| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CEP | Cantor Equity Partners, Inc. | Chief Financial Officer | Aug 12, 2024 | |||
| CFIV | CF ACQUISITION CORP. IV | Chief Financial Officer | Jul 8, 2021 | |||
| CFV | CF Acquisition Corp. V | Chief Financial Officer | Jul 8, 2021 | |||
| RUM, RUMBW | Rumble Inc. | Chief Financial Officer | Jul 8, 2021 | |||
| CFFS, CFFSU | CF Acquisition Corp. VII | Chief Financial Officer | Dec 15, 2021 | |||
| XBP, XBPEW | XBP Europe Holdings, Inc. | Chief Financial Officer | Jul 8, 2021 | |||
| LIDR, LIDRW | AEye, Inc. | Chief Financial Officer | Jul 7, 2021 |