| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 77,686 | $7.82M | 1.6% | N/A | 0.015% | |
| 7/14/2025 | Baring Financial LLC | 41,737 | $4.20M | 3.1% | +11.0% | 0.008% | |
| 7/14/2025 | Golden State Equity Partners | 29,585 | $2.98M | 0.6% | -17.7% | 0.006% | |
| 7/14/2025 | AdvisorNet Financial Inc | 13,460 | $1.36M | 0.1% | +98.0% | 0.003% | |
| 7/14/2025 | IronOak Wealth LLC. | 49,980 | $5.03M | 4.9% | N/A | 0.010% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 29,065 | $2.93M | 0.2% | -85.7% | 0.006% | |
| 7/14/2025 | Northland Capital Management LLC | 3,420 | $344K | 0.2% | +14.0% | 0.001% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 15,855 | $1.60M | 0.3% | +75.7% | 0.003% | |
| 7/14/2025 | S.A. Mason LLC | 1,184 | $119K | 0.1% | N/A | 0.000% | |
| 7/14/2025 | Ridgewood Investments LLC | 30,933 | $3.12M | 1.3% | +12.6% | 0.006% | |
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| 7/14/2025 | Sweeney & Michel LLC | 2,772 | $279K | 0.1% | -9.4% | 0.001% | |
| 7/14/2025 | Financial Advisory Partners LLC | 103,689 | $10.44M | 3.3% | -23.0% | 0.020% | |
| 7/14/2025 | Park Avenue Securities LLC | 83,065 | $8.36M | 0.1% | +626.2% | 0.016% | |
| 7/14/2025 | Sowell Financial Services LLC | 166,392 | $16.75M | 0.7% | +7.9% | 0.033% | |
| 7/11/2025 | Westfuller Advisors LLC | 246,952 | $24.87M | 14.2% | +41.3% | 0.050% | |
| 7/11/2025 | Enhancing Capital LLC | 44,476 | $4.48M | 3.4% | -6.6% | 0.009% | |
| 7/11/2025 | Prosperity Planning Inc. | 11,420 | $1.15M | 0.3% | -13.0% | 0.002% | |
| 7/11/2025 | Ridgeline Wealth LLC | 2,236 | $225K | 0.2% | -95.1% | 0.000% | |
| 7/11/2025 | Scratch Capital LLC | 48,743 | $4.91M | 4.0% | +14.9% | 0.010% | |
| 7/11/2025 | Deane Retirement Strategies Inc. | 143,694 | $14.47M | 6.5% | +211.9% | 0.029% | |
| 7/11/2025 | Farther Finance Advisors LLC | 630,981 | $63.53M | 1.3% | +15.5% | 0.127% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 11,319 | $1.14M | 0.1% | +2.8% | 0.002% | |
| 7/11/2025 | CX Institutional | 1,548,148 | $155.88M | 5.4% | +250.0% | 0.310% | |
| 7/11/2025 | UMB Bank n.a. | 18,464 | $1.86M | 0.0% | -3.8% | 0.004% | |
| 7/11/2025 | Lantz Financial LLC | 29,808 | $3.00M | 0.7% | +41.9% | 0.006% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 3,705 | $373K | 0.0% | +22.3% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 366,909 | $36.94M | 0.8% | +520.5% | 0.074% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 192,787,521 | $19.38B | 2.6% | +545,715.6% | 38.658% | |
| 7/11/2025 | Grove Bank & Trust | 400 | $40K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Anderson Hoagland & Co. | 74,392 | $7.49M | 0.7% | -16.5% | 0.015% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 3,071 | $309K | 0.1% | N/A | 0.001% | |
| 7/10/2025 | IMPACTfolio LLC | 2,491 | $251K | 0.1% | N/A | 0.000% | |
| 7/10/2025 | Selective Wealth Management Inc. | 529,734 | $53.21M | 19.4% | +48.4% | 0.106% | |
| 7/10/2025 | Worth Asset Management LLC | 198,504 | $19.99M | 9.9% | -18.5% | 0.040% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 14,550 | $1.47M | 0.1% | +67.2% | 0.003% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 16,486 | $1.66M | 0.3% | -7.1% | 0.003% | |
| 7/10/2025 | Sterling Investment Advisors LLC ADV | 154,346 | $15.54M | 7.2% | +2.0% | 0.031% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 10,943 | $1.10M | 0.5% | +8.9% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,716,119 | $172.33M | 0.3% | +90.4% | 0.344% | |
| 7/10/2025 | Secure Asset Management LLC | 12,184 | $1.23M | 0.2% | N/A | 0.002% | |
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 |
| 7/10/2025 | Stonekeep Investments LLC | 126,827 | $12.77M | 8.6% | -6.8% | 0.025% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 23,208 | $2.34M | 0.2% | +66.7% | 0.005% | |
| 7/10/2025 | Professional Financial Advisors LLC | 66,626 | $6.71M | 1.6% | +3.6% | 0.013% | |
| 7/10/2025 | Sovran Advisors LLC | 2,370 | $238K | 0.0% | -22.3% | 0.000% | |
| 7/9/2025 | Finley Financial LLC | 6,270 | $631K | 0.3% | N/A | 0.001% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 2,313 | $233K | 0.0% | -33.1% | 0.000% | |
| 7/9/2025 | Lincoln Capital Corp | 33,849 | $3.41M | 1.3% | -48.1% | 0.007% | |
| 7/9/2025 | Archer Investment Management LLC | 124,602 | $12.55M | 9.1% | N/A | 0.025% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 1,751 | $176K | 0.1% | -17.9% | 0.000% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 14,655 | $1.48M | 0.3% | N/A | 0.003% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 8,741 | $880K | 0.0% | -57.2% | 0.002% | |
| 7/9/2025 | Keystone Wealth Services LLC | 2,082 | $210K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | Alesco Advisors LLC | 62,257 | $6.27M | 0.2% | +25.1% | 0.012% | |
| 7/9/2025 | Fiduciary Alliance LLC | 25,392 | $2.56M | 0.2% | +482.7% | 0.005% | |
| 7/9/2025 | Triumph Capital Management | 13,747 | $1.38M | 0.4% | +123.5% | 0.003% | |
| 7/9/2025 | Emprise Bank | 89,704 | $9.03M | 4.3% | -19.1% | 0.018% | |
| 7/9/2025 | Efficient Frontier Advisors LLC | 417,900 | $42.08M | 26.7% | +2.7% | 0.084% | |
| 7/9/2025 | Bulwark Capital Corp | 24,084 | $2.43M | 2.0% | N/A | 0.005% | |
| 7/9/2025 | Westmount Partners LLC | 4,008 | $404K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Beacon Financial Group | 28,412 | $2.86M | 0.3% | +3.8% | 0.006% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 2,691 | $271K | 0.1% | -96.8% | 0.001% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 17,097 | $1.72M | 0.7% | +1.0% | 0.003% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 103,788 | $10.45M | 1.4% | +4.5% | 0.021% | |
| 7/8/2025 | NBC Securities Inc. | 50,388 | $5.07M | 0.4% | -6.1% | 0.010% | |
| 7/8/2025 | Parallel Advisors LLC | 10,090 | $1.02M | 0.0% | +7.6% | 0.002% | |
| 7/7/2025 | New Capital Management LP | 3,980 | $401K | 0.1% | -17.3% | 0.001% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 10,700 | $1.08M | 0.4% | -7.7% | 0.002% | |
| 7/7/2025 | Dominguez Wealth Management Solutions Inc. | 136,046 | $13.70M | 9.5% | +3.0% | 0.027% | |
| 7/7/2025 | Bangor Savings Bank | 205,536 | $20.70M | 1.9% | +3.2% | 0.041% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 18,904 | $1.90M | 0.1% | +16.0% | 0.004% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 23,205 | $2.34M | 0.9% | +27.4% | 0.005% | |
| 7/7/2025 | RDA Financial Network | 8,110 | $817K | 0.2% | -12.6% | 0.002% | |
| 7/3/2025 | First Hawaiian Bank | 2,224 | $224K | 0.0% | N/A | 0.000% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 260,709 | $26.17M | 4.7% | +43.6% | 0.059% | |
| 7/1/2025 | Confluence Investment Management LLC | 2,370,040 | $238.64M | 3.4% | +21.9% | 0.532% | |
| 7/1/2025 | Private Client Services LLC | 4,078 | $411K | 0.2% | N/A | 0.001% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 8,048 | $810K | 0.0% | N/A | 0.002% | |
| 6/17/2025 | Ridgepath Capital Management LLC | 503,025 | $50.64M | 24.4% | -21.0% | 0.108% | |
| 6/2/2025 | Modern Wealth Management LLC | 5,610 | $565K | 0.0% | -16.4% | 0.001% | |
| 5/28/2025 | Intrua Financial LLC | 16,824 | $1.69M | 0.2% | +1.1% | 0.004% | |
| 5/28/2025 | Addison Capital Co | 3,180 | $320K | 0.1% | N/A | 0.001% | |
| 5/27/2025 | Advisors Capital Management LLC | 650,494 | $65.44M | 1.0% | +122.2% | 0.140% | |
| 5/21/2025 | McAdam LLC | 31,901 | $3.21M | 0.2% | -22.4% | 0.007% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 77,672 | $7.82M | 0.3% | -93.6% | 0.017% | |
| 5/20/2025 | Belpointe Asset Management LLC | 781,783 | $78.70M | 4.1% | +12,921.0% | 0.168% | |
| 5/20/2025 | Focus Partners Wealth | 787,278 | $79.26M | 0.2% | +31.9% | 0.169% | |
| 5/20/2025 | Integrity Alliance LLC. | 509,156 | $51.26M | 2.0% | +524.1% | 0.109% | |
| 5/19/2025 | Advisory Alpha LLC | 9,147 | $921K | 0.0% | +6.8% | 0.002% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 424,534 | $42.74M | 0.0% | N/A | 0.091% | |
| 5/19/2025 | Legacy Advisory Services LLC | 57,025 | $5.74M | 4.8% | N/A | 0.012% | |
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 |
| 5/16/2025 | Prostatis Group LLC | 10,062 | $1.01M | 0.3% | -4.4% | 0.002% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 1,000 | $101K | 0.0% | -23.1% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 52,425 | $5.26M | 0.1% | +108.5% | 0.011% | |
| 5/16/2025 | Faithward Advisors LLC | 35,381 | $3.56M | 0.6% | +15.3% | 0.008% | |
| 5/16/2025 | Ascent Group LLC | 75,272 | $7.58M | 0.3% | N/A | 0.016% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 36,415 | $3.67M | 0.3% | +187.4% | 0.008% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 117,457 | $11.82M | 5.5% | -5.6% | 0.025% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,325 | $838K | 0.0% | +19.7% | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 62,295 | $6.27M | 0.2% | -31.9% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,048 | $810K | 0.0% | N/A | 0.002% | |
