11/19/2024 | Barclays PLC | 10,000 | $397K | 0.0% | N/A | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 7,688 | $305K | 0.0% | -43.5% | 0.001% | |
11/15/2024 | Barclays PLC | 10,000 | $397K | 0.0% | N/A | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 103,231 | $4.10M | 0.0% | N/A | 0.013% | |
11/15/2024 | Orion Portfolio Solutions LLC | 55,160 | $2.19M | 0.0% | -5.0% | 0.007% | |
11/15/2024 | Quantinno Capital Management LP | 19,971 | $792K | 0.0% | -20.1% | 0.003% | |
|
11/15/2024 | Ascent Group LLC | 7,541 | $299K | 0.0% | -16.0% | 0.001% | |
11/13/2024 | Townsquare Capital LLC | 10,830 | $430K | 0.0% | +72.1% | 0.001% | |
11/13/2024 | FMR LLC | 13,911 | $552K | 0.0% | -8.5% | 0.002% | |
11/12/2024 | Cerity Partners LLC | 20,794 | $825K | 0.0% | +30.0% | 0.003% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 915,853 | $36.33M | 0.2% | +120.5% | 0.118% | |
11/8/2024 | Avior Wealth Management LLC | 1,894 | $75K | 0.0% | -20.3% | 0.000% | |
11/8/2024 | West Family Investments Inc. | 40,453 | $1.61M | 0.6% | +7.2% | 0.005% | |
11/7/2024 | Caprock Group LLC | 12,296 | $488K | 0.0% | -23.5% | 0.002% | |
11/7/2024 | Pathstone Holdings LLC | 44,120 | $1.75M | 0.0% | -2.4% | 0.006% | |
11/7/2024 | Drive Wealth Management LLC | 5,306 | $210K | 0.1% | -5.9% | 0.001% | |
11/7/2024 | Thrivent Financial for Lutherans | 21,554 | $855K | 0.0% | +39.7% | 0.003% | |
11/6/2024 | Natixis Advisors LLC | 35,416 | $1.41M | 0.0% | +17.1% | 0.005% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,964 | $316K | 0.0% | +6.2% | 0.001% | |
11/6/2024 | Mizuho Securities Co. Ltd. | 5,493 | $218K | 0.5% | -15.1% | 0.001% | |
11/6/2024 | D Orazio & Associates Inc. | 5,558 | $220K | 0.0% | -20.1% | 0.001% | |
11/4/2024 | Crossmark Global Holdings Inc. | 101,894 | $4.04M | 0.1% | +12.9% | 0.013% | |
11/1/2024 | Summit Global Investments | 14,552 | $577K | 0.0% | -7.6% | 0.002% | |
10/30/2024 | Catalina Capital Group LLC | 5,916 | $235K | 0.1% | -34.8% | 0.001% | |
10/30/2024 | PDS Planning Inc | 13,568 | $538K | 0.0% | -5.5% | 0.002% | |
10/29/2024 | BSW Wealth Partners | 5,237 | $208K | 0.0% | N/A | 0.001% | |
10/28/2024 | US Bancorp DE | 28,790 | $1.14M | 0.0% | -2.1% | 0.004% | |
10/25/2024 | First Trust Direct Indexing L.P. | 25,252 | $1.00M | 0.1% | -21.2% | 0.003% | |
10/23/2024 | Allworth Financial LP | 919 | $36K | 0.0% | +40.5% | 0.000% | |
10/23/2024 | Ballentine Partners LLC | 25,406 | $1.01M | 0.0% | -7.2% | 0.003% | |
10/22/2024 | Waldron Private Wealth LLC | 5,478 | $217K | 0.0% | N/A | 0.001% | |
10/22/2024 | Signaturefd LLC | 26,010 | $1.03M | 0.0% | -23.6% | 0.003% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 27,887 | $1.11M | 0.0% | +27.9% | 0.004% | |
10/18/2024 | Blue Trust Inc. | 36,893 | $1.42M | 0.0% | +88.0% | 0.005% | |
10/16/2024 | Bleakley Financial Group LLC | 5,343 | $212K | 0.0% | -7.8% | 0.001% | |
10/11/2024 | Creative Planning | 124,913 | $4.96M | 0.0% | +1.1% | 0.016% | |
10/11/2024 | Sivia Capital Partners LLC | 9,394 | $373K | 0.2% | -8.1% | 0.001% | |
10/10/2024 | First Affirmative Financial Network | 30,501 | $1.21M | 0.7% | -1.2% | 0.004% | |
10/8/2024 | CWM LLC | 3,130 | $124K | 0.0% | -9.1% | 0.000% | |
10/8/2024 | Atomi Financial Group Inc. | 6,476 | $257K | 0.0% | -25.0% | 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 |
10/7/2024 | Foster Group Inc. | 6,330 | $251K | 0.0% | -6.4% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 1,800 | $71K | 0.0% | -29.2% | 0.000% | |
8/16/2024 | Creative Planning | 123,493 | $4.77M | 0.0% | +32.7% | 0.016% | |
8/16/2024 | Ascent Group LLC | 8,980 | $347K | 0.0% | -5.1% | 0.001% | |
8/16/2024 | Kathmere Capital Management LLC | 30,247 | $1.17M | 0.1% | +1.5% | 0.004% | |
8/14/2024 | Bank of Montreal Can | 103,593 | $4.07M | 0.0% | +178.8% | 0.013% | |
8/14/2024 | Frank Rimerman Advisors LLC | 10,132 | $391K | 0.0% | N/A | 0.001% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 16,690 | $644K | 0.0% | -5.5% | 0.002% | |
8/13/2024 | Thrivent Financial for Lutherans | 15,434 | $596K | 0.0% | +117.6% | 0.002% | |
8/13/2024 | Sei Investments Co. | 44,432 | $1.72M | 0.0% | +8.9% | 0.006% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 86,453 | $3.34M | 0.1% | +31.8% | 0.011% | |
8/9/2024 | Renaissance Technologies LLC | 3,058,180 | $118.08M | 0.2% | +0.2% | 0.394% | |
8/9/2024 | Dimensional Fund Advisors LP | 407,062 | $15.71M | 0.0% | +4.2% | 0.052% | |
8/8/2024 | Parallel Advisors LLC | 21,021 | $812K | 0.0% | +7.4% | 0.003% | |
8/8/2024 | D Orazio & Associates Inc. | 6,954 | $268K | 0.0% | +26.5% | 0.001% | |
8/8/2024 | American Century Companies Inc. | 179,356 | $6.93M | 0.0% | +5.9% | 0.023% | |
8/6/2024 | Ballentine Partners LLC | 27,387 | $1.06M | 0.0% | -4.6% | 0.004% | |
8/6/2024 | Caprock Group LLC | 16,066 | $620K | 0.0% | +35.2% | 0.002% | |
8/6/2024 | Acadian Asset Management LLC | 186,204 | $7.19M | 0.0% | -18.5% | 0.024% | |
8/6/2024 | Gallacher Capital Management LLC | 8,667 | $335K | 0.2% | +9.2% | 0.001% | |
8/6/2024 | Sivia Capital Partners LLC | 10,222 | $395K | 0.3% | +26.1% | 0.001% | |
8/3/2024 | TD Asset Management Inc | 1,332,673 | $51.46M | 0.0% | -0.8% | 0.172% | |
8/1/2024 | Rhumbline Advisers | 251,343 | $9.70M | 0.0% | -28.5% | 0.032% | |
8/1/2024 | Natixis Advisors LLC | 30,232 | $1.17M | 0.0% | -8.1% | 0.004% | |
8/1/2024 | Mizuho Securities Co. Ltd. | 6,472 | $250K | 0.6% | +86.6% | 0.001% | |
7/30/2024 | Foster Group Inc. | 6,760 | $261K | 0.0% | +4.6% | 0.001% | |
7/30/2024 | Signaturefd LLC | 34,034 | $1.31M | 0.0% | +8.0% | 0.004% | |
7/29/2024 | Crossmark Global Holdings Inc. | 90,231 | $3.48M | 0.1% | +3.5% | 0.012% | |
7/26/2024 | Atomi Financial Group Inc. | 8,630 | $333K | 0.0% | +19.0% | 0.001% | |
7/24/2024 | Catalina Capital Group LLC | 9,068 | $350K | 0.1% | -31.8% | 0.001% | |
7/22/2024 | Summit Global Investments | 15,756 | $608K | 0.0% | +14.3% | 0.002% | |
7/18/2024 | Blue Trust Inc. | 19,623 | $768K | 0.0% | +115.0% | 0.003% | |
7/16/2024 | V Square Quantitative Management LLC | 3,104 | $120K | 0.0% | N/A | 0.000% | |
7/16/2024 | Sequoia Financial Advisors LLC | 22,215 | $858K | 0.0% | +3.8% | 0.003% | |
7/10/2024 | Simplicity Wealth LLC | 5,755 | $222K | 0.0% | +8.4% | 0.001% | |
7/10/2024 | First Affirmative Financial Network | 30,886 | $1.19M | 0.8% | +2.6% | 0.004% | |
7/10/2024 | CWM LLC | 3,443 | $133K | 0.0% | +31.8% | 0.000% | |
7/2/2024 | GAMMA Investing LLC | 2,543 | $98K | 0.0% | +14.2% | 0.000% | |
7/1/2024 | Kathmere Capital Management LLC | 21,246 | $830K | 0.1% | -28.7% | 0.003% | |
6/11/2024 | EverSource Wealth Advisors LLC | 3,345 | $126K | 0.0% | +80.1% | 0.000% | |
5/15/2024 | Ascent Group LLC | 9,462 | $370K | 0.0% | +27.4% | 0.001% | |
5/14/2024 | EntryPoint Capital LLC | 875 | $34K | 0.0% | -47.1% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 105,189 | $4.12M | 0.0% | +27.7% | 0.014% | |
5/10/2024 | Acadian Asset Management LLC | 228,540 | $8.94M | 0.0% | -3.5% | 0.029% | |
5/10/2024 | Vanguard Group Inc. | 2,404,826 | $94.13M | 0.0% | -0.3% | 0.310% | |
5/9/2024 | Orion Portfolio Solutions LLC | 47,354 | $1.85M | 0.0% | +3.8% | 0.006% | |
5/8/2024 | US Bancorp DE | 29,166 | $1.14M | 0.0% | -14.5% | 0.004% | |
5/7/2024 | Sei Investments Co. | 40,796 | $1.60M | 0.0% | +10.7% | 0.005% | |
5/7/2024 | Atomi Financial Group Inc. | 7,251 | $284K | 0.0% | +13.9% | 0.001% | |
5/6/2024 | Gallacher Capital Management LLC | 7,934 | $311K | 0.2% | +14.2% | 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 |
5/3/2024 | Signaturefd LLC | 31,499 | $1.23M | 0.0% | +17.2% | 0.004% | |
5/3/2024 | Catalina Capital Group LLC | 13,295 | $520K | 0.2% | N/A | 0.002% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 7,477 | $293K | 0.0% | -5.6% | 0.001% | |
5/2/2024 | PDS Planning Inc | 12,624 | $494K | 0.1% | +22.4% | 0.002% | |
5/1/2024 | BNP Paribas Financial Markets | 828 | $32K | 0.0% | -44.9% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 21,409 | $838K | 0.0% | +8.8% | 0.003% | |
4/30/2024 | Caprock Group LLC | 11,882 | $465K | 0.0% | +36.0% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 5,310 | $208K | 0.0% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 33,277 | $1.30M | 0.1% | -49.6% | 0.004% | |
4/16/2024 | Kathmere Capital Management LLC | 29,787 | $1.17M | 0.1% | +40.2% | 0.004% | |