8/15/2025 | Bank of America Corp DE | 281,871 | $3.45M | 0.0% | +3.6% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 32,963 | $404K | 0.0% | -19.0% | 0.000% | |
8/13/2025 | Thomas J. Herzfeld Advisors Inc. | 195,307 | $2.39M | 0.9% | -27.4% | 0.000% | |
8/13/2025 | WCG Wealth Advisors LLC | 36,775 | $450K | 0.0% | +92.9% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 15,601 | $191K | 0.0% | N/A | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 15,293 | $187K | 0.1% | -59.4% | 0.000% | |
8/5/2025 | Castlekeep Investment Advisors LLC | 96,897 | $1.19M | 0.6% | -12.9% | 0.000% | |
8/4/2025 | Flagship Harbor Advisors LLC | 11,592 | $142K | 0.0% | -27.4% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 49,046 | $601K | 0.0% | +25.2% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,600 | $32K | 0.0% | -77.5% | 0.000% | |
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7/18/2025 | Consolidated Portfolio Review Corp | 41,847 | $512K | 0.1% | +201.1% | 0.000% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 219,302 | $2.69M | 1.3% | +0.8% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 141,907 | $1.74M | 0.0% | -8.3% | 0.000% | |
7/15/2025 | Absolute Investment Advisers LLC | 56,871 | $696K | 0.1% | +322.2% | 0.000% | |
5/16/2025 | K2 Principal Fund L.P. | 11,119 | $126K | 0.0% | N/A | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 19,060 | $217K | 0.0% | N/A | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 268,982 | $3.06M | 1.0% | +1.4% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 410,092 | $4.66M | 0.1% | +23.0% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 129,597 | $1.47M | 0.0% | +75.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 37,671 | $428K | 0.2% | +51.9% | 0.000% | |
5/7/2025 | Eagle Bluffs Wealth Management LLC | 217,484 | $2.47M | 1.3% | +0.6% | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 19,888 | $226K | 0.0% | +22.4% | 0.000% | |
5/5/2025 | Wealth Alliance LLC | 38,735 | $440K | 0.1% | -2.5% | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 67,852 | $771K | 0.1% | +21.0% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 177,400 | $2.02M | 0.0% | +14.5% | 0.000% | |
5/2/2025 | Castlekeep Investment Advisors LLC | 111,232 | $1.26M | 0.6% | +25.9% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 13,896 | $158K | 0.0% | -8.9% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 55,084 | $626K | 0.0% | -14.2% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 15,964 | $181K | 0.0% | +10.9% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 98,304 | $1.12M | 0.0% | -1.0% | 0.000% | |
4/21/2025 | Abundance Wealth Counselors | 64,166 | $729K | 0.2% | -31.3% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 154,785 | $1.76M | 0.0% | -38.7% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 39,160 | $445K | 0.0% | N/A | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,995 | $132K | 0.0% | -13.2% | 0.000% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 88,330 | $1.06M | 0.2% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 62,671 | $752K | 0.3% | -45.1% | 0.000% | |
2/17/2025 | Castlekeep Investment Advisors LLC | 1,028,832 | $12.35M | 0.1% | N/A | 0.000% | |
2/14/2025 | Quarry LP | 3,317 | $40K | 0.0% | -60.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 24,799 | $298K | 0.1% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 90,445 | $1.09M | 0.0% | N/A | 0.000% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
2/13/2025 | Aristides Capital LLC | 23,013 | $276K | 0.1% | +10.0% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 333,427 | $4.00M | 0.1% | +147.0% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 20,048 | $241K | 0.0% | -37.2% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 265,279 | $3.18M | 1.0% | +134.8% | 0.000% | |
2/11/2025 | LPL Financial LLC | 27,362 | $328K | 0.0% | -3.5% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 56,065 | $673K | 0.1% | +38.0% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 90,445 | $1.09M | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 64,200 | $770K | 0.0% | +4.9% | 0.000% | |
2/5/2025 | Kovack Advisors Inc. | 16,248 | $195K | 0.0% | +10.7% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 73,819 | $886K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 154,900 | $1.86M | 0.0% | +6.8% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 53,096 | $637K | 0.0% | +11.3% | 0.000% | |
1/24/2025 | Absolute Investment Advisers LLC | 13,471 | $162K | 0.0% | N/A | 0.000% | |
1/24/2025 | Eagle Bluffs Wealth Management LLC | 216,134 | $2.59M | 1.4% | -19.3% | 0.000% | |
1/24/2025 | Abundance Wealth Counselors | 93,344 | $1.12M | 0.2% | -13.2% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 252,362 | $3.03M | 0.0% | -1.6% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 87,546 | $1.09M | 0.0% | +12.1% | 0.000% | |
11/15/2024 | Quarry LP | 8,493 | $111K | 0.0% | +14.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 10,599 | $137K | 0.0% | N/A | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 47,695 | $622K | 0.0% | +2.9% | 0.000% | |
11/12/2024 | Cerity Partners LLC | 82,096 | $1.07M | 0.0% | -16.5% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 61,209 | $799K | 0.0% | -2.2% | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 267,682 | $3.49M | 1.9% | +3.1% | 0.000% | |
11/1/2024 | Beckerman Institutional LLC | 10,287 | $134K | 0.1% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 256,571 | $3.35M | 0.0% | -3.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 145,100 | $1.89M | 0.0% | +4.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 78,125 | $893K | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,109 | $151K | 0.0% | +8.7% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 191,973 | $2.21M | 0.6% | -2.0% | 0.000% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,411 | $51K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 138,325 | $1.59M | 0.0% | +19.0% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 8,911 | $103K | 0.0% | +18.6% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 118,883 | $1.37M | 0.6% | +17.6% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 131,232 | $1.51M | 0.0% | +1,647.4% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 15,035 | $173K | 0.0% | +19.1% | 0.000% | |
7/30/2024 | Matisse Capital | 227,000 | $2.61M | 1.3% | +3.2% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,781 | $1.14M | 0.0% | -3.1% | 0.000% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 259,579 | $2.99M | 1.7% | +6.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 108,138 | $1.25M | 0.0% | -11.5% | 0.000% | |
7/17/2024 | Abundance Wealth Counselors | 123,767 | $1.43M | 0.7% | +6.9% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,062 | $144K | 0.0% | -7.2% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 69,973 | $826K | 0.0% | -10.3% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 258,543 | $3.05M | 0.0% | +39.3% | 0.000% | |
5/1/2024 | Matisse Capital | 220,000 | $2.60M | 1.2% | +22.2% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 116,255 | $1.37M | 0.0% | +119.1% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,511 | $89K | 0.0% | +29.3% | 0.000% | |
4/22/2024 | PFG Investments LLC | 12,624 | $149K | 0.0% | N/A | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 243,603 | $2.88M | 1.8% | +11.9% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 115,735 | $1.37M | 0.3% | +16.2% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,000 | $152K | 0.0% | +7.8% | 0.000% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
2/9/2024 | D.A. Davidson & CO. | 43,068 | $504K | 0.0% | +8.4% | 0.000% | |
2/8/2024 | Matisse Capital | 180,000 | $2.11M | 1.1% | +190.4% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 185,589 | $2.17M | 0.0% | -6.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 56,282 | $659K | 0.3% | +122.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 38,032 | $445K | 0.0% | -19.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,357 | $145K | 0.0% | -14.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 36,829 | $431K | 0.0% | N/A | 0.000% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 217,606 | $2.55M | 1.7% | -8.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,518 | $147K | 0.0% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 5,811 | $68K | 0.0% | +481.1% | 0.000% | |