| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mon, 3 Aug 2026 | KESTER W CARL | director | A-Award | 7 | $0 |
| Mon, 3 Aug 2026 | Steinmetz Arthur Philip | director | A-Award | 29 | $0 |
| Sat, 1 Aug 2026 | Park Charles | — | — | 0 | $0 |
| Fri, 30 Jan 2026 | Zhao David | other | D-Return | 5,534 | $53.18K |
| Fri, 30 Jan 2026 | Zhao David | other | M-Exempt | 5,534 | — |
| Fri, 30 Jan 2026 | McClements Kyle | other | M-Exempt | 3,377 | — |
| Fri, 30 Jan 2026 | McClements Kyle | other | D-Return | 3,377 | $32.45K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 4,470,795 | 2.5% | +320,361 |
| MORGAN STANLEY | 3,384,379 | 1.9% | +8,610 |
| GUGGENHEIM CAPITAL LLC | 2,373,919 | 1.3% | +41,763 |
| Invesco Ltd. | 2,331,668 | 1.3% | +463,768 |
| WELLS FARGO & COMPANY/MN | 2,312,905 | 1.3% | −193,602 |
| LPL Financial LLC | 1,907,801 | 1.1% | +156,845 |
| STIFEL FINANCIAL CORP | 1,111,630 | 0.6% | −36,263 |
| Waterfront Wealth Inc. | 848,328 | 0.5% | +10,670 |
| ROYAL BANK OF CANADA | 801,250 | 0.5% | −72,311 |
| UBS Group AG | 646,120 | 0.4% | −88,091 |
| Boothe Investment Group, Inc. | 599,840 | 0.3% | +41,763 |
| BANK OF AMERICA CORP /DE/ | 560,315 | 0.3% | −12,604 |
| OSAIC HOLDINGS, INC. | 547,128 | 0.3% | +36,837 |
| Steward Partners Investment Advisory, LLC | 428,587 | 0.2% | +24,768 |
| Cerity Partners LLC | 346,195 | 0.2% |
| −77,930 |
