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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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 23,391 | $388,992 | None |
| Advisors Asset Management, Inc. | 2020-06-30 | 2026-08-28 | 124 | $2,604 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 23,658 | $436,010 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 5,809 | $107,060 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 5,809 | $99,624 | None |
| Advisors Asset Management, Inc. | 2019-12-31 | 2026-08-26 | 124 | $2,928 | None |
| CARLSON FINANCIAL, INC. | 2026-06-30 | 2026-08-25 | 22,429 | $413,382 | None |
| CARLSON FINANCIAL, INC. | 2026-03-31 | 2026-08-25 | 22,822 | $391,392 | None |
| CARLSON FINANCIAL, INC. | 2025-12-31 | 2026-08-25 | 27,626 | $488,155 | None |
| Advisors Asset Management, Inc. | 2020-03-31 | 2026-08-22 | 124 | $2,389 | None |
| ASHFORD CAPITAL MANAGEMENT INC | 2026-06-30 | 2026-08-22 | 20,000 | $368,600 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 20,779 | $382,957 | None |
| IKE Capital, LLC | 2025-12-31 | 2026-08-20 | 11,350 | $200,555 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 10,011 | $184,494 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 465 | $8,570 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 26,831 | $494,500 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 43,151 | $795,271 | None |
| Advisors Asset Management, Inc. | 2019-03-31 | 2026-08-19 | 124 | $2,815 | None |
| Advisors Asset Management, Inc. | 2019-09-30 | 2026-08-19 | 124 | $2,802 | None |
| Advisors Asset Management, Inc. | 2019-06-30 | 2026-08-19 | 124 | $2,826 | None |
| E-Wealth Partners, LLC | 2026-06-30 | 2026-08-18 | 38,307 | $705,994 | None |
| Legacy Edge Advisors, LLC | 2024-09-30 | 2026-08-18 | 573,816 | $10,351,641 | None |
| Legacy Edge Advisors, LLC | 2024-06-30 | 2026-08-18 | 490,669 | $8,670,121 | None |
| Legacy Edge Advisors, LLC | 2024-03-31 | 2026-08-18 | 421,222 | $7,544,086 | None |
| Legacy Edge Advisors, LLC | 2024-12-31 | 2026-08-18 | 572,764 | $10,475,854 | None |
| Legacy Edge Advisors, LLC | 2023-12-31 | 2026-08-18 | 334,999 | $5,808,883 | None |
| Comprehensive Money Management Services LLC | 2026-06-30 | 2026-08-18 | 33,009 | $608,356 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 36,815 | $678,400 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 46 | $857 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 12,316 | $226,993 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 370,318 | $6,824,960 | None |
| Jefferies Financial Group Inc. | 2026-06-30 | 2026-08-18 | 204,438 | $3,767,804 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 13,461 | $248,000 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 9,234 | $176,000 | None |
| Turner Financial Group, Inc. | 2026-06-30 | 2026-08-15 | 40,498 | $746,374 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 151 | $2,774 | None |
| Genesis Financial Group, LLC | 2026-06-30 | 2026-08-15 | 31,256 | $576,056 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 6,247 | $115,132 | None |
| Note Advisors, LLC | 2026-06-30 | 2026-08-15 | 152,902 | $2,817,984 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 29,639 | $546,242 | None |
| Murphy & Mullick Capital Management Corp | 2026-06-30 | 2026-08-15 | 3,825 | $70,502 | None |
| Perissos Private Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 113,214 | $2,086,539 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 120,046 | $2,212,448 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 98,602 | $1,817,234 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 33,471 | $616,871 | None |
| Mission Hills Financial Advisory, LLC | 2026-06-30 | 2026-08-15 | 807,654 | $14,885,065 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 1,957 | $36,068 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 10,307 | $189,958 | None |
| Vertex Planning Partners, LLC | 2026-06-30 | 2026-08-15 | 22,385 | $412,561 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 183,887 | $3,389,046 | 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.