5/16/2024 | Avenir Corp | 379,686 | $2.34M | 0.2% | +1.9% | 1.412% | |
5/10/2024 | Vanguard Group Inc. | 1,311,023 | $8.08M | 0.0% | -5.4% | 4.876% | |
5/7/2024 | Quantum Private Wealth LLC | 301,720 | $1.86M | 0.7% | +25.4% | 1.122% | |
5/3/2024 | GSA Capital Partners LLP | 142,541 | $878K | 0.1% | +32.8% | 0.530% | |
4/19/2024 | Westside Investment Management Inc. | 84,570 | $521K | 0.1% | -7.2% | 0.314% | |
2/14/2024 | Avenir Corp | 372,761 | $2.61M | 0.2% | +18.1% | 1.445% | |
|
2/13/2024 | Bard Associates Inc. | 179,700 | $1.26M | 0.5% | -1.3% | 0.697% | |
2/5/2024 | WealthTrust Axiom LLC | 10,000 | $70K | 0.0% | N/A | 0.039% | |
2/5/2024 | Sargent Investment Group LLC | 132,540 | $929K | 0.2% | -1.6% | 0.514% | |
2/1/2024 | Sigma Planning Corp | 11,600 | $81K | 0.0% | -56.6% | 0.045% | |
1/30/2024 | Quantum Private Wealth LLC | 240,646 | $1.69M | 0.7% | +24.9% | 0.933% | |
1/12/2024 | Westside Investment Management Inc. | 91,175 | $639K | 0.2% | +5.3% | 0.353% | |
1/8/2024 | Channel Wealth LLC | 62,900 | $441K | 0.2% | +14.7% | 0.244% | |
11/16/2023 | Westside Investment Management Inc. | 86,565 | $542K | 0.2% | -2.0% | 0.336% | |
11/15/2023 | Avenir Corp | 315,716 | $1.98M | 0.2% | +1.3% | 1.224% | |
11/13/2023 | Sargent Investment Group LLC | 134,705 | $843K | 0.2% | -3.1% | 0.522% | |
11/8/2023 | Janney Montgomery Scott LLC | 16,895 | $106K | 0.0% | -62.1% | 0.065% | |
11/2/2023 | Quantum Private Wealth LLC | 192,646 | $1.21M | 0.6% | +32.7% | 0.747% | |
11/1/2023 | Jacob Asset Management of New York LLC | 188,400 | $1.18M | 1.7% | +11.2% | 0.731% | |
10/25/2023 | Brown Advisory Inc. | 10,000 | $63K | 0.0% | N/A | 0.039% | |
10/24/2023 | Channel Wealth LLC | 54,850 | $343K | 0.2% | -39.7% | 0.213% | |
10/18/2023 | Riverwater Partners LLC | 22,906 | $143K | 0.1% | N/A | 0.089% | |
10/11/2023 | AE Wealth Management LLC | 16,859 | $106K | 0.0% | +24.0% | 0.065% | |
9/21/2023 | Barclays PLC | 4,216 | $37K | 0.0% | -59.7% | 0.016% | |
8/11/2023 | AWM Investment Company Inc. | 55,000 | $482K | 0.1% | -68.9% | 0.213% | |
8/11/2023 | Baird Financial Group Inc. | 441,165 | $3.87M | 0.0% | +48.0% | 1.711% | |
8/11/2023 | Avenir Corp | 311,686 | $2.73M | 0.2% | +3.1% | 1.209% | |
8/10/2023 | Jacob Asset Management of New York LLC | 169,400 | $1.49M | 1.7% | +96.1% | 0.657% | |
8/2/2023 | Sigma Planning Corp | 26,750 | $235K | 0.0% | +23.4% | 0.110% | |
7/31/2023 | Sargent Investment Group LLC | 138,955 | $1.22M | 0.3% | +31.4% | 0.569% | |
7/27/2023 | Quantum Private Wealth LLC | 145,218 | $1.27M | 0.6% | +28.6% | 0.595% | |
7/26/2023 | Janney Montgomery Scott LLC | 44,587 | $391K | 0.0% | +83.5% | 0.183% | |
7/26/2023 | Channel Wealth LLC | 90,950 | $798K | 0.5% | +30.0% | 0.373% | |
7/19/2023 | Foundations Investment Advisors LLC | 10,269 | $90K | 0.0% | -32.7% | 0.042% | |
7/14/2023 | Westside Investment Management Inc. | 88,290 | $774K | 0.2% | +45.8% | 0.362% | |
5/11/2023 | Jacob Asset Management of New York LLC | 86,400 | $550K | 0.6% | +16.1% | 0.354% | |
5/3/2023 | Jump Financial LLC | 20,700 | $132K | 0.0% | +46.8% | 0.085% | |
5/2/2023 | Sargent Investment Group LLC | 105,757 | $648K | 0.2% | -23.4% | 0.433% | |
5/1/2023 | Virtu Financial LLC | 11,717 | $75K | 0.0% | N/A | 0.048% | |
4/27/2023 | Channel Wealth LLC | 69,950 | $446K | 0.3% | N/A | 0.288% | |
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. |
4/25/2023 | Foundations Investment Advisors LLC | 15,269 | $97K | 0.0% | N/A | 0.063% | |
3/23/2023 | MetLife Investment Management LLC | 6,323 | $39K | 0.0% | -46.1% | 0.026% | |
2/14/2023 | Avenir Corp | 272,981 | $1.70M | 0.2% | +1.9% | 1.145% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 24,360 | $152K | 0.0% | -9.3% | 0.102% | |
2/7/2023 | Commonwealth Equity Services LLC | 87,312 | $543K | 0.0% | -10.3% | 0.366% | |
2/1/2023 | Janney Montgomery Scott LLC | 23,877 | $149K | 0.0% | +37.8% | 0.100% | |
1/31/2023 | Kestra Advisory Services LLC | 37,847 | $235K | 0.0% | -10.3% | 0.159% | |
1/31/2023 | AE Wealth Management LLC | 11,175 | $70K | 0.0% | N/A | 0.047% | |
1/31/2023 | Sargent Investment Group LLC | 138,035 | $859K | 0.3% | -24.0% | 0.579% | |
1/31/2023 | Westside Investment Management Inc. | 58,215 | $362K | 0.0% | +17.9% | 0.244% | |
1/20/2023 | Quantum Private Wealth LLC | 112,068 | $697K | 0.4% | +2.5% | 0.470% | |
11/18/2022 | Industrial Alliance Investment Management Inc. | 331,771 | $3.36M | 0.1% | +0.7% | 1.391% | |
11/10/2022 | Sigma Planning Corp | 20,100 | $204K | 0.0% | +8.4% | 0.085% | |
11/8/2022 | New York State Common Retirement Fund | 14,688 | $149K | 0.0% | +223.4% | 0.062% | |
11/7/2022 | Jump Financial LLC | 16,300 | $165K | 0.0% | N/A | 0.069% | |
11/1/2022 | Quantum Private Wealth LLC | 109,368 | $1.11M | 0.7% | +7.3% | 0.463% | |
11/1/2022 | Kestra Advisory Services LLC | 42,215 | $428K | 0.0% | N/A | 0.179% | |
10/28/2022 | Hollencrest Capital Management | 718,592 | $7.28M | 0.9% | -0.4% | 3.041% | |
8/17/2022 | Quantum Private Wealth LLC | 101,950 | $956K | 0.6% | +18.8% | 0.431% | |
8/13/2022 | NewEdge Advisors LLC | 158,721 | $1.49M | 0.0% | +1.7% | 0.672% | |
8/12/2022 | PEAK6 Investments LLC | 24,216 | $227K | 0.0% | +76.7% | 0.102% | |
8/11/2022 | Avenir Corp | 267,981 | $2.51M | 0.2% | +5.5% | 1.134% | |
8/11/2022 | Bard Associates Inc. | 173,525 | $1.63M | 0.7% | +5.2% | 0.734% | |
8/11/2022 | Sigma Planning Corp | 18,550 | $174K | 0.0% | +13.2% | 0.079% | |
8/10/2022 | Industrial Alliance Investment Management Inc. | 329,601 | $3.09M | 0.1% | +0.3% | 1.395% | |
8/8/2022 | Baird Financial Group Inc. | 252,582 | $2.37M | 0.0% | -9.9% | 1.069% | |
8/3/2022 | Janney Montgomery Scott LLC | 16,898 | $163K | 0.0% | N/A | 0.072% | |
7/26/2022 | Sargent Investment Group LLC | 180,654 | $1.70M | 0.5% | +17.9% | 0.772% | |
7/21/2022 | Hollencrest Capital Management | 721,392 | $6.77M | 0.8% | -0.8% | 3.084% | |
7/19/2022 | Commonwealth Equity Services LLC | 97,312 | $912K | 0.0% | -4.9% | 0.416% | |
7/15/2022 | Westside Investment Management Inc. | 49,165 | $461K | 0.0% | +4.0% | 0.210% | |
6/30/2022 | Amalgamated Bank | 3,317 | $43K | 0.0% | N/A | 0.014% | |
5/27/2022 | Quantum Private Wealth LLC | 85,838 | $1.11M | 0.5% | +3.2% | 0.367% | |
5/11/2022 | Bard Associates Inc. | 164,925 | $2.15M | 0.8% | -0.9% | 0.705% | |
5/6/2022 | Sargent Investment Group LLC | 153,204 | $2.00M | 0.5% | -5.7% | 0.655% | |
4/28/2022 | Highland Private Wealth Management | 57,217 | $763K | 0.1% | +94.6% | 0.245% | |
4/25/2022 | Westside Investment Management Inc. | 47,265 | $617K | 0.0% | +31.4% | 0.202% | |
4/20/2022 | Sigma Planning Corp | 16,380 | $214K | 0.0% | +19.3% | 0.070% | |
4/18/2022 | Hollencrest Capital Management | 727,308 | $9.50M | 0.8% | +16.5% | 3.109% | |
4/12/2022 | HYA Advisors Inc | 26,790 | $350K | 0.1% | +15.5% | 0.115% | |
2/16/2022 | Avenir Corp | 249,081 | $5.01M | 0.4% | +2.9% | 1.076% | |
2/15/2022 | Westside Investment Management Inc. | 35,965 | $723K | 0.0% | +1.9% | 0.155% | |
2/14/2022 | Blair William & Co. IL | 11,025 | $222K | 0.0% | +10.3% | 0.048% | |
2/10/2022 | Industrial Alliance Investment Management Inc. | 6,725 | $334K | 1.0% | N/A | 0.029% | |
2/9/2022 | Massmutual Trust Co. FSB ADV | 3,933 | $79K | 0.0% | +20.6% | 0.017% | |
2/9/2022 | Baird Financial Group Inc. | 232,347 | $4.68M | 0.0% | +7.9% | 1.003% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 10,304 | $207K | 0.0% | N/A | 0.044% | |
2/8/2022 | Northern Trust Corp | 186,817 | $3.76M | 0.0% | -2.4% | 0.807% | |
2/3/2022 | Advisor Group Holdings Inc. | 21,760 | $437K | 0.0% | +13.1% | 0.094% | |
2/2/2022 | Cim Investment Management Inc. | 30,844 | $666K | 0.1% | +100.0% | 0.133% | |
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. |
1/31/2022 | Riverwater Partners LLC | 11,633 | $234K | 0.2% | N/A | 0.050% | |
1/24/2022 | Highland Private Wealth Management | 29,397 | $591K | 0.1% | N/A | 0.127% | |
1/7/2022 | Hollencrest Capital Management | 624,316 | $12.56M | 1.0% | -13.8% | 2.696% | |
1/6/2022 | Carroll Financial Associates Inc. | 1,480 | $31K | 0.0% | -50.1% | 0.006% | |
11/15/2021 | Marshall Wace LLP | 37,755 | $872K | 0.0% | N/A | 0.163% | |
11/15/2021 | GSA Capital Partners LLP | 37,043 | $855K | 0.1% | N/A | 0.160% | |
11/12/2021 | Brevan Howard Capital Management LP | 97,904 | $2.26M | 0.3% | -10.0% | 0.423% | |
11/12/2021 | The Manufacturers Life Insurance Company | 11,252 | $260K | 0.0% | -5.9% | 0.049% | |
11/12/2021 | Sargent Investment Group LLC | 164,059 | $3.79M | 0.9% | +0.7% | 0.708% | |
11/12/2021 | Geode Capital Management LLC | 357,521 | $8.26M | 0.0% | +6.1% | 1.544% | |