| 9/23/2026 | Envestnet Asset Management Inc. | 383,308 | $19.54M | 0.0% | +97.4% | 1.896% | |
| 9/9/2026 | Capital Analysts LLC | 35,491 | $1.81M | 0.0% | +52.4% | 0.176% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 682,675 | $34.80M | 0.2% | -1.7% | 3.378% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 13,788 | $703K | 0.0% | +86.4% | 0.068% | |
| 7/10/2026 | Leverty Financial Group LLC | 13,126 | $669K | 0.1% | -10.7% | 0.065% | |
| 7/9/2026 | GoalVest Advisory LLC | 2,179 | $111K | 0.0% | -72.8% | 0.011% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 13,449 | $601K | 0.0% | +110.9% | 0.071% | |
| 5/19/2026 | Bank of America Corp DE | 967,878 | $43.25M | 0.0% | +48,293.9% | 5.097% | |
| 5/19/2026 | Arkadios Wealth Advisors | 22,611 | $1.01M | 0.0% | +5.3% | 0.119% | |
| 5/18/2026 | Royal Bank of Canada | 472,306 | $21.11M | 0.0% | +29.5% | 2.487% | |
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| 5/5/2026 | D.A. Davidson & CO. | 108,045 | $4.83M | 0.0% | +5.6% | 0.569% | |
| 5/5/2026 | Gentry Private Wealth LLC | 18,707 | $836K | 0.5% | -5.5% | 0.099% | |
| 5/1/2026 | Fifth Third Bancorp | 4,656 | $208K | 0.0% | N/A | 0.025% | |
| 4/27/2026 | Private Advisor Group LLC | 23,890 | $1.07M | 0.0% | +10.0% | 0.126% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,288,857 | $57.60M | 0.1% | +2.0% | 6.819% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 73,089 | $3.27M | 0.8% | N/A | 0.387% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,702 | $1.15M | 0.0% | +69.5% | 0.136% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 539,939 | $25.66M | 0.0% | +5.9% | 4.163% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 35,838 | $1.70M | 0.1% | +8.9% | 0.276% | |
| 2/17/2026 | Osaic Holdings Inc. | 56,900 | $2.71M | 0.0% | -9.7% | 0.439% | |
| 2/17/2026 | Royal Bank of Canada | 364,786 | $17.34M | 0.0% | +7.3% | 2.813% | |
| 2/13/2026 | Kestra Advisory Services LLC | 802 | $38K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Stifel Financial Corp | 231,817 | $11.02M | 0.0% | +14.1% | 1.787% | |
| 2/13/2026 | Arkadios Wealth Advisors | 21,469 | $1.02M | 0.0% | +3.2% | 0.166% | |
| 2/13/2026 | Victory Capital Management Inc. | 5,480,761 | $260.45M | 0.1% | +7.8% | 42.257% | |
| 2/13/2026 | Summit Financial LLC | 90,834 | $4.32M | 0.1% | -3.3% | 0.700% | |
| 2/12/2026 | StoneX Group Inc. | 17,728 | $842K | 0.0% | +15.1% | 0.137% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 46,252 | $2.20M | 0.0% | +1.2% | 0.357% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,263,932 | $60.06M | 0.1% | +14.1% | 9.745% | |
| 2/11/2026 | Capital Analysts LLC | 2,637 | $126K | 0.0% | N/A | 0.020% | |
| 2/11/2026 | LPL Financial LLC | 1,094,146 | $51.99M | 0.0% | +33.5% | 8.436% | |
| 2/11/2026 | Tradition Wealth Management LLC | 80,136 | $3.81M | 0.3% | +11.7% | 0.618% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 73,770 | $3.51M | 0.1% | N/A | 0.569% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 4,227 | $201K | 0.0% | +6.1% | 0.033% | |
| 2/9/2026 | Kuhn & Co Investment Counsel | 56,502 | $2.69M | 1.8% | +9.7% | 0.436% | |
| 2/6/2026 | HighTower Advisors LLC | 7,466 | $355K | 0.0% | -3.1% | 0.058% | |
| 2/5/2026 | Stephens Inc. AR | 14,600 | $694K | 0.0% | -8.1% | 0.113% | |
| 2/2/2026 | Truist Financial Corp | 1,119,138 | $53.18M | 0.1% | +5.7% | 8.629% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 15,165 | $721K | 0.0% | +226.9% | 0.117% | |
| 1/29/2026 | Huntleigh Advisors Inc. | 95,662 | $4.55M | 0.8% | +2.7% | 0.738% | |
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. |
| 1/29/2026 | Sanctuary Advisors LLC | 27,793 | $1.32M | 0.0% | +2.5% | 0.214% | |
| 1/29/2026 | Broadway Wealth Solutions Inc. | 5,302 | $252K | 0.1% | -10.9% | 0.041% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 8,239 | $392K | 0.0% | +55.4% | 0.064% | |
| 1/28/2026 | Gentry Private Wealth LLC | 19,796 | $941K | 0.6% | -16.6% | 0.153% | |
| 1/21/2026 | MBL Wealth LLC | 234,717 | $11.15M | 0.9% | +4.6% | 1.810% | |
| 1/12/2026 | DAVENPORT & Co LLC | 24,250 | $1.15M | 0.0% | +67.8% | 0.187% | |
| 1/9/2026 | Leverty Financial Group LLC | 14,782 | $702K | 0.2% | -8.7% | 0.114% | |
| 1/8/2026 | Firethorn Wealth Partners LLC | 33,157 | $1.58M | 0.6% | -2.7% | 0.256% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 273,112 | $13.12M | 0.0% | +16.1% | 2.106% | |
| 1/5/2026 | GoalVest Advisory LLC | 8,027 | $381K | 0.1% | +571.2% | 0.062% | |
| 12/2/2025 | Allworth Financial LP | 1,682 | $78K | 0.0% | N/A | 0.013% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 4,639 | $214K | 0.0% | N/A | 0.036% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 3,983 | $184K | 0.0% | N/A | 0.031% | |
| 11/14/2025 | Raymond James Financial Inc. | 992,250 | $45.86M | 0.0% | +12.4% | 7.650% | |
| 11/14/2025 | Comerica Bank | 4,483 | $207K | 0.0% | +11.2% | 0.035% | |
| 11/12/2025 | Victory Capital Management Inc. | 5,085,288 | $235.02M | 0.1% | +1.5% | 39.208% | |
| 11/12/2025 | Gentry Private Wealth LLC | 23,725 | $1.10M | 0.8% | -30.8% | 0.183% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 314,032 | $14.51M | 0.0% | +4.5% | 2.421% | |
| 11/3/2025 | Coastal Bridge Advisors LLC | 32,900 | $1.52M | 0.1% | +0.9% | 0.254% | |
| 11/3/2025 | Truist Financial Corp | 1,059,059 | $48.95M | 0.1% | -3.1% | 8.165% | |
| 10/30/2025 | Huntleigh Advisors Inc. | 93,188 | $4.31M | 0.7% | +2.8% | 0.718% | |
| 10/29/2025 | Arkadios Wealth Advisors | 20,803 | $961K | 0.0% | +4.0% | 0.160% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 235,138 | $10.92M | 0.0% | +176.0% | 1.813% | |
| 10/28/2025 | Kuhn & Co Investment Counsel | 51,493 | $2.38M | 1.9% | -1.1% | 0.397% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 5,302 | $245K | 0.0% | +10.5% | 0.041% | |
| 10/27/2025 | New Republic Capital LLC | 5,296 | $245K | 0.1% | N/A | 0.041% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 48,651 | $2.25M | 0.1% | +3.9% | 0.375% | |
| 10/22/2025 | D.A. Davidson & CO. | 102,210 | $4.72M | 0.0% | +3.8% | 0.788% | |
| 10/22/2025 | GoalVest Advisory LLC | 1,196 | $55K | 0.0% | +666.7% | 0.009% | |
| 10/16/2025 | MBL Wealth LLC | 224,443 | $10.37M | 0.9% | +3.1% | 1.730% | |
| 10/15/2025 | DAVENPORT & Co LLC | 14,454 | $668K | 0.0% | +18.5% | 0.111% | |
| 10/8/2025 | Firethorn Wealth Partners LLC | 34,082 | $1.58M | 0.6% | +78.8% | 0.263% | |
| 10/8/2025 | Leverty Financial Group LLC | 16,199 | $749K | 0.2% | -7.1% | 0.125% | |
| 9/4/2025 | Osaic Holdings Inc. | 67,114 | $2.90M | 0.0% | +0.9% | 0.517% | |
| 8/14/2025 | Raymond James Financial Inc. | 882,830 | $38.05M | 0.0% | +0.3% | 6.807% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 15,436 | $665K | 0.0% | +21.7% | 0.119% | |
| 8/13/2025 | StoneX Group Inc. | 14,998 | $646K | 0.0% | +6.9% | 0.116% | |
| 8/13/2025 | Kuhn & Co Investment Counsel | 52,078 | $2.25M | 1.7% | +11.8% | 0.402% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 5,494 | $237K | 0.0% | -11.6% | 0.042% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 436,886 | $18.83M | 0.0% | +0.8% | 3.368% | |
| 8/4/2025 | Arkadios Wealth Advisors | 20,004 | $862K | 0.0% | +78.6% | 0.154% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 300,567 | $12.95M | 0.0% | +11.9% | 2.317% | |
| 7/30/2025 | D.A. Davidson & CO. | 98,423 | $4.24M | 0.0% | N/A | 0.759% | |
| 7/29/2025 | Stephens Inc. AR | 15,890 | $685K | 0.0% | +146.7% | 0.123% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 90,638 | $3.91M | 0.8% | +4.6% | 0.699% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,973 | $344K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,800 | $207K | 0.0% | N/A | 0.037% | |
| 7/22/2025 | DAVENPORT & Co LLC | 12,198 | $526K | 0.0% | +25.0% | 0.094% | |
| 7/22/2025 | MBL Wealth LLC | 217,591 | $9.38M | 0.9% | +60.5% | 1.678% | |
| 7/18/2025 | Truist Financial Corp | 1,092,532 | $47.09M | 0.1% | +16.5% | 8.424% | |
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. |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 5,952 | $257K | 0.2% | +4.0% | 0.046% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,069,637 | $46.10M | 0.1% | -22.5% | 8.247% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 85,203 | $3.71M | 0.0% | +245.8% | 0.657% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.043% | |
| 5/21/2025 | MBL Wealth LLC | 135,594 | $5.26M | 0.5% | +66.1% | 1.092% | |
| 5/19/2025 | Jane Street Group LLC | 12,285 | $477K | 0.0% | N/A | 0.099% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 317,800 | $12.34M | 0.0% | +24.5% | 2.559% | |
| 5/14/2025 | Comerica Bank | 4,384 | $170K | 0.0% | +19.2% | 0.035% | |
| 5/14/2025 | Summit Financial LLC | 90,722 | $3.52M | 0.1% | N/A | 0.730% | |