| 8/15/2025 | Visionary Wealth Advisors | 7,790 | $235K | 0.0% | -21.6% | 0.236% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 57,061 | $1.72M | 0.1% | +8.9% | 1.729% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 37,722 | $1.14M | 0.0% | +254.4% | 1.143% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,430 | $103K | 0.0% | N/A | 0.104% | |
| 8/13/2025 | Millington Financial Advisors LLC | 74,648 | $2.28M | 1.2% | +61.9% | 2.262% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 121,802 | $3.67M | 0.0% | -16.9% | 3.691% | |
| 8/12/2025 | CreativeOne Wealth LLC | 28,178 | $849K | 0.0% | -1.4% | 0.854% | |
| 8/8/2025 | Cetera Investment Advisers | 360,162 | $10.86M | 0.0% | -9.2% | 10.914% | |
| 8/1/2025 | GWN Securities Inc. | 23,699 | $714K | 0.1% | +1.4% | 0.718% | |
| 8/1/2025 | Brookwood Investment Group LLC | 50,782 | $1.53M | 0.2% | +12.3% | 1.539% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 10,530 | $317K | 0.0% | -13.4% | 0.319% | |
| 7/30/2025 | Brookstone Capital Management | 29,347 | $885K | 0.0% | +4.2% | 0.889% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 261,717 | $7.89M | 2.6% | +4.7% | 7.931% | |
| 7/25/2025 | CWM LLC | 32,112 | $968K | 0.0% | +10.1% | 0.973% | |
| 7/24/2025 | IFP Advisors Inc | 9,752 | $294K | 0.0% | +6.0% | 0.296% | |
| 7/8/2025 | Gradient Investments LLC | 20,078 | $605K | 0.0% | N/A | 0.608% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 2,147,157 | $60.61M | 15.1% | N/A | 64.479% | |
| 5/15/2025 | OLD Mission Capital LLC | 30,889 | $872K | 0.0% | -18.9% | 0.928% | |
| 5/14/2025 | CreativeOne Wealth LLC | 28,583 | $807K | 0.0% | -21.0% | 0.858% | |
| 5/14/2025 | JT Stratford LLC | 7,355 | $208K | 0.0% | N/A | 0.221% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 146,522 | $4.14M | 0.0% | -12.8% | 4.400% | |
| 5/13/2025 | HighTower Advisors LLC | 390,203 | $11.02M | 0.0% | +3,705.7% | 11.718% | |
| 5/9/2025 | Encompass More Asset Management | 38,438 | $1.09M | 0.3% | +45.9% | 0.598% | |
| 5/6/2025 | Cetera Investment Advisers | 396,763 | $11.20M | 0.0% | -14.7% | 6.170% | |
| 5/6/2025 | Brookwood Investment Group LLC | 45,219 | $1.28M | 0.2% | N/A | 0.703% | |
| 5/6/2025 | AE Wealth Management LLC | 1,601 | $45K | 0.0% | -68.7% | 0.025% | |
| 5/5/2025 | IFP Advisors Inc | 9,200 | $260K | 0.0% | N/A | 0.143% | |
| 5/1/2025 | CWM LLC | 29,174 | $824K | 0.0% | +47.1% | 0.454% | |
| 5/1/2025 | Crosspoint Financial LLC | 17,400 | $491K | 1.4% | N/A | 0.271% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 7,573 | $214K | 0.2% | -18.2% | 0.118% | |
| 4/29/2025 | Sterling Financial Planning Inc. | 249,942 | $7.06M | 2.6% | +8.7% | 3.887% | |
| 4/14/2025 | Millington Financial Advisors LLC | 46,113 | $1.26M | 0.8% | +88.9% | 1.364% | |
| 3/12/2025 | Centaurus Financial Inc. | 63,874 | $1.84M | 0.1% | -27.7% | 1.936% | |
| 2/18/2025 | Sunbelt Securities Inc. | 57,594 | $1.66M | 0.1% | -9.8% | 1.655% | |
| 2/18/2025 | Orion Capital Management LLC | 7,381 | $212K | 0.1% | -41.9% | 0.212% | |
| 2/17/2025 | Wolverine Trading LLC | 7,280 | $209K | 0.0% | N/A | 0.209% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 52,400 | $1.51M | 0.0% | -6.9% | 1.506% | |
| 2/17/2025 | Cetera Investment Advisers | 465,334 | $13.39M | 0.0% | -14.7% | 13.372% | |
| 2/14/2025 | Jane Street Group LLC | 28,609 | $823K | 0.0% | N/A | 0.822% | |
| 2/13/2025 | Barclays PLC | 6,590 | $190K | 0.0% | -5.7% | 0.189% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 12,092 | $348K | 0.0% | +49.0% | 0.347% | |
| 2/12/2025 | OLD Mission Capital LLC | 38,110 | $1.10M | 0.0% | -58.5% | 1.095% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,561 | $189K | 0.0% | N/A | 0.189% | |
| 2/10/2025 | GWN Securities Inc. | 12,921 | $372K | 0.1% | N/A | 0.371% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 33,891 | $975K | 0.0% | -25.7% | 0.974% | |
| 2/7/2025 | HighTower Advisors LLC | 10,253 | $295K | 0.0% | N/A | 0.295% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 89,710 | $2.58M | 0.5% | -1.4% | 2.578% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 168,041 | $4.84M | 0.0% | -0.4% | 4.829% | |
| 2/4/2025 | Millington Financial Advisors LLC | 24,406 | $711K | 0.4% | -87.4% | 0.701% | |
| 2/3/2025 | Sterling Financial Planning Inc. | 230,013 | $6.62M | 2.4% | +3.6% | 6.610% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 9,255 | $266K | 0.2% | -11.2% | 0.266% | |
| 1/21/2025 | Encompass More Asset Management | 26,347 | $758K | 0.2% | +63.7% | 0.757% | |
| 1/17/2025 | Global Trust Asset Management LLC | 15,000 | $432K | 0.2% | -9.1% | 0.431% | |
| 1/13/2025 | Brookstone Capital Management | 13,910 | $400K | 0.0% | -58.7% | 0.400% | |
| 12/2/2024 | Capasso Planning Partners LLC | 27,973 | $793K | 0.2% | -75.7% | 0.804% | |
| 11/19/2024 | Barclays PLC | 6,992 | $198K | 0.0% | N/A | 0.201% | |
| 11/18/2024 | Sunbelt Securities Inc. | 63,876 | $1.81M | 0.2% | -1.7% | 1.836% | |
| 11/15/2024 | Barclays PLC | 6,992 | $198K | 0.0% | N/A | 0.201% | |
| 11/14/2024 | Encompass More Asset Management | 16,095 | $456K | 0.2% | N/A | 0.463% | |
| 11/12/2024 | Centaurus Financial Inc. | 88,289 | $2.50M | 0.2% | -6.6% | 2.537% | |
| 10/8/2024 | CWM LLC | 9,546 | $271K | 0.0% | +4,924.2% | 0.274% | |
| 10/8/2024 | Brookstone Capital Management | 33,681 | $955K | 0.0% | -70.3% | 0.968% | |
| 9/23/2024 | Centaurus Financial Inc. | 94,574 | $2.62M | 0.2% | -8.1% | 2.718% | |
| 8/22/2024 | Cetera Investment Advisers | 503,675 | $13.94M | 0.0% | -1.5% | 14.473% | |
| 8/16/2024 | Sunbelt Securities Inc. | 64,992 | $1.80M | 0.2% | +2.6% | 1.868% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 92,695 | $2.57M | 0.5% | -0.7% | 2.664% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 48,724 | $1.35M | 0.0% | -1.8% | 1.400% | |
| 7/30/2024 | Sterling Financial Planning Inc. | 208,997 | $5.78M | 2.3% | +10.2% | 6.006% | |
| 7/30/2024 | Millington Financial Advisors LLC | 218,184 | $6.04M | 4.2% | -2.2% | 6.270% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 70,749 | $1.96M | 0.0% | -33.7% | 2.033% | |
| 7/18/2024 | Brookstone Capital Management | 113,292 | $3.15M | 0.1% | +0.5% | 3.256% | |
| 5/24/2024 | Cetera Advisors LLC | 188,724 | $5.09M | 0.0% | N/A | 5.423% | |
| 5/24/2024 | Cetera Investment Advisers | 511,593 | $13.80M | 0.0% | +187.6% | 14.701% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 28,605 | $771K | 0.2% | -80.2% | 0.822% | |
| 5/14/2024 | CreativeOne Wealth LLC | 36,719 | $990K | 0.0% | +104.4% | 1.055% | |
| 5/11/2024 | Orion Capital Management LLC | 10,721 | $289K | 0.2% | +10.3% | 0.308% | |
| 4/30/2024 | Arkadios Wealth Advisors | 8,714 | $235K | 0.0% | N/A | 0.250% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 49,608 | $1.34M | 0.0% | -66.1% | 1.397% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 106,726 | $2.88M | 0.0% | -14.9% | 3.006% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 93,366 | $2.52M | 0.5% | -0.5% | 2.630% | |
| 4/24/2024 | Capasso Planning Partners LLC | 135,144 | $3.65M | 1.5% | +3.9% | 3.807% | |
| 4/15/2024 | Brookstone Capital Management | 112,703 | $3.04M | 0.1% | +918.3% | 3.175% | |
| 4/15/2024 | Sunbelt Securities Inc. | 63,362 | $1.71M | 0.2% | -48.2% | 1.785% | |
| 4/11/2024 | DHJJ Financial Advisors Ltd. | 2,685 | $72K | 0.0% | +17.0% | 0.000% | |
| 2/26/2024 | Centaurus Financial Inc. | 123,515 | $3.18M | 0.2% | -8.4% | 0.000% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 213,545 | $5.50M | 0.0% | -0.6% | 0.000% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 152,830 | $3.94M | 0.1% | +18.0% | 0.000% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 125,471 | $3.23M | 0.0% | -13.2% | 0.000% | |
| 2/9/2024 | CreativeOne Wealth LLC | 17,962 | $463K | 0.0% | N/A | 0.000% | |
| 2/7/2024 | Arlington Capital Management Inc. | 11,431 | $294K | 0.3% | N/A | 0.000% | |
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 |
| 2/6/2024 | Orion Capital Management LLC | 9,721 | $250K | 0.1% | +203.8% | 0.000% | |
| 2/1/2024 | Millington Financial Advisors LLC | 16,608 | $428K | 0.3% | +101.0% | 0.000% | |
| 1/31/2024 | Sterling Financial Planning Inc. | 156,424 | $4.03M | 1.7% | +25.3% | 0.000% | |
| 1/26/2024 | Capasso Planning Partners LLC | 130,061 | $3.35M | 1.6% | N/A | 0.000% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 93,875 | $2.42M | 0.6% | -0.5% | 0.000% | |
| 1/11/2024 | Brookstone Capital Management | 11,068 | $285K | 0.0% | N/A | 0.000% | |
| 12/11/2023 | Sunbelt Securities Inc. | 142,150 | $3.52M | 0.5% | -5.7% | 0.000% | |
| 11/16/2023 | Orion Capital Management LLC | 3,200 | $79K | 0.1% | N/A | 0.000% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 9,970 | $247K | 0.0% | N/A | 0.000% | |
| 11/9/2023 | WealthPlan Investment Management LLC | 9,970 | $247K | 0.0% | N/A | 0.000% | |
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