000% | |
7/18/2023 | Stratos Wealth Partners LTD. | 21,359 | $307K | 0.0% | +9.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 83,366 | $1.20M | 0.0% | +1.5% | 0.000% | |
7/7/2023 | First Citizens Financial Corp | 15,603 | $224K | 0.2% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 61,675 | $900K | 0.0% | +23.0% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 74,158 | $1.08M | 0.0% | N/A | 0.000% | |
5/9/2023 | Wealthspire Advisors LLC | 65,000 | $948K | 0.0% | -34.1% | 0.000% | |