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% | |
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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% | |
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% | |
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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% | |
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% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
4/29/2022 | JNBA Financial Advisors | 30,548 | $966K | 0.1% | -18.2% | 2.803% | |
4/26/2022 | Arlington Financial Advisors LLC | 129,423 | $4.09M | 1.6% | +3.5% | 13.073% | |
4/14/2022 | RHS Financial LLC | 47,294 | $1.50M | 1.1% | -13.5% | 5.436% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 18,995 | $601K | 0.0% | +5.3% | 2.183% | |
2/11/2022 | True North Advisors LLC | 37,194 | $1.23M | 0.2% | N/A | 4.275% | |
2/10/2022 | GenWealth Group Inc. | 24,917 | $824K | 0.2% | +50.5% | 2.864% | |
2/9/2022 | Northwest Bancshares Inc. | 148,527 | $4.92M | 1.0% | +1,385.3% | 17.072% | |
2/3/2022 | JNBA Financial Advisors | 37,364 | $1.24M | 0.2% | -2.2% | 4.295% | |
1/26/2022 | RHS Financial LLC | 54,670 | $1.81M | 1.3% | +1.2% | 6.667% | |
1/26/2022 | Dynamic Advisor Solutions LLC | 18,035 | $597K | 0.0% | +16.1% | 2.199% | |