| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| SUNS | Sunrise Realty Trust, Inc. | Common Stock | 25.3% | $37.3M | $1.5M | 3.39M | +4.17% | Leonard M. Tannenbaum | Aug 15, 2025 |
| AFCG | Advanced Flower Capital Inc. | Common Stock | 22.1% | $25.1M | -$6.3M | 4.99M | -20.1% | Leonard M. Tannenbaum | Aug 27, 2025 |
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Date Filed |
|---|