8/8/2025 | Creative Planning | 184,324 | $4.61M | 0.0% | +10.3% | 0.014% | |
8/8/2025 | Allianz SE | 7,541 | $189K | 0.0% | +85.1% | 0.001% | |
8/8/2025 | ABC Arbitrage SA | 778,900 | $19.49M | 2.2% | +8.4% | 0.060% | |
8/8/2025 | PNC Financial Services Group Inc. | 21,415 | $536K | 0.0% | +22.6% | 0.002% | |
8/8/2025 | Wealth Alliance LLC | 28,119 | $704K | 0.1% | -15.5% | 0.002% | |
8/7/2025 | Vise Technologies Inc. | 14,592 | $365K | 0.0% | N/A | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 20,131 | $504K | 0.0% | -65.1% | 0.002% | |
8/6/2025 | Savant Capital LLC | 16,879 | $422K | 0.0% | N/A | 0.001% | |
8/6/2025 | Cetera Trust Company N.A | 6,870 | $172K | 0.1% | +22.2% | 0.001% | |
8/5/2025 | Bank of Montreal Can | 1,308,520 | $32.74M | 0.0% | +6.9% | 0.101% | |
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8/4/2025 | AMG National Trust Bank | 136,574 | $3.42M | 0.1% | +0.7% | 0.011% | |
8/4/2025 | Simon Quick Advisors LLC | 9,341 | $234K | 0.0% | N/A | 0.001% | |
8/4/2025 | Atria Investments Inc | 41,620 | $1.04M | 0.0% | -28.2% | 0.003% | |
8/4/2025 | Hantz Financial Services Inc. | 9,049 | $226K | 0.0% | +1,684.8% | 0.001% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 127,564 | $3.19M | 0.1% | +270.4% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 581,953 | $14.56M | 0.0% | -25.8% | 0.045% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 86,672 | $2.17M | 0.0% | -37.6% | 0.007% | |
7/31/2025 | Atlatl Advisers LLC | 21,576 | $540K | 0.3% | -2.0% | 0.002% | |
7/30/2025 | Ethic Inc. | 36,358 | $916K | 0.0% | -10.4% | 0.003% | |
7/28/2025 | Ritholtz Wealth Management | 9,043 | $226K | 0.0% | N/A | 0.001% | |
7/28/2025 | Naviter Wealth LLC | 16,858 | $422K | 0.1% | N/A | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 8,169 | $204K | 0.0% | N/A | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 17,060 | $427K | 0.0% | +7.9% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 54,043 | $1.35M | 0.0% | +22.5% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 10,472 | $262K | 0.0% | -22.1% | 0.001% | |
7/24/2025 | PDS Planning Inc | 8,441 | $211K | 0.0% | N/A | 0.001% | |
7/24/2025 | Blue Trust Inc. | 3,853 | $96K | 0.0% | -11.6% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 26,896 | $673K | 0.0% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 29,122 | $729K | 0.0% | +12.1% | 0.002% | |
7/22/2025 | Valeo Financial Advisors LLC | 9,657 | $242K | 0.0% | N/A | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 78,110 | $1.95M | 0.0% | -11.1% | 0.006% | |
7/21/2025 | Impact Investors Inc | 8,335 | $209K | 0.1% | N/A | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 10,387 | $260K | 0.0% | -39.4% | 0.001% | |
7/17/2025 | GC Wealth Management RIA LLC | 22,106 | $553K | 0.0% | -30.3% | 0.002% | |
7/16/2025 | Signaturefd LLC | 27,337 | $684K | 0.0% | +4.7% | 0.002% | |
7/15/2025 | Ballentine Partners LLC | 18,598 | $465K | 0.0% | +2.4% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 8,078 | $202K | 0.0% | +24.1% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 16,202 | $405K | 0.0% | -23.0% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 39,380 | $980K | 0.0% | -33.4% | 0.003% | |
7/9/2025 | Aaron Wealth Advisors LLC | 16,240 | $406K | 0.0% | +9.0% | 0.001% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
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7/8/2025 | Gradient Investments LLC | 36,369 | $910K | 0.0% | +13.5% | 0.003% | |
7/8/2025 | Gallacher Capital Management LLC | 16,269 | $407K | 0.2% | +4.5% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 11,673 | $251K | 0.0% | -13.1% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,683 | $79K | 0.0% | +86.6% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 16,662 | $358K | 0.0% | -77.0% | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,361,097 | $50.76M | 0.0% | -7.6% | 0.182% | |
5/16/2025 | Millennium Management LLC | 230,505 | $4.96M | 0.0% | -35.4% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 378,802 | $8.14M | 0.0% | -6.2% | 0.029% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 17,239 | $371K | 0.1% | N/A | 0.001% | |
5/15/2025 | OLD Mission Capital LLC | 71,826 | $1.54M | 0.0% | -48.2% | 0.005% | |
5/15/2025 | Vident Advisory LLC | 18,513 | $398K | 0.0% | N/A | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 16,840 | $367K | 0.0% | +20.0% | 0.001% | |
5/15/2025 | Earnest Partners LLC | 30,656 | $659K | 0.0% | -12.2% | 0.002% | |
5/14/2025 | Causeway Capital Management LLC | 2,353,670 | $50.60M | 1.1% | +10.1% | 0.180% | |
5/14/2025 | ICONIQ Capital LLC | 13,567 | $292K | 0.0% | N/A | 0.001% | |
5/14/2025 | SVB Wealth LLC | 2,808 | $60K | 0.0% | N/A | 0.000% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,563 | $55K | 0.0% | +38.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,127 | $261K | 0.0% | -8.5% | 0.001% | |
5/14/2025 | Compound Planning Inc. | 14,743 | $317K | 0.0% | N/A | 0.001% | |
5/14/2025 | Capital Fund Management S.A. | 18,099 | $389K | 0.0% | -84.2% | 0.001% | |
5/13/2025 | Northern Trust Corp | 1,878,126 | $40.38M | 0.0% | +8.3% | 0.144% | |
5/13/2025 | Brooklyn Investment Group | 6,076 | $131K | 0.0% | +588.1% | 0.000% | |
5/13/2025 | American Century Companies Inc. | 246,254 | $5.29M | 0.0% | +8.4% | 0.019% | |
5/13/2025 | Ethic Inc. | 40,595 | $876K | 0.0% | -11.1% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 34,679 | $746K | 0.0% | -6.7% | 0.003% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 57,754 | $1.24M | 0.0% | +127.5% | 0.004% | |
5/13/2025 | Russell Investments Group Ltd. | 21,447 | $461K | 0.0% | +133.0% | 0.002% | |
5/12/2025 | Nuveen LLC | 97,044 | $2.09M | 0.0% | N/A | 0.007% | |
5/12/2025 | National Bank of Canada FI | 3,925 | $84K | 0.0% | +29.0% | 0.000% | |
5/9/2025 | Headlands Technologies LLC | 27,747 | $597K | 0.1% | +7.2% | 0.002% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 102,397 | $2.20M | 0.0% | +10.2% | 0.008% | |
5/9/2025 | ABC Arbitrage SA | 718,357 | $15.45M | 2.9% | -29.3% | 0.055% | |
5/9/2025 | Allianz SE | 4,074 | $88K | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 17,466 | $376K | 0.0% | +20.3% | 0.001% | |
5/8/2025 | US Bancorp DE | 25,968 | $558K | 0.0% | +66.6% | 0.002% | |
5/8/2025 | Natixis Advisors LLC | 401,041 | $8.62M | 0.0% | +7.9% | 0.031% | |
5/8/2025 | XTX Topco Ltd | 26,719 | $574K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 76,542 | $1.65M | 0.0% | +144.6% | 0.006% | |
5/6/2025 | Pacer Advisors Inc. | 11,965 | $257K | 0.0% | +7.9% | 0.001% | |
5/6/2025 | Cetera Investment Advisers | 12,748 | $274K | 0.0% | N/A | 0.001% | |
5/6/2025 | Madison Asset Management LLC | 130,531 | $2.81M | 0.0% | +8.5% | 0.010% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 34,444 | $741K | 0.1% | N/A | 0.003% | |
5/6/2025 | Choreo LLC | 12,049 | $259K | 0.0% | +5.6% | 0.001% | |
5/5/2025 | Gallacher Capital Management LLC | 15,563 | $335K | 0.2% | +16.8% | 0.001% | |
5/5/2025 | Wealth Alliance LLC | 33,288 | $716K | 0.1% | N/A | 0.003% | |
5/5/2025 | AMG National Trust Bank | 135,570 | $2.92M | 0.1% | +83.4% | 0.010% | |
5/2/2025 | Signaturefd LLC | 26,100 | $561K | 0.0% | +10.2% | 0.002% | |
5/1/2025 | Ballentine Partners LLC | 18,168 | $391K | 0.0% | +78.1% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 17,142 | $369K | 0.0% | N/A | 0.001% | |
4/29/2025 | Callan Capital LLC | 10,244 | $220K | 0.0% | N/A | 0.001% | |
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 |
4/29/2025 | Envestnet Asset Management Inc. | 784,201 | $16.86M | 0.0% | +23.2% | 0.060% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,437 | $289K | 0.0% | N/A | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 61,827 | $1.33M | 0.0% | +8.5% | 0.005% | |
4/28/2025 | Aaron Wealth Advisors LLC | 14,899 | $320K | 0.0% | N/A | 0.001% | |
4/28/2025 | Fedenia Advisers LLC | 22,020 | $473K | 0.3% | -13.3% | 0.002% | |
4/28/2025 | DAVENPORT & Co LLC | 87,889 | $1.89M | 0.0% | -3.2% | 0.007% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 12,535 | $272K | 0.0% | N/A | 0.001% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 138,958 | $2.99M | 0.0% | +26.1% | 0.011% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,034 | $216K | 0.0% | N/A | 0.001% | |
4/17/2025 | QRG Capital Management Inc. | 17,143 | $369K | 0.0% | N/A | 0.001% | |