11/15/2024 | Integrated Wealth Concepts LLC | 28,625 | $402K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 10,036 | $138K | 0.0% | N/A | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 26,077 | $367K | 0.0% | +10.4% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 20,350 | $286K | 0.0% | -19.1% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 138,470 | $1.95M | 0.7% | -32.0% | 1.583% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 101,503 | $1.43M | 0.0% | +1.0% | 1.161% | |
|
10/18/2024 | Capital Investment Advisors LLC | 153,018 | $2.15M | 0.0% | +2.0% | 1.750% | |
8/3/2024 | Shaker Financial Services LLC | 203,489 | $2.71M | 1.1% | -7.6% | 2.328% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 100,488 | $1.34M | 0.0% | +16.9% | 1.150% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 52,160 | $694K | 0.0% | -1.6% | 0.597% | |
7/12/2024 | Capital Investment Advisors LLC | 150,078 | $2.00M | 0.0% | +3.4% | 1.717% | |
7/10/2024 | Simplicity Wealth LLC | 13,351 | $178K | 0.0% | N/A | 0.153% | |
4/26/2024 | Riverbridge Partners LLC | 27,238 | $359K | 0.0% | N/A | 0.312% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 85,943 | $1.13M | 0.0% | +300.0% | 0.983% | |
2/13/2024 | 1607 Capital Partners LLC | 766,901 | $9.92M | 0.7% | +47.9% | 8.775% | |
2/7/2024 | Shaker Financial Services LLC | 194,481 | $2.52M | 1.0% | +29.2% | 2.225% | |
2/6/2024 | Aviance Capital Partners LLC | 25,688 | $332K | 0.1% | -7.2% | 0.294% | |
1/5/2024 | Capital Investment Advisors LLC | 129,883 | $1.68M | 0.0% | +3.6% | 1.486% | |
11/15/2023 | 1607 Capital Partners LLC | 518,501 | $6.30M | 0.5% | +148.0% | 5.933% | |
11/13/2023 | Wolverine Asset Management LLC | 73,172 | $889K | 0.0% | +4.8% | 0.837% | |
11/8/2023 | Moors & Cabot Inc. | 10,000 | $122K | 0.0% | N/A | 0.114% | |
11/7/2023 | Aviance Capital Partners LLC | 27,669 | $336K | 0.1% | N/A | 0.317% | |
11/2/2023 | Shaker Financial Services LLC | 150,554 | $1.83M | 0.9% | +3.9% | 1.722% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 53,519 | $650K | 0.0% | +19.6% | 0.612% | |
10/24/2023 | Stratos Wealth Partners LTD. | 109,808 | $1.33M | 0.0% | -16.5% | 1.256% | |
10/16/2023 | Capital Investment Advisors LLC | 125,337 | $1.52M | 0.0% | +24.1% | 1.433% | |
8/11/2023 | Guggenheim Capital LLC | 48,044 | $607K | 0.0% | -4.7% | 0.550% | |
8/7/2023 | Wolverine Asset Management LLC | 69,835 | $883K | 0.0% | +20.8% | 0.799% | |
8/7/2023 | Shaker Financial Services LLC | 144,945 | $1.83M | 0.8% | +5.0% | 1.657% | |
7/18/2023 | Stratos Wealth Partners LTD. | 131,531 | $1.66M | 0.0% | +0.8% | 1.504% | |
7/11/2023 | Capital Investment Advisors LLC | 100,961 | $1.28M | 0.0% | +30.3% | 1.155% | |
5/11/2023 | Guggenheim Capital LLC | 50,412 | $640K | 0.0% | -36.4% | 0.577% | |
5/8/2023 | Shaker Financial Services LLC | 138,083 | $1.75M | 0.8% | +140.1% | 1.580% | |
5/8/2023 | Wolverine Asset Management LLC | 57,811 | $734K | 0.0% | +74.5% | 0.661% | |
4/27/2023 | Stratos Wealth Partners LTD. | 130,434 | $1.66M | 0.0% | -3.7% | 1.492% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,142 | $205K | 0.0% | +27.9% | 0.185% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 21,485 | $273K | 0.0% | N/A | 0.246% | |
4/10/2023 | Capital Investment Advisors LLC | 77,503 | $984K | 0.0% | +15.6% | 0.887% | |
2/3/2023 | Shaker Financial Services LLC | 57,505 | $721K | 0.3% | N/A | 0.658% | |
2/1/2023 | Wolverine Asset Management LLC | 33,137 | $416K | 0.0% | -19.4% | 0.379% | |
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 |
1/5/2023 | Capital Investment Advisors LLC | 67,033 | $841K | 0.0% | +16.1% | 0.767% | |
11/14/2022 | Guggenheim Capital LLC | 119,380 | $1.44M | 0.0% | -19.2% | 1.369% | |
11/10/2022 | Wolverine Asset Management LLC | 41,107 | $495K | 0.0% | N/A | 0.471% | |
11/1/2022 | Hoertkorn Richard Charles | 17,200 | $207K | 0.1% | +13.2% | 0.197% | |
10/31/2022 | Avion Wealth | 5,011 | $60K | 0.0% | N/A | 0.057% | |
10/24/2022 | Stratos Wealth Partners LTD. | 69,050 | $833K | 0.0% | +23.4% | 0.792% | |
10/5/2022 | Capital Investment Advisors LLC | 57,717 | $696K | 0.0% | +31.8% | 0.662% | |
8/13/2022 | NewEdge Advisors LLC | 50,151 | $661K | 0.0% | +2.8% | 0.575% | |
7/22/2022 | Stratos Wealth Partners LTD. | 55,945 | $737K | 0.0% | -7.7% | 0.642% | |
7/6/2022 | Capital Investment Advisors LLC | 43,781 | $577K | 0.0% | +30.3% | 0.502% | |
5/4/2022 | Advisor Group Holdings Inc. | 103,603 | $1.74M | 0.0% | -1.2% | 1.188% | |
5/2/2022 | Hoertkorn Richard Charles | 15,200 | $255K | 0.1% | -11.6% | 0.174% | |
4/29/2022 | Financial Connections Group Inc. | 2,400 | $40K | 0.0% | N/A | 0.028% | |
4/26/2022 | Stratos Wealth Partners LTD. | 60,597 | $1.02M | 0.0% | -34.4% | 0.695% | |
4/13/2022 | Capital Investment Advisors LLC | 33,591 | $564K | 0.0% | -5.9% | 0.385% | |
2/14/2022 | Guggenheim Capital LLC | 208,627 | $4.04M | 0.0% | +5.5% | 2.393% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 12,623 | $244K | 0.0% | +9.5% | 0.145% | |
2/3/2022 | Advisor Group Holdings Inc. | 104,891 | $2.03M | 0.0% | +4.6% | 1.203% | |
1/14/2022 | Stratos Wealth Partners LTD. | 92,322 | $1.79M | 0.0% | +3.4% | 1.059% | |
11/15/2021 | Guggenheim Capital LLC | 197,844 | $3.69M | 0.0% | +7.4% | 2.272% | |
11/15/2021 | Cohen & Steers Inc. | 68,927 | $1.29M | 0.0% | +25.8% | 0.792% | |
11/12/2021 | Hennion & Walsh Asset Management Inc. | 60,989 | $1.14M | 0.1% | -1.6% | 0.700% | |
11/5/2021 | Advisor Group Holdings Inc. | 100,279 | $1.87M | 0.0% | +20.2% | 1.152% | |
11/2/2021 | Shaker Financial Services LLC | 13,302 | $248K | 0.1% | -18.9% | 0.153% | |
10/19/2021 | Kestra Advisory Services LLC | 14,048 | $262K | 0.0% | N/A | 0.161% | |
10/19/2021 | Stratos Wealth Partners LTD. | 89,280 | $1.67M | 0.0% | +5.1% | 1.025% | |
8/16/2021 | Bank of America Corp DE | 60,714 | $1.14M | 0.0% | -15.6% | 0.697% | |
8/16/2021 | 1607 Capital Partners LLC | 744,226 | $14.02M | 0.7% | -13.6% | 8.547% | |
8/13/2021 | Stifel Financial Corp | 83,785 | $1.58M | 0.0% | -2.0% | 0.962% | |
8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 55,500 | $1.05M | 0.1% | +8.9% | 0.637% | |
8/4/2021 | Shaker Financial Services LLC | 16,411 | $309K | 0.1% | -48.3% | 0.188% | |
8/2/2021 | Advisor Group Holdings Inc. | 83,457 | $1.57M | 0.0% | +24.9% | 0.959% | |
7/19/2021 | Stratos Wealth Partners LTD. | 84,917 | $1.60M | 0.0% | -6.5% | 0.975% | |
5/18/2021 | 1607 Capital Partners LLC | 861,826 | $15.50M | 0.7% | +1.9% | 9.898% | |
5/18/2021 | Morgan Stanley | 37,702 | $678K | 0.0% | +32.4% | 0.433% | |
5/17/2021 | Royal Bank of Canada | 7,180 | $130K | 0.0% | -10.9% | 0.082% | |
5/17/2021 | Hennion & Walsh Asset Management Inc. | 62,300 | $1.12M | 0.1% | N/A | 0.716% | |
5/13/2021 | Guggenheim Capital LLC | 153,054 | $2.75M | 0.0% | -9.8% | 1.758% | |
5/12/2021 | UBS Group AG | 21,735 | $391K | 0.0% | -13.0% | 0.250% | |
5/11/2021 | Mid Atlantic Financial Management Inc. ADV | 50,980 | $917K | 0.1% | +17.4% | 0.586% | |
5/7/2021 | Sowell Financial Services LLC | 6,400 | $119K | 0.0% | N/A | 0.074% | |
4/27/2021 | Capital Investment Advisors LLC | 37,573 | $676K | 0.0% | -2.8% | 0.432% | |
2/16/2021 | Guggenheim Capital LLC | 169,662 | $2.93M | 0.0% | -0.8% | 1.949% | |
2/12/2021 | Stifel Financial Corp | 85,252 | $1.47M | 0.0% | -3.4% | 0.979% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 10,573 | $183K | 0.0% | N/A | 0.121% | |
2/12/2021 | LPL Financial LLC | 21,404 | $370K | 0.0% | +25.2% | 0.246% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 43,430 | $750K | 0.1% | +6.9% | 0.499% | |
2/3/2021 | Shaker Financial Services LLC | 40,556 | $700K | 0.3% | +43.1% | 0.466% | |
1/21/2021 | Capital Investment Advisors LLC | 38,656 | $668K | 0.0% | +2.9% | 0.444% | |
1/20/2021 | Kestra Advisory Services LLC | 14,016 | $243K | 0.0% | N/A | 0.161% | |
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 |
11/13/2020 | Morgan Stanley | 15,065 | $238K | 0.0% | -13.0% | 0.000% | |
11/13/2020 | Guggenheim Capital LLC | 171,016 | $2.71M | 0.0% | +4.9% | 0.000% | |
11/13/2020 | Shepherd Kaplan Krochuk LLC | 16,620 | $263K | 0.1% | N/A | 0.000% | |