4/18/2025 | Wagner Wealth Management LLC | 7,901 | $211K | 0.1% | N/A | 0.014% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,243 | $594K | 0.0% | -10.0% | 0.040% | |
4/16/2025 | Tritonpoint Wealth LLC | 9,207 | $246K | 0.0% | +9.6% | 0.017% | |
4/16/2025 | Private Wealth Group LLC | 8,046 | $215K | 0.1% | N/A | 0.015% | |
4/16/2025 | Fortitude Family Office LLC | 20,671 | $552K | 0.2% | -3.4% | 0.037% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 14,491 | $387K | 0.0% | -23.7% | 0.026% | |
4/15/2025 | Focus Financial Network Inc. | 43,804 | $1.17M | 0.0% | -8.8% | 0.079% | |
4/15/2025 | Accurate Wealth Management LLC | 14,980 | $381K | 0.1% | -25.2% | 0.027% | |
4/14/2025 | Harbor Capital Advisors Inc. | 428,586 | $11.45M | 0.5% | +2.6% | 0.777% | |
4/14/2025 | Regatta Capital Group LLC | 32,804 | $876K | 0.2% | -36.8% | 0.059% | |
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4/14/2025 | Octavia Wealth Advisors LLC | 9,355 | $250K | 0.0% | N/A | 0.017% | |
4/14/2025 | Park Avenue Securities LLC | 10,355 | $277K | 0.0% | N/A | 0.019% | |
4/10/2025 | HF Advisory Group LLC | 38,517 | $1.03M | 0.4% | -1.0% | 0.070% | |
4/9/2025 | Merit Financial Group LLC | 10,968 | $293K | 0.0% | -7.9% | 0.020% | |
4/8/2025 | Advisory Alpha LLC | 9,787 | $261K | 0.0% | -27.7% | 0.018% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,714 | $601K | 0.0% | +6.2% | 0.045% | |
3/12/2025 | Centaurus Financial Inc. | 56,405 | $1.37M | 0.1% | -14.8% | 0.103% | |
2/27/2025 | Jefferies Financial Group Inc. | 58,251 | $1.42M | 0.0% | +16.5% | 0.106% | |
2/25/2025 | Armis Advisers LLC | 39,689 | $965K | 0.1% | N/A | 0.072% | |
2/24/2025 | Ameriflex Group Inc. | 6,295 | $156K | 0.1% | N/A | 0.011% | |
2/18/2025 | Alpine Global Management LLC | 14,237 | $346K | 0.1% | N/A | 0.026% | |
2/18/2025 | Arrowpoint Investment Partners Singapore Pte. Ltd. | 519,137 | $12.63M | 2.6% | N/A | 0.944% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 163,786 | $3.98M | 0.0% | +1.3% | 0.298% | |
2/17/2025 | Twinbeech Capital LP | 10,192 | $248K | 0.0% | N/A | 0.019% | |
2/17/2025 | Two Sigma Investments LP | 34,324 | $835K | 0.0% | -63.2% | 0.062% | |
2/17/2025 | Two Sigma Advisers LP | 81,900 | $1.99M | 0.0% | +10.4% | 0.149% | |
2/17/2025 | State of Wyoming | 12,577 | $306K | 0.0% | +36.9% | 0.023% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 9,034 | $232K | 0.0% | N/A | 0.016% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 12,355 | $300K | 0.1% | N/A | 0.022% | |
2/17/2025 | Man Group plc | 51,282 | $1.25M | 0.0% | +210.2% | 0.093% | |
2/17/2025 | Nissay Asset Management Corp Japan ADV | 8,600 | $207K | 0.0% | N/A | 0.016% | |
2/17/2025 | Nuveen Asset Management LLC | 131,189 | $3.19M | 0.0% | -27.5% | 0.238% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 60,000 | $1.46M | 0.0% | N/A | 0.109% | |
2/17/2025 | Millennium Management LLC | 283,194 | $6.89M | 0.0% | -68.9% | 0.515% | |
2/17/2025 | Jefferies Financial Group Inc. | 58,251 | $1.42M | 0.0% | +16.5% | 0.106% | |
2/17/2025 | Focus Partners Wealth | 36,317 | $892K | 0.0% | -16.4% | 0.066% | |
2/17/2025 | Frontier Capital Management Co. LLC | 2,125,774 | $51.70M | 0.5% | +240.0% | 3.864% | |
2/17/2025 | Deutsche Bank AG | 25,376 | $617K | 0.0% | -4.3% | 0.046% | |
2/17/2025 | Diameter Capital Partners LP | 1,449,208 | $35.25M | 5.3% | -23.7% | 2.634% | |
2/17/2025 | Conversant Capital LLC | 1,924,033 | $46.79M | 6.5% | +6.4% | 3.497% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
2/17/2025 | Cresset Asset Management LLC | 14,880 | $362K | 0.0% | N/A | 0.027% | |
2/17/2025 | Cetera Investment Advisers | 276,429 | $6.72M | 0.0% | -11.8% | 0.502% | |
2/17/2025 | Captrust Financial Advisors | 17,299 | $421K | 0.0% | -9.3% | 0.031% | |
2/17/2025 | Balyasny Asset Management L.P. | 202,679 | $4.93M | 0.0% | -76.5% | 0.368% | |
2/17/2025 | Bank of America Corp DE | 95,952 | $2.33M | 0.0% | +365.5% | 0.174% | |
2/17/2025 | Ameriprise Financial Inc. | 75,341 | $1.83M | 0.0% | N/A | 0.137% | |
2/17/2025 | Aptus Capital Advisors LLC | 9,017 | $219K | 0.0% | N/A | 0.016% | |
2/14/2025 | Rehmann Capital Advisory Group | 21,333 | $519K | 0.0% | -23.1% | 0.039% | |
2/14/2025 | Triumph Capital Management | 15,687 | $382K | 0.1% | -4.0% | 0.029% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 131,876 | $3.21M | 0.0% | +504.6% | 0.240% | |
2/14/2025 | Northern Trust Corp | 205,514 | $5.00M | 0.0% | +55.0% | 0.374% | |
2/14/2025 | The Manufacturers Life Insurance Company | 132,046 | $3.21M | 0.0% | +1.4% | 0.240% | |
2/14/2025 | Beacon Pointe Advisors LLC | 11,519 | $280K | 0.0% | +30.8% | 0.021% | |
2/14/2025 | Berger Financial Group Inc | 31,041 | $755K | 0.1% | +3.8% | 0.056% | |
2/14/2025 | Susquehanna Fundamental Investments LLC | 38,416 | $934K | 0.0% | N/A | 0.070% | |
2/14/2025 | Integrated Wealth Concepts LLC | 23,821 | $579K | 0.0% | -39.5% | 0.043% | |
2/14/2025 | Adage Capital Partners GP L.L.C. | 230,000 | $5.59M | 0.0% | +101.7% | 0.418% | |
2/14/2025 | Coppell Advisory Solutions LLC | 11,429 | $275K | 0.0% | -27.7% | 0.021% | |
2/14/2025 | Alpine Global Management LLC | 14,237 | $346K | 0.1% | N/A | 0.026% | |
2/14/2025 | Hsbc Holdings PLC | 41,878 | $1.02M | 0.0% | +17.8% | 0.076% | |
2/14/2025 | Transce3nd LLC | 10,366 | $252K | 0.1% | N/A | 0.019% | |
2/14/2025 | MetLife Investment Management LLC | 1,615 | $39K | 0.0% | N/A | 0.003% | |
2/14/2025 | Dimensional Fund Advisors LP | 219,803 | $5.35M | 0.0% | +424.6% | 0.399% | |
2/14/2025 | First Trust Advisors LP | 8,652 | $210K | 0.0% | N/A | 0.016% | |
2/13/2025 | Marshall Wace LLP | 308,955 | $7.51M | 0.0% | N/A | 0.562% | |
2/13/2025 | Keeley Teton Advisors LLC | 146,492 | $3.56M | 0.4% | +21.7% | 0.266% | |
2/13/2025 | CreativeOne Wealth LLC | 17,236 | $419K | 0.0% | +5.4% | 0.031% | |
2/13/2025 | Mariner LLC | 140,038 | $3.41M | 0.0% | -4.2% | 0.255% | |
2/13/2025 | Barclays PLC | 71,351 | $1.74M | 0.0% | +205.0% | 0.130% | |
2/13/2025 | RE Dickinson Investment Advisors LLC | 7,362 | $179K | 0.1% | -15.0% | 0.013% | |
2/13/2025 | Townsquare Capital LLC | 13,661 | $332K | 0.0% | -11.7% | 0.025% | |
2/13/2025 | Raymond James Financial Inc. | 44,910 | $1.09M | 0.0% | N/A | 0.082% | |
2/13/2025 | Legal & General Group Plc | 220,603 | $5.37M | 0.0% | -9.5% | 0.401% | |
2/13/2025 | Invesco Ltd. | 98,209 | $2.39M | 0.0% | +231.2% | 0.178% | |
2/13/2025 | Envestnet Asset Management Inc. | 178,445 | $4.34M | 0.0% | +18.0% | 0.324% | |
2/13/2025 | Resona Asset Management Co. Ltd. | 21,792 | $525K | 0.0% | N/A | 0.040% | |
2/12/2025 | Landscape Capital Management L.L.C. | 24,355 | $592K | 0.1% | -28.9% | 0.044% | |
2/12/2025 | ExodusPoint Capital Management LP | 135,227 | $3.29M | 0.0% | -51.3% | 0.246% | |
2/12/2025 | Arete Wealth Advisors LLC | 33,129 | $805K | 0.1% | -3.5% | 0.060% | |
2/12/2025 | Geode Capital Management LLC | 667,055 | $16.23M | 0.0% | +15.6% | 1.212% | |
2/12/2025 | HighPoint Advisor Group LLC | 19,709 | $496K | 0.0% | +5.8% | 0.036% | |
2/12/2025 | Riggs Capital Management LLC | 18,685 | $454K | 0.4% | N/A | 0.034% | |
2/12/2025 | Alliancebernstein L.P. | 9,555 | $232K | 0.0% | -13.0% | 0.017% | |
2/12/2025 | Orion Portfolio Solutions LLC | 47,134 | $1.15M | 0.0% | +7.4% | 0.086% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 72,300 | $1.76M | 0.0% | N/A | 0.131% | |
2/12/2025 | JPMorgan Chase & Co. | 23,041 | $560K | 0.0% | -36.9% | 0.042% | |
2/12/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 36,511 | $882K | 0.0% | N/A | 0.066% | |
2/12/2025 | Ausdal Financial Partners Inc. | 38,715 | $942K | 0.1% | +4.5% | 0.070% | |
2/12/2025 | PKS Advisory Services LLC | 13,773 | $335K | 0.1% | N/A | 0.025% | |
2/11/2025 | EntryPoint Capital LLC | 14,016 | $341K | 0.1% | N/A | 0.025% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
2/11/2025 | Vanguard Group Inc. | 5,133,173 | $124.84M | 0.0% | +94.0% | 9.330% | |
2/11/2025 | LPL Financial LLC | 345,302 | $8.40M | 0.0% | -12.3% | 0.628% | |
2/11/2025 | Quantbot Technologies LP | 21,561 | $524K | 0.0% | N/A | 0.039% | |
2/11/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 18,564 | $451K | 0.0% | +86.3% | 0.034% | |
2/10/2025 | Thrivent Financial for Lutherans | 85,248 | $2.07M | 0.0% | N/A | 0.155% | |
2/10/2025 | Axxcess Wealth Management LLC | 10,861 | $264K | 0.0% | -10.8% | 0.020% | |
2/10/2025 | William Blair Investment Management LLC | 1,065,712 | $25.92M | 0.1% | N/A | 1.937% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 43,731 | $1.06M | 0.1% | +7.5% | 0.079% | |
2/10/2025 | Harbour Investments Inc. | 42,227 | $1.03M | 0.0% | +82.9% | 0.077% | |
2/10/2025 | Commonwealth Equity Services LLC | 143,832 | $3.50M | 0.0% | -16.7% | 0.261% | |