| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ETCK | ENERTECK CORP | Chairman of the Board, Director, 10%+ Owner | Jul 3, 2021 | |||
| PIPFX | Peak Income Plus Fund | Director | Feb 23, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|