| 8/4/2025 | Twin City Private Wealth LLC | 33,232 | $2.76M | 2.3% | +16.8% | 0.008% | |
| 8/4/2025 | Integrity Alliance LLC. | 4,042 | $336K | 0.0% | -67.7% | 0.001% | |
| 8/4/2025 | Cottage Street Advisors LLC | 20,869 | $1.74M | 0.9% | -3.2% | 0.005% | |
| 8/4/2025 | IFG Advisory LLC | 6,131 | $510K | 0.0% | +30.0% | 0.001% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 3,864 | $321K | 0.0% | +3.1% | 0.001% | |
| 8/4/2025 | UNIVEST FINANCIAL Corp | 15,168 | $1.26M | 0.1% | -1.4% | 0.004% | |
| 8/4/2025 | Simon Quick Advisors LLC | 3,339 | $278K | 0.0% | +13.6% | 0.001% | |
| 8/4/2025 | Strs Ohio | 361,300 | $30.03M | 0.1% | +2.9% | 0.084% | |
| 8/4/2025 | Amalgamated Bank | 88,744 | $7.38M | 0.1% | +3.3% | 0.021% | |
| 8/4/2025 | Field & Main Bank | 5,875 | $488K | 0.2% | +6.7% | 0.001% | |
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| 8/4/2025 | Atria Investments Inc | 70,321 | $5.85M | 0.1% | -12.1% | 0.016% | |
| 8/4/2025 | Spinnaker Trust | 13,130 | $1.09M | 0.1% | +7.9% | 0.003% | |
| 8/4/2025 | Retirement Systems of Alabama | 593,459 | $49.33M | 0.2% | -0.9% | 0.138% | |
| 8/4/2025 | Assetmark Inc. | 189,400 | $15.74M | 0.0% | +54.4% | 0.044% | |
| 8/4/2025 | Keybank National Association OH | 6,102 | $507K | 0.0% | -3.5% | 0.001% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 7,150 | $594K | 0.0% | -8.4% | 0.002% | |
| 8/4/2025 | Premier Path Wealth Partners LLC | 6,047 | $503K | 0.1% | +3.2% | 0.001% | |
| 8/4/2025 | Spire Wealth Management | 1,834 | $152K | 0.0% | +33.3% | 0.000% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,964 | $662K | 0.0% | +12.8% | 0.002% | |
| 8/4/2025 | World Investment Advisors | 6,052 | $503K | 0.0% | -6.4% | 0.001% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 8,276 | $688K | 0.0% | +3.7% | 0.002% | |
| 8/1/2025 | Jennison Associates LLC | 2,129,300 | $176.99M | 0.1% | -15.9% | 0.494% | |
| 8/1/2025 | James Investment Research Inc. | 6,246 | $519K | 0.1% | N/A | 0.001% | |
| 8/1/2025 | New York Life Investment Management LLC | 60,847 | $5.06M | 0.0% | +6.2% | 0.014% | |
| 8/1/2025 | Howard Capital Management Inc. | 67,132 | $5.58M | 0.1% | +0.5% | 0.016% | |
| 8/1/2025 | GWN Securities Inc. | 4,917 | $412K | 0.1% | -24.1% | 0.001% | |
| 8/1/2025 | Rossby Financial LCC | 322 | $27K | 0.0% | -68.9% | 0.000% | |
| 8/1/2025 | Teacher Retirement System of Texas | 65,724 | $5.46M | 0.0% | +4.9% | 0.015% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 59,981 | $4.99M | 0.1% | +353.9% | 0.014% | |
| 8/1/2025 | Bessemer Group Inc. | 10,349 | $860K | 0.0% | -52.4% | 0.002% | |
| 8/1/2025 | GoalVest Advisory LLC | 350 | $29K | 0.0% | +5,733.3% | 0.000% | |
| 8/1/2025 | Banco Santander S.A. | 282,155 | $23.45M | 0.2% | N/A | 0.066% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 3,742 | $311K | 0.0% | +15.4% | 0.001% | |
| 8/1/2025 | Signature Wealth Management Group | 5,743 | $477K | 0.2% | -84.2% | 0.001% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,839,989 | $152.94M | 0.0% | -13.6% | 0.427% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 78,643 | $6.54M | 0.0% | +86.7% | 0.018% | |
| 7/31/2025 | Wealthfront Advisers LLC | 155,149 | $12.90M | 0.0% | -6.3% | 0.036% | |
| 7/31/2025 | New Hampshire Trust | 4,103 | $341K | 0.1% | +3.6% | 0.001% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 6,187 | $514K | 0.0% | -21.1% | 0.001% | |
| 7/31/2025 | Leeward Investments LLC MA | 115,085 | $9.57M | 0.5% | -1.6% | 0.027% | |
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It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
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| 7/31/2025 | Brian Low Financial Group LLC | 10,126 | $842K | 0.8% | N/A | 0.002% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 28,086 | $2.33M | 1.0% | +4.3% | 0.007% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 4,348 | $361K | 0.0% | -26.8% | 0.001% | |
| 7/31/2025 | AlphaQuest LLC | 14,808 | $1.23M | 0.1% | +283.1% | 0.003% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 974,255 | $80.98M | 0.1% | -0.4% | 0.226% | |
| 7/31/2025 | ARGA Investment Management LP | 10,814 | $899K | 0.0% | -30.8% | 0.003% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 907 | $75K | 0.0% | +72.1% | 0.000% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 195,406 | $16.24M | 0.1% | +9.2% | 0.045% | |
| 7/31/2025 | R Squared Ltd | 15,236 | $1.27M | 0.7% | +181.7% | 0.004% | |
| 7/31/2025 | Avion Wealth | 4,821 | $400K | 0.1% | +7,204.5% | 0.001% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 11,513 | $957K | 0.0% | -7.1% | 0.003% | |
| 7/30/2025 | Bleakley Financial Group LLC | 20,730 | $1.72M | 0.0% | -6.2% | 0.005% | |
| 7/30/2025 | Ethic Inc. | 17,757 | $1.47M | 0.0% | +16.7% | 0.004% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 3,623 | $301K | 0.0% | +12.3% | 0.001% | |
| 7/30/2025 | Adams Diversified Equity Fund Inc. | 219,500 | $18.25M | 0.7% | +71.5% | 0.051% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 2,477 | $206K | 0.0% | -28.1% | 0.001% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 18,201 | $1.51M | 0.1% | +7.9% | 0.004% | |
| 7/30/2025 | Brookstone Capital Management | 9,639 | $801K | 0.0% | -7.5% | 0.002% | |
| 7/30/2025 | D.A. Davidson & CO. | 2,647 | $220K | 0.0% | -9.8% | 0.001% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 341,308 | $28.37M | 0.4% | +3.9% | 0.079% | |
| 7/30/2025 | Divergent Planning LLC | 6,249 | $519K | 0.1% | N/A | 0.001% | |
| 7/30/2025 | Securian Asset Management Inc. | 23,335 | $1.94M | 0.1% | +3.1% | 0.005% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 2,804 | $233K | 0.0% | +9.5% | 0.001% | |
| 7/30/2025 | DekaBank Deutsche Girozentrale | 41,397 | $3.38M | 0.0% | +0.3% | 0.010% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 109,574 | $9.11M | 1.7% | -1.7% | 0.025% | |
| 7/29/2025 | Stephens Inc. AR | 31,801 | $2.64M | 0.0% | +93.2% | 0.007% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 5,210 | $433K | 0.1% | -14.7% | 0.001% | |
| 7/29/2025 | Cidel Asset Management Inc. | 3,086 | $257K | 0.0% | -8.5% | 0.001% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 5,594 | $465K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | International Assets Investment Management LLC | 3,450 | $287K | 0.0% | -19.0% | 0.001% | |
| 7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 324,856 | $27.00M | 0.2% | N/A | 0.075% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 109,584 | $9.11M | 0.1% | -1.7% | 0.025% | |
| 7/29/2025 | Spirit of America Management Corp NY | 25,450 | $2.12M | 0.4% | +9.7% | 0.006% | |
| 7/29/2025 | Citizens Business Bank | 8,926 | $742K | 0.1% | -1.3% | 0.002% | |
| 7/29/2025 | Stanley Laman Group Ltd. | 93,937 | $7.81M | 1.2% | -7.5% | 0.022% | |
| 7/29/2025 | Foster & Motley Inc. | 13,499 | $1.12M | 0.1% | -9.8% | 0.003% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 235,951 | $19.61M | 0.1% | +4.8% | 0.055% | |
| 7/29/2025 | Arista Wealth Management LLC | 8,584 | $714K | 0.1% | N/A | 0.002% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 14,110 | $1.17M | 0.0% | +7.5% | 0.003% | |
| 7/29/2025 | Private Trust Co. NA | 5,174 | $430K | 0.0% | +12.4% | 0.001% | |
| 7/29/2025 | Nordea Investment Management AB | 483,177 | $39.75M | 0.0% | -23.1% | 0.112% | |
| 7/29/2025 | Praxis Investment Management Inc. | 8,670 | $721K | 0.0% | -44.6% | 0.002% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 77,970 | $6.48M | 0.8% | +6.5% | 0.018% | |
| 7/28/2025 | Allianz Asset Management GmbH | 201,179 | $16.72M | 0.0% | -54.3% | 0.047% | |
| 7/28/2025 | New York State Teachers Retirement System | 411,465 | $34.20M | 0.1% | -5.7% | 0.096% | |
| 7/28/2025 | Mutual Advisors LLC | 3,544 | $312K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Generali Asset Management SPA SGR | 14,808 | $1.23M | 0.0% | -42.0% | 0.003% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 6,302 | $524K | 0.0% | +6.0% | 0.001% | |
| 7/28/2025 | Equitable Trust Co. | 79,447 | $6.60M | 0.3% | +1.0% | 0.018% | |
| 7/28/2025 | TD Asset Management Inc | 3,442,042 | $286.10M | 0.2% | +12.6% | 0.799% | |
A new rule goes live in July — and the banks are quietly crushing it (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 |
| 7/28/2025 | Kiker Wealth Management LLC | 9,179 | $763K | 0.4% | N/A | 0.002% | |
| 7/28/2025 | Moran Wealth Management LLC | 3,557 | $296K | 0.0% | N/A | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,430 | $701K | 0.0% | -59.1% | 0.002% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,207 | $848K | 0.0% | -72.9% | 0.002% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 2,335 | $206K | 0.1% | N/A | 0.001% | |
| 7/25/2025 | Concord Wealth Partners | 1,164 | $97K | 0.0% | +57.7% | 0.000% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 7,517 | $625K | 0.0% | +9.3% | 0.002% | |
| 7/25/2025 | Yousif Capital Management LLC | 58,640 | $4.87M | 0.1% | -0.5% | 0.014% | |
| 7/25/2025 | MGO One Seven LLC | 14,860 | $1.24M | 0.0% | -12.7% | 0.003% | |
| 7/25/2025 | Welch Group LLC | 6,343 | $527K | 0.0% | +4.1% | 0.001% | |
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