| 8/6/2025 | Summit Investment Advisors Inc. | 13,083 | $1.47M | 1.2% | -1.8% | 0.020% | |
| 8/6/2025 | Sterling Capital Management LLC | 79,122 | $9.81M | 0.1% | +5.2% | 0.118% | |
| 8/6/2025 | Princeton Capital Management LLC | 3,072 | $381K | 0.1% | +19.4% | 0.005% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 4,750 | $589K | 0.1% | -17.4% | 0.007% | |
| 8/6/2025 | Savant Capital LLC | 6,060 | $751K | 0.0% | +201.9% | 0.009% | |
| 8/6/2025 | EFG Asset Management North America Corp. | 27,955 | $3.47M | 0.5% | +69.0% | 0.042% | |
| 8/6/2025 | First Horizon Advisors Inc. | 689 | $86K | 0.0% | +14.3% | 0.001% | |
| 8/5/2025 | Bank of New York Mellon Corp | 544,354 | $67.49M | 0.0% | -4.0% | 0.813% | |
| 8/5/2025 | Access Investment Management LLC | 18,050 | $2.24M | 0.6% | N/A | 0.027% | |
| 8/5/2025 | Bank of Montreal Can | 35,578 | $4.41M | 0.0% | +1.2% | 0.053% | |
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| 8/5/2025 | Burney Co. | 2,320 | $288K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | State of Michigan Retirement System | 16,063 | $1.99M | 0.0% | +0.6% | 0.024% | |
| 8/5/2025 | Tredje AP fonden | 12,263 | $1.52M | 0.0% | +45.0% | 0.018% | |
| 8/4/2025 | Moody Aldrich Partners LLC | 51,163 | $6.34M | 1.2% | -52.8% | 0.076% | |
| 8/4/2025 | Strs Ohio | 105,793 | $13.12M | 0.0% | +0.9% | 0.158% | |
| 8/4/2025 | Atria Investments Inc | 11,800 | $1.46M | 0.0% | +30.4% | 0.018% | |
| 8/4/2025 | Retirement Systems of Alabama | 81,803 | $10.14M | 0.0% | +1.1% | 0.122% | |
| 8/4/2025 | Assetmark Inc. | 18,642 | $2.31M | 0.0% | +2.2% | 0.028% | |
| 8/4/2025 | Keybank National Association OH | 7,147 | $886K | 0.0% | -8.9% | 0.011% | |
| 8/4/2025 | Emerald Mutual Fund Advisers Trust | 13,020 | $1.61M | 0.1% | +30.3% | 0.019% | |
| 8/4/2025 | World Investment Advisors | 4,901 | $608K | 0.0% | +19.9% | 0.007% | |
| 8/4/2025 | Lightrock Netherlands B.V. | 193,858 | $24.04M | 5.6% | +0.3% | 0.290% | |
| 8/1/2025 | Jennison Associates LLC | 936,834 | $116.15M | 0.1% | +16.0% | 1.400% | |
| 8/1/2025 | Teacher Retirement System of Texas | 16,356 | $2.03M | 0.0% | -2.0% | 0.024% | |
| 8/1/2025 | Bessemer Group Inc. | 600 | $74K | 0.0% | +19.0% | 0.001% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 393,955 | $48.84M | 0.0% | +12.6% | 0.589% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 18,252 | $2.26M | 0.0% | +1.3% | 0.027% | |
| 7/31/2025 | Leeward Investments LLC MA | 236,694 | $29.35M | 1.6% | -3.5% | 0.354% | |
| 7/31/2025 | MQS Management LLC | 4,737 | $587K | 0.3% | N/A | 0.007% | |
| 7/31/2025 | Shaker Investments LLC OH | 26,335 | $3.27M | 1.3% | -6.0% | 0.039% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 15,866 | $1.97M | 0.0% | +1.5% | 0.024% | |
| 7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 3,500 | $434K | 0.0% | -32.1% | 0.005% | |
| 7/30/2025 | Freedom Investment Management Inc. | 5,454 | $676K | 0.1% | -6.1% | 0.008% | |
| 7/30/2025 | Forum Financial Management LP | 6,374 | $790K | 0.0% | +4.6% | 0.010% | |
| 7/30/2025 | Ethic Inc. | 3,644 | $449K | 0.0% | -38.1% | 0.005% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 1,715 | $213K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Aurora Investment Counsel | 10,035 | $1.24M | 0.7% | N/A | 0.015% | |
| 7/30/2025 | Drive Wealth Management LLC | 1,631 | $202K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 2,102 | $261K | 0.0% | -8.2% | 0.003% | |
| 7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 5,443 | $675K | 0.0% | N/A | 0.008% | |
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| 7/29/2025 | Mutual of America Capital Management LLC | 98,497 | $12.21M | 0.1% | +1.8% | 0.147% | |
| 7/29/2025 | Albert D Mason Inc. | 4,276 | $530K | 0.4% | N/A | 0.006% | |
| 7/29/2025 | Tweedy Browne Co LLC | 4,418 | $548K | 0.1% | +117.7% | 0.007% | |
| 7/28/2025 | Allianz Asset Management GmbH | 53,585 | $6.64M | 0.0% | -17.7% | 0.080% | |
| 7/28/2025 | Bayforest Capital Ltd | 510 | $63K | 0.0% | +442.6% | 0.001% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,208 | $522K | 0.0% | -9.0% | 0.006% | |
| 7/25/2025 | Vest Financial LLC | 112,236 | $13.92M | 0.2% | +10.9% | 0.168% | |
| 7/25/2025 | Yousif Capital Management LLC | 22,550 | $2.80M | 0.0% | -1.3% | 0.034% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 191,952 | $24.51M | 0.0% | +4.8% | 0.287% | |
| 7/25/2025 | LRI Investments LLC | 1,384 | $172K | 0.0% | +9.7% | 0.002% | |
| 7/25/2025 | CWM LLC | 1,398 | $173K | 0.0% | +13.8% | 0.002% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 7,592 | $942K | 0.0% | +14.9% | 0.011% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 10,393 | $1.29M | 0.0% | +2.0% | 0.016% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 17,401 | $2.16M | 0.0% | +0.9% | 0.026% | |
| 7/24/2025 | Inspire Investing LLC | 3,133 | $388K | 0.0% | -85.9% | 0.005% | |
| 7/24/2025 | Aberdeen Group plc | 487,770 | $60.47M | 0.1% | +7.6% | 0.729% | |
| 7/24/2025 | Callan Family Office LLC | 3,300 | $409K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | Blair William & Co. IL | 18,755 | $2.33M | 0.0% | -1.6% | 0.028% | |
| 7/24/2025 | US Bancorp DE | 36,964 | $4.58M | 0.0% | -8.3% | 0.055% | |
| 7/23/2025 | Rosenthal Henry Capital Advisors Inc. | 35,869 | $4.45M | 4.5% | -1.0% | 0.054% | |
| 7/23/2025 | REAP Financial Group LLC | 296 | $37K | 0.0% | +196.0% | 0.000% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 18,800 | $2.33M | 0.0% | +1.1% | 0.028% | |
| 7/23/2025 | Venturi Wealth Management LLC | 2,100 | $260K | 0.0% | -5.5% | 0.003% | |
| 7/23/2025 | KLP Kapitalforvaltning AS | 13,600 | $1.69M | 0.0% | +4.6% | 0.020% | |
| 7/22/2025 | Simplicity Wealth LLC | 10,050 | $1.25M | 0.1% | +99.3% | 0.015% | |
| 7/21/2025 | Hennessy Advisors Inc. | 19,500 | $2.42M | 0.1% | +8.3% | 0.029% | |
| 7/18/2025 | Truist Financial Corp | 45,061 | $5.59M | 0.0% | -2.1% | 0.067% | |
| 7/17/2025 | Greenleaf Trust | 3,752 | $465K | 0.0% | -35.6% | 0.006% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 14,344 | $1.78M | 0.0% | +11.3% | 0.021% | |
| 7/16/2025 | Signaturefd LLC | 3,926 | $487K | 0.0% | +7.0% | 0.006% | |
| 7/16/2025 | State of Alaska Department of Revenue | 7,508 | $930K | 0.0% | -3.6% | 0.011% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 4,546 | $564K | 0.2% | N/A | 0.007% | |
| 7/16/2025 | Congress Asset Management Co. | 91,117 | $11.30M | 0.1% | -3.2% | 0.136% | |
| 7/15/2025 | Well Done LLC | 3,209 | $398K | 0.1% | -37.2% | 0.005% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,232 | $153K | 0.0% | -26.2% | 0.002% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 66,468 | $8.24M | 0.0% | +4.8% | 0.099% | |
| 7/15/2025 | Maseco LLP | 199 | $25K | 0.0% | N/A | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 23,772 | $2.95M | 0.0% | -5.1% | 0.036% | |
| 7/14/2025 | CHICAGO TRUST Co NA | 137,664 | $17.07M | 2.4% | +591.9% | 0.206% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 21,107 | $2.62M | 0.5% | +1.1% | 0.032% | |
| 7/14/2025 | GAMMA Investing LLC | 1,391 | $172K | 0.0% | -41.7% | 0.002% | |
| 7/14/2025 | Park Avenue Securities LLC | 17,079 | $2.12M | 0.0% | N/A | 0.026% | |
| 7/11/2025 | Farther Finance Advisors LLC | 601 | $74K | 0.0% | +20.4% | 0.001% | |
| 7/11/2025 | Wedge Capital Management L L P NC | 20,356 | $2.52M | 0.0% | +0.6% | 0.030% | |
| 7/11/2025 | UMB Bank n.a. | 978 | $121K | 0.0% | +12.2% | 0.001% | |
| 7/11/2025 | Financial Advisory Corp | 1,724 | $214K | 0.0% | N/A | 0.003% | |
| 7/11/2025 | Phillips Wealth Planners LLC | 1,633 | $217K | 0.2% | N/A | 0.002% | |
| 7/10/2025 | Fulton Bank N.A. | 2,033 | $252K | 0.0% | -12.3% | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,767 | $1.03M | 0.0% | +2.0% | 0.012% | |
| 7/9/2025 | Reinhart Partners LLC. | 751,481 | $93.17M | 3.2% | +12.2% | 1.123% | |
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 |
| 7/9/2025 | Harbor Capital Advisors Inc. | 95,903 | $11.89M | 0.5% | +6.8% | 0.143% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 589 | $73K | 0.1% | -36.6% | 0.001% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 289 | $36K | 0.0% | +52.9% | 0.000% | |
| 7/8/2025 | Parallel Advisors LLC | 392 | $49K | 0.0% | -33.9% | 0.001% | |
| 6/18/2025 | Voya Investment Management LLC | 8,101 | $911K | 0.0% | -23.0% | 0.012% | |
| 6/3/2025 | Inspire Investing LLC | 22,254 | $2.50M | 0.3% | +591.8% | 0.033% | |
| 5/28/2025 | Strs Ohio | 104,863 | $11.79M | 0.0% | N/A | 0.157% | |
| 5/19/2025 | Jane Street Group LLC | 2,950 | $332K | 0.0% | -80.3% | 0.004% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 179,430 | $20.18M | 0.0% | +7.2% | 0.268% | |
| 5/16/2025 | United Services Automobile Association | 4,264 | $478K | 0.0% | N/A | 0.006% | |
