| 5/17/2024 | Brown Shipley& Co Ltd | 1,643 | $160K | 0.1% | N/A | 0.000% | |
| 5/16/2024 | Janus Henderson Group PLC | 76,953 | $7.52M | 0.0% | -27.1% | 0.011% | |
| 5/15/2024 | Bank of Nova Scotia Trust Co. | 467,380 | $45.65M | 4.9% | +0.8% | 0.064% | |
| 5/15/2024 | 1832 Asset Management L.P. | 6,848,396 | $668.95M | 0.4% | +19.7% | 0.939% | |
| 5/15/2024 | Guardian Capital Advisors LP | 404,195 | $37.27M | 4.0% | -1.7% | 0.055% | |
| 5/14/2024 | Canada Pension Plan Investment Board | 1,983,628 | $193.86M | 0.2% | +15.6% | 0.272% | |
|
| 5/14/2024 | Guardian Capital LP | 2,632,909 | $257.31M | 9.0% | -0.1% | 0.361% | |
| 5/14/2024 | Capital Research Global Investors | 3,146,828 | $307.24M | 0.1% | N/A | 0.432% | |
| 5/14/2024 | Toronto Dominion Bank | 12,775,715 | $1.25B | 2.0% | -13.0% | 1.752% | |
| 5/14/2024 | Capital International Inc. CA | 165,819 | $16.19M | 0.2% | +37.0% | 0.023% | |
| 5/14/2024 | Capital International Investors | 615,949 | $60.14M | 0.0% | +0.9% | 0.084% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 29,417 | $2.87M | 0.0% | +39.6% | 0.004% | |
| 5/14/2024 | Anson Funds Management LP | 25,000 | $2.44M | 0.2% | N/A | 0.003% | |
| 5/14/2024 | Rodgers Brothers Inc. | 12,475 | $1.22M | 0.2% | +13.7% | 0.002% | |
| 5/14/2024 | Advisors Asset Management Inc. | 15,903 | $1.55M | 0.0% | -0.9% | 0.002% | |
| 5/14/2024 | Shell Asset Management Co. | 13,491 | $1.32M | 0.1% | -42.6% | 0.002% | |
| 5/14/2024 | Crewe Advisors LLC | 715 | $70K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Ossiam | 52,148 | $5.10M | 0.1% | -14.5% | 0.007% | |
| 5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 1,364,384 | $133.26M | 0.4% | -34.2% | 0.187% | |
| 5/14/2024 | CANADA LIFE ASSURANCE Co | 390,695 | $38.21M | 0.1% | -5.3% | 0.054% | |
| 5/14/2024 | National Bank of Canada FI | 14,069,787 | $1.32B | 2.0% | +38.0% | 1.929% | |
| 5/13/2024 | Bessemer Group Inc. | 25,180 | $2.46M | 0.0% | +1,001.5% | 0.003% | |
| 5/13/2024 | UniSuper Management Pty Ltd | 10,200 | $996K | 0.0% | +96.2% | 0.001% | |
| 5/13/2024 | Clearbridge Investments LLC | 959,600 | $93.73M | 0.1% | -1.5% | 0.132% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 146,583 | $14.32M | 0.2% | +2.0% | 0.020% | |
| 5/11/2024 | Bahl & Gaynor Inc. | 2,667 | $261K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Hillsdale Investment Management Inc. | 28,547 | $2.79M | 0.2% | -3.7% | 0.004% | |
| 5/10/2024 | Vanguard Group Inc. | 28,617,952 | $2.80B | 0.1% | +1.9% | 3.924% | |
| 5/10/2024 | Intech Investment Management LLC | 40,902 | $4.00M | 0.1% | N/A | 0.006% | |
| 5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 2,701 | $264K | 0.0% | -90.3% | 0.000% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 7,952 | $782K | 0.1% | -22.1% | 0.001% | |
| 5/10/2024 | Cumberland Partners Ltd | 13,367 | $1.31M | 0.1% | -47.8% | 0.002% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,167 | $602K | 0.0% | +7.5% | 0.001% | |
| 5/9/2024 | Blair William & Co. IL | 8,231 | $804K | 0.0% | -26.3% | 0.001% | |
| 5/9/2024 | Texas Yale Capital Corp. | 12,338 | $1.21M | 0.1% | +8.5% | 0.002% | |
| 5/9/2024 | TD Asset Management Inc | 18,932,889 | $1.85B | 1.7% | -1.5% | 2.596% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,209 | $313K | 0.0% | -4.7% | 0.000% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 4,009 | $392K | 0.0% | +65.8% | 0.001% | |
| 5/8/2024 | US Bancorp DE | 22,797 | $2.23M | 0.0% | +4.6% | 0.003% | |
| 5/8/2024 | Russell Investments Group Ltd. | 180,246 | $17.58M | 0.0% | -20.8% | 0.025% | |
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| 5/7/2024 | Atomi Financial Group Inc. | 2,885 | $282K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Susquehanna Portfolio Strategies LLC | 385,939 | $37.70M | 0.9% | -13.0% | 0.053% | |
| 5/7/2024 | Forsta AP Fonden | 160,500 | $15.69M | 0.1% | -34.9% | 0.022% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 5,025 | $491K | 0.0% | -10.5% | 0.001% | |
| 5/7/2024 | JCIC Asset Management Inc. | 8,142 | $795K | 0.3% | -4.2% | 0.001% | |
| 5/7/2024 | Sciencast Management LP | 12,453 | $1.22M | 0.7% | N/A | 0.002% | |
| 5/6/2024 | Quantbot Technologies LP | 29,543 | $2.89M | 0.2% | +317.3% | 0.004% | |
| 5/3/2024 | Gold Investment Management Ltd. | 22,145 | $2.16M | 0.9% | +1.9% | 0.003% | |
| 5/3/2024 | Lorne Steinberg Wealth Management Inc. | 69,514 | $6.79M | 2.1% | +0.4% | 0.010% | |
| 5/2/2024 | Value Partners Investments Inc. | 759,153 | $74.15M | 2.3% | -2.0% | 0.104% | |
| 5/1/2024 | Capstone Investment Advisors LLC | 5,547 | $542K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 15,022 | $1.47M | 0.0% | +7.2% | 0.002% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 7,386 | $721K | 0.5% | -8.6% | 0.001% | |
| 5/1/2024 | Rempart Asset Management Inc. | 222,893 | $21.78M | 4.2% | +3.2% | 0.031% | |
| 5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 183,672 | $17.85M | 3.1% | -1.6% | 0.025% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 3,429 | $335K | 0.0% | +10.5% | 0.000% | |
| 4/30/2024 | Hartline Investment Corp | 3,035 | $296K | 0.1% | N/A | 0.000% | |
| 4/30/2024 | Van ECK Associates Corp | 128,969 | $12.60M | 0.0% | +19.0% | 0.018% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 56,036 | $5.47M | 0.0% | +2.2% | 0.008% | |
| 4/29/2024 | Principal Financial Group Inc. | 24,200 | $2.37M | 0.0% | -4.0% | 0.003% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 7,445 | $727K | 0.1% | -5.1% | 0.001% | |
| 4/29/2024 | Mn Services Vermogensbeheer B.V. | 170,200 | $16.63M | 0.1% | N/A | 0.023% | |
| 4/27/2024 | K.J. Harrison & Partners Inc | 155,510 | $15.18M | 2.3% | +90.3% | 0.021% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 30,200 | $2.95M | 0.0% | +47.3% | 0.004% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 469,700 | $45.86M | 3.9% | -3.4% | 0.064% | |
| 4/26/2024 | UMB Bank n.a. | 19,172 | $1.87M | 0.0% | -5.9% | 0.003% | |
| 4/26/2024 | Northwest Bancshares Inc. | 71,320 | $6.97M | 1.1% | -0.9% | 0.010% | |
| 4/26/2024 | SlateStone Wealth LLC | 3,600 | $352K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 2,479 | $242K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Patrick M Sweeney & Associates Inc. | 4,508 | $440K | 0.4% | +114.7% | 0.001% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 2,368 | $231K | 0.0% | +8.9% | 0.000% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 231,354 | $22.61M | 0.1% | +2.0% | 0.032% | |
| 4/25/2024 | IAG Wealth Partners LLC | 635 | $62K | 0.0% | +28.0% | 0.000% | |
| 4/24/2024 | Pegasus Partners Ltd. | 3,645 | $356K | 0.0% | -52.3% | 0.000% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 20,708 | $2.02M | 0.0% | +2.4% | 0.003% | |
| 4/23/2024 | Silver Lake Advisory LLC | 30,536 | $2.98M | 1.3% | -1.1% | 0.004% | |
| 4/23/2024 | Gradient Investments LLC | 5,622 | $549K | 0.0% | -8.7% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 15,453 | $1.51M | 0.0% | +1.8% | 0.002% | |
| 4/22/2024 | Harbour Trust & Investment Management Co | 6,221 | $608K | 0.1% | -4.7% | 0.001% | |
| 4/22/2024 | Raymond James & Associates | 73,075 | $7.14M | 0.0% | -13.5% | 0.010% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 8,872 | $867K | 0.0% | -4.5% | 0.001% | |
| 4/20/2024 | Maryland State Retirement & Pension System | 37,503 | $3.40M | 0.1% | +52.6% | 0.005% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 7,975 | $779K | 0.1% | +4.0% | 0.001% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,709,247 | $166.99M | 0.1% | +0.8% | 0.234% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 4,427 | $432K | 0.2% | -11.8% | 0.001% | |
| 4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 5,387 | $526K | 0.0% | -20.3% | 0.001% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 760 | $74K | 0.0% | +37.2% | 0.000% | |
| 4/17/2024 | Romano Brothers AND Company | 53,633 | $5.24M | 0.7% | -2.6% | 0.007% | |
| 4/17/2024 | WoodTrust Financial Corp | 27,713 | $2.71M | 0.3% | +2.1% | 0.004% | |
| 4/16/2024 | Addenda Capital Inc. | 897,240 | $87.64M | 4.1% | +5.7% | 0.123% | |
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It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives.
But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars.
And here's the good news. Register For The Webinar To Discover |
| 4/16/2024 | 180 Wealth Advisors LLC | 2,808 | $274K | 0.0% | -10.5% | 0.000% | |
| 4/15/2024 | GoalVest Advisory LLC | 6,783 | $663K | 0.2% | N/A | 0.001% | |
| 4/12/2024 | Doliver Advisors LP | 3,008 | $294K | 0.1% | -9.7% | 0.000% | |
| 4/12/2024 | Ignite Planners LLC | 8,084 | $789K | 0.2% | -17.2% | 0.001% | |
| 4/12/2024 | Pacifica Partners Inc. | 6,334 | $606K | 0.3% | +53.4% | 0.001% | |
| 4/11/2024 | Ballentine Partners LLC | 3,474 | $339K | 0.0% | +30.6% | 0.000% | |
| 4/11/2024 | Gulf International Bank UK Ltd | 4,535 | $442K | 0.0% | +7.9% | 0.001% | |
| 4/10/2024 | Nexus Investment Management ULC | 16,844 | $1.65M | 0.2% | +1.8% | 0.002% | |
| 4/9/2024 | Cardinal Capital Management Inc. | 1,233,075 | $120.48M | 5.3% | +0.1% | 0.169% | |
| 4/9/2024 | Ellenbecker Investment Group | 4,505 | $440K | 0.1% | +9.7% | 0.001% | |
