11/20/2024 | Westside Investment Management Inc. | 11,013 | $3.10M | 0.7% | +2.5% | 0.016% | |
11/19/2024 | Invst LLC | 29,130 | $8.22M | 1.0% | +3,136.7% | 0.043% | |
11/19/2024 | M&T Bank Corp | 151,512 | $42.76M | 0.1% | -5.8% | 0.226% | |
11/18/2024 | Soltis Investment Advisors LLC | 866 | $244K | 0.0% | N/A | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 1,419 | $400K | 0.0% | -18.4% | 0.002% | |
11/18/2024 | Sunbelt Securities Inc. | 177 | $50K | 0.0% | +70.2% | 0.000% | |
|
11/18/2024 | Orion Capital Management LLC | 1,240 | $350K | 0.2% | +24.0% | 0.002% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 9,713 | $2.74M | 0.5% | -3.0% | 0.014% | |
11/15/2024 | M&T Bank Corp | 151,512 | $42.76M | 0.1% | -5.8% | 0.226% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 2,409 | $680K | 0.0% | -33.3% | 0.004% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 1,334 | $376K | 0.1% | -7.7% | 0.002% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 11,300 | $3.19M | 0.8% | -1.6% | 0.017% | |
11/15/2024 | MML Investors Services LLC | 131,458 | $37.10M | 0.1% | +3.6% | 0.196% | |
11/15/2024 | Main Management LLC | 70,957 | $20.02M | 1.6% | -12.7% | 0.106% | |
11/15/2024 | Dunhill Financial LLC | 5,065 | $1.43M | 0.7% | +45.2% | 0.008% | |
11/15/2024 | Orion Portfolio Solutions LLC | 23,028 | $6.50M | 0.1% | -0.4% | 0.034% | |
11/15/2024 | National Bank of Canada FI | 16,593 | $4.68M | 0.0% | -1.2% | 0.025% | |
11/15/2024 | EP Wealth Advisors LLC | 25,750 | $7.27M | 0.1% | +0.6% | 0.038% | |
11/15/2024 | Jane Street Group LLC | 9,264 | $2.61M | 0.0% | -7.5% | 0.014% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 5,450 | $1.54M | 0.0% | +237.3% | 0.008% | |
11/15/2024 | WESCAP Management Group Inc. | 21,568 | $6.09M | 1.5% | +6.8% | 0.032% | |
11/15/2024 | Stifel Financial Corp | 191,711 | $54.10M | 0.1% | +1.9% | 0.286% | |
11/15/2024 | Quantinno Capital Management LP | 10,012 | $2.83M | 0.0% | +9.1% | 0.015% | |
11/15/2024 | IHT Wealth Management LLC | 11,676 | $3.27M | 0.1% | -5.7% | 0.017% | |
11/15/2024 | Integrated Wealth Concepts LLC | 51,862 | $14.64M | 0.2% | -3.9% | 0.077% | |
11/15/2024 | HighTower Advisors LLC | 94,718 | $26.73M | 0.0% | -1.7% | 0.141% | |
11/15/2024 | Hilltop Holdings Inc. | 8,747 | $2.47M | 0.2% | -2.2% | 0.013% | |
11/15/2024 | Benjamin Edwards Inc. | 2,291 | $647K | 0.0% | N/A | 0.003% | |
11/15/2024 | Paradigm Capital Management LLC NV | 17,104 | $4.83M | 4.6% | N/A | 0.025% | |
11/14/2024 | Flow Traders U.S. LLC | 12,539 | $3.54M | 0.2% | +385.3% | 0.019% | |
11/14/2024 | Arete Wealth Advisors LLC | 1,244 | $351K | 0.0% | -5.5% | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 89,879 | $25.36M | 0.1% | +7.2% | 0.134% | |
11/14/2024 | Rockefeller Capital Management L.P. | 98,771 | $27.87M | 0.1% | +6.0% | 0.147% | |
11/14/2024 | Fiduciary Trust Co | 3,328 | $939K | 0.0% | -2.5% | 0.005% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 310 | $88K | 0.0% | N/A | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 5,004 | $1.41M | 0.0% | +36.0% | 0.007% | |
11/13/2024 | Glenmede Trust Co. NA | 6,810 | $1.92M | 0.0% | -0.8% | 0.010% | |
11/13/2024 | Townsquare Capital LLC | 2,381 | $672K | 0.0% | +2.4% | 0.004% | |
11/13/2024 | FMR LLC | 41,069 | $11.59M | 0.0% | +15.2% | 0.061% | |
11/13/2024 | D.A. Davidson & CO. | 25,642 | $7.24M | 0.1% | +3.2% | 0.038% | |
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 |
11/13/2024 | The Manufacturers Life Insurance Company | 263,992 | $74.50M | 0.1% | -12.5% | 0.393% | |
11/13/2024 | Bank of Montreal Can | 17,261 | $4.84M | 0.0% | -2.4% | 0.026% | |
11/13/2024 | Acorn Wealth Advisors LLC | 15,663 | $4.42M | 1.9% | +1.5% | 0.023% | |
11/13/2024 | Fisher Asset Management LLC | 2,199 | $621K | 0.0% | -14.0% | 0.003% | |
11/12/2024 | Centaurus Financial Inc. | 4,737 | $1.34M | 0.1% | +58.7% | 0.007% | |
11/12/2024 | Larson Financial Group LLC | 123 | $35K | 0.0% | -61.9% | 0.000% | |
11/12/2024 | Cerity Partners LLC | 120,678 | $34.06M | 0.1% | -0.5% | 0.180% | |
11/12/2024 | Great Valley Advisor Group Inc. | 2,318 | $654K | 0.0% | -19.8% | 0.003% | |
11/12/2024 | Certified Advisory Corp | 2,418 | $682K | 0.1% | -4.2% | 0.004% | |
11/12/2024 | Flagstar Advisors Inc. | 3,699 | $1.05M | 0.3% | -2.2% | 0.006% | |
11/12/2024 | Nwam LLC | 1,000 | $282K | 0.0% | N/A | 0.001% | |
11/12/2024 | Meridian Wealth Management LLC | 2,737 | $772K | 0.0% | +9.7% | 0.004% | |
11/12/2024 | Citigroup Inc. | 28,000 | $7.90M | 0.0% | -3.2% | 0.042% | |
11/12/2024 | Raymond James Trust N.A. | 1,270 | $358K | 0.0% | +15.8% | 0.002% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 4,786 | $1.35M | 0.0% | -12.2% | 0.007% | |
11/9/2024 | LPL Financial LLC | 695,017 | $196.13M | 0.1% | -2.2% | 1.035% | |
11/9/2024 | Tradewinds LLC. | 3,395 | $958K | 0.3% | -5.9% | 0.005% | |
11/8/2024 | Citizens Financial Group Inc. RI | 4,129 | $1.17M | 0.0% | +1.6% | 0.006% | |
11/8/2024 | EverSource Wealth Advisors LLC | 63,207 | $17.84M | 1.1% | -3.1% | 0.094% | |
11/8/2024 | Etfidea LLC | 989 | $279K | 0.1% | -6.6% | 0.001% | |
11/8/2024 | Commerce Bank | 4,275 | $1.21M | 0.0% | +22.7% | 0.006% | |
11/8/2024 | Sachetta LLC | 6,298 | $1.78M | 0.7% | +8.8% | 0.009% | |
11/8/2024 | Avior Wealth Management LLC | 2,374 | $670K | 0.0% | +6.6% | 0.004% | |
11/8/2024 | PNC Financial Services Group Inc. | 172,771 | $48.76M | 0.0% | -6.9% | 0.257% | |
11/8/2024 | Summit Wealth Group LLC | 23,118 | $6.52M | 1.9% | -2.4% | 0.034% | |
11/8/2024 | Prospera Financial Services Inc | 2,569 | $726K | 0.0% | +39.0% | 0.004% | |
11/7/2024 | Pathstone Holdings LLC | 5,795 | $1.64M | 0.0% | -2.1% | 0.009% | |
11/7/2024 | Fortis Advisors LLC | 4,895 | $1.38M | 0.9% | -56.4% | 0.007% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 8,896 | $2.51M | 0.1% | -3.2% | 0.013% | |
11/7/2024 | MAI Capital Management | 126,149 | $35.60M | 0.3% | +6.7% | 0.188% | |
11/7/2024 | Adaptive Financial Consulting LLC | 40,942 | $11.55M | 4.7% | +0.2% | 0.061% | |
11/7/2024 | Planning Directions Inc. | 6,146 | $1.73M | 1.0% | -3.1% | 0.009% | |
11/7/2024 | TrinityPoint Wealth LLC | 1,045 | $295K | 0.0% | -3.8% | 0.002% | |
11/7/2024 | Westfuller Advisors LLC | 1,467 | $416K | 0.3% | N/A | 0.002% | |
11/7/2024 | Thrivent Financial for Lutherans | 12,000 | $3.39M | 0.0% | +12.5% | 0.018% | |
11/6/2024 | Spinnaker Investment Group LLC | 1,357 | $383K | 0.1% | N/A | 0.002% | |
11/6/2024 | KPP Advisory Services LLC | 1,242 | $350K | 0.1% | -27.0% | 0.002% | |
11/6/2024 | Meridian Investment Counsel Inc. | 2,260 | $638K | 0.2% | +46.3% | 0.003% | |
11/6/2024 | KCM Investment Advisors LLC | 105,257 | $29.70M | 1.0% | +0.5% | 0.157% | |
11/6/2024 | Birchcreek Wealth Management LLC | 912 | $257K | 0.2% | -48.7% | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 6,576 | $1.86M | 0.0% | +1.6% | 0.010% | |
11/6/2024 | OneDigital Investment Advisors LLC | 11,054 | $3.12M | 0.0% | -0.4% | 0.016% | |
11/6/2024 | Huntington National Bank | 1,941 | $548K | 0.0% | +18.9% | 0.003% | |
11/6/2024 | Summit Asset Management LLC | 1,237 | $349K | 0.1% | -5.0% | 0.002% | |
11/6/2024 | BCM Advisors LLC | 988 | $267K | 0.1% | -32.0% | 0.001% | |
11/6/2024 | Bell Bank | 710 | $200K | 0.0% | N/A | 0.001% | |
11/6/2024 | Main Street Financial Solutions LLC | 4,156 | $1.17M | 0.1% | -4.4% | 0.006% | |
11/6/2024 | Kovack Advisors Inc. | 2,237 | $631K | 0.1% | -5.0% | 0.003% | |
11/6/2024 | Oppenheimer & Co. Inc. | 8,137 | $2.30M | 0.0% | -1.6% | 0.012% | |
11/5/2024 | Simmons Bank | 2,541 | $717K | 0.1% | +5.0% | 0.004% | |
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 | Haverford Trust Co | 1,709 | $482K | 0.0% | +13.9% | 0.003% | |
11/5/2024 | Empower Advisory Group LLC | 2,065 | $583K | 0.0% | +18.2% | 0.003% | |
11/5/2024 | Moser Wealth Advisors LLC | 17,079 | $4.82M | 2.5% | +1.1% | 0.025% | |
11/5/2024 | Aptus Capital Advisors LLC | 650 | $183K | 0.0% | -24.2% | 0.001% | |
11/5/2024 | Missouri Trust & Investment Co | 335 | $95K | 0.0% | -15.2% | 0.000% | |
11/5/2024 | Verus Capital Partners LLC | 1,495 | $422K | 0.0% | -12.4% | 0.002% | |
11/5/2024 | Harbour Investments Inc. | 20,535 | $5.80M | 0.2% | +5.0% | 0.031% | |
11/4/2024 | Venturi Wealth Management LLC | 1,203 | $339K | 0.0% | N/A | 0.002% | |
11/4/2024 | Proffitt & Goodson Inc. | 94 | $27K | 0.0% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 3,302 | $932K | 0.2% | +2.5% | 0.005% | |