| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WEST | Westrock Coffee Co | CHIEF EXECUTIVE OFFICER, Director, 10%+ Owner | $119M | +$653K | +0.55% | Nov 20, 2025 |
| T, TBB | AT&T INC. | Director | $9.06M | Jul 31, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|