| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ONL | Orion Properties Inc. | EVP, Chief Investment Officer | $239K | +$26.3K | +12.3% | Jun 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|