| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 3.2% | -41% | $1,938,601 | +$98,183 | 83,501 | +5.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 9.1% | 237,464 | +10496% | 0.03% | $5,513,083 |
| RAYMOND JAMES FINANCIAL INC | 8.7% | 225,915 | +176% | 0% | $5,244,956 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.8% | 125,813 | +245% | 0% | $2,921,000 |
| Maia Wealth LLC | 4.8% | 125,315 | 0.5% | $2,940,341 | |
| Synergy Asset Management, LLC | 3.2% | 84,445 | +169% | 0.07% | $1,898,496 |
| Sequent Planning LLC | 3% | 78,804 | -24% | 0.52% | $1,829,553 |
| Cetera Investment Advisers | 2.2% | 58,138 | +153% | 0% | $1,349,761 |
| Advisory Services Network, LLC | 1.9% | 48,835 | 0.02% | $1,133,778 | |
| Frederick Financial Consultants, LLC | 1.7% | 43,513 | 0.57% | $1,010,220 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5% | 39,902 | +35% | 0% | $926,385 |
| Kestra Advisory Services, LLC | 1.2% | 32,174 | +27% | 0% | $746,968 |
| Ignite Planners, LLC | 1.2% | 31,054 | +76% | 0.12% | $720,965 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 27,424 | 0% | $636,689 | |
| Grantvest Financial Group LLC | 0.99% | 25,784 | 0.41% | $598,614 | |
| Cambridge Investment Research Advisors, Inc. | 0.95% | 24,689 | 0% | $573,000 | |
| Sunbelt Securities, Inc. | 0.87% | 22,702 | +15% | 0.04% | $527,061 |
| UPTICK PARTNERS, LLC | 0.76% | 19,796 | 0.12% | $459,594 | |
| TRUIST FINANCIAL CORP | 0.66% | 17,264 | +19% | 0% | $400,810 |
| Apollon Wealth Management, LLC | 0.63% | 16,494 | 0% | 0.01% | $382,933 |
| ORG Partners LLC | 0.54% | 14,000 | 0.06% | $325,029 | |
| StoneX Group Inc. | 0.52% | 13,400 | 0.01% | $311,101 | |
| Diligent Investors, LLC | 0.51% | 13,208 | 0.08% | $306,644 | |
| CITADEL ADVISORS LLC | 0.5% | 13,020 | -29% | 0% | $302,279 |
| LPL Financial LLC | 0.47% | 12,318 | 0% | $285,981 | |
| Redhawk Wealth Advisors, Inc. | 0.43% | 11,253 | -1.3% | 0.03% | $261,255 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,455 | $58,091 | -$639 | 2,366.23% | 1 |
| 2025 Q3 | 1,421,447 | $32,969,109 | +$22,089,785 | 2,321.65% | 41 |
| 2025 Q2 | 469,739 | $10,421,185 | -$5,215,855 | 2,223.04% | 21 |
| 2025 Q1 | 711,458 | $14,384,220 | -$7,388,690 | 2,020.9% | 24 |
| 2024 Q4 | 1,074,291 | $22,455,930 | -$57,399,055 | 2,091% | 22 |
| 2024 Q3 | 3,688,196 | $74,851,295 | +$74,851,296 | 2,029.15% | 22 |