| 8/15/2025 | Bank of America Corp DE | 335,346 | $11.11M | 0.0% | +219.3% | 2.771% | |
| 8/15/2025 | Ameriprise Financial Inc. | 14,090 | $467K | 0.0% | N/A | 0.116% | |
| 8/14/2025 | Jane Street Group LLC | 268,928 | $8.91M | 0.0% | +1,471.6% | 2.223% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 12,965 | $429K | 0.0% | +5.5% | 0.107% | |
| 8/14/2025 | Raymond James Financial Inc. | 261,630 | $8.67M | 0.0% | +127.7% | 2.162% | |
| 8/14/2025 | Sei Investments Co. | 554,022 | $18.35M | 0.0% | -8.4% | 4.579% | |
| 8/13/2025 | Flow Traders U.S. LLC | 139,230 | $4.61M | 0.2% | +1,410.1% | 1.151% | |
| 8/13/2025 | Baird Financial Group Inc. | 21,731 | $720K | 0.0% | N/A | 0.180% | |
| 8/13/2025 | Invesco Ltd. | 82,594 | $2.74M | 0.0% | -4.4% | 0.683% | |
| 8/13/2025 | CW Advisors LLC | 37,027 | $1.23M | 0.0% | -37.3% | 0.306% | |
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| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 81,723 | $2.71M | 0.0% | -0.6% | 0.675% | |
| 8/12/2025 | Richmond Investment Services LLC | 17,361 | $575K | 0.1% | +101.1% | 0.143% | |
| 8/12/2025 | Del Sette Capital Management LLC | 58,781 | $1.95M | 1.4% | N/A | 0.486% | |
| 8/11/2025 | Brown Wealth Management LLC | 12,463 | $413K | 0.1% | -8.4% | 0.103% | |
| 8/11/2025 | Sykon Capital LLC | 7,225 | $239K | 0.1% | -28.5% | 0.060% | |
| 8/11/2025 | Bell Investment Advisors Inc | 196,374 | $6.51M | 1.1% | +18.2% | 1.623% | |
| 8/8/2025 | Cetera Investment Advisers | 46,100 | $1.53M | 0.0% | +205.1% | 0.381% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 77,624 | $2.57M | 0.0% | -7.0% | 0.642% | |
| 8/7/2025 | PFG Advisors | 289,170 | $9.58M | 0.3% | +19.0% | 2.390% | |
| 8/6/2025 | Prospera Financial Services Inc | 17,745 | $588K | 0.0% | +66.6% | 0.147% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 38,556 | $1.28M | 0.7% | +10,100.0% | 0.319% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,041,605 | $34.50M | 0.0% | -3.5% | 8.608% | |
| 8/4/2025 | AdvisorShares Investments LLC | 1,171,328 | $38.80M | 7.0% | N/A | 9.680% | |
| 8/4/2025 | Assetmark Inc. | 2,556 | $85K | 0.0% | +17.9% | 0.021% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 77,011 | $2.55M | 0.0% | -5.7% | 0.636% | |
| 7/31/2025 | CAP Partners LLC | 7,646 | $253K | 0.2% | -14.9% | 0.063% | |
| 7/25/2025 | CWM LLC | 3,328 | $110K | 0.0% | +58.9% | 0.028% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 6,180 | $205K | 0.0% | N/A | 0.051% | |
| 7/24/2025 | Accredited Investor Services LLC | 12,441 | $412K | 0.3% | -13.1% | 0.103% | |
| 7/24/2025 | IFP Advisors Inc | 27,916 | $925K | 0.0% | +36,154.5% | 0.231% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 109,350 | $3.62M | 0.7% | +3.2% | 0.904% | |
| 7/23/2025 | SteelPeak Wealth LLC | 13,415 | $444K | 0.0% | -7.7% | 0.111% | |
| 7/23/2025 | Heck Capital Advisors LLC | 219,598 | $7.27M | 0.6% | +1.9% | 1.815% | |
| 7/17/2025 | G&S Capital LLC | 23,282 | $771K | 0.3% | N/A | 0.192% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 169,052 | $5.60M | 2.8% | +1.8% | 1.397% | |
| 7/17/2025 | Wagner Wealth Management LLC | 10,237 | $339K | 0.1% | -6.1% | 0.085% | |
| 7/15/2025 | Revisor Wealth Management LLC | 11,247 | $374K | 0.1% | -3.7% | 0.093% | |
| 7/9/2025 | Burt Wealth Advisors | 641,631 | $21.25M | 4.9% | -0.6% | 5.303% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 5,725 | $174K | 0.0% | +8.5% | 0.067% | |
| 5/19/2025 | Jane Street Group LLC | 17,112 | $519K | 0.0% | -66.4% | 0.199% | |
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| 5/16/2025 | Bell Investment Advisors Inc | 166,179 | $5.04M | 0.9% | -0.6% | 1.932% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,767 | $266K | 0.0% | -17.1% | 0.102% | |
| 5/16/2025 | AQR Capital Management LLC | 98,766 | $3.00M | 0.0% | +1.2% | 1.148% | |
| 5/15/2025 | Royal Bank of Canada | 8,735 | $265K | 0.0% | -9.5% | 0.102% | |
| 5/15/2025 | WPG Advisers LLC | 1,648 | $50K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 82,180 | $2.49M | 0.0% | -4.7% | 0.956% | |
| 5/14/2025 | CW Advisors LLC | 59,041 | $1.79M | 0.0% | +0.7% | 0.687% | |
| 5/13/2025 | Raymond James Financial Inc. | 114,908 | $3.49M | 0.0% | +6.8% | 1.336% | |
| 5/13/2025 | Sei Investments Co. | 604,607 | $18.33M | 0.2% | -6.0% | 7.030% | |
| 5/13/2025 | Heck Capital Advisors LLC | 215,598 | $6.54M | 0.7% | -2.9% | 2.507% | |
| 5/12/2025 | Invesco Ltd. | 86,355 | $2.62M | 0.0% | -6.9% | 1.004% | |
| 5/12/2025 | Townsquare Capital LLC | 12,875 | $390K | 0.0% | +4.4% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 83,486 | $2.53M | 0.0% | +0.5% | 0.971% | |
| 5/7/2025 | Ridgewood Investments LLC | 16,358 | $496K | 0.2% | -3.2% | 0.190% | |
| 5/7/2025 | LPL Financial LLC | 250,182 | $7.59M | 0.0% | +27.6% | 2.909% | |
| 5/7/2025 | Brown Wealth Management LLC | 13,602 | $412K | 0.1% | -5.3% | 0.158% | |
| 5/6/2025 | Cetera Investment Advisers | 15,111 | $458K | 0.0% | N/A | 0.176% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 44,493 | $1.35M | 0.0% | +1.9% | 0.517% | |
| 5/6/2025 | PFG Advisors | 242,943 | $7.37M | 0.4% | N/A | 2.825% | |
| 5/5/2025 | Private Advisor Group LLC | 8,719 | $264K | 0.0% | -5.7% | 0.101% | |
| 5/2/2025 | Accredited Investor Services LLC | 14,322 | $434K | 0.4% | N/A | 0.167% | |
| 5/1/2025 | CWM LLC | 2,095 | $64K | 0.0% | -23.4% | 0.024% | |
| 4/30/2025 | Allworth Financial LP | 1,300 | $41K | 0.0% | N/A | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 81,699 | $2.48M | 0.0% | -0.5% | 0.961% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,079,448 | $32.73M | 0.0% | +8.3% | 12.699% | |
| 4/28/2025 | Revisor Wealth Management LLC | 11,683 | $354K | 0.2% | N/A | 0.137% | |
| 4/23/2025 | Win Advisors Inc. | 183,597 | $5.57M | 2.9% | N/A | 2.160% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,241 | $462K | 0.0% | -11.6% | 0.179% | |
| 4/22/2025 | Burt Wealth Advisors | 645,626 | $19.58M | 4.9% | -2.5% | 7.596% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 166,109 | $5.04M | 2.8% | +1.7% | 1.954% | |
| 4/9/2025 | Merit Financial Group LLC | 9,234 | $280K | 0.0% | N/A | 0.109% | |
| 4/9/2025 | McNaughton Wealth Management LLC | 15,715 | $477K | 0.2% | +2.7% | 0.185% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,327 | $204K | 0.0% | -6.2% | 0.089% | |
| 2/25/2025 | Heck Capital Advisors LLC | 222,128 | $6.18M | 0.4% | N/A | 1.532% | |
| 2/19/2025 | Richmond Investment Services LLC | 8,612 | $240K | 0.1% | N/A | 0.059% | |
| 2/17/2025 | Citadel Advisors LLC | 97,868 | $2.72M | 0.0% | +356.7% | 0.675% | |
| 2/17/2025 | Brown Wealth Management LLC | 14,356 | $399K | 0.1% | -36.3% | 0.099% | |
| 2/17/2025 | Bank of America Corp DE | 105,520 | $2.94M | 0.0% | +157.9% | 0.728% | |
| 2/14/2025 | Jane Street Group LLC | 50,903 | $1.42M | 0.0% | -52.5% | 0.351% | |
| 2/14/2025 | Susquehanna International Group LLP | 134,697 | $3.75M | 0.0% | +13.2% | 0.929% | |
| 2/13/2025 | Mariner LLC | 9,051 | $252K | 0.0% | N/A | 0.062% | |
| 2/13/2025 | Townsquare Capital LLC | 12,333 | $343K | 0.0% | -46.9% | 0.085% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 16,380 | $456K | 0.0% | -3.9% | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
| 2/13/2025 | Invesco Ltd. | 92,784 | $2.58M | 0.0% | -68.0% | 0.640% | |
| 2/13/2025 | Shakespeare Wealth Management LLC | 9,261 | $258K | 0.1% | -4.9% | 0.064% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 82,135 | $2.29M | 0.0% | -12.2% | 0.566% | |
| 2/13/2025 | Wells Fargo & Company MN | 24,810 | $690K | 0.0% | -22.3% | 0.171% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 58,623 | $1.63M | 0.0% | +0.6% | 0.404% | |
| 2/11/2025 | LPL Financial LLC | 196,071 | $5.46M | 0.0% | +2.1% | 1.352% | |
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 |
| 2/11/2025 | Sei Investments Co. | 643,245 | $17.90M | 0.0% | +1.2% | 4.436% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 35,970 | $1.00M | 0.0% | -6.4% | 0.248% | |
| 2/7/2025 | Bell Investment Advisors Inc | 167,260 | $4.65M | 0.9% | +11.8% | 1.154% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 83,034 | $2.31M | 0.0% | -2.3% | 0.573% | |
| 2/6/2025 | Raymond James Financial Inc. | 107,557 | $2.99M | 0.0% | N/A | 0.742% | |
| 2/6/2025 | Burt Wealth Advisors | 661,994 | $18.42M | 4.7% | -1.6% | 4.565% | |
| 2/6/2025 | Jones Financial Companies Lllp | 10,578 | $294K | 0.0% | +49.6% | 0.073% | |
| 2/4/2025 | Bank of New York Mellon Corp | 997,127 | $27.75M | 0.0% | -0.6% | 6.877% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 12,969 | $361K | 0.1% | -17.2% | 0.089% | |
| 2/3/2025 | Ieq Capital LLC | 97,640 | $2.72M | 0.0% | N/A | 0.673% | |
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