11/15/2024 | Clarity Asset Management Inc. | 694 | $70K | 0.0% | N/A | 0.000% | |
11/15/2024 | Barclays PLC | 9,988 | $1.01M | 0.0% | N/A | 0.005% | |
11/15/2024 | MML Investors Services LLC | 184,915 | $18.63M | 0.1% | +15.4% | 0.092% | |
11/15/2024 | Orion Portfolio Solutions LLC | 101,520 | $10.23M | 0.2% | +45.0% | 0.050% | |
11/15/2024 | National Bank of Canada FI | 3,112 | $313K | 0.0% | +5.0% | 0.002% | |
11/15/2024 | Glen Eagle Advisors LLC | 25,898 | $2.61M | 0.4% | -0.5% | 0.013% | |
|
11/15/2024 | Jane Street Group LLC | 90,115 | $9.08M | 0.0% | -46.6% | 0.045% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 322,359 | $32.47M | 0.2% | +132.6% | 0.160% | |
11/15/2024 | Stansberry Asset Management LLC | 38,469 | $3.88M | 0.5% | +9.7% | 0.019% | |
11/15/2024 | Stifel Financial Corp | 554,976 | $55.90M | 0.1% | +4.3% | 0.275% | |
11/15/2024 | Resurgent Financial Advisors LLC | 3,398 | $342K | 0.2% | N/A | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 56,792 | $5.72M | 0.1% | +3.4% | 0.028% | |
11/15/2024 | HighTower Advisors LLC | 355,244 | $35.78M | 0.1% | -8.8% | 0.176% | |
11/15/2024 | Hilltop Holdings Inc. | 110,177 | $11.10M | 0.7% | +175.2% | 0.055% | |
11/15/2024 | Benjamin Edwards Inc. | 28,094 | $2.83M | 0.0% | N/A | 0.014% | |
11/14/2024 | Encompass More Asset Management | 14,044 | $1.42M | 0.5% | +349.4% | 0.007% | |
11/14/2024 | Flow Traders U.S. LLC | 148,683 | $14.98M | 0.8% | +517.5% | 0.074% | |
11/14/2024 | Captrust Financial Advisors | 1,045,570 | $105.31M | 0.3% | -16.1% | 0.518% | |
11/14/2024 | Kingfisher Capital LLC | 15,054 | $1.52M | 0.3% | +632.9% | 0.007% | |
11/14/2024 | Rockefeller Capital Management L.P. | 719,537 | $72.47M | 0.2% | +27.0% | 0.356% | |
11/14/2024 | Financial Counselors Inc. | 3,359 | $338K | 0.0% | +61.6% | 0.002% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 500,000 | $50.36M | 0.0% | N/A | 0.248% | |
11/14/2024 | CreativeOne Wealth LLC | 4,098 | $413K | 0.0% | -11.0% | 0.002% | |
11/13/2024 | Cynosure Group LLC | 190,895 | $19.23M | 2.8% | +35.8% | 0.095% | |
11/13/2024 | Townsquare Capital LLC | 44,873 | $4.52M | 0.1% | +135.8% | 0.022% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 22,870 | $2.30M | 0.2% | +139.6% | 0.011% | |
11/13/2024 | FMR LLC | 2,817 | $284K | 0.0% | +832.8% | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 2,231 | $225K | 0.0% | N/A | 0.001% | |
11/13/2024 | Brown Brothers Harriman & Co. | 4,142 | $417K | 0.0% | N/A | 0.002% | |
11/13/2024 | Concentric Wealth Management LLC | 5,870 | $591K | 0.1% | -23.1% | 0.003% | |
11/13/2024 | Wittenberg Investment Management Inc. | 5,000 | $504K | 0.2% | +25.0% | 0.002% | |
11/12/2024 | Centaurus Financial Inc. | 201,260 | $20.27M | 1.3% | +1.8% | 0.100% | |
11/12/2024 | StoneX Group Inc. | 33,210 | $3.35M | 0.3% | +103.0% | 0.016% | |
11/12/2024 | Mader & Shannon Wealth Management Inc. | 242,340 | $24.41M | 14.2% | -24.5% | 0.120% | |
11/12/2024 | Kingsview Wealth Management LLC | 201,912 | $20.34M | 0.4% | -3.3% | 0.100% | |
11/12/2024 | Alesco Advisors LLC | 39,867 | $4.02M | 0.1% | -4.4% | 0.020% | |
11/12/2024 | Cerity Partners LLC | 1,174,783 | $118.32M | 0.3% | +110.3% | 0.582% | |
11/12/2024 | Optivise Advisory Services LLC | 5,763 | $580K | 0.3% | N/A | 0.003% | |
11/12/2024 | Great Valley Advisor Group Inc. | 12,998 | $1.31M | 0.0% | +111.5% | 0.006% | |
11/12/2024 | GenTrust LLC | 11,200 | $1.13M | 0.1% | N/A | 0.006% | |
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 |
11/12/2024 | Stonebrook Private Inc. | 7,317 | $737K | 0.2% | -79.3% | 0.004% | |
11/12/2024 | Nwam LLC | 6,848 | $690K | 0.0% | N/A | 0.003% | |
11/12/2024 | Meridian Wealth Management LLC | 12,131 | $1.22M | 0.1% | +21.0% | 0.006% | |
11/12/2024 | Studio Investment Management LLC | 64,278 | $6.47M | 1.4% | -4.5% | 0.032% | |
11/12/2024 | GM Advisory Group LLC | 953,802 | $96.07M | 5.8% | +25.4% | 0.472% | |
11/12/2024 | Altiora Financial Group LLC | 116,040 | $11.69M | 2.6% | -19.8% | 0.057% | |
11/12/2024 | Smithfield Trust Co | 146,153 | $14.72M | 0.7% | +13.6% | 0.072% | |
11/12/2024 | Integrated Investment Consultants LLC | 212,640 | $217K | 0.0% | N/A | 0.105% | |
11/9/2024 | LPL Financial LLC | 3,025,475 | $304.73M | 0.1% | +4.5% | 1.499% | |
11/9/2024 | SSI Investment Management LLC | 6,587 | $663K | 0.0% | +2.5% | 0.003% | |
11/8/2024 | Steele Capital Management Inc. | 13,614 | $1.37M | 0.1% | +20.5% | 0.007% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 2,000 | $201K | 0.1% | -47.4% | 0.001% | |
11/8/2024 | Retireful LLC | 28,524 | $2.87M | 2.1% | -13.2% | 0.014% | |
11/8/2024 | Segall Bryant & Hamill LLC | 102,279 | $10.30M | 0.1% | N/A | 0.051% | |
11/8/2024 | Avior Wealth Management LLC | 1,162 | $117K | 0.0% | -28.8% | 0.001% | |
11/8/2024 | New Millennium Group LLC | 478 | $48K | 0.0% | -97.9% | 0.000% | |
11/8/2024 | Second Half Financial Partners LLC | 6,028 | $607K | 0.3% | +176.1% | 0.003% | |
11/8/2024 | PNC Financial Services Group Inc. | 12,810 | $1.29M | 0.0% | -1.4% | 0.006% | |
11/8/2024 | SouthState Corp | 1,550 | $156K | 0.0% | -82.4% | 0.001% | |
11/8/2024 | Prospera Financial Services Inc | 3,511 | $354K | 0.0% | -7.9% | 0.002% | |
11/7/2024 | Vertex Planning Partners LLC | 5,936 | $598K | 0.1% | +74.5% | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 93,232 | $9.39M | 0.0% | -63.1% | 0.046% | |
11/7/2024 | Meeder Advisory Services Inc. | 178,657 | $17.99M | 1.2% | N/A | 0.088% | |
11/7/2024 | Elm Partners Management LLC | 345,335 | $34.78M | 2.4% | -40.4% | 0.171% | |
11/7/2024 | Equity Investment Corp | 1,665,872 | $167.79M | 3.9% | +4.3% | 0.825% | |
11/7/2024 | Westfuller Advisors LLC | 151,343 | $15.24M | 10.9% | N/A | 0.075% | |
11/7/2024 | Thrivent Financial for Lutherans | 116,308 | $11.72M | 0.0% | -73.5% | 0.058% | |
11/7/2024 | Claro Advisors LLC | 2,399 | $242K | 0.0% | -31.9% | 0.001% | |
11/6/2024 | RIA Advisory Group LLC | 16,866 | $1.70M | 0.6% | N/A | 0.008% | |
11/6/2024 | Koa Wealth Management LLC | 57,042 | $5.75M | 4.4% | -9.9% | 0.028% | |
11/6/2024 | Archer Investment Corp | 44,588 | $4.49M | 1.2% | -28.5% | 0.022% | |
11/6/2024 | Empowered Funds LLC | 16,933 | $1.71M | 0.0% | N/A | 0.008% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 2,700 | $272K | 0.0% | +21.2% | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 10,156 | $1.02M | 0.0% | +15.1% | 0.005% | |
11/6/2024 | Intellectus Partners LLC | 2,203 | $222K | 0.1% | N/A | 0.001% | |
11/6/2024 | OneDigital Investment Advisors LLC | 43,232 | $4.35M | 0.0% | +35.0% | 0.021% | |
11/6/2024 | Diversified Portfolios Inc. | 35,195 | $3.55M | 0.4% | +820.9% | 0.017% | |
11/6/2024 | Omnia Family Wealth LLC | 153,599 | $15.47M | 6.6% | -23.7% | 0.076% | |
11/6/2024 | Curi RMB Capital LLC | 78,180 | $7.87M | 0.2% | -24.8% | 0.039% | |
11/6/2024 | Arjuna Capital | 59,073 | $5.95M | 1.5% | +10.3% | 0.029% | |
11/6/2024 | Oppenheimer & Co. Inc. | 4,632 | $467K | 0.0% | -73.8% | 0.002% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 102,341 | $10.31M | 0.1% | -9.8% | 0.051% | |
11/5/2024 | Privium Fund Management UK Ltd | 500,000 | $50.17M | 91.7% | N/A | 0.248% | |
11/5/2024 | Empower Advisory Group LLC | 5,496 | $554K | 0.0% | N/A | 0.003% | |
11/5/2024 | Buck Wealth Strategies LLC | 102,811 | $10.36M | 3.3% | -13.9% | 0.051% | |
11/5/2024 | RMR Capital Management LLC | 97,516 | $9.82M | 8.1% | -6.6% | 0.048% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,146 | $115K | 0.0% | +165.3% | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 2,168 | $218K | 0.0% | -7.9% | 0.001% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 88,058 | $8.87M | 0.5% | +287.3% | 0.044% | |
11/5/2024 | Mascoma Wealth Management LLC | 92,035 | $9.27M | 2.3% | -25.2% | 0.046% | |
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 |
11/5/2024 | Verus Capital Partners LLC | 6,667 | $671K | 0.1% | +2.7% | 0.003% | |
11/5/2024 | Harbour Investments Inc. | 2,589 | $261K | 0.0% | +8.2% | 0.001% | |
11/5/2024 | Apollon Wealth Management LLC | 4,086 | $412K | 0.0% | +5.0% | 0.002% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 15,476 | $1.56M | 0.1% | +9.0% | 0.008% | |
11/4/2024 | Core Wealth Partners LLC | 33,113 | $3.34M | 2.0% | +6.9% | 0.016% | |
11/4/2024 | Beam Wealth Advisors Inc. | 11,108 | $1.12M | 0.3% | N/A | 0.006% | |
11/4/2024 | Baker Avenue Asset Management LP | 13,790 | $1.39M | 0.0% | -93.9% | 0.007% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 11,676 | $1.18M | 0.2% | +90.0% | 0.006% | |
11/4/2024 | Axxcess Wealth Management LLC | 591,099 | $59.54M | 1.5% | +4.8% | 0.293% | |
11/4/2024 | Sigma Planning Corp | 70,746 | $7.13M | 0.2% | +2.4% | 0.035% | |