| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Chief Financial Officer | $325K | Apr 15, 2025 | ||
| BMTC | BRYN MAWR BANK CORP | Cfo | Jan 1, 2022 | |||
| FRBK | REPUBLIC FIRST BANCORP INC | Chief Financial Officer | Jan 2, 2024 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|