| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Fri, 7 Aug 2026 | Lawlor John J | other | S-Sale | 100 | $1.5K |
| Fri, 7 Aug 2026 | Lawlor John J | other: Portfolio Manager | S-Sale | 1,150 | $17.25K |
| Fri, 7 Aug 2026 | Lawlor John J | other | S-Sale | 1,150 | $17.25K |
| Fri, 7 Aug 2026 | Lawlor John J | other: Portfolio Manager | S-Sale | 100 | $1.5K |
| Wed, 1 Jan 2025 | Micucci Alison Hiers | other: CEO of Subadvisor | — | 0 | $0 |
| Tue, 25 Nov 2025 | DIMELLA ROBERT A | other | S-Sale | 1 | $10.74 |
| Thu, 20 Nov 2025 | DIMELLA ROBERT A | other | S-Sale | 11,965 | $177.56K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 728,962 | 3.9% | −7,086 |
| RAYMOND JAMES FINANCIAL INC | 676,967 | 3.6% | +1,384 |
| MORGAN STANLEY | 483,912 | 2.6% | +32,047 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 458,692 | 2.4% | +26,190 |
| GUGGENHEIM CAPITAL LLC | 413,332 | 2.2% | −19,204 |
| BANK OF AMERICA CORP /DE/ | 321,161 | 1.7% | +3,122 |
| WELLS FARGO & COMPANY/MN | 281,468 | 1.5% | +14,742 |
| Noble Wealth Management PBC | 124,708 | 0.7% | +4,708 |
| Kestra Advisory Services, LLC | 112,179 | 0.6% | +96,757 |
| ROYAL BANK OF CANADA | 106,326 | 0.6% | −42,097 |
| NewEdge Advisors, LLC | 103,674 | 0.6% | — |
| ProVise Management Group, LLC | 103,033 | 0.5% | +7,357 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 99,375 | 0.5% | +30,815 |
| Invesco Ltd. |
| 93,876 |
| 0.5% |
| +31,236 |
| ENVESTNET ASSET MANAGEMENT INC | 91,377 | 0.5% | −2,620 |
