| 7/18/2025 | Gold Investment Management Ltd. | 93,840 | $2.97M | 1.1% | +1.4% | 0.004% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 4,200 | $133K | 0.0% | +133.3% | 0.000% | |
| 7/18/2025 | Truist Financial Corp | 56,034 | $1.76M | 0.0% | -1.9% | 0.003% | |
| 7/17/2025 | Rempart Asset Management Inc. | 619,750 | $19.47M | 3.7% | +0.2% | 0.030% | |
| 7/17/2025 | Klein Pavlis & Peasley Financial Inc. | 47,508 | $1.49M | 1.0% | -1.8% | 0.002% | |
| 7/17/2025 | Addenda Capital Inc. | 2,370,885 | $74.45M | 3.3% | +11.0% | 0.113% | |
| 7/17/2025 | Avior Wealth Management LLC | 7,357 | $231K | 0.0% | -65.7% | 0.000% | |
| 7/16/2025 | Signaturefd LLC | 43,305 | $1.36M | 0.0% | +15.1% | 0.002% | |
| 7/16/2025 | FCG Investment Co | 13,010 | $409K | 0.2% | N/A | 0.001% | |
| 7/16/2025 | Dakota Wealth Management | 97,290 | $3.06M | 0.1% | -7.1% | 0.005% | |
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| 7/15/2025 | TD Private Client Wealth LLC | 9,129 | $287K | 0.0% | N/A | 0.000% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 132,926 | $4.17M | 0.0% | -18.1% | 0.006% | |
| 7/15/2025 | Buttonwood Financial Advisors Inc. | 103,880 | $3.26M | 1.3% | +3.0% | 0.005% | |
| 7/15/2025 | Cigna Investments Inc. New | 37,937 | $1.19M | 0.2% | -1.4% | 0.002% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 2,538 | $80K | 0.0% | +40.1% | 0.000% | |
| 7/14/2025 | AdvisorNet Financial Inc | 8,553 | $269K | 0.0% | +21.1% | 0.000% | |
| 7/14/2025 | Ridgewood Investments LLC | 2,413 | $76K | 0.0% | -18.9% | 0.000% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 642,420 | $20.17M | 0.6% | +1.2% | 0.031% | |
| 7/14/2025 | Pacifica Partners Inc. | 174,213 | $5.50M | 2.2% | -0.9% | 0.008% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,462 | $454K | 0.0% | +109.9% | 0.001% | |
| 7/11/2025 | Adirondack Trust Co. | 1,710 | $54K | 0.0% | +317.1% | 0.000% | |
| 7/11/2025 | AA Financial Advisors LLC | 8,491 | $267K | 0.1% | N/A | 0.000% | |
| 7/11/2025 | Miller Howard Investments Inc. NY | 1,451,340 | $45.57M | 1.4% | +0.8% | 0.069% | |
| 7/11/2025 | Assenagon Asset Management S.A. | 44,403 | $1.39M | 0.0% | +2.5% | 0.002% | |
| 7/10/2025 | Canoe Financial LP | 6,131,602 | $192.29M | 2.7% | +29.4% | 0.293% | |
| 7/10/2025 | Moody National Bank Trust Division | 11,081 | $348K | 0.0% | +4.6% | 0.001% | |
| 7/10/2025 | Fulton Bank N.A. | 7,005 | $220K | 0.0% | -19.8% | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 35,598 | $1.15M | 0.0% | -3.3% | 0.002% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 1,788 | $56K | 0.0% | +116.7% | 0.000% | |
| 7/9/2025 | Stokes Capital Advisors LLC | 222,610 | $6.99M | 1.7% | +8.2% | 0.011% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 2,993 | $94K | 0.0% | +41.4% | 0.000% | |
| 7/8/2025 | Gradient Investments LLC | 18,493 | $581K | 0.0% | -3.9% | 0.001% | |
| 7/8/2025 | Parallel Advisors LLC | 7,318 | $230K | 0.0% | -12.6% | 0.000% | |
| 7/7/2025 | Value Partners Investments Inc. | 45,801 | $1.44M | 0.1% | +7.6% | 0.002% | |
| 7/7/2025 | Peak Financial Advisors LLC | 85,869 | $2.70M | 1.4% | +11.2% | 0.004% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,613 | $176K | 0.0% | +8.7% | 0.000% | |
| 6/17/2025 | Guinness Asset Management LTD | 279,683 | $8.58M | 0.2% | -19.5% | 0.013% | |
| 6/4/2025 | First Hawaiian Bank | 10,313 | $318K | 0.0% | -18.6% | 0.000% | |
| 5/29/2025 | Rhumbline Advisers | 4,082 | $126K | 0.0% | -14.9% | 0.000% | |
| 5/28/2025 | Intrua Financial LLC | 7,456 | $230K | 0.0% | N/A | 0.000% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A little-known regulation quietly goes into effect this July.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
| 5/28/2025 | Turn8 Private Wealth Inc. | 91,412 | $2.81M | 2.2% | +9.7% | 0.004% | |
| 5/21/2025 | Acadian Asset Management LLC | 411,166 | $12.65M | 0.0% | +294.3% | 0.020% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,644 | $51K | 0.0% | +47.3% | 0.000% | |
| 5/20/2025 | Intech Investment Management LLC | 445,503 | $13.71M | 0.1% | +43.7% | 0.021% | |
| 5/19/2025 | Mudita Advisors LLP | 637,044 | $19.62M | 9.9% | +12.0% | 0.030% | |
| 5/19/2025 | Alaethes Wealth LLC | 53,791 | $1.66M | 0.6% | +4.0% | 0.003% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,125,650 | $34.67M | 0.0% | -2.0% | 0.054% | |
| 5/16/2025 | Yaupon Capital Management LP | 1,403,457 | $43.19M | 2.2% | N/A | 0.067% | |
| 5/16/2025 | American Trust | 81,807 | $2.52M | 0.6% | +29.3% | 0.004% | |
| 5/16/2025 | Empowered Funds LLC | 79,374 | $2.45M | 0.0% | +4.3% | 0.004% | |
| 5/16/2025 | Challenger Wealth Management | 14,250 | $439K | 0.3% | N/A | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 46,743 | $1.47M | 0.1% | +2.3% | 0.002% | |
| 5/16/2025 | Guardian Partners Inc. | 533,520 | $16.43M | 1.7% | -6.2% | 0.025% | |
| 5/16/2025 | Jones Financial Companies Lllp | 29,096 | $896K | 0.0% | +92.7% | 0.001% | |
| 5/16/2025 | Parkwood LLC | 618,005 | $19.04M | 1.7% | +15.4% | 0.030% | |
| 5/16/2025 | Plancorp LLC | 7,970 | $245K | 0.0% | +8.7% | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 61,158 | $1.88M | 0.0% | -3.8% | 0.003% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 8,039 | $248K | 0.0% | -19.5% | 0.000% | |
| 5/16/2025 | Interval Partners LP | 87,432 | $2.69M | 0.1% | N/A | 0.004% | |
| 5/16/2025 | Greenline Partners LLC | 142,886 | $4.40M | 0.6% | +1.1% | 0.007% | |
| 5/16/2025 | AQR Capital Management LLC | 18,090 | $557K | 0.0% | +85.5% | 0.001% | |
| 5/16/2025 | Advisors Asset Management Inc. | 47,202 | $1.45M | 0.0% | +5.9% | 0.002% | |
| 5/16/2025 | Alyeska Investment Group L.P. | 591,617 | $18.22M | 0.1% | -65.7% | 0.028% | |
| 5/16/2025 | Amundi | 7,332,187 | $218.94M | 0.1% | +3.5% | 0.350% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 4,641,026 | $142.81M | 0.7% | +5.6% | 0.222% | |
| 5/15/2025 | EP Wealth Advisors LLC | 14,821 | $456K | 0.0% | -10.4% | 0.001% | |
| 5/15/2025 | PDT Partners LLC | 17,800 | $548K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | First Manhattan CO. LLC. | 1,395,152 | $43.54M | 0.1% | -1.7% | 0.067% | |
| 5/15/2025 | Cigna Investments Inc. New | 38,472 | $1.18M | 0.2% | -2.2% | 0.002% | |
| 5/15/2025 | Point72 Europe London LLP | 793,240 | $24.44M | 1.7% | +101.4% | 0.038% | |
| 5/15/2025 | Graham Capital Management L.P. | 419,001 | $12.91M | 0.2% | +57.4% | 0.020% | |
| 5/15/2025 | MAI Capital Management | 4,365 | $134K | 0.0% | +9.6% | 0.000% | |
| 5/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 38,128 | $1.17M | 0.4% | +46.2% | 0.002% | |
| 5/15/2025 | Baird Financial Group Inc. | 133,501 | $4.11M | 0.0% | +594.8% | 0.006% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 9,302 | $287K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Vident Advisory LLC | 23,156 | $713K | 0.0% | +4.9% | 0.001% | |
| 5/15/2025 | Evergreen Capital Management LLC | 17,447 | $544K | 0.0% | -8.4% | 0.001% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 24,813,544 | $767.69M | 0.7% | -17.0% | 1.185% | |
| 5/15/2025 | Canada Pension Plan Investment Board | 41,769,153 | $1.29B | 1.2% | +13.0% | 1.994% | |
| 5/15/2025 | State of Wyoming | 21,506 | $662K | 0.1% | +22.6% | 0.001% | |
| 5/15/2025 | Trexquant Investment LP | 12,773 | $393K | 0.0% | -91.5% | 0.001% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 10,559 | $326K | 0.0% | +25.4% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 8,536 | $263K | 0.0% | +21.0% | 0.000% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 7,232 | $223K | 0.0% | -12.8% | 0.000% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 150,663 | $4.64M | 0.1% | +5.7% | 0.007% | |
| 5/14/2025 | Old West Investment Management LLC | 342,283 | $10.54M | 3.8% | -13.4% | 0.016% | |
| 5/14/2025 | Synovus Financial Corp | 8,362 | $258K | 0.0% | -8.6% | 0.000% | |
| 5/14/2025 | ICONIQ Capital LLC | 6,638 | $204K | 0.0% | N/A | 0.000% | |
| 5/14/2025 | Bahl & Gaynor Inc. | 12,186 | $375K | 0.0% | +38.4% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,880 | $3.02M | 0.0% | +30.9% | 0.005% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A little-known regulation quietly goes into effect this July.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
| 5/14/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 4,802,459 | $147.80M | 0.9% | +62.2% | 0.229% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 14,812 | $477K | 0.1% | -84.2% | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 74,902 | $2.31M | 0.0% | -14.1% | 0.004% | |
| 5/14/2025 | Compound Planning Inc. | 17,788 | $548K | 0.0% | +12.2% | 0.001% | |
| 5/14/2025 | 1832 Asset Management L.P. | 31,822,379 | $980.13M | 0.9% | +1.9% | 1.519% | |
| 5/14/2025 | Summit Financial LLC | 8,125 | $250K | 0.0% | -4.9% | 0.000% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 6,946,275 | $213.95M | 0.0% | -3.5% | 0.332% | |
| 5/14/2025 | Candriam S.C.A. | 12,689 | $390K | 0.0% | -13.4% | 0.001% | |
| 5/14/2025 | T. Rowe Price Investment Management Inc. | 43,968,120 | $1.35B | 0.9% | +29.1% | 2.099% | |
| 5/14/2025 | Groupama Asset Managment | 53,764 | $1.65M | 0.0% | -0.6% | 0.003% | |
