Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
90-day public availability window, up to 50 records.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 19,035 | $1,328,855 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 666,181 | $63,579,808 | None |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2026-06-30 | 2026-08-28 | 2,681 | $213,733 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 1,366 | $130,371 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 1,366 | $118,350 | None |
| Reflection Asset Management | 2026-03-31 | 2026-08-27 | 3,023 | $279,325 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 11,389 | $1,086,893 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 3,087 | $261,284 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 3,087 | $267,458 | None |
| Advus Financial Partners, LLC | 2022-09-30 | 2026-08-26 | 15,941 | $811,716 | None |
| Advus Financial Partners, LLC | 2022-06-30 | 2026-08-26 | 5,221 | $297,754 | None |
| Advus Financial Partners, LLC | 2022-03-31 | 2026-08-26 | 6,716 | $447,151 | None |
| Advus Financial Partners, LLC | 2021-09-30 | 2026-08-26 | 6,691 | $474,660 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 10,122 | $966,121 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 38,488 | $3,673,293 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 54 | $5,123 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 449,280 | $42,879,284 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 83,606 | $7,979,403 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 106 | $10,117 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 13,147 | $1,254,714 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 32 | $3,054 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 428 | $40,848 | None |
| Glenview Trust Co | 2026-06-30 | 2026-08-19 | 5,366 | $512,131 | None |
| 49 WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-19 | 265,293 | $25,319,586 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 3,022 | $288,406 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 666,302 | $63,591,306 | None |
| FSA Advisors, Inc. | 2026-06-30 | 2026-08-18 | 3,931 | $375,175 | None |
| Blue Edge Capital, LLC | 2026-06-30 | 2026-08-18 | 40,950 | $3,908,243 | None |
| Empowered Funds, LLC | 2026-06-30 | 2026-08-18 | 22,253 | $2,123,826 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 5,362 | $511,768 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 36,770 | $3,509,411 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 121,940 | $11,634,364 | None |
| BRASADA CAPITAL MANAGEMENT, LP | 2026-06-30 | 2026-08-18 | 137,189 | $13,093,318 | None |
| Wiser Advisor Group LLC | 2026-06-30 | 2026-08-18 | 19 | $1,785 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 121,021 | $11,550,221 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-15 | 663 | $57,442 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 576 | $54,973 | None |
| MARS JEWETT FINANCIAL GROUP, INC. | 2026-06-30 | 2026-08-15 | 320,820 | $30,619,067 | None |
| Alpine Global Management, LLC | 2026-06-30 | 2026-08-15 | 3,483 | $332,418 | None |
| Valtrion Capital Management, LLC | 2026-06-30 | 2026-08-15 | 19,120 | $1,824,809 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 1,929 | $184,089 | None |
| Note Advisors, LLC | 2026-06-30 | 2026-08-15 | 13,852 | $1,322,035 | None |
| Blueprint Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 54,439 | $5,195,658 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 877 | $83,738 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 1,555 | $148,409 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 875 | $83,510 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 52 | $4,963 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 96,322 | $9,192,947 | None |
| FWL INVESTMENT MANAGEMENT, LLC | 2026-06-30 | 2026-08-15 | 251 | $23,955 | None |
| MANNING & NAPIER ADVISORS LLC | 2026-06-30 | 2026-08-15 | 85,094 | $8,121,331 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.