7/24/2025 | Total Wealth Planning & Management Inc. | 79,279 | $1.19M | 0.9% | -15.1% | 0.192% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,777 | $1.06M | 0.0% | +27.5% | 0.171% | |
7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 530,000 | $7.97M | 0.5% | +307.7% | 1.281% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 62,874 | $946K | 0.1% | N/A | 0.152% | |
5/16/2025 | Goldman Sachs Group Inc. | 551,213 | $10.56M | 0.0% | -1.7% | 1.332% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 679,877 | $13.03M | 0.0% | N/A | 1.643% | |
5/15/2025 | Energy Income Partners LLC | 783,614 | $15.01M | 0.3% | +8.7% | 1.894% | |
5/13/2025 | Raymond James Financial Inc. | 219,296 | $4.20M | 0.0% | -19.9% | 0.530% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 53,624 | $1.03M | 0.5% | -22.8% | 0.130% | |
5/13/2025 | American Century Companies Inc. | 1,059,314 | $20.30M | 0.0% | -6.2% | 2.561% | |
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5/12/2025 | Virtu Financial LLC | 11,235 | $215K | 0.0% | -44.2% | 0.027% | |
5/9/2025 | Kim LLC | 395,205 | $7.57M | 0.9% | -21.0% | 0.955% | |
5/9/2025 | Atria Wealth Solutions Inc. | 12,000 | $230K | 0.0% | N/A | 0.029% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 55,500 | $1.06M | 0.0% | +11.0% | 0.134% | |
5/7/2025 | Pin Oak Investment Advisors Inc. | 283,758 | $5.27M | 4.1% | -2.8% | 0.689% | |
5/1/2025 | CWM LLC | 4,000 | $77K | 0.0% | N/A | 0.010% | |
4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 27,250 | $522K | 0.0% | +28.2% | 0.066% | |
4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 130,000 | $2.49M | 0.2% | -50.3% | 0.316% | |
4/24/2025 | Total Wealth Planning & Management Inc. | 93,334 | $1.79M | 1.7% | +3.6% | 0.227% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,278 | $216K | 0.0% | N/A | 0.027% | |
4/21/2025 | CWA Asset Management Group LLC | 50,124 | $960K | 0.0% | +29.1% | 0.122% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 69,442 | $1.17M | 0.5% | N/A | 0.169% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 90,060 | $1.52M | 1.4% | N/A | 0.220% | |
2/17/2025 | Bramshill Investments LLC | 46,453 | $782K | 0.1% | -4.5% | 0.114% | |
2/14/2025 | Jane Street Group LLC | 27,380 | $461K | 0.0% | N/A | 0.067% | |
2/14/2025 | Stifel Financial Corp | 96,711 | $1.63M | 0.0% | -8.8% | 0.236% | |
2/13/2025 | XTX Topco Ltd | 16,022 | $270K | 0.0% | N/A | 0.039% | |
2/13/2025 | Raymond James Financial Inc. | 273,674 | $4.61M | 0.0% | N/A | 0.669% | |
2/13/2025 | Wells Fargo & Company MN | 8,090 | $136K | 0.0% | -94.3% | 0.020% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,059,828 | $17.80M | 0.0% | +41.9% | 2.591% | |
2/11/2025 | Sei Investments Co. | 123,094 | $2.07M | 0.0% | +4.2% | 0.301% | |
2/11/2025 | American Century Companies Inc. | 1,129,400 | $19.02M | 0.0% | +0.2% | 2.761% | |
2/11/2025 | Kim LLC | 500,000 | $8.42M | 1.1% | -13.8% | 1.222% | |
2/11/2025 | Virtu Financial LLC | 20,137 | $339K | 0.0% | N/A | 0.049% | |
2/11/2025 | Pin Oak Investment Advisors Inc. | 291,882 | $4.92M | 4.4% | +0.3% | 0.713% | |
2/11/2025 | Boston Partners | 22,242 | $375K | 0.0% | N/A | 0.054% | |
2/6/2025 | Raymond James Financial Inc. | 273,674 | $4.61M | 0.0% | N/A | 0.669% | |
2/6/2025 | M&T Bank Corp | 15,000 | $253K | 0.0% | N/A | 0.037% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 4,265 | $72K | 0.0% | N/A | 0.010% | |
1/24/2025 | Childress Capital Advisors LLC | 25,124 | $423K | 0.1% | N/A | 0.061% | |
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1/24/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 21,250 | $358K | 0.0% | -24.8% | 0.052% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 50,000 | $842K | 0.0% | +28.2% | 0.122% | |
1/21/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 261,630 | $4.41M | 0.3% | -1.3% | 0.639% | |
1/15/2025 | Merit Financial Group LLC | 30,000 | $505K | 0.0% | N/A | 0.073% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 8,916 | $150K | 0.0% | +109.7% | 0.022% | |
1/6/2025 | CWA Asset Management Group LLC | 38,830 | $654K | 0.0% | N/A | 0.095% | |
11/15/2024 | Stifel Financial Corp | 106,029 | $2.10M | 0.0% | -9.8% | 0.259% | |
11/15/2024 | Clear Street Derivatives LLC | 407,420 | $8.06M | 0.1% | N/A | 0.996% | |
11/14/2024 | Pin Oak Investment Advisors Inc. | 291,061 | $5.76M | 5.2% | +7.1% | 0.711% | |
11/13/2024 | Glenmede Trust Co. NA | 47,678 | $943K | 0.0% | +13.9% | 0.117% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 28,250 | $559K | 0.0% | N/A | 0.074% | |
10/24/2024 | PFG Investments LLC | 32,300 | $639K | 0.0% | N/A | 0.084% | |
10/18/2024 | Raymond James & Associates | 225,769 | $4.47M | 0.0% | -3.7% | 0.730% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,252 | $84K | 0.0% | N/A | 0.011% | |
8/13/2024 | Westwood Holdings Group Inc. | 200,000 | $4.03M | 0.0% | N/A | 0.521% | |
8/13/2024 | Sei Investments Co. | 105,433 | $2.13M | 0.0% | N/A | 0.274% | |
8/13/2024 | King Luther Capital Management Corp | 2,561,530 | $51.64M | 0.2% | -1.2% | 6.669% | |
8/12/2024 | Hsbc Holdings PLC | 150,000 | $3.02M | 0.0% | +89.6% | 0.485% | |
8/8/2024 | Federated Hermes Inc. | 6,750 | $136K | 0.0% | -55.0% | 0.022% | |
8/8/2024 | American Century Companies Inc. | 1,025,906 | $20.68M | 0.0% | +1,127.0% | 3.316% | |
7/24/2024 | Silverleafe Capital Partners LLC | 34,000 | $685K | 0.2% | N/A | 0.110% | |
7/19/2024 | Raymond James & Associates | 234,488 | $4.73M | 0.0% | +43.4% | 0.758% | |
5/15/2024 | Energy Income Partners LLC | 493,438 | $8.86M | 0.2% | +37.7% | 1.595% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 71,443 | $1.28M | 0.0% | +35.6% | 0.232% | |
2/14/2024 | Pin Oak Investment Advisors Inc. | 239,035 | $4.35M | 4.4% | N/A | 0.777% | |
2/12/2024 | Global Endowment Management LP | 2,074,864 | $37.72M | 4.2% | -31.8% | 6.748% | |
2/12/2024 | Brown Brothers Harriman & Co. | 10,050 | $183K | 0.0% | N/A | 0.033% | |
2/12/2024 | Hsbc Holdings PLC | 150,000 | $2.69M | 0.0% | N/A | 0.488% | |
2/9/2024 | King Luther Capital Management Corp | 2,591,530 | $47.11M | 0.2% | +0.6% | 8.428% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,933 | $690K | 0.0% | N/A | 0.123% | |
2/1/2024 | Jennison Associates LLC | 185,985 | $3.38M | 0.0% | -1.8% | 0.605% | |
1/18/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 296,000 | $5.38M | 0.5% | -10.2% | 0.963% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 52,688 | $958K | 0.0% | +418.8% | 0.171% | |
1/16/2024 | Raymond James & Associates | 210,021 | $3.82M | 0.0% | -19.1% | 0.683% | |
11/7/2023 | Barclays PLC | 212,652 | $4.32M | 0.0% | -9.0% | 0.692% | |
11/2/2023 | Venturi Wealth Management LLC | 2,300 | $47K | 0.0% | +64.3% | 0.007% | |
10/26/2023 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 329,500 | $6.69M | 0.7% | -3.5% | 1.072% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,155 | $206K | 0.0% | N/A | 0.033% | |
10/24/2023 | Raymond James & Associates | 259,653 | $5.27M | 0.0% | +1.3% | 0.844% | |
8/3/2023 | Barclays PLC | 233,565 | $5.06M | 0.0% | +1.8% | 0.760% | |
8/3/2023 | Jennison Associates LLC | 188,960 | $4.09M | 0.0% | -0.3% | 0.615% | |
7/25/2023 | Raymond James & Associates | 256,322 | $5.55M | 0.0% | +21.9% | 0.834% | |
7/24/2023 | Venturi Wealth Management LLC | 1,400 | $30K | 0.0% | N/A | 0.005% | |
7/11/2023 | Worth Asset Management LLC | 1,425 | $31K | 0.0% | N/A | 0.005% | |
5/12/2023 | CIBC Private Wealth Group LLC | 510,362 | $23.05M | 0.1% | N/A | 1.660% | |
5/11/2023 | Tortoise Capital Advisors L.L.C. | 50,000 | $1.16M | 0.0% | N/A | 0.163% | |
5/11/2023 | King Luther Capital Management Corp | 2,576,530 | $59.54M | 0.3% | N/A | 8.379% | |
5/8/2023 | Federated Hermes Inc. | 26,000 | $601K | 0.0% | N/A | 0.085% | |
5/4/2023 | Barclays PLC | 229,458 | $5.30M | 0.0% | N/A | 0.746% | |
4/26/2023 | Jennison Associates LLC | 189,481 | $4.38M | 0.0% | N/A | 0.616% | |
Your Bank Account Is No Longer Safe (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |