5/4/2024 | Geneos Wealth Management Inc. | 34,378 | $2.35M | 0.1% | +220.2% | 0.005% | |
5/4/2024 | Valley Wealth Managers Inc. | 5,589 | $382K | 0.0% | +18.5% | 0.001% | |
5/3/2024 | Signaturefd LLC | 15,084 | $1.03M | 0.0% | +42.0% | 0.002% | |
5/3/2024 | Mediolanum International Funds Ltd | 220,713 | $14.85M | 0.2% | N/A | 0.029% | |
5/3/2024 | Rehmann Capital Advisory Group | 5,386 | $368K | 0.0% | -16.5% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 352,972 | $24.11M | 0.1% | -0.9% | 0.046% | |
|
5/3/2024 | GSA Capital Partners LLP | 8,323 | $569K | 0.0% | N/A | 0.001% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 98,889 | $6.76M | 0.1% | -41.1% | 0.013% | |
5/3/2024 | Boomfish Wealth Group LLC | 31,704 | $2.17M | 1.5% | -2.2% | 0.004% | |
5/3/2024 | United Community Bank | 1,029 | $70K | 0.0% | -74.3% | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 2,800 | $190K | 0.0% | N/A | 0.000% | |
5/3/2024 | Patron Partners LLC | 10,047 | $686K | 0.4% | -4.6% | 0.001% | |
5/2/2024 | Chase Investment Counsel Corp | 22,137 | $1.51M | 0.6% | +124.4% | 0.003% | |
5/2/2024 | FORA Capital LLC | 4,603 | $314K | 0.0% | N/A | 0.001% | |
5/2/2024 | Daiwa Securities Group Inc. | 163,014 | $11.14M | 0.1% | -0.4% | 0.021% | |
5/2/2024 | Graypoint LLC | 3,042 | $208K | 0.0% | N/A | 0.000% | |
5/2/2024 | Nordea Investment Management AB | 8,795,102 | $599.30M | 0.7% | -0.7% | 1.152% | |
5/2/2024 | Mendel Money Management | 3,252 | $222K | 0.1% | N/A | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 2,849 | $195K | 0.0% | N/A | 0.000% | |
5/2/2024 | BNP Paribas | 87,070 | $5.94M | 0.3% | N/A | 0.011% | |
5/2/2024 | Choreo LLC | 15,852 | $1.08M | 0.0% | -2.4% | 0.002% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 17,747 | $1.21M | 0.1% | -6.5% | 0.002% | |
5/2/2024 | PDS Planning Inc | 2,928 | $200K | 0.0% | N/A | 0.000% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 18,533 | $1.27M | 0.8% | N/A | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 263,267 | $17.98M | 0.1% | +7.5% | 0.034% | |
5/1/2024 | BNP Paribas Financial Markets | 1,304,118 | $89.08M | 0.1% | +24.0% | 0.171% | |
5/1/2024 | TKG Advisors LLC | 8,369 | $572K | 0.3% | -2.0% | 0.001% | |
5/1/2024 | Oak Ridge Investments LLC | 116,327 | $7.95M | 0.8% | +2.8% | 0.015% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,815,876 | $118.26M | 0.2% | +24.8% | 0.238% | |
5/1/2024 | Mission Wealth Management LP | 5,753 | $393K | 0.0% | +30.0% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 11,794 | $806K | 0.0% | -2.2% | 0.002% | |
4/30/2024 | Private Advisor Group LLC | 17,951 | $1.23M | 0.0% | -32.7% | 0.002% | |
4/30/2024 | Lodestone Wealth Management LLC | 3,310 | $226K | 0.1% | N/A | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 140,675 | $9.61M | 0.0% | +0.1% | 0.018% | |
4/30/2024 | Norden Group LLC | 33,337 | $2.28M | 0.2% | N/A | 0.004% | |
4/30/2024 | Van ECK Associates Corp | 2,953,153 | $201.73M | 0.3% | +0.9% | 0.387% | |
4/30/2024 | Fortis Group Advisors LLC | 31,793 | $2.17M | 0.4% | N/A | 0.004% | |
4/30/2024 | HB Wealth Management LLC | 7,518 | $514K | 0.0% | +51.3% | 0.001% | |
4/30/2024 | SpiderRock Advisors LLC | 13,833 | $934K | 0.0% | N/A | 0.002% | |
4/30/2024 | Warther Private Wealth LLC | 85,145 | $5.82M | 2.6% | -3.3% | 0.011% | |
The asset beating inflation by 4x (Ad) "Trump Loophole" Beats Inflation?
Inflation has been out of control for years.
Forcing you to work longer and harder for more money that is worth less.
By using the "Trump Loophole", you can use a special retirement account to buy gold — and other precious metals — without taxes or penalties. That's why we have released our Free Precious Metals Investment Guide that explains all the details |
4/30/2024 | Concord Wealth Partners | 1,058 | $72K | 0.0% | -54.2% | 0.000% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 9,123 | $623K | 0.1% | -12.8% | 0.001% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 74,831 | $5.11M | 0.1% | +84.3% | 0.010% | |
4/30/2024 | Arkadios Wealth Advisors | 31,542 | $2.16M | 0.2% | -3.9% | 0.004% | |
4/30/2024 | Caprock Group LLC | 13,080 | $893K | 0.1% | +5.3% | 0.002% | |
4/30/2024 | Perigon Wealth Management LLC | 12,924 | $883K | 0.0% | -9.3% | 0.002% | |
4/30/2024 | Argent Capital Management LLC | 642,019 | $43.86M | 1.3% | -2.3% | 0.084% | |
4/30/2024 | Privium Fund Management UK Ltd | 19,998 | $1.36M | 0.7% | N/A | 0.003% | |
4/30/2024 | Stock Yards Bank & Trust Co. | 3,450 | $236K | 0.0% | -5.0% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 129,709 | $8.86M | 0.0% | +6.9% | 0.017% | |
4/29/2024 | Greenleaf Trust | 9,285 | $634K | 0.0% | +5.8% | 0.001% | |
4/29/2024 | Principal Financial Group Inc. | 793,915 | $54.23M | 0.0% | -1.4% | 0.104% | |
4/29/2024 | Seascape Capital Management | 34,930 | $2.39M | 0.9% | +7.8% | 0.005% | |
4/29/2024 | Meritage Portfolio Management | 364,984 | $24.93M | 1.6% | -4.8% | 0.048% | |
4/29/2024 | RWA Wealth Partners LLC | 35,196 | $2.40M | 0.0% | -68.2% | 0.005% | |
4/29/2024 | Mn Services Vermogensbeheer B.V. | 263,890 | $18.03M | 0.1% | -14.8% | 0.035% | |
4/29/2024 | Groesbeck Investment Management Corp NJ | 13,890 | $949K | 1.0% | +12.6% | 0.002% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 13,942 | $952K | 0.1% | -65.2% | 0.002% | |
4/27/2024 | Weatherly Asset Management L. P. | 119,773 | $8.18M | 0.8% | -1.0% | 0.016% | |
4/27/2024 | Conning Inc. | 3,818 | $261K | 0.0% | -5.7% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 186,525 | $12.73M | 1.2% | +3.4% | 0.024% | |
4/26/2024 | Securian Asset Management Inc. | 37,539 | $2.56M | 0.1% | -7.0% | 0.005% | |
4/26/2024 | Aspen Investment Management Inc | 11,380 | $777K | 0.4% | N/A | 0.001% | |
4/26/2024 | Conestoga Capital Advisors LLC | 15,439 | $1.06M | 0.0% | -1.8% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 5,761 | $394K | 0.0% | -6.6% | 0.001% | |
4/26/2024 | Highview Capital Management LLC DE | 3,463 | $237K | 0.1% | -18.8% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 94,144 | $6.43M | 0.1% | -3.4% | 0.012% | |
4/26/2024 | YHB Investment Advisors Inc. | 62,615 | $4.28M | 0.4% | +7.4% | 0.008% | |
4/26/2024 | First National Trust Co | 10,344 | $707K | 0.0% | -50.1% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 43,557 | $2.98M | 0.1% | -2.2% | 0.006% | |
4/25/2024 | Lindbrook Capital LLC | 1,611 | $110K | 0.0% | +80.4% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 693,336 | $47.36M | 0.1% | -0.8% | 0.091% | |
4/25/2024 | TRUE Private Wealth Advisors | 17,200 | $1.18M | 0.1% | -2.5% | 0.002% | |
4/25/2024 | Bank of New York Mellon Corp | 18,049,018 | $1.23B | 0.2% | -1.4% | 2.365% | |
4/25/2024 | Strategy Asset Managers LLC | 14,083 | $962K | 0.2% | -21.0% | 0.002% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 1,216,373 | $83.09M | 0.3% | +0.2% | 0.159% | |
4/25/2024 | Valeo Financial Advisors LLC | 10,383 | $680K | 0.0% | +21.7% | 0.001% | |
4/25/2024 | Whalen Wealth Management Inc. | 3,370 | $230K | 0.2% | -10.0% | 0.000% | |
4/25/2024 | Olistico Wealth LLC | 3,216 | $220K | 0.2% | N/A | 0.000% | |
4/25/2024 | Freedom Day Solutions LLC | 26,405 | $1.80M | 0.6% | N/A | 0.003% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 111,733 | $7.63M | 0.0% | +3.2% | 0.015% | |
4/24/2024 | Zhang Financial LLC | 8,431 | $576K | 0.0% | +5.0% | 0.001% | |
4/24/2024 | Lee Financial Group Hawaii Inc. | 5,910 | $404K | 0.3% | -19.9% | 0.001% | |
4/24/2024 | HMS Capital Management LLC | 27,785 | $1.90M | 1.1% | -7.3% | 0.004% | |
4/24/2024 | Simplicity Wealth LLC | 8,086 | $552K | 0.0% | N/A | 0.001% | |
4/24/2024 | Spire Wealth Management | 6,522 | $446K | 0.0% | -46.4% | 0.001% | |
4/24/2024 | Assenagon Asset Management S.A. | 14,234 | $972K | 0.0% | +3.4% | 0.002% | |
4/23/2024 | Carderock Capital Management Inc. | 133,657 | $9.13M | 2.6% | -10.3% | 0.018% | |
4/23/2024 | Louisiana State Employees Retirement System | 96,900 | $6.62M | 0.1% | -2.6% | 0.013% | |
4/23/2024 | Sage Mountain Advisors LLC | 66,174 | $4.52M | 0.5% | -1.3% | 0.009% | |
The asset beating inflation by 4x (Ad) "Trump Loophole" Beats Inflation?
Inflation has been out of control for years.
Forcing you to work longer and harder for more money that is worth less.
By using the "Trump Loophole", you can use a special retirement account to buy gold — and other precious metals — without taxes or penalties. That's why we have released our Free Precious Metals Investment Guide that explains all the details |
4/23/2024 | Wedge Capital Management L L P NC | 1,168,250 | $79.80M | 1.3% | -13.6% | 0.153% | |
4/23/2024 | United Asset Strategies Inc. | 24,648 | $1.68M | 0.2% | +2.8% | 0.003% | |
4/23/2024 | Amalgamated Bank | 140,198 | $9.58M | 0.1% | -21.3% | 0.018% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 4,655 | $318K | 0.2% | +8.3% | 0.001% | |
4/23/2024 | Legacy Trust | 3,042 | $208K | 0.1% | -48.0% | 0.000% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 10,507 | $718K | 0.1% | -34.0% | 0.001% | |
4/23/2024 | Gradient Investments LLC | 66,624 | $4.55M | 0.1% | -14.3% | 0.009% | |
4/23/2024 | New Mexico Educational Retirement Board | 32,150 | $2.20M | 0.1% | -5.3% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 18,139 | $1.24M | 0.0% | +10.3% | 0.002% | |
4/23/2024 | Wesbanco Bank Inc. | 8,000 | $546K | 0.0% | N/A | 0.001% | |