2/7/2024 | Shaker Financial Services LLC | 326,171 | $2.86M | 1.2% | +5.9% | 4.726% | |
2/1/2024 | Wolverine Asset Management LLC | 16,789 | $0.15M | 0.0% | +8.5% | 0.243% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 681,662 | $5.89M | 0.0% | -0.9% | 9.879% | |
1/18/2024 | Uncommon Cents Investing LLC | 300,313 | $2.60M | 0.9% | +5.8% | 4.352% | |
11/15/2023 | 1607 Capital Partners LLC | 1,913,129 | $15.21M | 1.1% | -0.6% | 27.727% | |
11/13/2023 | Wolverine Asset Management LLC | 15,474 | $0.12M | 0.0% | N/A | 0.224% | |
|
11/2/2023 | Shaker Financial Services LLC | 307,983 | $2.45M | 1.1% | +11.2% | 4.464% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 687,664 | $5.47M | 0.0% | -3.3% | 9.966% | |
10/24/2023 | Raymond James & Associates | 49,567 | $0.39M | 0.0% | +10.6% | 0.718% | |
10/20/2023 | Uncommon Cents Investing LLC | 283,808 | $2.26M | 0.8% | +2.9% | 4.113% | |
8/14/2023 | CSS LLC IL | 42,560 | $0.37M | 0.0% | -3.9% | 0.617% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 15,788 | $0.14M | 0.0% | -11.5% | 0.229% | |
8/7/2023 | Shaker Financial Services LLC | 276,886 | $2.38M | 1.0% | +5.7% | 4.013% | |
7/25/2023 | Raymond James & Associates | 44,804 | $0.39M | 0.0% | -9.7% | 0.649% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 711,288 | $6.12M | 0.0% | -0.2% | 10.309% | |
7/20/2023 | Uncommon Cents Investing LLC | 275,708 | $2.37M | 0.8% | +2.3% | 3.996% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 711,288 | $6.12M | 0.0% | -0.2% | 10.309% | |
5/8/2023 | Shaker Financial Services LLC | 261,954 | $2.21M | 1.0% | +5.2% | 3.700% | |
4/14/2023 | Uncommon Cents Investing LLC | 269,433 | $2.28M | 0.8% | +1.8% | 3.806% | |
4/14/2023 | Raymond James & Associates | 49,639 | $0.42M | 0.0% | -3.8% | 0.701% | |
2/15/2023 | Morgan Stanley | 123,009 | $0.92M | 0.0% | -3.3% | 1.739% | |
2/14/2023 | CSS LLC IL | 44,307 | $0.33M | 0.0% | +27.0% | 0.626% | |
2/14/2023 | Atlas Wealth LLC | 11,051 | $83K | 0.0% | N/A | 0.156% | |
2/10/2023 | City of London Investment Management Co. Ltd. | 19,364 | $0.15M | 0.0% | +36.4% | 0.274% | |
2/8/2023 | Raymond James & Associates | 51,612 | $0.39M | 0.0% | -67.9% | 0.729% | |
2/8/2023 | UBS Group AG | 7,163 | $54K | 0.0% | +186.6% | 0.101% | |
2/7/2023 | LPL Financial LLC | 33,705 | $0.25M | 0.0% | -10.8% | 0.476% | |
2/3/2023 | Shaker Financial Services LLC | 249,004 | $1.90M | 0.9% | -3.9% | 3.517% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 712,033 | $5.34M | 0.0% | +13.0% | 10.064% | |
1/13/2023 | Uncommon Cents Investing LLC | 264,658 | $1.99M | 0.7% | +3.6% | 3.741% | |
11/15/2022 | 1607 Capital Partners LLC | 1,886,092 | $11.71M | 0.9% | -0.5% | 26.659% | |
11/10/2022 | Wolverine Asset Management LLC | 4,767 | $29K | 0.0% | -56.7% | 0.067% | |
11/9/2022 | Blue Bell Private Wealth Management LLC | 18,200 | $0.11M | 0.0% | -7.0% | 0.257% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 630,348 | $3.91M | 0.0% | -1.9% | 8.910% | |
10/25/2022 | Raymond James & Associates | 160,613 | $1M | 0.0% | -37.8% | 2.269% | |
8/12/2022 | LPL Financial LLC | 39,611 | $0.28M | 0.0% | -20.3% | 0.560% | |
8/3/2022 | Wolverine Asset Management LLC | 11,014 | $78K | 0.0% | -70.3% | 0.156% | |
8/1/2022 | Shaker Financial Services LLC | 259,156 | $1.85M | 0.9% | +1.5% | 3.663% | |
7/15/2022 | Uncommon Cents Investing LLC | 254,958 | $1.82M | 0.7% | +6.5% | 3.601% | |
6/7/2022 | Bank of America Corp DE | 4,337 | $40K | 0.0% | -77.1% | 0.061% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
5/17/2022 | Royal Bank of Canada | 13,904 | $0.13M | 0.0% | +25.0% | 0.196% | |
5/17/2022 | 1607 Capital Partners LLC | 1,884,510 | $17.28M | 1.0% | +0.5% | 26.617% | |
5/13/2022 | City of London Investment Management Co. Ltd. | 14,200 | $0.13M | 0.0% | N/A | 0.201% | |
5/11/2022 | Raymond James & Associates | 278,639 | $2.56M | 0.0% | -29.8% | 3.938% | |
5/6/2022 | Shaker Financial Services LLC | 255,231 | $2.34M | 0.9% | +32.4% | 3.605% | |
5/4/2022 | Wolverine Asset Management LLC | 37,048 | $0.34M | 0.0% | +785.0% | 0.523% | |
4/21/2022 | Blue Bell Private Wealth Management LLC | 20,063 | $0.18M | 0.1% | +158.5% | 0.284% | |
4/20/2022 | Uncommon Cents Investing LLC | 239,418 | $2.20M | 0.8% | +7.0% | 3.384% | |
4/12/2022 | Matisse Capital | 48,342 | $0.44M | 0.4% | -11.3% | 0.683% | |
2/9/2022 | Wolverine Asset Management LLC | 4,186 | $43K | 0.0% | -91.8% | 0.059% | |
2/9/2022 | Lazard Asset Management LLC | 188,911 | $1.96M | 0.0% | +21.4% | 2.670% | |
2/7/2022 | Shaker Financial Services LLC | 192,773 | $2M | 0.7% | -23.2% | 2.725% | |
2/4/2022 | Matisse Capital | 54,493 | $0.57M | 0.4% | N/A | 0.770% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 642,917 | $6.67M | 0.0% | N/A | 9.087% | |
1/26/2022 | Blue Bell Private Wealth Management LLC | 7,760 | $80K | 0.0% | +40.5% | 0.110% | |
11/12/2021 | Wolverine Asset Management LLC | 50,866 | $0.57M | 0.0% | -2.8% | 0.719% | |
11/10/2021 | Blue Bell Private Wealth Management LLC | 5,524 | $62K | 0.0% | N/A | 0.078% | |
11/2/2021 | Shaker Financial Services LLC | 251,029 | $2.80M | 1.1% | +1.8% | 3.548% | |
8/17/2021 | Wells Fargo & Company MN | 639,169 | $7.27M | 0.0% | -1.6% | 9.034% | |
8/16/2021 | 1607 Capital Partners LLC | 2,022,364 | $23.02M | 1.1% | -3.6% | 28.585% | |
8/13/2021 | LPL Financial LLC | 55,590 | $0.63M | 0.0% | +42.3% | 0.786% | |
8/12/2021 | Lazard Asset Management LLC | 155,656 | $1.77M | 0.0% | -6.0% | 2.200% | |
8/12/2021 | Relative Value Partners Group LLC | 22,925 | $0.26M | 0.0% | -13.6% | 0.324% | |
8/4/2021 | Shaker Financial Services LLC | 246,648 | $2.81M | 1.0% | +52.7% | 3.484% | |
5/18/2021 | 1607 Capital Partners LLC | 2,097,608 | $22.35M | 1.1% | +1.5% | 27.794% | |
5/18/2021 | Morgan Stanley | 160,665 | $1.71M | 0.0% | +9.8% | 2.129% | |
5/13/2021 | Wolverine Asset Management LLC | 36,008 | $0.38M | 0.0% | N/A | 0.477% | |
4/20/2021 | Uncommon Cents Investing LLC | 223,593 | $2.38M | 1.0% | -0.5% | 2.963% | |
3/26/2021 | Susquehanna International Group LLP | 25,757 | $0.27M | 0.0% | -18.1% | 0.341% | |
2/11/2021 | Lazard Asset Management LLC | 165,514 | $1.72M | 0.0% | +8.2% | 2.193% | |
2/9/2021 | Wells Fargo & Company MN | 661,210 | $6.88M | 0.0% | -0.3% | 8.761% | |
2/3/2021 | Shaker Financial Services LLC | 154,600 | $1.61M | 0.7% | +45.9% | 2.048% | |
1/14/2021 | Uncommon Cents Investing LLC | 224,643 | $2.34M | 1.1% | +1.0% | 2.977% | |
11/12/2020 | Karpus Management Inc. | 143,059 | $1.35M | 0.0% | -22.9% | 1.896% | |
11/9/2020 | Shaker Financial Services LLC | 105,972 | $1M | 0.5% | -32.4% | 1.404% | |
11/9/2020 | LPL Financial LLC | 44,060 | $0.42M | 0.0% | N/A | 0.584% | |
11/4/2020 | Raymond James & Associates | 402,542 | $3.81M | 0.0% | -5.3% | 5.334% | |
10/19/2020 | Uncommon Cents Investing LLC | 222,355 | $2.10M | 1.1% | -2.7% | 2.946% | |
8/20/2020 | Karpus Management Inc. | 185,537 | $1.54M | 0.1% | -17.6% | 2.457% | |
8/17/2020 | Karpus Management Inc. | 185,537 | $1.54M | 0.1% | -17.6% | 2.458% | |
8/14/2020 | Bank of America Corp DE | 5,071 | $42K | 0.0% | -26.3% | 0.067% | |
8/11/2020 | Cornerstone Advisors LLC | 27,041 | $0.23M | 0.0% | -6.9% | 0.358% | |
8/6/2020 | Shaker Financial Services LLC | 156,763 | $1.30M | 0.7% | +32.9% | 2.077% | |
7/30/2020 | Blue Bell Private Wealth Management LLC | 14,550 | $0.12M | 0.1% | -24.0% | 0.193% | |
7/28/2020 | Raymond James & Associates | 425,198 | $3.54M | 0.0% | -19.6% | 5.632% | |
5/18/2020 | Karpus Management Inc. | 225,140 | $1.59M | 0.1% | -5.1% | 2.924% | |
5/18/2020 | Colony Group LLC | 12,000 | $85K | 0.0% | N/A | 0.156% | |
5/15/2020 | Morgan Stanley | 181,649 | $1.28M | 0.0% | +43.7% | 2.360% | |
5/14/2020 | Wells Fargo & Company MN | 557,477 | $3.94M | 0.0% | -3.1% | 7.244% | |
5/7/2020 | Matisse Capital | 21,119 | $0.15M | 0.1% | N/A | 0.274% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
5/1/2020 | Shaker Financial Services LLC | 117,916 | $0.83M | 0.6% | -46.8% | 1.532% | |
4/22/2020 | Blue Bell Private Wealth Management LLC | 19,151 | $0.14M | 0.1% | -20.9% | 0.249% | |
4/21/2020 | Raymond James & Associates | 528,748 | $3.74M | 0.0% | +7.3% | 6.870% | |
4/10/2020 | Uncommon Cents Investing LLC | 227,405 | $1.61M | 1.0% | +1.1% | 2.953% | |
2/14/2020 | Bank of America Corp DE | 6,002 | $56K | 0.0% | +232.2% | 0.078% | |
2/14/2020 | UBS Group AG | 5,895 | $55K | 0.0% | -41.1% | 0.077% | |