Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 565 | $28,459 | None |
| Advus Financial Partners, LLC | 2026-06-30 | 2026-08-26 | 12,174 | $613,204 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 29,789 | $1,500,472 | None |
| RESOLUTE WEALTH ADVISOR, INC. | 2026-06-30 | 2026-08-20 | 72,870 | $2,992,043 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 286 | $14,406 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 64,456 | $3,246,653 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 4,473 | $225,306 | None |
| Concorde Asset Management, LLC | 2026-06-30 | 2026-08-19 | 6,577 | $331,283 | None |
| WNY Asset Management, LLC | 2026-06-30 | 2026-08-18 | 24,148 | $1,216,335 | None |
| Yukon Wealth Management, Inc. | 2026-06-30 | 2026-08-18 | 5,083 | $256,031 | None |
| Redwood Investment Management, LLC | 2026-06-30 | 2026-08-18 | 44,483 | $2,241,000 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 18,827 | $948,352 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 936,830 | $47,226,032 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 208,954 | $10,525,012 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 18,966 | $955,000 | None |
| Steelhead Wealth Management LLC | 2026-06-30 | 2026-08-15 | 112,715 | $5,677,000 | None |
| Sanchez Gaunt Capital Management, LLC | 2026-06-30 | 2026-08-15 | 18,513 | $932,498 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 20,058 | $1,010,321 | None |
| Hopwood Nicholas Hunter | 2026-06-30 | 2026-08-15 | 43,318 | $2,181,947 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 4,086 | $205,827 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 18,464 | $930,036 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 85,298 | $4,296,434 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 63 | $3,173 | None |
| JPL Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 303 | $15,263 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 169,989 | $8,562,339 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 76 | $3,833 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 60,202 | $3,032,351 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 3,924 | $197,652 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 74,336 | $3,744,282 | None |
| Strategies Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 85,096 | $4,286,310 | None |
| J.M. Arbour, LLC | 2026-06-30 | 2026-08-15 | 27,869 | $1,403,761 | None |
| Lifeworks Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,518 | $479,422 | None |
| Vertex Planning Partners, LLC | 2026-06-30 | 2026-08-15 | 101,223 | $5,098,603 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 95,211 | $4,796,891 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 4,221 | $211,810 | None |
| Schwallier Wealth Management LLC | 2026-06-30 | 2026-08-15 | 63,785 | $3,212,850 | None |
| Resurgent Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 11,594 | $583,990 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 73,850 | $3,719,806 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 5,383 | $271,142 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 296,803 | $14,949,991 | None |
| Invst, LLC | 2026-06-30 | 2026-08-15 | 130,269 | $6,561,631 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 90,380 | $4,552,441 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 4,444 | $223,855 | None |
| Frisch Financial Group, Inc. | 2026-06-30 | 2026-08-15 | 77,831 | $3,920,347 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,967 | $502,023 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 56,033 | $2,822,411 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 31,190 | $1,571,047 | None |
| JT Stratford LLC | 2026-06-30 | 2026-08-15 | 7,746 | $390,166 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 13,653 | $687,691 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 171,110 | $8,618,788 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.