| 8/4/2025 | Flagship Harbor Advisors LLC | 12,576 | $480K | 0.0% | +2.2% | 0.524% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 133,098 | $5.08M | 0.8% | +1.2% | 5.546% | |
| 7/25/2025 | RHS Financial LLC | 8,867 | $338K | 0.2% | -15.7% | 0.369% | |
| 7/24/2025 | JNBA Financial Advisors | 10,427 | $398K | 0.0% | -5.9% | 0.434% | |
| 7/22/2025 | Financial Insights Inc. | 49,333 | $1.88M | 0.7% | N/A | 2.056% | |
| 7/17/2025 | KWB Wealth | 8,883 | $323K | 0.0% | +53.9% | 0.370% | |
| 7/16/2025 | GenWealth Group Inc. | 83,517 | $3.19M | 0.6% | +3.3% | 3.480% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 506,863 | $19.33M | 9.2% | +0.7% | 21.119% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 7,239 | $276K | 0.1% | +20.6% | 0.302% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 37,797 | $1.44M | 1.1% | -3.0% | 1.575% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 21,157 | $769K | 0.0% | N/A | 0.940% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 21,157 | $769K | 0.0% | N/A | 0.940% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,466 | $1.72M | 0.0% | +1,358.2% | 2.110% | |
| 5/15/2025 | Royal Bank of Canada | 11,127 | $404K | 0.0% | -26.0% | 0.495% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 110,328 | $4.01M | 3.2% | -0.5% | 4.903% | |
| 5/7/2025 | LPL Financial LLC | 37,627 | $1.37M | 0.0% | +3.2% | 1.672% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 11,889 | $432K | 0.2% | -6.0% | 0.528% | |
| 4/25/2025 | JNBA Financial Advisors | 11,076 | $402K | 0.0% | -35.2% | 0.492% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 12,309 | $447K | 0.0% | +17.8% | 0.547% | |
| 4/10/2025 | KWB Wealth | 5,773 | $210K | 0.0% | N/A | 0.257% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 6,004 | $218K | 0.1% | N/A | 0.267% | |
| 3/5/2025 | Financial Insights Inc. | 14,694 | $534K | 0.2% | +92.3% | 0.668% | |
| 2/17/2025 | Citadel Advisors LLC | 33,772 | $1.23M | 0.0% | -9.4% | 2.329% | |
| 2/17/2025 | Bank of America Corp DE | 15,986 | $581K | 0.0% | -11.5% | 1.102% | |
| 2/14/2025 | Balanced Rock Investment Advisors LLC | 110,882 | $4.03M | 3.2% | -0.6% | 7.647% | |
| 2/12/2025 | Sellwood Investment Partners LLC | 463,923 | $16.86M | 9.1% | N/A | 31.995% | |
| 2/11/2025 | LPL Financial LLC | 36,475 | $1.33M | 0.0% | +15.6% | 2.516% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 75,918 | $2.76M | 0.0% | +12.7% | 5.236% | |
| 1/30/2025 | JNBA Financial Advisors | 17,091 | $621K | 0.1% | -9.1% | 1.179% | |
| 1/28/2025 | Arlington Financial Advisors LLC | 131,686 | $4.79M | 1.0% | +3.8% | 9.082% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 10,446 | $380K | 0.0% | +8.3% | 0.720% | |
| 1/15/2025 | GenWealth Group Inc. | 80,681 | $2.93M | 0.7% | -1.6% | 5.564% | |
| 1/10/2025 | Bruce G. Allen Investments LLC | 38,787 | $1.41M | 1.1% | -3.7% | 2.675% | |
| 12/3/2024 | Denver PWM LLC | 682 | $25K | 0.0% | -39.1% | 0.047% | |
| 11/14/2024 | Providence Capital Advisors LLC | 2,889 | $108K | 0.0% | N/A | 0.199% | |
| 10/31/2024 | JNBA Financial Advisors | 18,807 | $700K | 0.1% | -21.6% | 1.297% | |
| 10/12/2024 | GenWealth Group Inc. | 81,953 | $3.05M | 0.7% | -2.8% | 5.652% | |
| 10/9/2024 | Bruce G. Allen Investments LLC | 40,261 | $1.50M | 1.2% | -5.9% | 2.777% | |
| 8/6/2024 | Flynn Zito Capital Management LLC | 11,298 | $398K | 0.2% | -13.4% | 0.779% | |
| 8/5/2024 | Denver PWM LLC | 1,119 | $39K | 0.0% | N/A | 0.077% | |
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| 7/31/2024 | Balanced Rock Investment Advisors LLC | 109,989 | $3.88M | 3.3% | +5.7% | 7.585% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 67,904 | $2.39M | 0.0% | +58.5% | 4.683% | |
| 7/17/2024 | GenWealth Group Inc. | 84,271 | $2.97M | 0.7% | -1.3% | 5.812% | |
| 7/17/2024 | Arlington Financial Advisors LLC | 125,130 | $4.41M | 1.0% | +1.3% | 8.630% | |
| 7/16/2024 | RHS Financial LLC | 18,431 | $649K | 0.4% | -6.7% | 1.271% | |
| 7/16/2024 | Financial Insights Inc. | 7,643 | $269K | 0.1% | -9.9% | 0.527% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 104,035 | $3.70M | 3.2% | -2.4% | 7.175% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 42,838 | $1.52M | 0.0% | +33.1% | 2.954% | |
| 4/26/2024 | Northwest Bancshares Inc. | 214,697 | $7.64M | 1.2% | +2.2% | 14.807% | |
| 4/26/2024 | JNBA Financial Advisors | 35,333 | $1.26M | 0.1% | -14.1% | 2.437% | |
| 4/18/2024 | RHS Financial LLC | 19,746 | $702K | 0.4% | -8.3% | 1.362% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 123,573 | $4.40M | 1.0% | +1.0% | 8.522% | |
| 4/11/2024 | GenWealth Group Inc. | 85,389 | $3.04M | 0.8% | -1.2% | 7.763% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 42,561 | $1.51M | 1.2% | -1.7% | 3.869% | |
| 2/8/2024 | JNBA Financial Advisors | 41,140 | $1.34M | 0.2% | -0.7% | 3.740% | |
| 1/31/2024 | Flynn Zito Capital Management LLC | 12,863 | $418K | 0.3% | N/A | 1.169% | |
| 1/25/2024 | Financial Insights Inc. | 8,560 | $278K | 0.1% | -27.5% | 0.778% | |
| 1/18/2024 | RHS Financial LLC | 21,542 | $701K | 0.4% | -20.0% | 1.958% | |
| 1/11/2024 | GenWealth Group Inc. | 86,390 | $2.81M | 0.8% | -2.1% | 7.854% | |
| 1/11/2024 | Bruce G. Allen Investments LLC | 43,299 | $1.41M | 1.3% | N/A | 3.936% | |
| 1/9/2024 | Arlington Financial Advisors LLC | 122,370 | $3.98M | 1.2% | +2.7% | 11.125% | |
| 12/7/2023 | Financial Insights Inc. | 11,810 | $336K | 0.1% | N/A | 1.074% | |
| 11/8/2023 | Milestone Investment Advisors LLC | 8,507 | $247K | 0.1% | +11.3% | 0.773% | |
| 11/3/2023 | Arlington Financial Advisors LLC | 119,194 | $3.47M | 1.2% | -1.8% | 10.836% | |
| 11/2/2023 | JNBA Financial Advisors | 41,446 | $1.21M | 0.2% | +4.0% | 3.768% | |
| 10/27/2023 | Northwest Bancshares Inc. | 212,665 | $6.18M | 1.2% | -3.4% | 19.333% | |
| 10/24/2023 | RHS Financial LLC | 26,927 | $783K | 0.5% | -1.8% | 2.448% | |
| 8/3/2023 | JNBA Financial Advisors | 39,869 | $1.21M | 0.1% | +31.7% | 3.624% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 7,644 | $232K | 0.1% | -50.2% | 0.695% | |
| 7/24/2023 | Arlington Financial Advisors LLC | 121,439 | $3.69M | 1.3% | -1.3% | 11.566% | |
| 7/24/2023 | Northwest Bancshares Inc. | 220,126 | $6.69M | 1.2% | +7.5% | 20.964% | |
| 7/21/2023 | RHS Financial LLC | 27,424 | $834K | 0.6% | +11.8% | 2.612% | |
| 7/13/2023 | GenWealth Group Inc. | 87,234 | $2.65M | 0.8% | +3.2% | 8.308% | |
| 5/10/2023 | Northwest Bancshares Inc. | 204,760 | $5.92M | 1.1% | +1.0% | 19.501% | |
| 5/8/2023 | Arlington Financial Advisors LLC | 122,996 | $3.55M | 1.4% | -4.8% | 11.714% | |
| 5/2/2023 | JNBA Financial Advisors | 30,264 | $875K | 0.1% | +3.7% | 2.882% | |
| 4/28/2023 | AdvisorNet Financial Inc | 3,540 | $102K | 0.0% | +35.6% | 0.337% | |
| 4/27/2023 | RHS Financial LLC | 24,525 | $709K | 0.5% | -10.9% | 2.336% | |
| 4/11/2023 | GenWealth Group Inc. | 84,568 | $2.44M | 0.7% | +1.6% | 8.457% | |
| 3/15/2023 | Milestone Investment Advisors LLC | 15,162 | $423K | 0.1% | N/A | 1.516% | |
| 2/13/2023 | Northwest Bancshares Inc. | 202,760 | $5.66M | 1.1% | +23.5% | 20.276% | |
| 2/10/2023 | Financial Insights Inc. | 9,896 | $276K | 0.1% | -19.4% | 0.990% | |
| 2/7/2023 | JNBA Financial Advisors | 29,197 | $815K | 0.1% | -5.0% | 2.920% | |
| 1/24/2023 | RHS Financial LLC | 27,516 | $768K | 0.6% | -14.0% | 2.752% | |
| 1/19/2023 | GenWealth Group Inc. | 83,276 | $2.33M | 0.8% | +34.0% | 8.328% | |
| 1/19/2023 | Arlington Financial Advisors LLC | 129,179 | $3.61M | 1.5% | -1.6% | 12.918% | |
| 1/13/2023 | 3EDGE Asset Management LP | 18,456 | $515K | 0.0% | N/A | 1.846% | |
| 11/15/2022 | Northwest Bancshares Inc. | 164,129 | $4.17M | 1.0% | +2.0% | 17.277% | |
| 10/21/2022 | RHS Financial LLC | 31,980 | $812K | 0.7% | -2.0% | 3.198% | |
| 10/20/2022 | Dynamic Advisor Solutions LLC | 24,231 | $616K | 0.0% | +26.4% | 2.423% | |
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| 10/19/2022 | Arlington Financial Advisors LLC | 131,299 | $3.34M | 1.7% | +0.3% | 13.130% | |
| 10/14/2022 | GenWealth Group Inc. | 62,162 | $1.58M | 0.5% | +21.1% | 6.216% | |
| 8/16/2022 | Northwest Bancshares Inc. | 160,892 | $4.43M | 1.0% | +10.8% | 16.089% | |
| 8/3/2022 | Financial Insights Inc. | 12,279 | $338K | 0.3% | N/A | 1.228% | |
| 7/28/2022 | GenWealth Group Inc. | 51,320 | $1.41M | 0.5% | +6.8% | 5.132% | |
| 7/15/2022 | RHS Financial LLC | 32,640 | $898K | 0.7% | -31.0% | 3.138% | |
| 7/13/2022 | Arlington Financial Advisors LLC | 130,899 | $3.60M | 1.6% | +1.1% | 12.586% | |
| 5/5/2022 | GenWealth Group Inc. | 48,050 | $1.52M | 0.4% | +92.8% | 4.408% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 17,828 | $564K | 0.0% | N/A | 1.636% | |
| 4/29/2022 | Northwest Bancshares Inc. | 145,170 | $4.59M | 0.9% | -2.3% | 13.318% | |
