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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | Director | $4.14M | Dec 1, 2025 | ||
| BILL | BILL Holdings, Inc. | Director | $768K | Dec 5, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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