| 10/9/2026 | Kaizen Financial Strategies | 19,311 | $327K | 0.1% | -24.9% | 0.062% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 7,224 | $133K | 0.0% | N/A | 0.023% | |
| 8/21/2026 | Triumph Capital Management | 1,783 | $33K | 0.0% | -71.5% | 0.006% | |
| 5/19/2026 | Bank of America Corp DE | 185,081 | $3.20M | 0.0% | -51.5% | 0.599% | |
| 5/18/2026 | Royal Bank of Canada | 130,877 | $2.27M | 0.0% | +21.2% | 0.424% | |
| 5/14/2026 | Capula Management Ltd | 30,048 | $520K | 0.0% | N/A | 0.097% | |
| 5/14/2026 | Group One Trading LLC | 2,892 | $50K | 0.0% | +3,043.5% | 0.009% | |
| 5/12/2026 | CacheTech Inc. | 828,237 | $14.34M | 2.8% | +7.1% | 2.680% | |
| 5/12/2026 | Himension Capital Singapore PTE. LTD. | 97,403 | $1.69M | 0.1% | +158.9% | 0.315% | |
| 5/6/2026 | John G Ullman & Associates Inc. | 287,644 | $4.98M | 0.7% | -1.2% | 0.931% | |
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| 5/4/2026 | Bleakley Financial Group LLC | 306,524 | $5.31M | 0.1% | +17.9% | 0.992% | |
| 5/1/2026 | Kaizen Financial Strategies | 20,314 | $380K | 0.2% | +8.5% | 0.066% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 26,916 | $466K | 0.0% | +55.4% | 0.087% | |
| 4/29/2026 | Ascent Advisors LLC | 15,511 | $268K | 0.4% | N/A | 0.050% | |
| 2/18/2026 | CacheTech Inc. | 773,222 | $14.75M | 2.7% | +116.6% | 2.502% | |
| 2/18/2026 | Adams Wealth Management | 739,568 | $14.11M | 3.0% | +113.2% | 2.393% | |
| 2/18/2026 | Quadrature Capital Ltd | 251,692 | $4.80M | 0.0% | -8.7% | 0.815% | |
| 2/18/2026 | Quantessence Capital LLC | 48,175 | $919K | 10.6% | N/A | 0.156% | |
| 2/18/2026 | Millennium Management LLC | 111,123 | $2.12M | 0.0% | +400.1% | 0.360% | |
| 2/18/2026 | Man Group plc | 271,212 | $5.18M | 0.0% | -4.3% | 0.878% | |
| 2/17/2026 | Cetera Investment Advisers | 12,741 | $243K | 0.0% | N/A | 0.041% | |
| 2/17/2026 | Hilltop Holdings Inc. | 30,818 | $588K | 0.0% | +15.9% | 0.100% | |
| 2/17/2026 | Equitable Holdings Inc. | 11,251 | $215K | 0.0% | -30.8% | 0.036% | |
| 2/17/2026 | Laird Norton Wetherby Trust Company LLC | 20,776 | $396K | 0.0% | N/A | 0.067% | |
| 2/17/2026 | Osaic Holdings Inc. | 49,075 | $936K | 0.0% | +8.8% | 0.159% | |
| 2/17/2026 | Himension Capital Singapore PTE. LTD. | 37,626 | $718K | 0.0% | +17.6% | 0.122% | |
| 2/17/2026 | Artisan Partners Limited Partnership | 149,057 | $2.84M | 0.0% | -10.8% | 0.482% | |
| 2/17/2026 | Royal Bank of Canada | 107,957 | $2.06M | 0.0% | -6.3% | 0.349% | |
| 2/16/2026 | Mariner LLC | 19,326 | $369K | 0.0% | N/A | 0.063% | |
| 2/16/2026 | Barclays PLC | 8,120 | $155K | 0.0% | N/A | 0.026% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,125 | $155K | 0.0% | N/A | 0.026% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 26,423 | $504K | 0.1% | N/A | 0.086% | |
| 2/13/2026 | Wells Fargo & Company MN | 109,753 | $2.09M | 0.0% | -4.2% | 0.355% | |
| 2/12/2026 | Elo Mutual Pension Insurance Co | 150,000 | $2.86M | 0.0% | N/A | 0.485% | |
| 2/11/2026 | Strategic Advocates LLC | 2,155 | $41K | 0.0% | +85.3% | 0.007% | |
| 2/11/2026 | Arizona PSPRS Trust | 106,757 | $2.04M | 0.1% | N/A | 0.345% | |
| 2/11/2026 | LPL Financial LLC | 96,203 | $1.84M | 0.0% | -5.9% | 0.311% | |
| 2/11/2026 | JPMorgan Chase & Co. | 448,688 | $8.56M | 0.0% | +17.7% | 1.452% | |
| 2/11/2026 | Bcwm LLC | 214,661 | $4.10M | 1.2% | +1.3% | 0.695% | |
| 2/11/2026 | Total Wealth Planning & Management Inc. | 25,796 | $492K | 0.4% | N/A | 0.083% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer. Watch the video to learn how this plan could affect you |
| 2/11/2026 | Arrowpoint Investment Partners Singapore Pte. Ltd. | 123,564 | $2.36M | 0.3% | N/A | 0.400% | |
| 2/11/2026 | Harvest Fund Management Co. Ltd | 172,500 | $3.29M | 0.1% | -2.8% | 0.558% | |
| 2/10/2026 | Cibc World Market Inc. | 10,189 | $194K | 0.0% | -21.2% | 0.033% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 10,000 | $191K | 0.0% | N/A | 0.032% | |
| 2/10/2026 | Black Swift Group LLC | 317,090 | $6.05M | 1.0% | +181.4% | 1.026% | |
| 2/9/2026 | Bleakley Financial Group LLC | 259,882 | $4.96M | 0.1% | +96.9% | 0.841% | |
| 2/9/2026 | Wiser Advisor Group LLC | 11,370 | $217K | 0.2% | +21.3% | 0.037% | |
| 2/6/2026 | Private Wealth Advisors LLC | 98,903 | $1.89M | 0.6% | +0.6% | 0.320% | |
| 2/6/2026 | IFP Advisors Inc | 10,823 | $207K | 0.0% | +28.2% | 0.035% | |
| 2/6/2026 | Csenge Advisory Group | 34,739 | $663K | 0.0% | N/A | 0.112% | |
| 2/6/2026 | HighTower Advisors LLC | 19,264 | $368K | 0.0% | +15.2% | 0.062% | |
| 2/5/2026 | John G Ullman & Associates Inc. | 291,174 | $5.56M | 0.7% | -2.8% | 0.942% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 43,296 | $826K | 0.0% | -7.4% | 0.140% | |
| 2/2/2026 | WJ Financial Advisors LLC | 18,375 | $351K | 0.3% | -10.0% | 0.059% | |
| 1/30/2026 | Pekin Hardy Strauss Inc. | 187,070 | $3.57M | 0.3% | +66.5% | 0.605% | |
| 1/29/2026 | UBS Group AG | 230,930 | $4.41M | 0.0% | -54.1% | 0.747% | |
| 1/29/2026 | Calamos Advisors LLC | 41,655 | $795K | 0.0% | N/A | 0.135% | |
| 1/27/2026 | Zurcher Kantonalbank Zurich Cantonalbank | 21,914 | $418K | 0.0% | +11.2% | 0.071% | |
| 1/23/2026 | Sumitomo Mitsui Trust Group Inc. | 17,316 | $330K | 0.0% | +33.0% | 0.056% | |
| 1/21/2026 | Kaizen Financial Strategies | 18,721 | $357K | 0.2% | N/A | 0.061% | |
| 1/12/2026 | Fiduciary Financial Group LLC | 25,090 | $479K | 0.1% | -2.4% | 0.081% | |
| 1/5/2026 | Miller Global Investments LLC | 15,401 | $294K | 0.3% | N/A | 0.050% | |
| 1/1/2026 | JPMorgan Chase & Co. | 381,239 | $6.80M | 0.0% | +60.9% | 1.234% | |
| 12/23/2025 | Triumph Capital Management | 6,029 | $108K | 0.0% | N/A | 0.020% | |
| 12/2/2025 | IFP Advisors Inc | 8,445 | $151K | 0.0% | N/A | 0.027% | |
| 12/1/2025 | Private Wealth Advisors LLC | 98,324 | $1.75M | 0.6% | -1.8% | 0.318% | |
| 11/17/2025 | Wiser Advisor Group LLC | 9,370 | $167K | 0.2% | N/A | 0.030% | |
| 11/17/2025 | Triumph Capital Management | 6,029 | $108K | 0.0% | N/A | 0.020% | |
| 11/17/2025 | CacheTech Inc. | 356,943 | $6.37M | 1.3% | N/A | 1.155% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,685 | $423K | 0.0% | -21.5% | 0.077% | |
| 11/17/2025 | Polymer Capital Management HK LTD | 116,467 | $2.08M | 0.3% | N/A | 0.377% | |
| 11/17/2025 | Millennium Management LLC | 22,220 | $396K | 0.0% | -84.8% | 0.072% | |
| 11/17/2025 | Hilltop Holdings Inc. | 26,596 | $474K | 0.0% | -16.4% | 0.086% | |
| 11/17/2025 | Centiva Capital LP | 128,106 | $2.29M | 0.0% | N/A | 0.415% | |
| 11/17/2025 | Bank of America Corp DE | 826,097 | $14.74M | 0.0% | -2.5% | 2.673% | |
| 11/17/2025 | Bcwm LLC | 211,810 | $3.78M | 1.1% | -18.6% | 0.685% | |
| 11/14/2025 | Schonfeld Strategic Advisors LLC | 84,071 | $1.50M | 0.0% | N/A | 0.272% | |
| 11/14/2025 | Man Group plc | 283,300 | $5.05M | 0.0% | +3.6% | 0.917% | |
| 11/14/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 19,714 | $351K | 0.0% | -28.8% | 0.064% | |
| 11/14/2025 | Harvest Fund Management Co. Ltd | 177,500 | $3.15M | 0.1% | -19.9% | 0.574% | |
| 11/13/2025 | Quadrature Capital Ltd | 275,634 | $4.91M | 0.1% | +106.2% | 0.892% | |
| 11/13/2025 | UBS Group AG | 502,958 | $8.97M | 0.0% | +8.9% | 1.628% | |
| 11/13/2025 | Gordian Capital Singapore Pte Ltd | 2,000 | $36K | 0.0% | N/A | 0.006% | |
| 11/13/2025 | Mackenzie Financial Corp | 16,680 | $298K | 0.0% | N/A | 0.054% | |
| 11/13/2025 | Black Swift Group LLC | 112,680 | $2.01M | 0.4% | N/A | 0.365% | |
| 11/13/2025 | Marvin & Palmer Associates Inc. | 8,040 | $140K | 0.1% | +48.1% | 0.026% | |
| 11/12/2025 | Cresset Asset Management LLC | 14,330 | $256K | 0.0% | -49.0% | 0.046% | |
| 11/12/2025 | Group One Trading LLC | 4,000 | $71K | 0.0% | N/A | 0.013% | |
| 11/12/2025 | Artisan Partners Limited Partnership | 167,045 | $2.98M | 0.0% | -83.8% | 0.541% | |
| 11/10/2025 | Bleakley Financial Group LLC | 132,000 | $2.36M | 0.1% | +11.3% | 0.427% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer. Watch the video to learn how this plan could affect you |
| 11/10/2025 | Pekin Hardy Strauss Inc. | 112,345 | $2.00M | 0.2% | N/A | 0.364% | |
| 11/7/2025 | JPMorgan Chase & Co. | 381,239 | $6.80M | 0.0% | +60.9% | 1.234% | |
| 11/6/2025 | WJ Financial Advisors LLC | 20,417 | $364K | 0.4% | N/A | 0.066% | |
| 11/6/2025 | Financially Speaking Inc | 98,475 | $1.76M | 1.2% | N/A | 0.319% | |
| 11/6/2025 | Cibc World Market Inc. | 12,936 | $231K | 0.0% | -32.4% | 0.042% | |
| 11/5/2025 | John G Ullman & Associates Inc. | 299,674 | $5.35M | 0.7% | -4.7% | 0.970% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 46,748 | $834K | 0.0% | +4.7% | 0.151% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 43,203 | $771K | 0.0% | -2.7% | 0.140% | |
| 10/28/2025 | Global Trust Asset Management LLC | 12,000 | $214K | 0.1% | -14.3% | 0.039% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 23,129 | $413K | 0.0% | N/A | 0.075% | |