8/4/2025 | Simon Quick Advisors LLC | 8,386 | $713K | 0.0% | +153.4% | 0.015% | |
8/4/2025 | Strs Ohio | 24,860 | $2.11M | 0.0% | N/A | 0.045% | |
8/4/2025 | Impact Partnership Wealth LLC | 2,374 | $202K | 0.0% | -16.2% | 0.004% | |
8/4/2025 | Amalgamated Bank | 20,666 | $1.76M | 0.0% | -0.9% | 0.037% | |
8/4/2025 | Atria Investments Inc | 5,582 | $475K | 0.0% | -44.9% | 0.010% | |
8/4/2025 | Keybank National Association OH | 7,399 | $629K | 0.0% | +34.8% | 0.013% | |
8/1/2025 | Auto Owners Insurance Co | 346,000 | $29.42M | 0.7% | +1,118.9% | 0.621% | |
8/1/2025 | Teacher Retirement System of Texas | 16,695 | $1.42M | 0.0% | -77.7% | 0.030% | |
8/1/2025 | Bessemer Group Inc. | 5,142 | $437K | 0.0% | +2,694.6% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 116,908 | $9.94M | 0.0% | +3.2% | 0.210% | |
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7/31/2025 | Nisa Investment Advisors LLC | 15,928 | $1.35M | 0.0% | +72.0% | 0.029% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 17,275 | $1.47M | 0.2% | +2.2% | 0.031% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 23,823 | $2.03M | 0.0% | -2.6% | 0.043% | |
7/30/2025 | FNY Investment Advisers LLC | 1,103 | $93K | 0.0% | +1,261.7% | 0.002% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 156,119 | $13.35M | 0.0% | -0.7% | 0.280% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 3,578 | $304K | 0.1% | -4.7% | 0.006% | |
7/29/2025 | Chicago Partners Investment Group LLC | 3,005 | $263K | 0.0% | N/A | 0.005% | |
7/29/2025 | TrueMark Investments LLC | 59,271 | $5.04M | 1.1% | -10.9% | 0.106% | |
7/29/2025 | Mutual of America Capital Management LLC | 22,168 | $1.89M | 0.0% | -3.6% | 0.040% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,142 | $267K | 0.0% | -27.7% | 0.006% | |
7/29/2025 | Praxis Investment Management Inc. | 5,310 | $451K | 0.0% | N/A | 0.010% | |
7/28/2025 | WealthPLAN Partners LLC | 44,213 | $3.76M | 0.6% | -26.2% | 0.079% | |
7/28/2025 | WealthPlan Investment Management LLC | 142,009 | $12.07M | 0.9% | +12.7% | 0.255% | |
7/28/2025 | Allianz Asset Management GmbH | 87,060 | $7.40M | 0.0% | +267.1% | 0.156% | |
7/28/2025 | Bayforest Capital Ltd | 309 | $26K | 0.0% | -95.4% | 0.001% | |
7/28/2025 | Boston Trust Walden Corp | 602,027 | $51.18M | 0.4% | -2.4% | 1.081% | |
7/28/2025 | TD Asset Management Inc | 116,855 | $9.94M | 0.0% | +0.2% | 0.210% | |
7/25/2025 | Atria Wealth Solutions Inc. | 3,084 | $262K | 0.0% | -21.6% | 0.006% | |
7/25/2025 | Sequoia Financial Advisors LLC | 5,667 | $482K | 0.0% | N/A | 0.010% | |
7/25/2025 | Yousif Capital Management LLC | 16,074 | $1.37M | 0.0% | -1.7% | 0.029% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 64,864 | $5.86M | 0.0% | -29.7% | 0.117% | |
7/25/2025 | CWM LLC | 2,524 | $215K | 0.0% | -17.4% | 0.005% | |
7/25/2025 | Lawson Kroeker Investment Management Inc. NE | 76,094 | $6.47M | 1.2% | +0.2% | 0.137% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 6,509 | $553K | 0.0% | -9.8% | 0.012% | |
7/24/2025 | Blue Trust Inc. | 1,477 | $126K | 0.0% | +72.3% | 0.003% | |
7/23/2025 | Tectonic Advisors LLC | 92,344 | $7.85M | 0.5% | +13.8% | 0.166% | |
7/23/2025 | KLP Kapitalforvaltning AS | 13,100 | $1.11M | 0.0% | +2.3% | 0.024% | |
7/22/2025 | Valley National Advisers Inc. | 3,408 | $289K | 0.0% | -30.5% | 0.006% | |
7/21/2025 | Synergy Asset Management LLC | 24,318 | $2.07M | 0.2% | N/A | 0.044% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 40,563 | $3.45M | 0.0% | +11.3% | 0.073% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
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7/18/2025 | Trust Co. of Vermont | 9,374 | $797K | 0.0% | -5.2% | 0.017% | |
7/17/2025 | Janney Montgomery Scott LLC | 5,832 | $496K | 0.0% | -2.1% | 0.010% | |
7/17/2025 | Sound Income Strategies LLC | 1,150 | $98K | 0.0% | -9.5% | 0.002% | |
7/17/2025 | Global Trust Asset Management LLC | 1,882 | $160K | 0.1% | -34.3% | 0.003% | |
7/16/2025 | Twelve Points Wealth Management LLC | 14,963 | $1.27M | 0.3% | +3.7% | 0.027% | |
7/16/2025 | Signaturefd LLC | 1,277 | $109K | 0.0% | +11.1% | 0.002% | |
7/16/2025 | State of Alaska Department of Revenue | 99,932 | $8.50M | 0.1% | -0.2% | 0.179% | |
7/15/2025 | TD Private Client Wealth LLC | 30,481 | $2.59M | 0.1% | +11.2% | 0.055% | |
7/15/2025 | Public Employees Retirement System of Ohio | 56,514 | $4.81M | 0.0% | +0.3% | 0.101% | |
7/15/2025 | Ballentine Partners LLC | 2,532 | $215K | 0.0% | N/A | 0.005% | |
7/14/2025 | Ridgewood Investments LLC | 18,364 | $1.56M | 0.7% | +4.0% | 0.033% | |
7/14/2025 | Matrix Trust Co | 2,252 | $191K | 0.0% | +7.3% | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 878 | $75K | 0.0% | +47.1% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 523 | $44K | 0.0% | -27.3% | 0.001% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 57,066 | $4.85M | 1.4% | +1.5% | 0.102% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,184 | $1.10M | 0.0% | +5.5% | 0.022% | |
7/10/2025 | Jackson Square Capital LLC | 2,691 | $229K | 0.1% | N/A | 0.005% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,566 | $218K | 0.0% | N/A | 0.005% | |
7/8/2025 | Martin Capital Partners LLC | 8,825 | $750K | 0.3% | +168.2% | 0.016% | |
7/8/2025 | Red Spruce Capital LLC | 22,545 | $1.92M | 0.8% | +0.7% | 0.040% | |
7/1/2025 | Kera Capital Partners Inc. | 3,085 | $262K | 0.1% | N/A | 0.006% | |
6/18/2025 | Voya Investment Management LLC | 12,505 | $971K | 0.0% | +18.5% | 0.022% | |
5/19/2025 | Bayforest Capital Ltd | 6,734 | $523K | 0.2% | +494.4% | 0.012% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 144,248 | $11.20M | 0.0% | -48.4% | 0.259% | |
5/16/2025 | Empowered Funds LLC | 10,505 | $816K | 0.0% | N/A | 0.019% | |
5/16/2025 | United Services Automobile Association | 2,951 | $229K | 0.0% | N/A | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 208,464 | $16.19M | 0.0% | -29.5% | 0.374% | |
5/16/2025 | Kestra Investment Management LLC | 11,589 | $900K | 0.0% | +98.7% | 0.021% | |
5/16/2025 | NewEdge Advisors LLC | 750 | $58K | 0.0% | +79.9% | 0.001% | |
5/16/2025 | Millennium Management LLC | 217,046 | $16.86M | 0.0% | -40.8% | 0.390% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,858 | $455K | 0.0% | N/A | 0.011% | |
5/16/2025 | Gotham Asset Management LLC | 229,714 | $17.84M | 0.1% | -8.7% | 0.412% | |
5/16/2025 | Concentric Capital Strategies LP | 40,643 | $3.16M | 0.3% | +116.5% | 0.073% | |
5/16/2025 | Alliancebernstein L.P. | 298,597 | $23.19M | 0.0% | +7.1% | 0.536% | |
5/16/2025 | AQR Capital Management LLC | 349,310 | $26.76M | 0.0% | +29.6% | 0.627% | |
5/16/2025 | Advisors Asset Management Inc. | 79,499 | $6.18M | 0.1% | +66.2% | 0.143% | |
5/15/2025 | Royal Bank of Canada | 46,990 | $3.65M | 0.0% | +4.8% | 0.084% | |
5/15/2025 | Quarry LP | 1,305 | $101K | 0.0% | N/A | 0.002% | |
5/15/2025 | Vident Advisory LLC | 3,229 | $251K | 0.0% | N/A | 0.006% | |
5/15/2025 | Landscape Capital Management L.L.C. | 40,899 | $3.18M | 0.3% | +34.1% | 0.073% | |
5/14/2025 | Truvestments Capital LLC | 1,679 | $130K | 0.0% | -19.4% | 0.003% | |
5/14/2025 | PEAK6 LLC | 11,016 | $856K | 0.0% | -143.2% | 0.020% | |
5/14/2025 | Epoch Investment Partners Inc. | 1,089,926 | $84.66M | 0.4% | +13.2% | 1.956% | |
5/14/2025 | Ceredex Value Advisors LLC | 166,650 | $12.94M | 0.3% | -15.7% | 0.299% | |
5/14/2025 | Corebridge Financial Inc. | 49,367 | $3.83M | 0.0% | -2.5% | 0.089% | |
5/14/2025 | Comerica Bank | 17,395 | $1.35M | 0.0% | -1.6% | 0.031% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 61,961 | $4.81M | 0.0% | +1.4% | 0.111% | |
5/14/2025 | MetLife Investment Management LLC | 24,836 | $1.93M | 0.0% | -1.6% | 0.045% | |
5/14/2025 | Penn Capital Management Company LLC | 13,832 | $1.10M | 0.1% | N/A | 0.025% | |
5/14/2025 | Hotchkis & Wiley Capital Management LLC | 161,919 | $12.58M | 0.0% | -0.5% | 0.291% | |
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 |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,444 | $423K | 0.0% | +78.8% | 0.010% | |
5/14/2025 | Bragg Financial Advisors Inc | 279,019 | $21.67M | 0.9% | +1.9% | 0.501% | |
5/14/2025 | Martingale Asset Management L P | 3,605 | $280K | 0.0% | -53.5% | 0.006% | |
5/14/2025 | Level Four Advisory Services LLC | 26,896 | $2.09M | 0.1% | +6.6% | 0.048% | |
5/14/2025 | Van Lanschot Kempen Investment Management N.V. | 315,698 | $24.52M | 0.3% | +15.8% | 0.567% | |
5/14/2025 | Legacy Financial Advisors Inc. | 6,068 | $471K | 0.1% | -2.1% | 0.011% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 557,024 | $43.26M | 0.2% | +0.0% | 1.000% | |
5/14/2025 | Wellington Management Group LLP | 221,280 | $17.19M | 0.0% | N/A | 0.397% | |
5/13/2025 | Northern Trust Corp | 415,981 | $32.31M | 0.0% | -3.4% | 0.747% | |
5/13/2025 | Versor Investments LP | 3,200 | $249K | 0.0% | N/A | 0.006% | |