| 10/8/2026 | CoreCap Advisors LLC | 21,919 | $1.02M | 0.0% | +4.7% | 0.658% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 120,623 | $5.89M | 0.0% | +13.8% | 3.622% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,164,042 | $56.86M | 0.0% | +12.2% | 34.956% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 10,534 | $515K | 0.0% | +29.1% | 0.316% | |
| 9/9/2026 | NewEdge Advisors LLC | 17,522 | $856K | 0.0% | +8.2% | 0.526% | |
| 8/22/2026 | LifePlan Investment Advisors Inc. | 11,200 | $547K | 0.2% | +3.8% | 0.336% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 4,279 | $209K | 0.0% | N/A | 0.128% | |
| 7/7/2026 | CoreCap Advisors LLC | 20,931 | $1.02M | 0.0% | +10.4% | 0.629% | |
| 6/3/2026 | NewEdge Advisors LLC | 16,195 | $800K | 0.0% | +51.8% | 0.486% | |
| 5/19/2026 | Western Wealth Management LLC | 685 | $34K | 0.0% | N/A | 0.021% | |
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| 5/19/2026 | Bank of America Corp DE | 36,033 | $1.78M | 0.0% | +6.6% | 1.082% | |
| 5/14/2026 | Keebeck Wealth Management | 43,037 | $2.13M | 0.2% | +144.6% | 1.292% | |
| 5/13/2026 | Cetera Investment Advisers | 158,831 | $7.84M | 0.0% | +23.3% | 4.770% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 869 | $43K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,521 | $618K | 0.0% | +14.0% | 0.376% | |
| 5/5/2026 | Sanctuary Advisors LLC | 5,444 | $269K | 0.0% | +17.8% | 0.163% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,698 | $281K | 0.0% | N/A | 0.171% | |
| 4/27/2026 | Private Advisor Group LLC | 225,714 | $11.14M | 0.1% | +4.5% | 6.778% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 46,441 | $2.29M | 0.1% | +62.8% | 1.395% | |
| 2/17/2026 | Cetera Investment Advisers | 128,821 | $6.33M | 0.0% | +19.7% | 3.868% | |
| 2/17/2026 | Private Advisor Group LLC | 215,900 | $10.61M | 0.0% | -28.4% | 6.483% | |
| 2/17/2026 | Royal Bank of Canada | 2,723 | $134K | 0.0% | -29.9% | 0.082% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 927 | $46K | 0.0% | +46.4% | 0.028% | |
| 2/13/2026 | Wells Fargo & Company MN | 55,127 | $2.71M | 0.0% | +1,443.7% | 1.655% | |
| 2/12/2026 | Jane Street Group LLC | 12,037 | $591K | 0.0% | -24.5% | 0.361% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,075 | $200K | 0.0% | N/A | 0.122% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 28,519 | $1.41M | 0.1% | +193.2% | 0.856% | |
| 2/12/2026 | Principal Securities Inc. | 123,775 | $6.08M | 0.1% | +3.8% | 3.717% | |
| 2/11/2026 | LPL Financial LLC | 823,921 | $40.48M | 0.0% | +12.5% | 24.742% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 8,980 | $441K | 0.2% | +13.2% | 0.270% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,406 | $167K | 0.0% | +7.5% | 0.102% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 77,694 | $3.82M | 0.0% | +26.7% | 2.333% | |
| 1/26/2026 | Private Trust Co. NA | 4,972 | $244K | 0.0% | +10.3% | 0.149% | |
| 1/21/2026 | Sowell Financial Services LLC | 33,080 | $1.63M | 0.1% | +148.2% | 0.993% | |
| 1/13/2026 | CoreCap Advisors LLC | 17,440 | $857K | 0.0% | +3.8% | 0.524% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,899 | $145K | 0.0% | -22.9% | 0.087% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 9,726 | $486K | 0.0% | N/A | 0.292% | |
| 11/17/2025 | Citadel Advisors LLC | 14,274 | $713K | 0.0% | +5.5% | 0.429% | |
| 11/17/2025 | Bank of America Corp DE | 39,150 | $1.95M | 0.0% | -4.4% | 1.176% | |
| 11/14/2025 | Raymond James Financial Inc. | 7,277 | $363K | 0.0% | +55.4% | 0.219% | |
My next big call (under $1) (Ad) The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a contest offering its biggest holders a seat at dinner with the President.
It's also about 97% below its peak.
Because a memecoin doesn't benefit from good policy. It benefits from attention. The real winners of a pro-crypto Washington are the projects with actual businesses underneath them. Ones that get more valuable as rules get clearer, institutions get comfortable, and more money flows into the market. Here's my #1 pick for the Trump crypto era. |
| 11/14/2025 | Keebeck Wealth Management | 16,391 | $818K | 0.1% | +26.0% | 0.492% | |
| 11/13/2025 | Legacy Advisors LLC | 5,003 | $250K | 0.0% | N/A | 0.150% | |
| 11/13/2025 | LifePlan Investment Advisors Inc. | 7,935 | $396K | 0.2% | +29.0% | 0.238% | |
| 11/13/2025 | Private Advisor Group LLC | 301,464 | $15.05M | 0.1% | +6.9% | 9.053% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 4,484 | $224K | 0.0% | N/A | 0.135% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 9,726 | $486K | 0.0% | N/A | 0.292% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,899 | $145K | 0.0% | -22.9% | 0.087% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 342,796 | $17.11M | 0.0% | +7.7% | 10.294% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 61,341 | $3.06M | 0.0% | +12.2% | 1.842% | |
| 10/24/2025 | MGO One Seven LLC | 8,004 | $400K | 0.0% | N/A | 0.240% | |
| 10/22/2025 | CoreCap Advisors LLC | 16,807 | $839K | 0.0% | +2.9% | 0.505% | |
| 10/17/2025 | Sowell Financial Services LLC | 13,328 | $665K | 0.0% | +55.1% | 0.400% | |
| 10/15/2025 | Private Trust Co. NA | 4,509 | $225K | 0.0% | +809.1% | 0.135% | |
| 10/7/2025 | Catalyst Private Wealth LLC | 6,000 | $300K | 0.1% | -64.5% | 0.180% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,272 | $212K | 0.0% | +11.6% | 0.128% | |
| 8/15/2025 | Bank of America Corp DE | 40,965 | $2.03M | 0.0% | -17.2% | 1.230% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,683 | $232K | 0.0% | -52.7% | 0.141% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,762 | $186K | 0.0% | -15.6% | 0.113% | |
| 8/8/2025 | Cetera Investment Advisers | 90,904 | $4.50M | 0.0% | +4.4% | 2.730% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 318,224 | $15.76M | 0.0% | +5.1% | 9.556% | |
| 7/29/2025 | Private Trust Co. NA | 496 | $25K | 0.0% | +230.7% | 0.015% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 6,405 | $317K | 0.0% | -55.9% | 0.192% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 54,672 | $2.71M | 0.0% | -4.5% | 1.642% | |
| 7/14/2025 | Sowell Financial Services LLC | 8,592 | $425K | 0.0% | N/A | 0.258% | |
| 7/9/2025 | Catalyst Private Wealth LLC | 16,902 | $837K | 0.4% | -3.6% | 0.508% | |
| 5/19/2025 | Jane Street Group LLC | 6,098 | $306K | 0.0% | -49.1% | 0.203% | |
| 5/14/2025 | Flow Traders U.S. LLC | 42,960 | $2.15M | 0.1% | +8.4% | 1.432% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 14,516 | $728K | 0.0% | +3.7% | 0.484% | |
| 5/7/2025 | LPL Financial LLC | 573,705 | $28.76M | 0.0% | +3.8% | 19.124% | |
| 5/6/2025 | Cetera Investment Advisers | 87,106 | $4.37M | 0.0% | +6.2% | 2.904% | |
| 5/5/2025 | Private Advisor Group LLC | 300,021 | $15.04M | 0.1% | +18.6% | 10.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 302,908 | $15.18M | 0.0% | +3.8% | 10.097% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,997 | $501K | 0.0% | -14.4% | 0.333% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 57,257 | $2.87M | 0.0% | -19.6% | 1.974% | |
| 4/8/2025 | Catalyst Private Wealth LLC | 17,531 | $879K | 0.4% | -26.7% | 0.605% | |
| 2/17/2025 | CoreCap Advisors LLC | 15,560 | $750K | 0.0% | +10.7% | 0.622% | |
| 2/17/2025 | Cetera Investment Advisers | 82,054 | $3.96M | 0.0% | +15.8% | 3.282% | |
| 2/17/2025 | Citadel Advisors LLC | 15,057 | $726K | 0.0% | -61.7% | 0.602% | |
| 2/17/2025 | Bank of America Corp DE | 52,882 | $2.55M | 0.0% | +4.6% | 2.115% | |
| 2/17/2025 | Ameriprise Financial Inc. | 4,153 | $200K | 0.0% | N/A | 0.166% | |
| 2/14/2025 | Jane Street Group LLC | 11,987 | $578K | 0.0% | N/A | 0.479% | |
| 2/13/2025 | NewEdge Advisors LLC | 7,434 | $358K | 0.0% | +26.0% | 0.297% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 291,799 | $14.07M | 0.0% | +20.0% | 11.672% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,010 | $242K | 0.0% | -21.8% | 0.200% | |
| 2/11/2025 | LPL Financial LLC | 552,459 | $26.63M | 0.0% | +0.6% | 22.098% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 71,177 | $3.43M | 0.0% | +5.8% | 2.847% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,783 | $375K | 0.0% | +5.8% | 0.311% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,316 | $835K | 0.0% | N/A | 0.693% | |
| 2/3/2025 | Private Advisor Group LLC | 252,904 | $12.19M | 0.1% | +10.8% | 10.116% | |
Trump's crypto bank just got approved (Ad) Last month I told investors that a Trump-backed crypto bank could be approved any day.
On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means.
This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet. Get my #1 coin for the Trump bull run. |
| 1/31/2025 | Global Retirement Partners LLC | 2,890 | $139K | 0.0% | +166.1% | 0.116% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,004 | $677K | 0.0% | +4.3% | 0.560% | |
| 1/30/2025 | Principal Securities Inc. | 98,943 | $4.77M | 0.1% | +7.8% | 3.958% | |
| 1/22/2025 | Perigon Wealth Management LLC | 5,968 | $289K | 0.0% | -28.8% | 0.239% | |
| 1/13/2025 | Catalyst Private Wealth LLC | 23,916 | $1.15M | 0.5% | +3.1% | 0.957% | |
| 12/26/2024 | JPMorgan Chase & Co. | 6,407 | $321K | 0.0% | -16.8% | 0.256% | |
| 11/14/2024 | Flow Traders U.S. LLC | 15,671 | $785K | 0.0% | N/A | 0.627% | |
| 10/30/2024 | Catalyst Private Wealth LLC | 23,196 | $1.16M | 0.6% | -1.8% | 0.928% | |
| 10/28/2024 | Principal Securities Inc. | 91,785 | $4.60M | 0.1% | +11.1% | 3.671% | |
| 10/22/2024 | Private Advisor Group LLC | 228,338 | $11.43M | 0.1% | +5,270.1% | 9.134% | |