| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FFA | FIRST TRUST ENHANCED EQUITY INCOME FUND | Officer-Investment Sub-Advisor | $0 | Dec 31, 2024 | ||
| TSC | TriState Capital Holdings, Inc. | CEO, Chartwell Inv. Partners | Jun 1, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|