11/15/2024 | Y Intercept Hong Kong Ltd | 34,502 | $708K | 0.0% | N/A | 0.037% | |
11/15/2024 | Jane Street Group LLC | 49,373 | $1.01M | 0.0% | +29.1% | 0.053% | |
11/15/2024 | Two Sigma Advisers LP | 867,286 | $17.81M | 0.0% | +1.1% | 0.929% | |
11/15/2024 | Stifel Financial Corp | 550,995 | $11.31M | 0.0% | +5.3% | 0.590% | |
11/15/2024 | Quarry LP | 4,094 | $84K | 0.0% | +378.3% | 0.004% | |
11/15/2024 | IHT Wealth Management LLC | 90,435 | $1.86M | 0.1% | +3.0% | 0.097% | |
|
11/15/2024 | HighTower Advisors LLC | 41,509 | $855K | 0.0% | +22.6% | 0.044% | |
11/15/2024 | Benjamin Edwards Inc. | 193,677 | $3.98M | 0.1% | +498.1% | 0.208% | |
11/14/2024 | Progeny 3 Inc. | 2,252,774 | $46.25M | 3.9% | +10.6% | 2.414% | |
11/14/2024 | Captrust Financial Advisors | 86,826 | $1.78M | 0.0% | -6.9% | 0.093% | |
11/14/2024 | Rockefeller Capital Management L.P. | 192,446 | $3.95M | 0.0% | +29.6% | 0.206% | |
11/13/2024 | Quantbot Technologies LP | 26,774 | $550K | 0.0% | +399.4% | 0.029% | |
11/13/2024 | D.A. Davidson & CO. | 160,617 | $3.30M | 0.0% | +10.3% | 0.172% | |
11/13/2024 | Truvestments Capital LLC | 117,791 | $2.42M | 0.6% | +4.7% | 0.126% | |
11/13/2024 | Dynamic Technology Lab Private Ltd | 48,094 | $987K | 0.1% | N/A | 0.052% | |
11/12/2024 | Cerity Partners LLC | 514,649 | $10.57M | 0.0% | -9.5% | 0.551% | |
11/8/2024 | Advisors Asset Management Inc. | 175,848 | $3.61M | 0.1% | +9.8% | 0.188% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 51,184 | $1.05M | 0.0% | +106.1% | 0.055% | |
11/8/2024 | LGT Capital Partners LTD. | 655,000 | $13.45M | 0.5% | -8.4% | 0.702% | |
11/6/2024 | Muzinich & Co. Inc. | 366,410 | $7.52M | 5.3% | +12.4% | 0.394% | |
11/6/2024 | Dearborn Partners LLC | 58,005 | $1.19M | 0.0% | -32.3% | 0.062% | |
11/5/2024 | MQS Management LLC | 36,472 | $749K | 0.4% | N/A | 0.039% | |
11/5/2024 | Barnett & Company Inc. | 29,050 | $596K | 0.4% | +4.7% | 0.031% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 355,434 | $7.30M | 0.0% | +12.8% | 0.382% | |
11/5/2024 | Baillie Gifford & Co. | 177,666 | $3.65M | 0.0% | -56.7% | 0.191% | |
11/5/2024 | First National Trust Co | 116,922 | $2.40M | 0.1% | +145.8% | 0.126% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 144,698 | $2.97M | 0.5% | +98.6% | 0.156% | |
10/31/2024 | Confluence Investment Management LLC | 249,909 | $5.13M | 0.1% | +1.3% | 0.270% | |
10/29/2024 | Van ECK Associates Corp | 2,289,435 | $47.12M | 0.1% | +6.6% | 2.469% | |
10/29/2024 | Janney Montgomery Scott LLC | 129,801 | $2.67M | 0.0% | -13.8% | 0.140% | |
10/28/2024 | US Bancorp DE | 25,180 | $517K | 0.0% | -4.4% | 0.027% | |
10/25/2024 | Financial Advocates Investment Management | 151,985 | $3.12M | 0.2% | +6.6% | 0.164% | |
10/25/2024 | abrdn plc | 100,651 | $2.07M | 0.0% | -2.7% | 0.109% | |
10/25/2024 | Pallas Capital Advisors LLC | 72,386 | $1.50M | 0.1% | -13.1% | 0.078% | |
10/23/2024 | Grimes & Company Inc. | 18,400 | $378K | 0.0% | +16.4% | 0.020% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 154,988 | $3.18M | 0.1% | -10.8% | 0.167% | |
10/23/2024 | Romano Brothers AND Company | 26,700 | $548K | 0.1% | +50.8% | 0.029% | |
10/22/2024 | Private Advisor Group LLC | 25,503 | $524K | 0.0% | +26.8% | 0.027% | |
10/22/2024 | Signaturefd LLC | 4,123 | $85K | 0.0% | -16.7% | 0.004% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 9,575 | $196K | 0.0% | N/A | 0.010% | |
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 |
10/18/2024 | Raymond James & Associates | 147,275 | $3.02M | 0.0% | -8.5% | 0.158% | |
10/16/2024 | Global Retirement Partners LLC | 43,293 | $889K | 0.0% | -2.8% | 0.047% | |
10/16/2024 | Naviter Wealth LLC | 113,467 | $2.33M | 0.3% | +14.2% | 0.122% | |
10/16/2024 | Cornerstone Wealth Management LLC | 45,563 | $935K | 0.1% | -1.0% | 0.049% | |
10/10/2024 | Sound Income Strategies LLC | 2,183,060 | $44.82M | 2.9% | +2.5% | 2.347% | |
10/8/2024 | Future Financial Wealth Managment LLC | 4,200 | $86K | 0.1% | N/A | 0.005% | |
10/8/2024 | Ignite Planners LLC | 39,247 | $806K | 0.2% | -19.2% | 0.042% | |
9/5/2024 | Sanctuary Advisors LLC | 22,727 | $493K | 0.0% | N/A | 0.025% | |
8/22/2024 | Cetera Investment Advisers | 368,742 | $7.87M | 0.0% | +9.9% | 0.396% | |
8/16/2024 | Creative Planning | 38,646 | $825K | 0.0% | -5.6% | 0.042% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 128,694 | $2.75M | 0.3% | +4.0% | 0.138% | |
8/15/2024 | The Manufacturers Life Insurance Company | 232,669 | $4.97M | 0.0% | -7.4% | 0.250% | |
8/15/2024 | Millennium Management LLC | 287,311 | $6.13M | 0.0% | +482.6% | 0.309% | |
8/14/2024 | Cubist Systematic Strategies LLC | 42,523 | $908K | 0.0% | -20.7% | 0.046% | |
8/14/2024 | Progeny 3 Inc. | 2,036,778 | $43.49M | 4.2% | +2.6% | 2.197% | |
8/14/2024 | 1832 Asset Management L.P. | 1,279,000 | $27.31M | 0.0% | +6.6% | 1.375% | |
8/14/2024 | ProShare Advisors LLC | 14,986 | $320K | 0.0% | +14.5% | 0.016% | |
8/13/2024 | Clayton Partners LLC | 141,569 | $3.02M | 2.4% | -1.3% | 0.152% | |
8/13/2024 | Benjamin Edwards Inc. | 32,382 | $691K | 0.1% | -3.2% | 0.035% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 309,853 | $6.62M | 0.1% | +1.6% | 0.333% | |
8/12/2024 | Burgundy Asset Management Ltd. | 2,105,853 | $44.96M | 0.5% | +1.4% | 2.264% | |
8/12/2024 | Waterloo Capital L.P. | 105,760 | $2.26M | 0.3% | +9.9% | 0.114% | |
8/12/2024 | Argent Trust Co | 105,292 | $2.25M | 0.1% | +8.9% | 0.114% | |
8/10/2024 | Sargent Investment Group LLC | 28,400 | $606K | 0.1% | -26.0% | 0.031% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 49,248 | $1.05M | 0.4% | -3.6% | 0.053% | |
8/9/2024 | Marble Harbor Investment Counsel LLC | 15,400 | $329K | 0.0% | N/A | 0.017% | |
8/9/2024 | Rathbones Group PLC | 24,202 | $517K | 0.0% | -3.0% | 0.026% | |
8/8/2024 | Envestnet Asset Management Inc. | 505,934 | $10.80M | 0.0% | +17.1% | 0.544% | |
8/8/2024 | Allen Investment Management LLC | 718,153 | $15.33M | 0.2% | +16.4% | 0.775% | |
8/8/2024 | Parallel Advisors LLC | 21,428 | $457K | 0.0% | -3.0% | 0.023% | |
8/8/2024 | Wambolt & Associates LLC | 175,728 | $3.76M | 1.1% | +3.0% | 0.190% | |
8/7/2024 | MGO One Seven LLC | 386,575 | $8.25M | 0.4% | -13.1% | 0.417% | |
8/6/2024 | LSV Asset Management | 1,185,062 | $25.30M | 0.1% | -2.5% | 1.274% | |
8/2/2024 | First National Trust Co | 47,574 | $1.02M | 0.0% | N/A | 0.051% | |
8/2/2024 | Naviter Wealth LLC | 99,373 | $2.12M | 0.3% | +60.6% | 0.107% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 72,849 | $1.56M | 0.4% | N/A | 0.079% | |
7/31/2024 | nVerses Capital LLC | 3,300 | $70K | 0.0% | N/A | 0.004% | |
7/31/2024 | Van ECK Associates Corp | 2,147,972 | $45.86M | 0.1% | +18.6% | 2.317% | |
7/31/2024 | Commonwealth Equity Services LLC | 131,794 | $2.81M | 0.0% | -1.0% | 0.142% | |
7/31/2024 | IFG Advisory LLC | 17,512 | $374K | 0.0% | +6.3% | 0.019% | |
7/30/2024 | Atlas Capital Advisors LLC | 5,115 | $109K | 0.0% | N/A | 0.006% | |
7/30/2024 | Fort Washington Investment Advisors Inc. OH | 95,851 | $2.05M | 0.0% | -61.5% | 0.103% | |
7/29/2024 | TrueMark Investments LLC | 205,040 | $4.38M | 1.5% | N/A | 0.221% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 36,903 | $788K | 0.1% | +1.7% | 0.040% | |
7/29/2024 | Ridgewood Investments LLC | 3,588 | $77K | 0.1% | N/A | 0.004% | |
7/29/2024 | Financial Advocates Investment Management | 142,635 | $3.05M | 0.2% | +4.0% | 0.154% | |
7/27/2024 | HB Wealth Management LLC | 87,872 | $1.88M | 0.0% | -29.1% | 0.095% | |
7/26/2024 | Dearborn Partners LLC | 85,662 | $1.83M | 0.1% | -7.9% | 0.092% | |
7/26/2024 | Bank of New York Mellon Corp | 17,376 | $371K | 0.0% | +10.6% | 0.019% | |
7/25/2024 | Baillie Gifford & Co. | 410,054 | $8.76M | 0.0% | +81.9% | 0.442% | |
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 |
7/22/2024 | Pallas Capital Advisors LLC | 83,280 | $1.79M | 0.1% | -24.0% | 0.090% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 572,480 | $12.22M | 0.0% | +5.4% | 0.617% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 173,830 | $3.71M | 0.2% | +10.7% | 0.187% | |
7/19/2024 | Raymond James & Associates | 161,017 | $3.44M | 0.0% | -1.8% | 0.174% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 315,104 | $6.73M | 0.0% | +1.5% | 0.340% | |
7/16/2024 | Cornerstone Wealth Management LLC | 46,042 | $983K | 0.1% | -1.2% | 0.050% | |
7/12/2024 | Ignite Planners LLC | 48,598 | $1.06M | 0.3% | +8.4% | 0.052% | |
7/12/2024 | Sound Income Strategies LLC | 2,129,099 | $45.46M | 2.8% | +2.8% | 2.296% | |
7/11/2024 | Worth Asset Management LLC | 14,156 | $302K | 0.2% | +7.9% | 0.015% | |
7/1/2024 | Confluence Investment Management LLC | 246,659 | $5.27M | 0.1% | +1.4% | 0.266% | |