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Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
L & S Advisors 1.6M $1.7M -63% Dec 2025
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Kohmann Bosshard Financial Services 250k $251k 100% Dec 2025
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Redwood Wealth Management Group 250k $251k 100% Dec 2025
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Vermillion Wealth Management 16k $16k 100% Sep 2025
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