11/18/2024 | TD Private Client Wealth LLC | 4,870 | $96K | 0.0% | +31.4% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,660 | $250K | 0.0% | +24.6% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 17,099 | $338K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 23,889 | $473K | 0.0% | +40.3% | 0.000% | |
11/15/2024 | Quantinno Capital Management LP | 17,853 | $353K | 0.0% | +34.0% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 54,280 | $1.07M | 0.0% | +30.8% | 0.000% | |
|
11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 66,135 | $1.31M | 0.0% | N/A | 0.000% | |
11/13/2024 | BNP Paribas Financial Markets | 9,029 | $179K | 0.0% | -67.6% | 0.000% | |
11/13/2024 | FMR LLC | 17,894 | $354K | 0.0% | +230.6% | 0.000% | |
11/13/2024 | Bank of Montreal Can | 143,556 | $2.90M | 0.0% | +19.5% | 0.000% | |
11/12/2024 | Pitcairn Co. | 23,445 | $464K | 0.0% | +17.9% | 0.003% | |
11/12/2024 | Cerity Partners LLC | 21,253 | $420K | 0.0% | +35.7% | 0.002% | |
11/12/2024 | Citigroup Inc. | 213,810 | $4.23M | 0.0% | +24.7% | 0.024% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 249,805 | $4.94M | 0.0% | -35.1% | 0.028% | |
11/7/2024 | Caprock Group LLC | 12,798 | $253K | 0.0% | N/A | 0.000% | |
11/6/2024 | Natixis Advisors LLC | 358,440 | $7.09M | 0.0% | +25.7% | 0.000% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 107,527 | $2.13M | 0.0% | +34.1% | 0.000% | |
11/6/2024 | Saturna Capital Corp | 83,782 | $1.66M | 0.0% | +0.9% | 0.000% | |
11/4/2024 | State of New Jersey Common Pension Fund D | 284,588 | $5.63M | 0.0% | +67.0% | 0.032% | |
11/4/2024 | Crossmark Global Holdings Inc. | 63,004 | $1.25M | 0.0% | +50.6% | 0.007% | |
11/1/2024 | Atria Investments Inc | 21,612 | $427K | 0.0% | +24.7% | 0.000% | |
11/1/2024 | Summit Global Investments | 57,431 | $1.14M | 0.1% | +87.2% | 0.006% | |
10/30/2024 | Marks Group Wealth Management Inc | 15,423 | $305K | 0.0% | +21.2% | 0.000% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 62,450 | $1.24M | 0.0% | -71.5% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 198,504 | $3.71M | 0.0% | +127.3% | 0.000% | |
10/28/2024 | US Bancorp DE | 114,342 | $2.26M | 0.0% | +20.3% | 0.000% | |
10/25/2024 | Deltec Asset Management LLC | 13,000 | $257K | 0.1% | -76.4% | 0.000% | |
10/23/2024 | Legacy Wealth Asset Management LLC | 127,849 | $2.53M | 0.7% | +2.9% | 0.000% | |
10/23/2024 | Ballentine Partners LLC | 10,841 | $214K | 0.0% | -16.4% | 0.000% | |
10/22/2024 | Signaturefd LLC | 9,399 | $186K | 0.0% | -18.7% | 0.000% | |
10/21/2024 | Oldfield Partners LLP | 439,424 | $8.69M | 1.8% | +17.2% | 0.000% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 2,805 | $55K | 0.0% | -68.6% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 4,422,948 | $87.49M | 0.1% | -3.2% | 0.000% | |
10/18/2024 | Blue Trust Inc. | 4,205 | $79K | 0.0% | -69.5% | 0.000% | |
10/16/2024 | One Wealth Advisors LLC | 16,572 | $328K | 0.1% | +33.0% | 0.002% | |
10/11/2024 | Creative Planning | 64,238 | $1.27M | 0.0% | +8.2% | 0.000% | |
10/11/2024 | Northcape Capital Pty Ltd | 452,210 | $8.95M | 1.3% | -20.1% | 0.000% | |
10/10/2024 | First Affirmative Financial Network | 12,748 | $252K | 0.1% | N/A | 0.000% | |
10/9/2024 | Boston Common Asset Management LLC | 10,975 | $217K | 0.0% | -70.6% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 32,414 | $616K | 0.0% | N/A | 0.000% | |
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 |
8/29/2024 | Maven Securities LTD | 26,785 | $501K | 0.0% | +152.7% | 0.003% | |
8/21/2024 | Truist Financial Corp | 43,124 | $806K | 0.0% | -8.1% | 0.000% | |
8/16/2024 | Creative Planning | 59,363 | $1.11M | 0.0% | +107.9% | 0.007% | |
8/16/2024 | Kathmere Capital Management LLC | 14,206 | $266K | 0.0% | -57.5% | 0.002% | |
8/15/2024 | Millennium Management LLC | 316,621 | $5.92M | 0.0% | +268.1% | 0.035% | |
8/14/2024 | Cubist Systematic Strategies LLC | 115,662 | $2.16M | 0.0% | N/A | 0.013% | |
8/14/2024 | Bank of Montreal Can | 120,089 | $2.25M | 0.0% | +2.1% | 0.000% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 38,823 | $726K | 0.0% | +63.3% | 0.000% | |
8/13/2024 | Sei Investments Co. | 356,083 | $6.66M | 0.0% | -6.0% | 0.000% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 33,053 | $618K | 0.0% | +47.6% | 0.004% | |
8/9/2024 | Renaissance Technologies LLC | 3,908,714 | $73.09M | 0.1% | +0.4% | 0.000% | |
8/9/2024 | Dimensional Fund Advisors LP | 636,390 | $11.89M | 0.0% | -2.8% | 0.000% | |
8/9/2024 | Oldfield Partners LLP | 374,995 | $7.01M | 1.3% | -25.4% | 0.000% | |
8/8/2024 | Thornburg Investment Management Inc. | 27,076 | $506K | 0.0% | -4.9% | 0.003% | |
8/8/2024 | American Century Companies Inc. | 475,666 | $8.90M | 0.0% | +7.5% | 0.053% | |
8/8/2024 | State of New Jersey Common Pension Fund D | 170,379 | $3.19M | 0.0% | -21.6% | 0.019% | |
8/7/2024 | Choreo LLC | 32,781 | $615K | 0.0% | N/A | 0.004% | |
8/6/2024 | Ballentine Partners LLC | 12,971 | $243K | 0.0% | +13.7% | 0.001% | |
8/6/2024 | Acadian Asset Management LLC | 41,331 | $772K | 0.0% | N/A | 0.005% | |
8/1/2024 | Rhumbline Advisers | 36,122 | $675K | 0.0% | -13.3% | 0.000% | |
8/1/2024 | Natixis Advisors LLC | 285,118 | $5.33M | 0.0% | -16.5% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 87,342 | $1.63M | 0.0% | +18.3% | 0.000% | |
7/29/2024 | Crossmark Global Holdings Inc. | 41,843 | $783K | 0.0% | -15.3% | 0.000% | |
7/29/2024 | UMB Bank n.a. | 1,402 | $26K | 0.0% | +88.9% | 0.000% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 8,937 | $167K | 0.0% | -17.4% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 4,567,419 | $85.41M | 0.1% | +12.1% | 0.000% | |
7/22/2024 | Fifth Third Bancorp | 56,608 | $1.06M | 0.0% | -8.5% | 0.006% | |
7/22/2024 | Summit Global Investments | 30,672 | $574K | 0.0% | -48.5% | 0.003% | |
7/18/2024 | Blue Trust Inc. | 13,805 | $258K | 0.0% | +50.5% | 0.000% | |
7/17/2024 | Northcape Capital Pty Ltd | 566,082 | $10.59M | 1.6% | -1.1% | 0.000% | |
7/16/2024 | Deltec Asset Management LLC | 55,000 | $1.03M | 0.2% | -5.2% | 0.000% | |
7/16/2024 | Sequoia Financial Advisors LLC | 14,419 | $270K | 0.0% | -8.7% | 0.000% | |
7/11/2024 | Manning & Napier Advisors LLC | 123,072 | $2.30M | 0.0% | N/A | 0.000% | |
7/8/2024 | Boston Common Asset Management LLC | 37,366 | $699K | 0.0% | -5.6% | 0.004% | |
7/1/2024 | Kathmere Capital Management LLC | 24,115 | $451K | 0.1% | -27.9% | 0.000% | |
5/16/2024 | Dynasty Wealth Management LLC | 13,763 | $306K | 0.0% | N/A | 0.000% | |
5/15/2024 | Ascent Group LLC | 9,452 | $210K | 0.0% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 28,092 | $625K | 0.0% | +112.3% | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 14,840 | $330K | 0.0% | -15.8% | 0.000% | |
5/13/2024 | Thornburg Investment Management Inc. | 28,461 | $619K | 0.0% | -4.6% | 0.003% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 130,118 | $2.90M | 0.0% | +33.2% | 0.014% | |
5/9/2024 | Orion Portfolio Solutions LLC | 52,015 | $1.16M | 0.0% | +21.0% | 0.006% | |
5/8/2024 | Advisors Preferred LLC | 23,899 | $523K | 0.1% | +134.9% | 0.003% | |
5/8/2024 | US Bancorp DE | 99,011 | $2.20M | 0.0% | -26.0% | 0.011% | |
5/7/2024 | Sei Investments Co. | 378,930 | $8.44M | 0.0% | +1.4% | 0.000% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 79,926 | $1.78M | 0.0% | -5.5% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,907 | $265K | 0.0% | -16.2% | 0.000% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,817 | $241K | 0.0% | -37.3% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 27,354 | $609K | 0.0% | +13.5% | 0.000% | |
5/1/2024 | BNP Paribas Financial Markets | 6,814 | $152K | 0.0% | +17.4% | 0.000% | |
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 |
5/1/2024 | Sequoia Financial Advisors LLC | 15,798 | $352K | 0.0% | -60.1% | 0.000% | |
4/30/2024 | Northcape Capital Pty Ltd | 572,516 | $12.74M | 1.5% | +75.1% | 0.000% | |
4/30/2024 | Caprock Group LLC | 10,466 | $233K | 0.0% | -30.0% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 4,075,291 | $90.72M | 0.1% | +0.7% | 0.000% | |
4/29/2024 | Marks Group Wealth Management Inc | 13,626 | $303K | 0.0% | -11.5% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 2,050 | $46K | 0.0% | -72.3% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 61,833 | $1.38M | 0.0% | -1.6% | 0.000% | |
4/23/2024 | Oldfield Partners LLP | 502,489 | $11.19M | 1.5% | +8.5% | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 91,559 | $2.04M | 0.6% | +21.4% | 0.010% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 4,075,291 | $90.72M | 0.1% | +0.7% | 0.000% | |