| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Wed, 25 Mar 2026 | Banc of America Preferred Funding Corp | 10 percent owner | J-Other | 170 | — |
| Holder | Shares | % out | Change |
|---|---|---|---|
| Cetera Investment Advisers | 126,274 | 5.4% | +17,406 |
| Krilogy Financial LLC | 27,800 | 1.2% | +0 |
| ALEXANDER LABRUNERIE & CO., INC. | 24,779 | 1.1% | +12,880 |
| RAYMOND JAMES FINANCIAL INC | 21,855 | 0.9% | +476 |
| MORGAN STANLEY | 19,194 | 0.8% | +4,443 |
| Focus Partners Wealth | 17,655 | 0.8% | +0 |
| SMITH, MOORE & CO. | 15,866 | 0.7% | −3,062 |
| Walker Asset Management, LLC | 12,375 | 0.5% | +0 |
| Baird Financial Group, Inc. | 11,245 | 0.5% | +0 |
| Daytona Street Capital LLC | 1,800 | 0.1% | +0 |
| ROYAL BANK OF CANADA | 1,000 | 0.0% | +0 |
| Farther Finance Advisors, LLC | 700 | 0.0% | +0 |
| UBS Group AG | 281 | 0.0% | — |
| WELLS FARGO & COMPANY/MN | 1 | 0.0% | +0 |