| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CBZ | CBIZ, Inc. | Director | $1.95M | -$879K | -31% | Dec 2, 2025 |
| NONE | BNY Mellon Alcentra Opportunistic Global Credit Income Fund | Director | Oct 6, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|