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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| Cornerstone Financial Management LLC | 2026-06-30 | 2026-08-29 | 37,580 | $6,142,497 | None |
| Cornerstone Financial Management LLC | 2026-03-31 | 2026-08-29 | 37,099 | $5,377,537 | None |
| Cornerstone Financial Management LLC | 2025-12-31 | 2026-08-29 | 36,977 | $5,219,710 | None |
| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 2,507 | $323,017 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 11,589 | $1,894,155 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 224 | $36,613 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 223 | $32,376 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 7,027 | $1,148,677 | None |
| Financial Avengers, Inc. | 2026-06-30 | 2026-08-20 | 71 | $11,580 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 104,998 | $17,161,997 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 181,191 | $29,615,607 | None |
| 49 WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-19 | 1,597 | $261,058 | None |
| Concorde Asset Management, LLC | 2026-06-30 | 2026-08-19 | 2,190 | $357,987 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 300 | $49,035 | None |
| WNY Asset Management, LLC | 2026-06-30 | 2026-08-18 | 31,192 | $5,098,401 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 2,820 | $460,929 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 12,576 | $2,055,509 | None |
| Blue Edge Capital, LLC | 2026-06-30 | 2026-08-18 | 158,930 | $25,977,109 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 285,839 | $46,720,343 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 24,258 | $3,965,698 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 24,954 | $4,078,861 | None |
| Jefferies Financial Group Inc. | 2026-06-30 | 2026-08-18 | 2,724 | $445,281 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 39,538 | $6,463,000 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-15 | 442 | $64,068 | None |
| Genesis Financial Group, LLC | 2026-06-30 | 2026-08-15 | 4,130 | $675,049 | None |
| HILLTOP WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 14,892 | $2,434,030 | None |
| MARS JEWETT FINANCIAL GROUP, INC. | 2026-06-30 | 2026-08-15 | 314,324 | $51,376,247 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 5,850 | $956,183 | None |
| Seneschal Advisors, LLC | 2026-06-30 | 2026-08-15 | 150 | $24,518 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 95 | $15,528 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 1,403 | $229,296 | None |
| Basecamp Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 99 | $16,162 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 31,524 | $5,152,615 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 3,130 | $511,599 | None |
| Resurgent Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 1,592 | $260,212 | None |
| O'ROURKE & COMPANY, Inc | 2026-06-30 | 2026-08-15 | 5,284 | $869,688 | None |
| Blackston Financial Advisory Group, LLC | 2026-06-30 | 2026-08-15 | 8,395 | $1,372,214 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 2,561 | $418,595 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 2,741 | $447,960 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 27,171 | $4,582,329 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 26,568 | $4,342,510 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 186 | $30,334 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 2,933 | $479,399 | None |
| Resolute Advisors LLC | 2026-06-30 | 2026-08-15 | 40,457 | $6,612,697 | None |
| MONOGRAPH WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 3,258 | $532,520 | None |
| Prestige Wealth Management Group LLC | 2026-06-30 | 2026-08-15 | 2,822 | $461,256 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 5,761 | $941,697 | None |
| Strategic Investment Advisors / MI | 2026-06-30 | 2026-08-15 | 442,676 | $72,355,403 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,737 | $774,337 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 1,541 | $251,876 | 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.