11/19/2024 | Barclays PLC | 37,486 | $790K | 0.0% | +44.2% | 0.182% | |
11/16/2024 | Geode Capital Management LLC | 277,679 | $5.86M | 0.0% | +5.4% | 1.345% | |
11/15/2024 | Barclays PLC | 37,486 | $790K | 0.0% | +44.2% | 0.182% | |
11/15/2024 | Public Employees Retirement System of Ohio | 12,470 | $263K | 0.0% | +95.8% | 0.060% | |
11/15/2024 | Jane Street Group LLC | 14,235 | $300K | 0.0% | +25.7% | 0.069% | |
11/15/2024 | State Street Corp | 231,528 | $4.88M | 0.0% | -2.2% | 1.122% | |
|
11/15/2024 | Point72 Asset Management L.P. | 4,501 | $95K | 0.0% | N/A | 0.022% | |
11/15/2024 | Jacobs Levy Equity Management Inc. | 122,055 | $2.57M | 0.0% | +91.3% | 0.591% | |
11/14/2024 | Walleye Capital LLC | 21,672 | $457K | 0.0% | -10.1% | 0.105% | |
11/14/2024 | Martingale Asset Management L P | 36,336 | $766K | 0.0% | N/A | 0.176% | |
11/13/2024 | BNP Paribas Financial Markets | 29,688 | $626K | 0.0% | +1,061.5% | 0.144% | |
11/13/2024 | Quantbot Technologies LP | 3,341 | $70K | 0.0% | N/A | 0.016% | |
11/13/2024 | Harvest Fund Management Co. Ltd | 2,956 | $62K | 0.0% | N/A | 0.014% | |
11/13/2024 | Dynamic Technology Lab Private Ltd | 15,111 | $319K | 0.0% | N/A | 0.073% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 34,252 | $722K | 0.0% | +5.4% | 0.166% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 41,130 | $867K | 0.0% | +37.1% | 0.199% | |
11/8/2024 | Avior Wealth Management LLC | 22,919 | $483K | 0.0% | +116.9% | 0.111% | |
11/6/2024 | Empowered Funds LLC | 87,017 | $1.83M | 0.0% | +5.4% | 0.422% | |
11/6/2024 | Royce & Associates LP | 560,548 | $11.82M | 0.1% | -15.1% | 2.718% | |
11/6/2024 | Cornercap Investment Counsel Inc. | 13,170 | $278K | 0.1% | N/A | 0.064% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 15,593 | $329K | 0.0% | -26.4% | 0.076% | |
11/1/2024 | Sheets Smith Wealth Management | 35,395 | $746K | 0.1% | -1.4% | 0.172% | |
10/31/2024 | Principal Financial Group Inc. | 13,112 | $276K | 0.0% | N/A | 0.064% | |
10/29/2024 | Harbor Capital Advisors Inc. | 79,122 | $1.67M | 0.1% | +124.4% | 0.384% | |
10/28/2024 | US Bancorp DE | 2,853 | $60K | 0.0% | N/A | 0.014% | |
10/23/2024 | Riverwater Partners LLC | 23,337 | $477K | 0.2% | -34.2% | 0.114% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 2,474,871 | $52.17M | 0.1% | -4.0% | 12.057% | |
10/18/2024 | Net Worth Advisory Group | 11,226 | $237K | 0.1% | N/A | 0.055% | |
10/10/2024 | Ritholtz Wealth Management | 23,360 | $492K | 0.0% | +103.5% | 0.114% | |
9/16/2024 | Cubist Systematic Strategies LLC | 11,367 | $189K | 0.0% | N/A | 0.055% | |
8/14/2024 | Cubist Systematic Strategies LLC | 11,367 | $189K | 0.0% | N/A | 0.055% | |
8/14/2024 | Marshall Wace LLP | 58,686 | $978K | 0.0% | N/A | 0.286% | |
8/13/2024 | Sei Investments Co. | 38,632 | $644K | 0.0% | +16.4% | 0.188% | |
8/12/2024 | First Eagle Investment Management LLC | 250,785 | $4.18M | 0.0% | +404.2% | 1.222% | |
8/12/2024 | Blair William & Co. IL | 157,189 | $2.62M | 0.0% | +8.5% | 0.766% | |
8/9/2024 | Renaissance Technologies LLC | 22,300 | $372K | 0.0% | N/A | 0.109% | |
8/9/2024 | Dimensional Fund Advisors LP | 517,323 | $8.62M | 0.0% | +17.6% | 2.520% | |
8/8/2024 | Aegis Financial Corp | 21,949 | $366K | 0.4% | -89.7% | 0.107% | |
8/8/2024 | Perritt Capital Management Inc | 30,000 | $500K | 0.3% | -14.3% | 0.146% | |
8/8/2024 | American Century Companies Inc. | 70,593 | $1.18M | 0.0% | -17.5% | 0.344% | |
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 |
8/6/2024 | Anchor Capital Advisors LLC | 122,012 | $2.03M | 0.1% | +3.1% | 0.594% | |
8/1/2024 | Rhumbline Advisers | 19,281 | $321K | 0.0% | +49.1% | 0.094% | |
8/1/2024 | Ritholtz Wealth Management | 11,478 | $191K | 0.0% | N/A | 0.056% | |
7/26/2024 | Pullen Investment Management LLC | 39,686 | $661K | 0.5% | +4.1% | 0.193% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 2,579,225 | $42.97M | 0.1% | -1.5% | 12.563% | |
7/26/2024 | Bank of New York Mellon Corp | 48,134 | $802K | 0.0% | +18.2% | 0.234% | |
7/19/2024 | Riverwater Partners LLC | 35,492 | $591K | 0.4% | -9.6% | 0.173% | |
7/18/2024 | Gradient Investments LLC | 27,005 | $450K | 0.0% | -23.5% | 0.132% | |
7/9/2024 | Harbor Capital Advisors Inc. | 35,264 | $587K | 0.0% | N/A | 0.172% | |
5/16/2024 | Ancora Advisors LLC | 248,280 | $3.56M | 0.1% | +0.4% | 1.210% | |
5/16/2024 | Kennedy Capital Management LLC | 96,831 | $1.39M | 0.0% | +2.1% | 0.472% | |
5/15/2024 | Lazard Asset Management LLC | 5,126 | $73K | 0.0% | N/A | 0.025% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 17,158 | $246K | 0.0% | -44.4% | 0.084% | |
5/10/2024 | Vanguard Group Inc. | 538,175 | $7.71M | 0.0% | +7.9% | 2.643% | |
5/10/2024 | Aegis Financial Corp | 213,896 | $3.07M | 2.6% | -1.1% | 1.050% | |
5/10/2024 | Tocqueville Asset Management L.P. | 643,400 | $9.22M | 0.2% | +0.5% | 3.160% | |
5/9/2024 | First Eagle Investment Management LLC | 49,738 | $713K | 0.0% | N/A | 0.244% | |
5/8/2024 | Russell Investments Group Ltd. | 153,710 | $2.20M | 0.0% | +65.6% | 0.755% | |
5/7/2024 | Anchor Capital Advisors LLC | 118,325 | $1.70M | 0.0% | +23.6% | 0.581% | |
5/7/2024 | Empowered Funds LLC | 76,655 | $1.10M | 0.0% | +8.1% | 0.376% | |
5/2/2024 | Pullen Investment Management LLC | 38,108 | $546K | 0.5% | N/A | 0.187% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,287 | $147K | 0.0% | N/A | 0.051% | |
5/1/2024 | BNP Paribas Financial Markets | 5,426 | $78K | 0.0% | +49.6% | 0.027% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 2,618,558 | $37.52M | 0.1% | -0.2% | 12.861% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 21,147 | $303K | 0.0% | -24.2% | 0.104% | |
4/19/2024 | Mesirow Financial Investment Management Inc. | 21,147 | $303K | 1.5% | -24.2% | 0.104% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 2,618,558 | $37.52M | 0.1% | -0.2% | 12.861% | |
2/14/2024 | JB Capital Partners LP | 170,003 | $2.45M | 0.5% | +14.5% | 0.837% | |
2/8/2024 | Panagora Asset Management Inc. | 43,113 | $622K | 0.0% | +2.7% | 0.212% | |
2/6/2024 | Sheets Smith Wealth Management | 35,890 | $518K | 0.1% | +4.9% | 0.177% | |
2/5/2024 | Anchor Capital Advisors LLC | 95,749 | $1.38M | 0.0% | +76.4% | 0.471% | |
2/5/2024 | Russell Investments Group Ltd. | 92,814 | $1.34M | 0.0% | +54.6% | 0.457% | |
1/30/2024 | Avior Wealth Management LLC | 10,415 | $150K | 0.0% | N/A | 0.051% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 2,624,687 | $37.85M | 0.1% | -0.2% | 12.923% | |
1/18/2024 | Ritholtz Wealth Management | 10,028 | $145K | 0.0% | -20.6% | 0.049% | |
12/18/2023 | Gladius Capital Management LP | 2,976 | $33K | 0.0% | N/A | 0.015% | |
11/14/2023 | Ancora Advisors LLC | 164,877 | $1.81M | 0.0% | +53.9% | 0.812% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 35,750 | $392K | 0.0% | -23.7% | 0.176% | |
11/9/2023 | Anchor Capital Advisors LLC | 54,278 | $595K | 0.0% | -21.9% | 0.267% | |
11/9/2023 | Tocqueville Asset Management L.P. | 649,710 | $7.13M | 0.1% | +10.6% | 3.199% | |
11/9/2023 | Blair William & Co. IL | 195,384 | $2.14M | 0.0% | -4.8% | 0.962% | |
11/9/2023 | UBS Group AG | 220,498 | $2.42M | 0.0% | +15.4% | 1.086% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 2,630,147 | $28.85M | 0.1% | +0.1% | 12.899% | |
10/23/2023 | Sheets Smith Wealth Management | 34,225 | $375K | 0.1% | +2.6% | 0.168% | |
10/20/2023 | Delta Capital Management LLC | 10,790 | $118K | 0.1% | -19.1% | 0.053% | |
10/18/2023 | Riverwater Partners LLC | 39,799 | $437K | 0.4% | +89.4% | 0.195% | |
10/13/2023 | Ritholtz Wealth Management | 12,630 | $139K | 0.0% | -32.6% | 0.062% | |
10/12/2023 | Legato Capital Management LLC | 10,801 | $118K | 0.0% | -34.9% | 0.053% | |
10/10/2023 | Gladius Capital Management LP | 2,976 | $33K | 0.0% | N/A | 0.015% | |
8/14/2023 | Perritt Capital Management Inc. | 35,000 | $436K | 0.2% | -27.1% | 0.172% | |
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 |
8/11/2023 | Panagora Asset Management Inc. | 41,971 | $523K | 0.0% | N/A | 0.206% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 46,824 | $583K | 0.0% | +51.3% | 0.230% | |
8/10/2023 | Osaic Holdings Inc. | 214,913 | $2.68M | 0.0% | +63.8% | 1.054% | |
8/9/2023 | Texas Capital Bank Wealth Management Services Inc. | 20,000 | $249K | 0.0% | N/A | 0.098% | |
8/7/2023 | Acadian Asset Management LLC | 36,720 | $457K | 0.0% | -45.9% | 0.180% | |
8/7/2023 | Royce & Associates LP | 334,114 | $4.16M | 0.0% | +59.5% | 1.639% | |
8/4/2023 | American International Group Inc. | 5,317 | $66K | 0.0% | N/A | 0.026% | |
8/4/2023 | Anchor Capital Advisors LLC | 69,539 | $866K | 0.0% | N/A | 0.340% | |
8/2/2023 | Bank of Montreal Can | 11,378 | $163K | 0.0% | N/A | 0.056% | |
8/2/2023 | LSV Asset Management | 51,300 | $639K | 0.0% | N/A | 0.251% | |