| 7/16/2025 | Diversified Enterprises LLC | 6,977 | $1.36M | 0.1% | -8.1% | 0.005% | |
| 7/16/2025 | Independent Wealth Network Inc. | 1,067 | $208K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 3,480 | $679K | 0.2% | -7.7% | 0.002% | |
| 7/16/2025 | West Branch Capital LLC | 5,821 | $1.14M | 0.3% | -27.6% | 0.004% | |
| 7/16/2025 | Meredith Wealth Planning | 1,477 | $288K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 3,251 | $634K | 0.0% | +74.1% | 0.002% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 11,723 | $2.29M | 0.7% | -3.6% | 0.008% | |
| 7/16/2025 | Paragon Capital Management Ltd | 8,201 | $1.60M | 0.3% | -5.5% | 0.005% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 1,469 | $287K | 0.2% | -3.7% | 0.001% | |
| 7/16/2025 | 1834 Investment Advisors Co. | 7,038 | $1.37M | 0.2% | -2.7% | 0.005% | |
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| 7/16/2025 | Cove Private Wealth LLC | 6,165 | $1.20M | 0.4% | +84.6% | 0.004% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 3,194 | $623K | 0.1% | +138.2% | 0.002% | |
| 7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 5,552 | $1.08M | 1.4% | -1.0% | 0.004% | |
| 7/16/2025 | Falcon Wealth Planning | 20,573 | $4.01M | 0.4% | -16.9% | 0.014% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 17,281 | $3.37M | 1.4% | +6.3% | 0.011% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 1,035 | $202K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | LS Investment Advisors LLC | 14,202 | $2.77M | 0.4% | -1.3% | 0.009% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 3,054 | $596K | 0.0% | +14.5% | 0.002% | |
| 7/16/2025 | American National Bank & Trust | 8,888 | $1.73M | 0.2% | +63.9% | 0.006% | |
| 7/16/2025 | Tenret Co LLC | 22,704 | $4.43M | 2.4% | -12.0% | 0.015% | |
| 7/16/2025 | Traveka Wealth LLC | 76,382 | $14.90M | 7.9% | +1.9% | 0.051% | |
| 7/16/2025 | Old North State Wealth Management LLC | 1,879 | $367K | 0.2% | N/A | 0.001% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 3,228 | $630K | 0.2% | +7.0% | 0.002% | |
| 7/16/2025 | Essex Financial Services Inc. | 16,581 | $3.23M | 0.2% | -4.3% | 0.011% | |
| 7/16/2025 | Dakota Wealth Management | 2,242 | $437K | 0.0% | -11.2% | 0.001% | |
| 7/16/2025 | Perigon Wealth Management LLC | 23,383 | $4.56M | 0.1% | -2.5% | 0.016% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 5,069 | $993K | 0.1% | -8.0% | 0.003% | |
| 7/16/2025 | Magnus Financial Group LLC | 9,723 | $1.90M | 0.2% | -24.8% | 0.006% | |
| 7/16/2025 | Plancorp LLC | 12,605 | $2.46M | 0.1% | -1.0% | 0.008% | |
| 7/16/2025 | Meridian Financial LLC | 6,213 | $1.21M | 0.8% | +5.4% | 0.004% | |
| 7/16/2025 | Newton One Investments LLC | 10,204 | $1.99M | 0.6% | -1.6% | 0.007% | |
| 7/15/2025 | Level Financial Advisors | 5,798 | $1.13M | 0.4% | -3.6% | 0.004% | |
| 7/15/2025 | Sightline Wealth Advisors LLC | 3,774 | $736K | 0.4% | -3.4% | 0.003% | |
| 7/15/2025 | McAdam LLC | 128,647 | $25.09M | 1.4% | +1.3% | 0.085% | |
| 7/15/2025 | Atmos Advisory LLC | 32,391 | $6.32M | 4.0% | -0.9% | 0.022% | |
| 7/15/2025 | Signet Financial Management LLC | 15,285 | $2.98M | 0.4% | -6.5% | 0.010% | |
| 7/15/2025 | Total Wealth Planning LLC | 107,740 | $21.01M | 2.7% | +8.5% | 0.072% | |
| 7/15/2025 | TD Private Client Wealth LLC | 9,991 | $1.95M | 0.0% | -4.3% | 0.007% | |
| 7/15/2025 | Mather Group LLC. | 873,500 | $170.34M | 1.8% | -0.4% | 0.580% | |
| 7/15/2025 | Evanson Asset Management LLC | 15,372 | $3.00M | 0.2% | +15.3% | 0.010% | |
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 |
| 7/15/2025 | EWG Elevate Inc. | 10,323 | $2.01M | 0.6% | +26.0% | 0.007% | |
| 7/15/2025 | Alhambra Investment Management LLC | 21,000 | $4.10M | 2.0% | -57.2% | 0.014% | |
| 7/15/2025 | Ballentine Partners LLC | 7,206 | $1.41M | 0.0% | -1.4% | 0.005% | |
| 7/15/2025 | BCS Wealth Management | 3,958 | $772K | 0.2% | +11.1% | 0.003% | |
| 7/15/2025 | Vannoy Advisory Group Inc. | 4,546 | $886K | 0.6% | -5.1% | 0.003% | |
| 7/15/2025 | Accurate Wealth Management LLC | 1,668 | $339K | 0.1% | +3.3% | 0.001% | |
| 7/15/2025 | Maseco LLP | 1,000 | $195K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Axis Wealth Partners LLC | 3,011 | $587K | 0.4% | -8.5% | 0.002% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 18,048 | $3.52M | 0.8% | +0.8% | 0.012% | |
| 7/15/2025 | Fifth Third Bancorp | 88,474 | $17.25M | 0.1% | -6.0% | 0.059% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 3,487 | $680K | 0.2% | +37.8% | 0.002% | |
| 7/15/2025 | Forte Capital LLC ADV | 1,399 | $273K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Hippocratic Financial Advisors LLC | 1,495 | $292K | 0.2% | -10.9% | 0.001% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 39,064 | $7.62M | 1.0% | +10.3% | 0.026% | |
| 7/15/2025 | Revisor Wealth Management LLC | 6,088 | $1.24M | 0.4% | +1.7% | 0.004% | |
| 7/15/2025 | Family Wealth Partners LLC | 47,579 | $9.28M | 3.7% | -3.1% | 0.032% | |
| 7/15/2025 | CGN Advisors LLC | 24,184 | $4.72M | 0.4% | +2.5% | 0.016% | |
| 7/15/2025 | Bfsg LLC | 459 | $90K | 0.0% | -17.9% | 0.000% | |
| 7/15/2025 | Alpha Omega Wealth Management LLC | 25,251 | $4.92M | 0.9% | +3.7% | 0.017% | |
| 7/15/2025 | Optima Capital LLC | 11,373 | $2.23M | 1.2% | -4.8% | 0.008% | |
| 7/14/2025 | Seek First Inc. | 21,146 | $4.12M | 3.3% | +3.9% | 0.014% | |
| 7/14/2025 | E&G Advisors LP | 23,786 | $4.64M | 1.2% | +1.7% | 0.016% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 184,022 | $35.89M | 10.0% | +6.4% | 0.122% | |
| 7/14/2025 | Argentarii LLC | 1,728 | $337K | 0.2% | +11.7% | 0.001% | |
| 7/14/2025 | AdvisorNet Financial Inc | 14,499 | $2.83M | 0.2% | -3.9% | 0.010% | |
| 7/14/2025 | CJM Wealth Advisers Ltd. | 11,238 | $2.19M | 0.7% | -3.7% | 0.007% | |
| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 4,337 | $846K | 0.2% | -2.1% | 0.003% | |
| 7/14/2025 | Foster Group Inc. | 203,956 | $39.77M | 1.4% | -0.6% | 0.135% | |
| 7/14/2025 | Acropolis Investment Management LLC | 12,603 | $2.46M | 0.1% | +1.2% | 0.008% | |
| 7/14/2025 | BlueSky Wealth Advisors LLC | 19,017 | $3.71M | 0.5% | +26.6% | 0.013% | |
| 7/14/2025 | Financial Harvest LLC | 2,228 | $434K | 0.3% | N/A | 0.001% | |
| 7/14/2025 | Caitlin John LLC | 4,041 | $788K | 0.7% | +7.5% | 0.003% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 7,932 | $1.55M | 0.2% | -5.9% | 0.005% | |
| 7/14/2025 | Ridgewood Investments LLC | 1,922 | $375K | 0.2% | -8.8% | 0.001% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 13,388 | $2.61M | 1.0% | +3.9% | 0.009% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 3,988 | $778K | 0.0% | -5.5% | 0.003% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 9,453 | $1.84M | 0.1% | -0.5% | 0.006% | |
| 7/14/2025 | Painted Porch Advisors LLC | 4,705 | $917K | 0.4% | +11.0% | 0.003% | |
| 7/14/2025 | Narus Financial Partners LLC | 2,317 | $452K | 0.1% | +9.0% | 0.002% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 7,372 | $1.44M | 1.5% | +2.1% | 0.005% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 2,380 | $479K | 0.2% | +11.0% | 0.002% | |
| 7/14/2025 | Flagstar Advisors Inc. | 5,759 | $1.13M | 0.3% | -4.5% | 0.004% | |
| 7/14/2025 | Clayton Financial Group LLC | 21,261 | $4.15M | 4.9% | -64.4% | 0.014% | |
| 7/14/2025 | Park Avenue Securities LLC | 402,203 | $78.43M | 0.7% | N/A | 0.267% | |
| 7/14/2025 | Cathy Pareto & Associates Inc. | 19,416 | $3.79M | 3.1% | -7.3% | 0.013% | |
| 7/14/2025 | Sowell Financial Services LLC | 10,155 | $1.98M | 0.1% | +2.0% | 0.007% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 3,911 | $763K | 0.1% | -20.5% | 0.003% | |
| 7/11/2025 | Prosperity Planning Inc. | 45,793 | $8.93M | 2.6% | -3.8% | 0.030% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 3,930 | $766K | 0.1% | +3.2% | 0.003% | |
| 7/11/2025 | Compass Ion Advisors LLC | 32,325 | $6.30M | 0.7% | -19.5% | 0.021% | |
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 |
| 7/11/2025 | BTC Capital Management Inc. | 9,821 | $1.92M | 0.2% | -1.1% | 0.007% | |
| 7/11/2025 | First PREMIER Bank | 910 | $177K | 0.0% | -14.2% | 0.001% | |
| 7/11/2025 | Capital Advantage Inc. | 48,801 | $9.52M | 1.5% | -38.1% | 0.032% | |
| 7/11/2025 | Farther Finance Advisors LLC | 38,814 | $7.57M | 0.2% | -1.4% | 0.026% | |
| 7/11/2025 | Busey Bank | 2,989 | $583K | 0.0% | -8.5% | 0.002% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 13,532 | $2.64M | 0.2% | -5.1% | 0.009% | |
| 7/11/2025 | CX Institutional | 48,111 | $9.38M | 0.3% | +34.0% | 0.032% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 1,187 | $238K | 0.1% | -4.0% | 0.001% | |
| 7/11/2025 | UMB Bank n.a. | 17,303 | $3.37M | 0.1% | -2.2% | 0.011% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 1,963 | $383K | 0.1% | -5.9% | 0.001% | |
