| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NIC | NICOLET BANKSHARES INC | EVP - CCO - Nicolet Natl Bank | $3.76M | -$680K | -15.3% | Nov 19, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|