8/8/2025 | Avantax Advisory Services Inc. | 144,683 | $2.97M | 0.0% | -7.0% | 0.111% | |
8/8/2025 | ProVise Management Group LLC | 222,696 | $4.56M | 0.4% | +6.6% | 0.170% | |
8/8/2025 | Cetera Investment Advisers | 147,848 | $3.03M | 0.0% | +60.8% | 0.113% | |
8/8/2025 | Creative Planning | 115,255 | $2.36M | 0.0% | -6.9% | 0.088% | |
8/8/2025 | Foundations Investment Advisors LLC | 66,371 | $1.36M | 0.0% | +120.6% | 0.051% | |
8/8/2025 | Financial Life Planners | 56,627 | $1.16M | 0.9% | +3.5% | 0.043% | |
8/8/2025 | Advisors Capital Management LLC | 499,685 | $10.24M | 0.1% | +0.4% | 0.382% | |
8/8/2025 | IMA Advisory Services Inc. | 13,891 | $285K | 0.0% | -25.8% | 0.011% | |
8/7/2025 | Montag A & Associates Inc. | 12,587 | $258K | 0.0% | +103.5% | 0.010% | |
8/7/2025 | Allworth Financial LP | 87,323 | $1.79M | 0.0% | -0.8% | 0.067% | |
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8/7/2025 | Addison Advisors LLC | 119,132 | $2.44M | 0.6% | -45.2% | 0.091% | |
8/7/2025 | Davis R M Inc. | 746,650 | $15.30M | 0.3% | +26.3% | 0.571% | |
8/7/2025 | SFE Investment Counsel | 285,523 | $5.85M | 1.0% | +20.1% | 0.218% | |
8/6/2025 | Prospera Financial Services Inc | 140,336 | $2.88M | 0.1% | +5.0% | 0.107% | |
8/6/2025 | Rovin Capital UT ADV | 131,570 | $2.70M | 0.8% | -4.2% | 0.101% | |
8/6/2025 | Souders Financial Advisors | 186,475 | $3.82M | 0.5% | +5.9% | 0.143% | |
8/6/2025 | Atlantic Union Bankshares Corp | 34,399 | $705K | 0.0% | +13.4% | 0.026% | |
8/6/2025 | SNS Financial Group LLC | 189,966 | $3.89M | 0.4% | +18.2% | 0.145% | |
8/5/2025 | Blue Barn Wealth LLC | 90,562 | $1.86M | 0.9% | +2.7% | 0.069% | |
8/5/2025 | Ellevest Inc. | 111,474 | $2.28M | 0.4% | +1.5% | 0.085% | |
8/5/2025 | Key Financial Inc | 51,685 | $1.06M | 0.2% | +12.8% | 0.040% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 40,399 | $825K | 0.5% | N/A | 0.031% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 31,785 | $651K | 0.4% | +6.7% | 0.024% | |
8/5/2025 | Hills Bank & Trust Co | 2,289,871 | $46.92M | 3.0% | +0.1% | 1.751% | |
8/5/2025 | Summit Investment Advisory Services LLC | 28,818 | $590K | 0.5% | N/A | 0.022% | |
8/4/2025 | AlphaStar Capital Management LLC | 121,906 | $2.50M | 0.2% | +14.7% | 0.093% | |
8/4/2025 | ArborFi Advisors LLC | 65,415 | $1.34M | 1.2% | +2.4% | 0.050% | |
8/4/2025 | Arkadios Wealth Advisors | 38,789 | $795K | 0.0% | +14.9% | 0.030% | |
8/1/2025 | Redmond Asset Management LLC | 53,675 | $1.10M | 0.3% | +7.0% | 0.041% | |
8/1/2025 | Clark Asset Management LLC | 721,036 | $14.77M | 2.0% | +17.2% | 0.555% | |
8/1/2025 | Motley Fool Wealth Management LLC | 1,221,193 | $25.02M | 1.5% | -24.2% | 0.940% | |
8/1/2025 | GPM Growth Investors Inc. | 653,878 | $13.40M | 5.3% | +5.6% | 0.503% | |
8/1/2025 | Koss Olinger Consulting LLC | 33,989 | $696K | 0.1% | -11.5% | 0.026% | |
8/1/2025 | First Command Advisory Services Inc. | 51,772 | $1.06M | 0.0% | +18.4% | 0.040% | |
8/1/2025 | Envestnet Asset Management Inc. | 808,689 | $16.57M | 0.0% | +3.1% | 0.623% | |
7/31/2025 | Optimum Investment Advisors | 2,900 | $59K | 0.0% | N/A | 0.002% | |
7/31/2025 | Darden Wealth Group Inc | 10,000 | $205K | 0.1% | N/A | 0.008% | |
7/31/2025 | Leavell Investment Management Inc. | 44,449 | $911K | 0.0% | -11.1% | 0.034% | |
7/31/2025 | Insight Wealth Partners LLC | 45,829 | $939K | 0.4% | +4.5% | 0.035% | |
7/31/2025 | Carnegie Investment Counsel | 272,871 | $5.59M | 0.1% | +3.5% | 0.210% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
7/31/2025 | Gill Capital Partners LLC | 147,905 | $3.03M | 1.0% | +5.9% | 0.114% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 46,622 | $955K | 0.3% | +19.9% | 0.036% | |
7/30/2025 | Fusion Family Wealth LLC | 1,627,839 | $33.35M | 2.8% | +5.5% | 1.253% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 488,989 | $10.02M | 0.4% | +0.8% | 0.376% | |
7/30/2025 | Brookstone Capital Management | 1,371,721 | $28.11M | 0.4% | -5.1% | 1.056% | |
7/30/2025 | Phoenix Financial Ltd. | 162,437 | $3.33M | 0.0% | +4.9% | 0.125% | |
7/30/2025 | Nottingham Advisors Inc. | 94,532 | $1.94M | 0.3% | -0.9% | 0.073% | |
7/29/2025 | Stephens Inc. AR | 114,227 | $2.34M | 0.0% | +4.6% | 0.088% | |
7/29/2025 | Sigma Investment Counselors Inc. | 15,494 | $317K | 0.0% | -5.5% | 0.012% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 75,635 | $1.55M | 1.4% | +0.8% | 0.058% | |
7/29/2025 | Manchester Financial Inc. | 973,575 | $19.95M | 4.2% | +510.5% | 0.750% | |
7/29/2025 | Carmel Capital Partners LLC | 290,838 | $5.96M | 2.1% | +6.8% | 0.224% | |
7/29/2025 | Stratos Wealth Partners LTD. | 52,890 | $1.08M | 0.0% | -6.9% | 0.041% | |
7/29/2025 | Straight Path Wealth Management | 421,105 | $8.63M | 2.9% | +10.0% | 0.325% | |
7/29/2025 | Angeles Wealth Management LLC | 1,904 | $39K | 0.0% | N/A | 0.001% | |
7/29/2025 | Semitam Bonam LLC | 74,630 | $1.53M | 1.4% | N/A | 0.058% | |
7/28/2025 | Tlwm | 1,356,426 | $27.79M | 5.3% | +0.1% | 1.045% | |
7/28/2025 | Brown Financial Advisory | 20,734 | $425K | 0.2% | +40.2% | 0.016% | |
7/28/2025 | Cypress Wealth Services LLC | 44,571 | $913K | 0.2% | -1.5% | 0.034% | |
7/25/2025 | Atria Wealth Solutions Inc. | 20,833 | $427K | 0.0% | -28.9% | 0.016% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 16,222 | $331K | 0.1% | -10.2% | 0.013% | |
7/25/2025 | MGO One Seven LLC | 234,549 | $4.81M | 0.2% | +13.1% | 0.181% | |
7/25/2025 | G2 Capital Management LLC OH | 78,759 | $1.61M | 0.5% | +1.1% | 0.061% | |
7/25/2025 | CWM LLC | 391,607 | $8.02M | 0.0% | +5.2% | 0.303% | |
7/25/2025 | Hobbs Group Advisors LLC | 45,010 | $922K | 0.3% | -14.0% | 0.035% | |
7/24/2025 | Eastern Bank | 28,201 | $578K | 0.0% | -76.2% | 0.022% | |
7/24/2025 | Fourpath Capital Management LLC | 44,124 | $904K | 0.1% | +88.5% | 0.034% | |
7/24/2025 | Coordinated Financial Services Inc. | 38,492 | $789K | 0.5% | N/A | 0.030% | |
7/24/2025 | Vantage Point Financial LLC | 48,337 | $990K | 0.4% | -1.1% | 0.037% | |
7/24/2025 | IFP Advisors Inc | 61,551 | $1.26M | 0.0% | +10.3% | 0.048% | |
7/24/2025 | Leo Wealth LLC | 14,178 | $291K | 0.0% | N/A | 0.011% | |
7/23/2025 | Opulen Financial Group LLC | 116,587 | $2.39M | 2.0% | +5.7% | 0.090% | |
7/23/2025 | Sax Wealth Advisors LLC | 35,382 | $725K | 0.0% | +37.6% | 0.027% | |
7/23/2025 | BankPlus Trust Department | 7,786 | $160K | 0.0% | +1,630.2% | 0.006% | |
7/23/2025 | True Vision MN LLC | 32,350 | $663K | 0.4% | -3.7% | 0.025% | |
7/23/2025 | Meitav Investment House Ltd. | 20,219 | $414K | 0.0% | +31.1% | 0.016% | |
7/22/2025 | Duncan Williams Asset Management LLC | 11,048 | $226K | 0.0% | N/A | 0.009% | |
7/22/2025 | Marietta Wealth Management LLC | 310,401 | $6.36M | 0.8% | +0.9% | 0.240% | |
7/22/2025 | Kickstand Ventures LLC. | 11,048 | $226K | 0.1% | -10.5% | 0.009% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 20,049 | $411K | 0.0% | N/A | 0.015% | |
7/22/2025 | Berger Financial Group Inc | 230,187 | $4.72M | 0.3% | -1.4% | 0.178% | |
7/22/2025 | 4Thought Financial Group Inc. | 38,339 | $786K | 0.4% | +9.1% | 0.030% | |
7/21/2025 | Segment Wealth Management LLC | 57,872 | $1.19M | 0.1% | -3.4% | 0.045% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,303 | $68K | 0.0% | N/A | 0.003% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 163,331 | $3.35M | 0.1% | +3.8% | 0.126% | |
7/21/2025 | Crews Bank & Trust | 19,830 | $406K | 0.1% | +8.2% | 0.015% | |
7/18/2025 | Ledgewood Wealth Advisors LLC | 401,982 | $8.24M | 5.2% | +13.9% | 0.311% | |
7/18/2025 | Trilogy Capital Inc. | 213,810 | $4.38M | 0.2% | -4.2% | 0.165% | |
7/18/2025 | Truist Financial Corp | 68,533 | $1.40M | 0.0% | -34.0% | 0.053% | |
7/17/2025 | Capital Investment Advisors LLC | 29,759 | $610K | 0.0% | -2.4% | 0.023% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
7/17/2025 | HB Wealth Management LLC | 29,483 | $604K | 0.0% | +3.1% | 0.023% | |
7/17/2025 | Janney Montgomery Scott LLC | 408,850 | $8.38M | 0.0% | -11.9% | 0.318% | |
7/17/2025 | Independence Bank of Kentucky | 50,358 | $1.03M | 0.1% | +2.6% | 0.039% | |
7/17/2025 | Camelot Portfolios LLC | 91,097 | $1.87M | 1.1% | -6.4% | 0.071% | |
7/17/2025 | Avior Wealth Management LLC | 132,615 | $2.72M | 0.1% | +11.3% | 0.103% | |
7/17/2025 | XY Planning Network Inc. | 24,792 | $508K | 0.2% | N/A | 0.019% | |
7/17/2025 | Hengehold Capital Management LLC | 421,960 | $8.65M | 0.8% | +3.6% | 0.328% | |
7/17/2025 | Western Financial Corp CA | 48,850 | $1.00M | 0.5% | -1.4% | 0.038% | |
7/16/2025 | Kirr Marbach & Co. LLC IN | 503,314 | $10.31M | 2.0% | +5.9% | 0.392% | |
7/16/2025 | Old Port Advisors | 159,590 | $3.27M | 0.9% | +30.1% | 0.124% | |