| 5/17/2024 | Citizens Financial Group Inc. RI | 368,281 | $18.58M | 0.6% | -10.5% | 0.081% | |
| 5/17/2024 | National Wealth Management Group LLC | 13,066 | $659K | 0.5% | -39.6% | 0.003% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 80,318 | $4.05M | 0.4% | -77.9% | 0.018% | |
| 5/17/2024 | Comerica Bank | 305,901 | $15.43M | 0.1% | -3.2% | 0.067% | |
| 5/17/2024 | Clear Point Advisors Inc. | 6,942 | $350K | 0.3% | +130.6% | 0.002% | |
| 5/16/2024 | Slagle Financial LLC | 8,498 | $429K | 0.2% | -46.1% | 0.002% | |
|
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 165,688 | $8.31M | 0.2% | +7.3% | 0.036% | |
| 5/16/2024 | Ancora Advisors LLC | 1,210,459 | $61.07M | 1.4% | +0.2% | 0.266% | |
| 5/16/2024 | Vawter Financial Ltd. | 48,674 | $2.46M | 1.8% | -2.6% | 0.011% | |
| 5/16/2024 | Industrial Alliance Investment Management Inc. | 12,837 | $648K | 0.3% | -5.1% | 0.003% | |
| 5/16/2024 | IronBridge Private Wealth LLC | 223,973 | $11.30M | 4.7% | +3.2% | 0.049% | |
| 5/16/2024 | Waverly Advisors LLC | 328,566 | $16.58M | 0.4% | N/A | 0.072% | |
| 5/16/2024 | Captrust Financial Advisors | 650,029 | $32.79M | 0.1% | -21.4% | 0.143% | |
| 5/16/2024 | Econ Financial Services Corp | 171,869 | $8.67M | 5.4% | N/A | 0.038% | |
| 5/15/2024 | Ascent Group LLC | 7,141 | $360K | 0.0% | -7.0% | 0.002% | |
| 5/15/2024 | SVB Wealth LLC | 640,415 | $32.31M | 0.7% | -12.8% | 0.141% | |
| 5/15/2024 | Transcendent Capital Group LLC | 61,592 | $3.11M | 1.7% | +43.9% | 0.014% | |
| 5/15/2024 | Flow Traders U.S. LLC | 259,578 | $13.10M | 0.7% | +260.0% | 0.057% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 5,494 | $277K | 0.2% | -23.3% | 0.001% | |
| 5/15/2024 | Perritt Capital Management Inc. | 716 | $36K | 0.0% | -35.1% | 0.000% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 609,248 | $30.74M | 1.7% | +3.0% | 0.134% | |
| 5/15/2024 | Kestra Advisory Services LLC | 470,252 | $23.72M | 0.2% | +7.0% | 0.103% | |
| 5/15/2024 | LRI Investments LLC | 600 | $30K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 7,711 | $389K | 0.0% | -20.9% | 0.002% | |
| 5/14/2024 | Advisors Asset Management Inc. | 3,623 | $183K | 0.0% | -28.7% | 0.001% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 1,281,802 | $64.67M | 1.8% | +10.2% | 0.281% | |
| 5/14/2024 | EP Wealth Advisors LLC | 69,395 | $3.50M | 0.0% | -11.9% | 0.015% | |
| 5/14/2024 | OLD Mission Capital LLC | 103,081 | $5.20M | 0.1% | +311.6% | 0.023% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 57,172 | $2.88M | 1.4% | -5.4% | 0.013% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,584 | $383K | 0.0% | +30.1% | 0.002% | |
| 5/14/2024 | Crewe Advisors LLC | 203,946 | $10.29M | 1.2% | +0.5% | 0.045% | |
| 5/14/2024 | Evermay Wealth Management LLC | 655 | $33K | 0.0% | -91.1% | 0.000% | |
| 5/14/2024 | InterOcean Capital Group LLC | 69,926 | $3.53M | 0.1% | -26.1% | 0.015% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 130,168 | $6.57M | 2.9% | +0.2% | 0.029% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 74,858 | $3.78M | 3.2% | +2.0% | 0.016% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 514,147 | $25.94M | 2.1% | -11.0% | 0.113% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 9,641 | $486K | 0.3% | +141.4% | 0.002% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 19,309 | $974K | 0.1% | -54.5% | 0.004% | |
| 5/11/2024 | Cynosure Group LLC | 407,331 | $20.55M | 3.7% | +2.6% | 0.089% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 54,106 | $2.73M | 0.5% | -26.7% | 0.012% | |
A letter is coming from the "Bureau of the Fiscal Service". (Ad) Is your bank next?
A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast. See if your bank is involved right here. |
| 5/11/2024 | Jacobi Capital Management LLC | 31,312 | $1.58M | 0.1% | +79.3% | 0.007% | |
| 5/11/2024 | Patten & Patten Inc. TN | 9,301 | $469K | 0.0% | N/A | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 2,518,586 | $127.09M | 0.3% | -5.7% | 0.553% | |
| 5/10/2024 | Capital Management Corp VA | 42,269 | $2.13M | 0.4% | -8.1% | 0.009% | |
| 5/10/2024 | JPMorgan Chase & Co. | 45,690,839 | $2.31B | 0.2% | +30.0% | 10.032% | |
| 5/10/2024 | Magnolia Wealth Management LLC | 361,633 | $18.21M | 7.4% | +89.8% | 0.079% | |
| 5/10/2024 | First Foundation Advisors | 37,804 | $1.91M | 0.1% | +94.4% | 0.008% | |
| 5/10/2024 | Nwam LLC | 11,468 | $577K | 0.0% | -51.9% | 0.003% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 49,812 | $2.51M | 2.8% | -49.6% | 0.011% | |
| 5/9/2024 | ProVise Management Group LLC | 114,158 | $5.76M | 0.5% | -43.3% | 0.025% | |
| 5/9/2024 | Leo Wealth LLC | 24,364 | $1.23M | 0.1% | -71.5% | 0.005% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 88,645 | $4.47M | 0.0% | -27.9% | 0.019% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 23,395 | $1.18M | 0.0% | +10.2% | 0.005% | |
| 5/9/2024 | Condor Capital Management | 16,814 | $848K | 0.1% | -1.8% | 0.004% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 17,274 | $871K | 0.1% | -7.1% | 0.004% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 479,812 | $24.21M | 1.0% | +3.4% | 0.105% | |
| 5/9/2024 | Delta Investment Management LLC | 51,142 | $2.58M | 0.6% | -0.8% | 0.011% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,042 | $507K | 0.0% | -6.4% | 0.002% | |
| 5/9/2024 | Tradewinds LLC. | 64,974 | $3.28M | 2.8% | N/A | 0.014% | |
| 5/9/2024 | Souders Financial Advisors | 277,062 | $13.98M | 2.2% | -8.0% | 0.061% | |
| 5/9/2024 | Texas Yale Capital Corp. | 178,464 | $9.00M | 0.4% | -3.2% | 0.039% | |
| 5/9/2024 | Interchange Capital Partners LLC | 13,325 | $686K | 0.5% | -16.4% | 0.003% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 1,386 | $70K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 30,980 | $1.56M | 1.2% | +4.4% | 0.007% | |
| 5/8/2024 | Cozad Asset Management Inc. | 37,164 | $1.88M | 0.2% | -18.7% | 0.008% | |
| 5/8/2024 | Sheets Smith Wealth Management | 47,469 | $2.40M | 0.3% | -2.4% | 0.010% | |
| 5/8/2024 | Paladin Advisory Group LLC | 80,884 | $4.06M | 3.2% | -5.9% | 0.018% | |
| 5/8/2024 | Bleakley Financial Group LLC | 6,282 | $317K | 0.0% | -58.0% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 888,619 | $44.83M | 0.4% | -0.2% | 0.195% | |
| 5/8/2024 | US Bancorp DE | 21,108 | $1.07M | 0.0% | +37.8% | 0.005% | |
| 5/8/2024 | SP Asset Management LLC | 83,981 | $4.24M | 0.4% | -20.2% | 0.018% | |
| 5/8/2024 | Trademark Financial Management LLC | 150,645 | $7.60M | 6.3% | -3.3% | 0.033% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 186,080 | $9.39M | 3.5% | -4.0% | 0.041% | |
| 5/8/2024 | Semus Wealth Partners LLC | 5,603 | $283K | 0.2% | -17.4% | 0.001% | |
| 5/7/2024 | Verus Capital Partners LLC | 5,830 | $294K | 0.0% | -14.4% | 0.001% | |
| 5/7/2024 | WNY Asset Management LLC | 162,115 | $8.18M | 1.2% | +5.3% | 0.036% | |
| 5/7/2024 | Abbrea Capital LLC | 312,346 | $15.76M | 2.1% | +3.5% | 0.069% | |
| 5/7/2024 | Sei Investments Co. | 1,114,852 | $56.24M | 0.1% | -9.8% | 0.245% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 25,802 | $1.30M | 0.1% | +15.0% | 0.006% | |
| 5/7/2024 | Significant Wealth Partners LLC | 8,616 | $435K | 0.3% | N/A | 0.002% | |
| 5/7/2024 | Atomi Financial Group Inc. | 8,428 | $425K | 0.0% | -45.7% | 0.002% | |
| 5/7/2024 | Montag A & Associates Inc. | 616,488 | $31.10M | 1.6% | -12.1% | 0.135% | |
| 5/7/2024 | BCGM Wealth Management LLC | 11,747 | $593K | 0.2% | +12.8% | 0.003% | |
| 5/7/2024 | WealthPLAN Partners LLC | 6,328 | $319K | 0.0% | -3.3% | 0.001% | |
| 5/7/2024 | 49 Wealth Management LLC | 16,300 | $819K | 0.2% | -58.3% | 0.004% | |
| 5/7/2024 | BOS Asset Management LLC | 62,910 | $3.17M | 1.7% | +3.7% | 0.014% | |
| 5/7/2024 | Nvwm LLC | 43,169 | $2.18M | 0.6% | -0.7% | 0.009% | |
| 5/7/2024 | Nelson Capital Management LLC | 26,099 | $1.32M | 0.3% | -2.7% | 0.006% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 81,809 | $4.13M | 0.1% | +33.4% | 0.018% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 259,280 | $13.08M | 3.6% | +2.5% | 0.057% | |
A letter is coming from the "Bureau of the Fiscal Service". (Ad) Is your bank next?
A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast. See if your bank is involved right here. |
| 5/7/2024 | Insight Advisors LLC PA | 42,981 | $2.17M | 0.4% | +34.1% | 0.009% | |
| 5/7/2024 | Insight 2811 Inc. | 141,395 | $7.13M | 3.7% | +25.7% | 0.031% | |
| 5/7/2024 | Houlihan Financial Resource Group Ltd. | 217,693 | $10.98M | 4.9% | +1.0% | 0.048% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 25,333 | $1.28M | 0.0% | -33.6% | 0.006% | |
| 5/6/2024 | CFO4Life Group LLC | 65,926 | $3.33M | 0.6% | -4.6% | 0.014% | |
| 5/6/2024 | SYM FINANCIAL Corp | 27,136 | $1.37M | 0.2% | -64.7% | 0.006% | |
| 5/6/2024 | Gallacher Capital Management LLC | 39,378 | $1.99M | 1.0% | N/A | 0.009% | |
| 5/6/2024 | Mittelman Wealth Management | 9,379 | $473K | 0.3% | N/A | 0.002% | |
| 5/6/2024 | Oxbow Advisors LLC | 129,052 | $6.51M | 0.9% | +17.3% | 0.028% | |
| 5/6/2024 | Advisory Alpha LLC | 108,902 | $5.49M | 0.2% | +27.5% | 0.024% | |
