7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 166,802 | $14.54M | 0.1% | -0.1% | 0.013% | |
7/10/2025 | Focus Financial Network Inc. | 32,904 | $2.87M | 0.1% | -8.5% | 0.003% | |
7/10/2025 | Sovran Advisors LLC | 5,295 | $469K | 0.0% | -4.3% | 0.000% | |
7/9/2025 | Sivia Capital Partners LLC | 4,356 | $380K | 0.1% | +9.6% | 0.000% | |
7/9/2025 | Sawyer & Company Inc | 21,415 | $1.87M | 0.7% | +6.1% | 0.002% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 24,352 | $2.12M | 0.1% | -18.2% | 0.002% | |
7/9/2025 | Gilman Hill Asset Management LLC | 42,948 | $3.74M | 0.6% | +0.6% | 0.003% | |
7/9/2025 | Lincoln Capital Corp | 26,782 | $2.34M | 0.9% | -1.1% | 0.002% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 22,465 | $1.96M | 0.3% | +12.3% | 0.002% | |
7/9/2025 | Radnor Capital Management LLC | 5,220 | $455K | 0.1% | -2.2% | 0.000% | |
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7/9/2025 | Bruce G. Allen Investments LLC | 1,664 | $145K | 0.1% | -10.4% | 0.000% | |
7/9/2025 | DLK Investment Management LLC | 52,471 | $4.57M | 1.7% | +1.7% | 0.004% | |
7/9/2025 | Pines Wealth Management LLC | 7,283 | $644K | 0.2% | +14.5% | 0.001% | |
7/9/2025 | Procyon Advisors LLC | 12,084 | $1.05M | 0.1% | -22.9% | 0.001% | |
7/9/2025 | Biltmore Wealth Management LLC | 6,452 | $562K | 0.2% | -3.8% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 19,556 | $1.71M | 0.1% | -5.3% | 0.002% | |
7/9/2025 | Gateway Investment Advisers LLC | 88,832 | $7.74M | 0.1% | -12.4% | 0.007% | |
7/9/2025 | Goelzer Investment Management Inc. | 70,572 | $6.15M | 0.3% | -1.0% | 0.006% | |
7/9/2025 | Aaron Wealth Advisors LLC | 8,045 | $701K | 0.1% | +3.9% | 0.001% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 139,875 | $12.19M | 0.7% | +4.8% | 0.011% | |
7/9/2025 | StrongBox Wealth LLC | 12,360 | $1.08M | 0.4% | -22.2% | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 5,385 | $469K | 0.1% | -3.3% | 0.000% | |
7/9/2025 | Balefire LLC | 11,517 | $1.00M | 0.2% | +11.9% | 0.001% | |
7/9/2025 | Berkshire Bank | 3,550 | $309K | 0.1% | +10.4% | 0.000% | |
7/9/2025 | LifePlan Financial LLC | 22,955 | $2.00M | 1.7% | +0.8% | 0.002% | |
7/9/2025 | New England Research & Management Inc. | 6,788 | $592K | 0.3% | -31.9% | 0.001% | |
7/9/2025 | Epiq Partners LLC | 11,253 | $981K | 0.5% | -8.2% | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 8,121 | $708K | 0.1% | +34.2% | 0.001% | |
7/9/2025 | Woodstock Corp | 124,573 | $10.86M | 1.0% | -1.4% | 0.010% | |
7/9/2025 | Bowman & Co S.C. | 18,239 | $1.59M | 0.7% | +1.9% | 0.001% | |
7/9/2025 | Sarver Vrooman Wealth Advisors | 714 | $62K | 0.0% | -16.4% | 0.000% | |
7/9/2025 | Beacon Financial Group | 14,612 | $1.27M | 0.1% | +2.5% | 0.001% | |
7/9/2025 | Czech National Bank | 313,499 | $27.33M | 0.2% | +6.4% | 0.024% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 99,496 | $8.67M | 0.2% | -1.0% | 0.008% | |
7/8/2025 | Partnership Wealth Management LLC | 15,400 | $1.34M | 1.1% | -0.9% | 0.001% | |
7/8/2025 | Rise Advisors LLC | 750 | $65K | 0.0% | -44.2% | 0.000% | |
7/8/2025 | Persium Advisors LLC | 7,946 | $693K | 0.6% | +4.5% | 0.001% | |
7/8/2025 | Martin Capital Partners LLC | 69,575 | $6.07M | 2.4% | +225.5% | 0.005% | |
7/8/2025 | Webster Bank N. A. | 16,381 | $1.43M | 0.1% | -24.2% | 0.001% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 135,812 | $11.84M | 1.9% | +1.1% | 0.011% | |
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 |
7/8/2025 | Paladin Wealth LLC | 11,575 | $1.01M | 0.8% | +5.1% | 0.001% | |
7/8/2025 | Goldstone Financial Group LLC | 5,252 | $464K | 0.1% | +64.4% | 0.000% | |
7/8/2025 | NBC Securities Inc. | 42,273 | $3.68M | 0.3% | +9.3% | 0.003% | |
7/8/2025 | Bard Financial Services Inc. | 37,260 | $3.25M | 0.4% | +8.8% | 0.003% | |
7/8/2025 | Lingohr Asset Management GmbH | 10,075 | $878K | 1.6% | -82.5% | 0.001% | |
7/8/2025 | Gradient Investments LLC | 451,679 | $39.37M | 0.7% | +0.6% | 0.035% | |
7/8/2025 | Red Spruce Capital LLC | 23,707 | $2.07M | 0.9% | +0.5% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 20,707 | $1.81M | 0.0% | -11.6% | 0.002% | |
7/7/2025 | Park Edge Advisors LLC | 2,990 | $261K | 0.1% | -10.5% | 0.000% | |
7/7/2025 | Value Partners Investments Inc. | 95,546 | $8.33M | 0.7% | +0.2% | 0.007% | |
7/7/2025 | Wesbanco Bank Inc. | 18,476 | $1.61M | 0.0% | +5.0% | 0.001% | |
7/7/2025 | Armstrong Henry H Associates Inc. | 109,342 | $9.53M | 0.9% | -9.3% | 0.009% | |
7/7/2025 | Greenfield Savings Bank | 3,313 | $289K | 0.1% | -12.6% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 11,105 | $968K | 0.1% | +1.3% | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 26,105 | $2.28M | 0.3% | +18.0% | 0.002% | |
7/3/2025 | Fiduciary Financial Group LLC | 6,311 | $560K | 0.1% | +6.1% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 33,686 | $2.94M | 0.4% | -6.1% | 0.003% | |
7/2/2025 | Crumly & Associates Inc. | 7,063 | $616K | 0.1% | +3.2% | 0.001% | |
7/2/2025 | Doliver Advisors LP | 12,903 | $1.13M | 0.3% | -1.5% | 0.001% | |
7/2/2025 | LVM Capital Management Ltd. MI | 14,901 | $1.30M | 0.1% | -2.6% | 0.001% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 9,304 | $811K | 0.1% | -3.9% | 0.001% | |
7/1/2025 | Confluence Investment Management LLC | 209,424 | $18.26M | 0.3% | -1.1% | 0.016% | |
7/1/2025 | Park National Corp OH | 125,374 | $10.93M | 0.4% | -1.1% | 0.010% | |
7/1/2025 | Harbor Investment Advisory LLC | 11,485 | $1.00M | 0.1% | +2.8% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 3,423 | $298K | 0.1% | N/A | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 17,121 | $1.49M | 0.3% | +8.1% | 0.001% | |
7/1/2025 | Cullen Investment Group LTD. | 85,921 | $7.49M | 1.1% | +7.2% | 0.007% | |
6/23/2025 | Swedbank AB | 594,806 | $53.45M | 0.1% | +2.5% | 0.046% | |
6/18/2025 | Voya Investment Management LLC | 731,036 | $65.69M | 0.1% | -2.1% | 0.057% | |
6/16/2025 | Maple Capital Management Inc. | 3,015 | $271K | 0.0% | -5.2% | 0.000% | |
6/9/2025 | 1248 Management LLC | 283 | $26K | 0.0% | N/A | 0.000% | |
6/6/2025 | eCIO Inc. | 2,385 | $214K | 0.1% | N/A | 0.000% | |
6/4/2025 | First Hawaiian Bank | 25,092 | $2.26M | 0.1% | +12.1% | 0.002% | |
6/2/2025 | Hodges Capital Management Inc. | 8,663 | $778K | 0.1% | +49.7% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 17,478 | $1.57M | 0.1% | +25.5% | 0.001% | |
5/29/2025 | Apeiron RIA LLC | 3,314 | $298K | 0.1% | -11.0% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 690,119 | $60.78M | 0.1% | +32.2% | 0.054% | |
5/28/2025 | Strs Ohio | 935,533 | $84.07M | 0.4% | N/A | 0.073% | |
5/28/2025 | GK Wealth Management LLC | 2,372 | $213K | 0.2% | -29.1% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 59,953 | $5.39M | 1.4% | N/A | 0.005% | |
5/27/2025 | Jacobi Capital Management LLC | 18,075 | $1.62M | 0.1% | -2.6% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 507,695 | $45.62M | 0.7% | +11.7% | 0.040% | |
5/22/2025 | Mattson Financial Services LLC | 46,865 | $4.21M | 1.3% | +11.2% | 0.004% | |
5/22/2025 | WBI Investments LLC | 8,637 | $776K | 0.2% | +24.5% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 21,315 | $1.92M | 1.2% | N/A | 0.002% | |
5/21/2025 | Acadian Asset Management LLC | 75,510 | $6.78M | 0.0% | -47.2% | 0.006% | |
5/21/2025 | Geneos Wealth Management Inc. | 55,424 | $4.98M | 0.2% | -11.0% | 0.004% | |
5/20/2025 | Belpointe Asset Management LLC | 7,493 | $673K | 0.0% | -7.5% | 0.001% | |
5/20/2025 | Jupiter Wealth Management LLC | 6,000 | $522K | 0.3% | -50.0% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 194,771 | $17.50M | 0.2% | +69.7% | 0.015% | |
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 |
5/20/2025 | Focus Partners Wealth | 211,536 | $19.01M | 0.0% | +6.3% | 0.016% | |
5/20/2025 | Integrity Alliance LLC. | 12,317 | $1.11M | 0.0% | N/A | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 634 | $57K | 0.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 53,041 | $4.77M | 0.1% | -2.0% | 0.004% | |
5/20/2025 | Plato Investment Management Ltd | 39,447 | $3.58M | 0.3% | +0.7% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 9,183 | $825K | 0.0% | -8.3% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 2,306 | $207K | 0.0% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 8,780,743 | $789.04M | 0.2% | -1.5% | 0.685% | |
5/19/2025 | Legacy Advisory Services LLC | 6,016 | $541K | 0.5% | N/A | 0.000% | |
5/16/2025 | Woodline Partners LP | 43,269 | $3.89M | 0.0% | -85.6% | 0.003% | |