| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OPRX | OptimizeRx Corp | Director | $630K | Jun 11, 2025 | ||
| PIII, PIIIW | P3 Health Partners Inc. | Director | $35K | Aug 6, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|