| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CSV | CARRIAGE SERVICES INC | Sr. VP & Regional Partner | $4.64M | -$196K | -4.05% | Feb 21, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|