| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sat, 1 Aug 2026 | Park Charles | — | — | 0 | $0 |
| Fri, 30 Jan 2026 | Romaglino Christian | other | D-Return | 74 | $1.93K |
| Fri, 30 Jan 2026 | Romaglino Christian | other | M-Exempt | 74 | — |
| Fri, 30 Jan 2026 | Soccio Phillip | other | D-Return | 55 | $1.43K |
| Fri, 30 Jan 2026 | Soccio Phillip | other | M-Exempt | 55 | — |
| Tue, 18 Nov 2025 | BANK OF AMERICA CORP /DE/ | 10 percent owner | S-Sale | 1,164 | $28.59K |
| Fri, 14 Nov 2025 | BANK OF AMERICA CORP /DE/ | 10 percent owner | P-Purchase | 1,164 | $28.82K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 866,222 | 14.1% | +27,686 |
| Hennion & Walsh Asset Management, Inc. | 132,064 | 2.1% | +630 |
| BANK OF AMERICA CORP /DE/ | 115,251 | 1.9% | −7,293 |
| RAYMOND JAMES FINANCIAL INC | 75,438 | 1.2% | +1,775 |
| UBS Group AG | 72,958 | 1.2% | +2,691 |
| WELLS FARGO & COMPANY/MN | 67,896 | 1.1% | +3,000 |
| GUGGENHEIM CAPITAL LLC | 55,223 | 0.9% | −70,669 |
| VAN ECK ASSOCIATES CORP | 36,239 | 0.6% | — |
| ROYAL BANK OF CANADA | 31,912 | 0.5% | +0 |
| TRUIST FINANCIAL CORP | 26,826 | 0.4% | +2,980 |
| Jacobi Capital Management LLC | 24,000 | 0.4% | +0 |
| Invesco Ltd. | 17,813 | 0.3% | −398 |
| DUTCH ASSET Corp | 12,781 | 0.2% | +1,230 |
| Dorsey & Whitney Trust CO LLC | 12,000 | 0.2% | +0 |
| &PARTNERS | 11,087 | 0.2% | +0 |
