8/1/2025 | Envestnet Asset Management Inc. | 6,678 | $417K | 0.0% | +26.5% | 0.342% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 16,600 | $1.04M | 0.3% | +23.4% | 0.851% | |
7/25/2025 | CWM LLC | 14,472 | $903K | 0.0% | +4.9% | 0.742% | |
7/23/2025 | Valmark Advisers Inc. | 3,576 | $223K | 0.0% | N/A | 0.183% | |
7/23/2025 | First Financial Group Corp | 4,540 | $283K | 0.3% | +4.6% | 0.233% | |
7/23/2025 | Meitav Investment House Ltd. | 35,285 | $2.20M | 0.0% | +66.6% | 1.809% | |
7/22/2025 | Elevate Capital Advisors LLC | 25,099 | $1.57M | 1.2% | +59.6% | 1.287% | |
7/18/2025 | Dogwood Wealth Management LLC | 694 | $44K | 0.0% | N/A | 0.036% | |
7/15/2025 | Retirement Guys Formula LLC | 19,513 | $1.22M | 0.5% | -19.4% | 1.001% | |
7/15/2025 | James J. Burns & Company LLC | 3,887 | $243K | 0.0% | N/A | 0.199% | |
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7/14/2025 | Abacus Wealth Partners LLC | 10,000 | $624K | 0.1% | N/A | 0.513% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,206 | $58K | 0.0% | +36.6% | 0.013% | |
5/19/2025 | Jane Street Group LLC | 56,415 | $2.69M | 0.0% | -35.5% | 0.627% | |
5/15/2025 | OLD Mission Capital LLC | 5,761 | $275K | 0.0% | N/A | 0.064% | |
5/14/2025 | RPTC Inc. | 34,465 | $1.65M | 0.3% | N/A | 0.383% | |
5/14/2025 | Rede Wealth LLC | 21,602 | $1.03M | 0.4% | -27.0% | 0.240% | |
5/14/2025 | Flow Traders U.S. LLC | 21,563 | $1.03M | 0.0% | -4.2% | 0.240% | |
5/13/2025 | HighTower Advisors LLC | 19,209 | $917K | 0.0% | -10.8% | 0.213% | |
5/12/2025 | Eagle Global Advisors LLC | 7,700 | $368K | 0.0% | +11.6% | 0.086% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,920 | $390K | 0.0% | N/A | 0.088% | |
5/9/2025 | Wealthspire Advisors LLC | 18,688 | $893K | 0.0% | -12.1% | 0.208% | |
5/9/2025 | Costello Asset Management INC | 2,075 | $99K | 0.0% | N/A | 0.023% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,183 | $56K | 0.0% | +401.3% | 0.013% | |
5/7/2025 | LPL Financial LLC | 214,815 | $10.26M | 0.0% | +80.3% | 2.387% | |
5/6/2025 | Cetera Investment Advisers | 134,832 | $6.44M | 0.0% | +6.5% | 1.498% | |
5/6/2025 | Avantax Advisory Services Inc. | 12,598 | $602K | 0.0% | N/A | 0.140% | |
5/6/2025 | Wedbush Securities Inc. | 39,628 | $1.89M | 0.1% | +10.9% | 0.440% | |
5/6/2025 | Flynn Zito Capital Management LLC | 5,082 | $243K | 0.1% | +5.0% | 0.056% | |
5/5/2025 | Private Advisor Group LLC | 10,064 | $481K | 0.0% | +25.2% | 0.112% | |
5/2/2025 | Larson Financial Group LLC | 542 | $26K | 0.0% | -79.8% | 0.006% | |
5/1/2025 | CWM LLC | 13,796 | $659K | 0.0% | -93.1% | 0.159% | |
4/29/2025 | Wayfinding Financial LLC | 766 | $36K | 0.0% | N/A | 0.009% | |
4/28/2025 | Elevate Capital Advisors LLC | 15,729 | $751K | 0.7% | +27.1% | 0.181% | |
4/25/2025 | Convergence Financial LLC | 18,797 | $898K | 0.2% | N/A | 0.216% | |
4/23/2025 | Retirement Guys Formula LLC | 24,221 | $1.16M | 0.6% | -7.6% | 0.278% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,793 | $420K | 0.0% | -7.8% | 0.101% | |
4/22/2025 | First Financial Group Corp | 4,340 | $207K | 0.2% | +5.0% | 0.050% | |
4/17/2025 | Atlas Private Wealth Advisors | 6,212 | $297K | 0.0% | +61.4% | 0.071% | |
4/11/2025 | Horizon Wealth Management LLC | 7,425 | $355K | 0.1% | +15.7% | 0.085% | |
2/17/2025 | Eagle Global Advisors LLC | 6,900 | $374K | 0.0% | N/A | 0.000% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
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2/17/2025 | Cetera Investment Advisers | 126,615 | $6.86M | 0.0% | +1,987.3% | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 10,922 | $591K | 0.0% | +42.4% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 131,323 | $7.11M | 0.0% | +7.4% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 87,505 | $4.74M | 0.0% | -32.6% | 0.000% | |
2/14/2025 | Capstone Financial Advisors Inc. | 10,000 | $542K | 0.0% | -3.8% | 0.000% | |
2/13/2025 | Zacks Investment Management | 15,757 | $853K | 0.0% | +8.9% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 7,326 | $397K | 0.0% | +14.2% | 0.000% | |
2/13/2025 | Renaissance Technologies LLC | 8,029 | $435K | 0.0% | -13.7% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 35,725 | $1.94M | 0.1% | +5.0% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 20,425 | $1.11M | 0.1% | N/A | 0.000% | |
2/12/2025 | Franklin Resources Inc. | 52,469 | $2.84M | 0.0% | -0.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 119,153 | $6.45M | 0.0% | +399.7% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 17,824 | $965K | 0.1% | -22.7% | 0.000% | |
2/10/2025 | First Financial Group Corp | 4,135 | $224K | 0.2% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,329 | $722K | 0.0% | -4.0% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 21,532 | $1.17M | 0.0% | -10.3% | 0.000% | |
2/5/2025 | Flynn Zito Capital Management LLC | 4,840 | $262K | 0.1% | N/A | 0.000% | |
2/4/2025 | Wealthspire Advisors LLC | 21,254 | $1.15M | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 8,039 | $435K | 0.0% | +32.1% | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 10,888 | $590K | 0.0% | +4.1% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 16,863 | $913K | 0.0% | +7.7% | 0.000% | |
1/29/2025 | Retirement Guys Formula LLC | 26,223 | $1.42M | 0.7% | N/A | 0.000% | |
1/29/2025 | Atlantic Edge Private Wealth Management LLC | 13,450 | $728K | 0.2% | -8.2% | 0.000% | |
1/29/2025 | Powell Investment Advisors LLC | 12,336 | $668K | 0.3% | +11.1% | 0.000% | |
1/29/2025 | Elevate Capital Advisors LLC | 12,374 | $670K | 0.6% | N/A | 0.000% | |
1/28/2025 | Rede Wealth LLC | 29,607 | $1.60M | 0.6% | -0.7% | 0.000% | |
1/28/2025 | Empowered Funds LLC | 3,324 | $180K | 0.0% | N/A | 0.000% | |
1/27/2025 | James J. Burns & Company LLC | 3,887 | $210K | 0.0% | N/A | 0.000% | |
1/23/2025 | Foster Victor Wealth Advisors LLC | 12,375 | $670K | 0.1% | N/A | 0.000% | |
1/22/2025 | Drive Wealth Management LLC | 5,000 | $271K | 0.1% | N/A | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 883 | $48K | 0.0% | N/A | 0.000% | |
1/21/2025 | Atlas Private Wealth Advisors | 3,850 | $208K | 0.0% | N/A | 0.000% | |
1/13/2025 | AdvisorNet Financial Inc | 860 | $47K | 0.0% | +35.4% | 0.000% | |
1/13/2025 | Horizon Wealth Management LLC | 6,418 | $348K | 0.1% | N/A | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 52,759 | $2.02M | 0.0% | -85.3% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 15,662 | $577K | 0.0% | -6.3% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 23,069 | $849K | 0.0% | +29.3% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 129,793 | $4.78M | 0.0% | -66.5% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 23,997 | $880K | 0.0% | +10.1% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 7,672 | $282K | 0.0% | -4.6% | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 6,416 | $236K | 0.0% | N/A | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 2,612 | $96K | 0.0% | -31.4% | 0.000% | |
11/8/2024 | RPO LLC | 26,700 | $983K | 0.8% | +49.2% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 6,085 | $224K | 0.0% | +4.5% | 0.000% | |
10/19/2024 | Rede Wealth LLC | 29,822 | $1.10M | 0.4% | -1.7% | 0.000% | |
10/8/2024 | CWM LLC | 6,974 | $257K | 0.0% | +64.8% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 16,720 | $619K | 0.0% | N/A | 0.000% | |
8/9/2024 | Renaissance Technologies LLC | 41,200 | $1.44M | 0.0% | N/A | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 3,809 | $133K | 0.0% | +16.3% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,883 | $483K | 0.0% | +6.3% | 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 |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 14,650 | $510K | 0.2% | +787.9% | 0.000% | |
7/10/2024 | CWM LLC | 4,233 | $147K | 0.0% | N/A | 0.000% | |
5/16/2024 | Jane Street Group LLC | 134,968 | $5.56M | 0.0% | N/A | 0.000% | |
5/3/2024 | Larson Financial Group LLC | 3,276 | $135K | 0.0% | N/A | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 13,061 | $538K | 0.0% | N/A | 0.000% | |
4/29/2024 | Sierra Capital LLC | 19,858 | $818K | 0.1% | N/A | 0.000% | |