| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | Gaffney Charles | other | P-Purchase | 25,000 | $502.71K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1,678,256 | 4.1% | +170,612 |
| MORGAN STANLEY | 616,112 | 1.5% | −199,486 |
| BANK OF AMERICA CORP /DE/ | 575,518 | 1.4% | +6,212 |
| WELLS FARGO & COMPANY/MN | 532,902 | 1.3% | −12,345 |
| Focus Partners Wealth | 490,844 | 1.2% | −981,721 |
| Invesco Ltd. | 450,145 | 1.1% | +51,374 |
| LPL Financial LLC | 374,206 | 0.9% | +18,995 |
| Shaker Financial Services, LLC | 309,881 | 0.8% | — |
| ROMAN BUTLER FULLERTON & CO | 218,581 | 0.5% | −2,284 |
| AMERIPRISE FINANCIAL INC | 218,542 | 0.5% | +1,730 |
| TRUIST FINANCIAL CORP | 217,008 | 0.5% | +16,406 |
| GUGGENHEIM CAPITAL LLC | 211,996 | 0.5% | −27,895 |
| OSAIC HOLDINGS, INC. | 202,090 | 0.5% | +33,979 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 184,826 | 0.5% | −3,422 |
| Vestmark Advisory Solutions, Inc. | 182,526 | 0.4% | −3,421 |