Recent Form 4 activity
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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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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 22,702 | $1,069,047 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 29,725 | $1,386,077 | None |
| Camarda Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 53,082 | $2,475,195 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 18,607 | $867,631 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 33,074 | $1,542,000 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 6,957 | $324,411 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 7,427 | $346,321 | None |
| Schwallier Wealth Management LLC | 2026-06-30 | 2026-08-15 | 10,228 | $476,914 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 3,190 | $148,750 | None |
| FWG Holdings, LLC | 2026-06-30 | 2026-08-15 | 27,494 | $1,280,962 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 180,380 | $8,411,106 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 616,236 | $28,735,085 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 6,801 | $317,131 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 37 | $1,725 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,239 | $57,775 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 309,300 | $14,423,468 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 171,791 | $8,000,319 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 40,700 | $1,897,859 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 43,484 | $2,028,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 246,646 | $11,501,097 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 32,437 | $1,512,538 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1 | $49 | None |
| Legacy Wealth Managment, LLC/ID | 2026-06-30 | 2026-08-14 | 32,386 | $1,510,159 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 61,140 | $2,850,958 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 8,721 | $406,691 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 24,504 | $1,142,636 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 196 | $9,139 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $59 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 4 | $187 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 6,446 | $300,577 | None |
| BNB Wealth Management, LLC | 2026-06-30 | 2026-08-13 | 7,209 | $336,156 | None |
| ADAPT WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-13 | 17,038 | $794,482 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 2,400 | $111,912 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 339,797 | $15,844,739 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 24,949 | $1,163,359 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 3 | $160 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 174,418 | $8,133,096 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 51,879 | $2,419,138 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 29,504 | $1,375,785 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 75,203 | $3,506,764 | None |
| Keating Financial Advisory Services, Inc. | 2026-06-30 | 2026-08-12 | 14,769 | $688,678 | None |
| Goldstone Financial Group, LLC | 2026-06-30 | 2026-08-12 | 185,560 | $8,652,660 | None |
| SHP Wealth Management | 2026-06-30 | 2026-08-12 | 17,538 | $817,781 | None |
| Price Capital Management, Inc. | 2026-06-30 | 2026-08-12 | 13,000 | $606,840 | None |
| Stratos Wealth Partners, LTD. | 2026-06-30 | 2026-08-12 | 20,556 | $958,528 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 254 | $11,844 | None |
| LANGLEY WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-11 | 11,093 | $517,258 | None |
| UPTICK PARTNERS, LLC | 2026-06-30 | 2026-08-11 | 14,738 | $687,220 | None |
| Moors & Cabot, Inc. | 2026-06-30 | 2026-08-11 | 43,447 | $2,025,931 | None |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2025-09-30 | 2026-08-11 | 8,390 | $397,620 | None |
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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.