| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| STRW | Strawberry Fields REIT, Inc. | CEO, Director | $9.69M | +$2.83M | +41.2% | Aug 25, 2025 | 
| OPHC | OptimumBank Holdings, Inc. | Director | $3.6M | +$5.73K | +0.16% | Jun 9, 2025 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|