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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| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 28,815 | $2,119,055 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 36,445 | $2,728,966 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 23,791 | $1,801,937 | None |
| MLG Wealth Management DBA Pine Grove Financial Group | 2025-12-31 | 2026-08-26 | 22,631 | $1,694,609 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 18,607 | $1,534,878 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 52,065 | $4,294,825 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 20,011 | $1,650,669 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 3,136 | $258,650 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 654 | $53,948 | None |
| Legacy Edge Advisors, LLC | 2025-06-30 | 2026-08-18 | 3,202 | $226,606 | None |
| Ruggaard & Associates LLC | 2026-06-30 | 2026-08-18 | 16,630 | $1,371,843 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 644,750 | $53,185,431 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 887 | $73,187 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 128,300 | $10,421,809 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 63,088 | $5,204,084 | None |
| DEARBORN PARTNERS LLC | 2026-06-30 | 2026-08-18 | 20,252 | $1,670,587 | None |
| Sanchez Gaunt Capital Management, LLC | 2026-06-30 | 2026-08-15 | 10,134 | $835,952 | None |
| Hopwood Nicholas Hunter | 2026-06-30 | 2026-08-15 | 61,202 | $5,048,515 | None |
| Hopwood Nicholas Hunter | 2026-03-31 | 2026-08-15 | 57,963 | $4,390,083 | None |
| Hopwood Nicholas Hunter | 2025-12-31 | 2026-08-15 | 55,461 | $4,152,888 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 2,994 | $246,975 | None |
| Tripletail Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 3,298 | $273,041 | None |
| Investors Portfolio Services LLC | 2026-06-30 | 2026-08-15 | 92,647 | $7,642,490 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 1,070 | $88,264 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 463,659 | $38,247,198 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 34,859 | $2,875,519 | None |
| Navis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 12,250 | $1,010,502 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 116,543 | $10,015,705 | None |
| FWG Holdings, LLC | 2026-06-30 | 2026-08-15 | 4,298 | $351,455 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 2,486 | $205,070 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 37,389 | $3,084,210 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 79,235 | $6,536,095 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 7,942 | $655,163 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 5,032 | $415,048 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 29,530 | $2,435,890 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 830,472 | $68,509,908 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 4,616 | $380,774 | None |
| Gallagher Fiduciary Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,241 | $679,819 | None |
| OLD MISSION CAPITAL LLC | 2026-06-30 | 2026-08-15 | 426,403 | $35,173,983 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 3,385 | $279,229 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 204,717 | $16,887,105 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 62 | $5,114 | None |
| Merited Wealth, LLC | 2026-06-30 | 2026-08-15 | 78,836 | $6,503,182 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 7,609 | $627,649 | None |
| National Philanthropic Trust | 2026-06-30 | 2026-08-15 | 352,131 | $29,047,285 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 327,267 | $26,996,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 725,716 | $58,949,937 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,124 | $92,719 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 602,732 | $49,655,777 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 3,148 | $259,679 | 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.