| 11/18/2024 | TD Private Client Wealth LLC | 252 | $127K | 0.0% | +49.1% | 0.001% | |
| 11/18/2024 | Teachers Retirement System of The State of Kentucky | 7,292 | $3.68M | 0.0% | -35.3% | 0.033% | |
| 11/18/2024 | Toronto Dominion Bank | 364 | $184K | 0.0% | N/A | 0.002% | |
| 11/16/2024 | Geode Capital Management LLC | 482,274 | $243.39M | 0.0% | +5.0% | 2.152% | |
| 11/15/2024 | LRI Investments LLC | 54 | $26K | 0.0% | -93.1% | 0.000% | |
| 11/15/2024 | Public Employees Retirement System of Ohio | 8,642 | $4.36M | 0.0% | -8.6% | 0.039% | |
|
| 11/14/2024 | Flow Traders U.S. LLC | 573 | $289K | 0.0% | N/A | 0.003% | |
| 11/14/2024 | Captrust Financial Advisors | 823 | $415K | 0.0% | +10.2% | 0.004% | |
| 11/14/2024 | Martingale Asset Management L P | 38,940 | $19.65M | 0.5% | -14.4% | 0.174% | |
| 11/14/2024 | MetLife Investment Management LLC | 11,524 | $5.82M | 0.0% | -1.8% | 0.051% | |
| 11/13/2024 | BNP Paribas Financial Markets | 58,953 | $29.75M | 0.0% | +37.1% | 0.263% | |
| 11/12/2024 | Raymond James Trust N.A. | 699 | $353K | 0.0% | -5.7% | 0.003% | |
| 11/12/2024 | Eagle Asset Management Inc. | 8,270 | $4.17M | 0.0% | -23.1% | 0.037% | |
| 11/9/2024 | John G Ullman & Associates Inc. | 15,659 | $7.90M | 1.1% | -7.1% | 0.070% | |
| 11/8/2024 | First Horizon Advisors Inc. | 63 | $32K | 0.0% | +40.0% | 0.000% | |
| 11/8/2024 | Segall Bryant & Hamill LLC | 67,740 | $34.18M | 0.5% | +3.7% | 0.302% | |
| 11/6/2024 | Vaughan Nelson Investment Management L.P. | 69,703 | $35.17M | 0.3% | -14.6% | 0.311% | |
| 11/6/2024 | Coastline Trust Co | 90 | $45K | 0.0% | N/A | 0.000% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 44,821 | $22.62M | 1.7% | -1.5% | 0.200% | |
| 11/6/2024 | Zions Bancorporation N.A. | 5,056 | $2.55M | 0.2% | +17.0% | 0.023% | |
| 11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 3,874 | $1.96M | 0.0% | N/A | 0.017% | |
| 11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 595 | $300K | 0.0% | N/A | 0.003% | |
| 11/5/2024 | Entropy Technologies LP | 489 | $247K | 0.0% | -29.0% | 0.002% | |
| 11/4/2024 | Crossmark Global Holdings Inc. | 1,462 | $737K | 0.0% | -32.7% | 0.007% | |
| 11/2/2024 | Covestor Ltd | 341 | $172K | 0.1% | -39.2% | 0.002% | |
| 10/30/2024 | Amalgamated Bank | 10,622 | $5.36M | 0.0% | -23.8% | 0.047% | |
| 10/29/2024 | Van ECK Associates Corp | 116,231 | $60.92M | 0.1% | +42.5% | 0.519% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 5,611 | $2.83M | 0.0% | -6.6% | 0.025% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,302 | $657K | 0.0% | +286.4% | 0.006% | |
| 10/28/2024 | New York State Common Retirement Fund | 31,853 | $16.07M | 0.0% | +13.1% | 0.143% | |
| 10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 82,612 | $41.68M | 2.4% | +0.2% | 0.371% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 212 | $107K | 0.0% | +9.8% | 0.001% | |
| 10/25/2024 | New York State Teachers Retirement System | 27,577 | $13.91M | 0.0% | -4.8% | 0.124% | |
| 10/24/2024 | Nisa Investment Advisors LLC | 2,328 | $1.18M | 0.0% | +13.4% | 0.010% | |
| 10/23/2024 | Argent Capital Management LLC | 413 | $208K | 0.0% | N/A | 0.002% | |
| 10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 2,000 | $1.01M | 0.5% | -20.0% | 0.009% | |
| 10/11/2024 | Wedge Capital Management L L P NC | 7,141 | $3.60M | 0.1% | +4.0% | 0.032% | |
| 10/9/2024 | UMB Bank n.a. | 78 | $39K | 0.0% | +81.4% | 0.000% | |
| 10/3/2024 | SG Americas Securities LLC | 595 | $300K | 0.0% | -83.0% | 0.003% | |
| 10/2/2024 | Central Pacific Bank Trust Division | 340 | $172K | 0.0% | -87.5% | 0.002% | |
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 |
| 10/2/2024 | M&R Capital Management Inc. | 16,773 | $8.46M | 1.9% | -0.9% | 0.075% | |
| 8/16/2024 | Driehaus Capital Management LLC | 1,215 | $523K | 0.0% | +125.8% | 0.005% | |
| 8/15/2024 | Millennium Management LLC | 20,663 | $8.89M | 0.0% | -72.6% | 0.093% | |
| 8/14/2024 | Marshall Wace LLP | 4,643 | $2.00M | 0.0% | N/A | 0.021% | |
| 8/13/2024 | Barrow Hanley Mewhinney & Strauss LLC | 340,880 | $146.62M | 0.5% | +1.7% | 1.529% | |
| 8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 48,923 | $21.04M | 0.1% | +26.7% | 0.219% | |
| 8/13/2024 | Pacer Advisors Inc. | 4,238 | $1.82M | 0.0% | +25.5% | 0.019% | |
| 8/13/2024 | Bridges Investment Management Inc. | 1,136 | $489K | 0.0% | N/A | 0.005% | |
| 8/13/2024 | Public Employees Retirement Association of Colorado | 2,393 | $1.03M | 0.0% | -1.2% | 0.011% | |
| 8/12/2024 | Kendall Capital Management | 1,219 | $524K | 0.2% | +8.9% | 0.005% | |
| 8/12/2024 | Amalgamated Bank | 13,935 | $5.99M | 0.1% | -8.3% | 0.063% | |
| 8/9/2024 | Thompson Siegel & Walmsley LLC | 3,193 | $1.37M | 0.0% | -87.0% | 0.014% | |
| 8/8/2024 | Zions Bancorporation N.A. | 4,320 | $1.86M | 0.1% | -3.7% | 0.019% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 45,503 | $19.57M | 1.6% | -13.8% | 0.204% | |
| 8/8/2024 | Johnson Investment Counsel Inc. | 6,090 | $2.62M | 0.0% | -15.6% | 0.027% | |
| 8/7/2024 | AGF Management Ltd. | 25,642 | $11.03M | 0.1% | -3.1% | 0.115% | |
| 8/7/2024 | Wedbush Securities Inc. | 932 | $401K | 0.0% | +38.3% | 0.004% | |
| 8/2/2024 | Oregon Public Employees Retirement Fund | 4,631 | $1.99M | 0.0% | -15.8% | 0.021% | |
| 8/1/2024 | Rhumbline Advisers | 65,616 | $28.22M | 0.0% | -1.8% | 0.294% | |
| 7/31/2024 | Van ECK Associates Corp | 81,584 | $35.09M | 0.0% | +70.0% | 0.366% | |
| 7/30/2024 | Fort Washington Investment Advisors Inc. OH | 45,964 | $19.77M | 0.1% | -16.2% | 0.206% | |
| 7/29/2024 | Crossmark Global Holdings Inc. | 2,171 | $934K | 0.0% | -9.5% | 0.010% | |
| 7/29/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 82,462 | $35.47M | 2.2% | -0.3% | 0.370% | |
| 7/26/2024 | Bank of New York Mellon Corp | 517,727 | $222.69M | 0.0% | -22.9% | 2.322% | |
| 7/25/2024 | Raymond James Trust N.A. | 741 | $319K | 0.0% | -12.0% | 0.003% | |
| 7/24/2024 | New York State Teachers Retirement System | 28,977 | $12.46M | 0.0% | -2.4% | 0.130% | |
| 7/23/2024 | Fifth Third Wealth Advisors LLC | 739 | $318K | 0.0% | N/A | 0.003% | |
| 7/20/2024 | Nisa Investment Advisors LLC | 2,053 | $883K | 0.0% | -60.2% | 0.009% | |
| 7/19/2024 | Vaughan Nelson Investment Management L.P. | 81,659 | $35.13M | 0.3% | -33.1% | 0.366% | |
| 7/17/2024 | Wedge Capital Management L L P NC | 6,866 | $2.95M | 0.1% | +6.4% | 0.031% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 404 | $174K | 0.0% | +35.1% | 0.002% | |
| 7/12/2024 | SG Americas Securities LLC | 3,505 | $1.51M | 0.0% | -22.5% | 0.016% | |
| 7/8/2024 | Versant Capital Management Inc | 100 | $43K | 0.0% | +900.0% | 0.000% | |
| 7/2/2024 | M&R Capital Management Inc. | 16,930 | $7.28M | 1.7% | +487.2% | 0.076% | |
| 5/28/2024 | Teachers Retirement System of The State of Kentucky | 11,271 | $4.27M | 0.0% | -2.1% | 0.051% | |
| 5/21/2024 | LRI Investments LLC | 773 | $293K | 0.0% | N/A | 0.003% | |
| 5/17/2024 | Comerica Bank | 11,609 | $4.40M | 0.0% | +13.4% | 0.052% | |
| 5/16/2024 | California State Teachers Retirement System | 22,403 | $8.49M | 0.0% | -6.6% | 0.100% | |
| 5/16/2024 | Kennedy Capital Management LLC | 8,276 | $3.14M | 0.1% | +39.9% | 0.037% | |
| 5/15/2024 | Public Employees Retirement System of Ohio | 9,483 | $3.59M | 0.0% | -8.0% | 0.043% | |
| 5/15/2024 | Public Employees Retirement Association of Colorado | 2,421 | $917K | 0.0% | -4.1% | 0.011% | |
| 5/15/2024 | Lazard Asset Management LLC | 1,726 | $653K | 0.0% | N/A | 0.008% | |
| 5/15/2024 | LRI Investments LLC | 773 | $293K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | American International Group Inc. | 29,498 | $11.18M | 0.0% | -2.0% | 0.132% | |
| 5/13/2024 | Bessemer Group Inc. | 857 | $325K | 0.0% | -11.0% | 0.004% | |
| 5/11/2024 | Covestor Ltd | 624 | $237K | 0.2% | +8.9% | 0.003% | |
| 5/9/2024 | Lord Abbett & CO. LLC | 48,230 | $18.27M | 0.1% | N/A | 0.216% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 103 | $39K | 0.0% | -22.0% | 0.000% | |
| 5/8/2024 | Russell Investments Group Ltd. | 33,809 | $12.81M | 0.0% | -8.7% | 0.152% | |
| 5/7/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 2,500 | $947K | 0.5% | +25.0% | 0.011% | |
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 |
| 5/7/2024 | SG Americas Securities LLC | 4,522 | $1.71M | 0.0% | +418.0% | 0.020% | |
| 5/6/2024 | Mawer Investment Management Ltd. | 17,032 | $6.45M | 0.0% | +58.1% | 0.076% | |
| 5/6/2024 | John G Ullman & Associates Inc. | 17,009 | $6.44M | 1.0% | -1.3% | 0.076% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 52,799 | $20.00M | 1.5% | -2.3% | 0.237% | |
| 5/3/2024 | Central Pacific Bank Trust Division | 2,850 | $1.07M | 0.1% | N/A | 0.013% | |
| 5/2/2024 | BNP Paribas | 3,139 | $1.19M | 0.1% | N/A | 0.014% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,073 | $2.30M | 0.0% | +36.6% | 0.027% | |
| 5/1/2024 | BNP Paribas Financial Markets | 34,958 | $13.24M | 0.0% | +147.5% | 0.157% | |
| 4/30/2024 | Van ECK Associates Corp | 47,995 | $18.18M | 0.0% | +293.2% | 0.215% | |
| 4/29/2024 | Private Capital Advisors Inc. | 43,685 | $16.55M | 2.1% | -1.0% | 0.196% | |
