| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Future Financial Wealth Managment LLC
|
13F-HR/A
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
Whitcomb & Hess, Inc.
|
13F-HR
|
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
Athelytix Inc.
|
C-TR
|
|
|
L A M Y
|
10-Q
|
|
|
Brookstone Capital Management
|
13F-HR
|
|
|
Pan Highmore Multi Strategy Ltd
|
D/A
|
|
|
Hedge Fund Strategy of SW Iteram Series, LLC
|
D
|
|
|
McGinley Orthopaedic Innovations, Inc.
|
1-Z
|
|
|
BANK5 Trust 2024-5YR6
|
ABS-EE
|
|
|
JP MORGAN CHASE COMMERCIAL MORTGAGE SECURITIES CORP
|
ABS-EE
|
|
|
Laredo Oil, Inc.
|
NT 10-Q
|
|
|
CORPORATE SPONSORED VUL SEPARATE ACCOUNT I
|
497VPI
|
|
|
Hobart Private Capital, LLC
|
13F-HR
|
|
|
Benin Management CORP
|
13F-HR
|
|
|
Advanced Technology Select Fund XXI, LLC Series G
|
D/A
|
|
|
RMR Wealth Builders
|
13F-HR
|
|
|
CORPORATE SPONSORED VUL SEPARATE ACCOUNT I
|
497VPU
|
|
|
AMG Funds I
|
497K
|
|
|
Imby, Inc.
|
C/A
|
|
|
Yost Partners, L.P.
|
D/A
|
|
|
Itau Unibanco Holding S.A.
|
6-K
|
Financial Statements
|
|
FIRST MERCHANTS CORP
|
8-K
|
Financial Statements
|
|
Trustfeed Corp.
|
10-K
|
|
|
ISABELLA BANK Corp
|
8-K
|
|
|
Ocean Pines Communities, LLC
|
D
|
|
|
Smart IOPS, Inc.
|
C-TR
|
|
|
AMG Funds I
|
497
|
|
|
UTAH MEDICAL PRODUCTS INC
|
DEFA14A
|
Financial Statements
|
|
Yost Focused Long Fund, L.P.
|
D/A
|
|
|
ROBERT W. BAIRD & CO. INCORPORATED
|
MA-I/A
|
|
|
Aspire Digital Gold, LLC
|
D/A
|
|
|
406 WILLOUGHBY FUNDING L.P.
|
D
|
|
|
BANK5 Trust 2024-5YR6
|
FWP
|
|
|
JP MORGAN CHASE COMMERCIAL MORTGAGE SECURITIES CORP
|
FWP
|
|
|
Vert Asset Management LLC
|
13F-HR
|
|
|
Eleven 11 Management LLC
|
4/A
|
|
|
Titan Environmental Solutions Inc.
|
4/A
|
|
|
Advisors Preferred Trust
|
485BPOS
|
|
|
WHITE FOX VENTURES, INC.
|
C-AR
|
|
|
Macro Bank Inc.
|
6-K
|
Financial Statements
|
|
ICC Holdings, Inc.
|
PREC14A
|
Financial Statements
|
|
Mirova Gigaton Fund S.A., SICAV-RAIF
|
D/A
|
|
|
TortoiseEcofin Acquisition Corp. III
|
DEFA14A
|
|
|
Robert Ventures Holdings LLC
|
1-A/A
|
|
|
Bitech Technologies Corp
|
8-K
|
|
|
HILLMAN CO
|
13F-HR
|
|
|
McGinley Orthopaedic Innovations, Inc.
|
1-U
|
|
|
TortoiseEcofin Acquisition Corp. III
|
8-K
|
|
|
Audax Credit BDC Inc.
|
SC TO-I
|
|
|
UBS AG
|
424B2
|
|
|
Morgan Stanley Finance LLC
|
424B2
|
|
|
MORGAN STANLEY
|
424B2
|
Financial Statements
|
|
China Foods Holdings Ltd.
|
8-K
|
|
|
Orgel Wealth Management, LLC
|
13F-HR
|
|
|
CITIGROUP INC
|
424B2
|
Financial Statements
|
|
Citigroup Global Markets Holdings Inc.
|
424B2
|
|
|
WEALTHCARE CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
VICTORY VARIABLE INSURANCE FUNDS
|
485BPOS
|
|
|
Chiarello Guy
|
144
|
|
|
FISERV INC
|
144
|
Financial Statements
|
|
TRADEMAS INC.
|
X-17A-5
|
|
|
Starke Clifford
|
SC 13D/A
|
|
|
Flora Growth Corp.
|
SC 13D/A
|
Financial Statements
|
|
WealthCare Investment Partners, LLC
|
13F-HR
|
|
|
SECURITY FEDERAL CORP
|
ARS
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust
|
485BPOS
|
|
|
Finocchio Stephen W.
|
3
|
|
|
Junee Ltd
|
CERT
|
|
|
HarborOne Bancorp, Inc.
|
3
|
Financial Statements
|
|
Raketich Kevin A
|
144
|
|
|
Metallus Inc.
|
144
|
Financial Statements
|
|
Digital Infrastructure III Offshore Feeder Fund, L.P.
|
D
|
|
|
UBS AG
|
424B3
|
|
|
Evergreen Corp
|
10-Q
|
|
|
CORPORATE SPONSORED VUL SEPARATE ACCOUNT I
|
485BPOS
|
|
|
Wealthcare Advisory Partners LLC
|
13F-HR
|
|
|
BLUM HOLDINGS, INC.
|
8-K
|
|
|
CF BANKSHARES INC.
|
S-3
|
Financial Statements
|
|
Granite Ridge Resources, Inc.
|
DEF 14A
|
|
|
Sunpointe, LLC
|
13F-HR
|
|
|
Yong Bai Chao New Retail Corp
|
10-K
|
|
|
TrueMark Investments, LLC
|
13F-HR
|
|
|
Sovereign Financial Group, Inc.
|
13F-HR
|
|
|
ACCOUNTABILITY BOARD, INC.
|
PX14A6G
|
|
|
SpartanNash Co
|
PX14A6G
|
Financial Statements
|
|
Gainbridge Life Insurance Co
|
POS AM
|
|
|
Hypha Labs, Inc.
|
8-K
|
|
|
SINECERA CAPITAL, LLC
|
13F-HR
|
|
|
AB-0402 Fund I, a series of Zachary Ginsburg Funds, LP
|
D
|
|
|
Sagacity DP LLC
|
D
|
|
|
SIGNET FINANCIAL MANAGEMENT, LLC
|
13F-HR
|
|
|
NC SLF Inc.
|
SC 13D/A
|
|
|
UAW Retiree Medical Benefits Trust
|
SC 13D/A
|
|
|
INVESTX SERIES
|
D/A
|
|
|
Kino Studio a Series of CGF2021 LLC
|
D
|
|
|
Thirteen Partners Offshore, Ltd.
|
D/A
|
|
|
SAR WEALTH MANAGEMENT GROUP, LLC
|
13F-HR
|
|
|
HSBC USA INC /MD/
|
424B2
|
|
|
Sandbox Financial Partners, LLC
|
13F-HR
|
|
|
Cairn Investment Group, Inc.
|
13F-HR
|
|
|
Keyarch Acquisition Corp
|
15-12G
|
|
|
Equinox Partners Investment Management LLC
|
13F-HR
|
|
|
Bio Essence Corp
|
10-K
|
|
|
Kwal Inc. May 2023 a Series of CGF2021 LLC
|
D
|
|
|
Advisors Disciplined Trust 2232
|
497J
|
|
|
Sage Investment Advisers LLC
|
13F-HR
|
|
|
Thirteen Partners, LP
|
D/A
|
|
|
KIMELMAN & BAIRD, LLC
|
X-17A-5
|
|
|
EPIQ PARTNERS, LLC
|
13F-HR
|
|
|
Savile Row Convertible Bond Fund L 2021-1, LLC
|
D/A
|
|
|
Safir Wealth Advisors, LLC
|
13F-HR
|
|
|
UNITED STATES STEEL CORP
|
8-K
|
Financial Statements
|
|
Pymedix, Inc.
|
D
|
|
|
Velastegui Sophia
|
144
|
|
|
Aptiv PLC
|
144
|
Financial Statements
|
|
SmartTrust 654
|
497J
|
|
|
CURIS INC
|
SC 13G
|
Financial Statements
|
|
KINGDON CAPITAL MANAGEMENT, L.L.C.
|
SC 13G
|
|
|
PureBase Corp
|
8-K
|
|
|
Starwood Real Estate Income Trust, Inc.
|
424B3
|
|
|
LOKUM APP DEAL Sep 2023 a Series of CGF2021 LLC
|
D
|
|
|
ReoStar Energy CORP
|
1-U
|
|
|
Nuveen Global Cities REIT, Inc.
|
424B3
|
|
|
HIVE Digital Technologies Ltd.
|
6-K
|
Financial Statements
|
|
KwikClick, Inc.
|
10-K
|
|
|
Nuveen Global Cities REIT, Inc.
|
POS EX
|
|
|
Themes ETF Trust
|
497K
|
|
|
Pedro's List, Inc.
|
8-K
|
|
|
Rebel Industries, L.L.C.
|
D/A
|
|
|
TechCom, Inc.
|
10-K
|
|
|
MFS Active Exchange Traded Funds Trust
|
8-A12B
|
|
|
STONEBRIDGE CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
PREIT Realty, LLC
|
D
|
|
|
Citibank, N.A., as depositor of Citibank Credit Card Issuance Trust
|
10-D
|
|
|
CITIBANK CREDIT CARD ISSUANCE TRUST
|
10-D
|
|
|
CITIBANK CREDIT CARD MASTER TRUST I
|
10-D
|
|
|
CuriosityStream Inc.
|
8-K
|
|
|
Zeno Power Feb 2024 a Series of CGF2021 LLC
|
D
|
|
|
Capitol Series Trust
|
N-CEN
|
|
|
Prosper Funding LLC
|
424B3
|
|
|
PROSPER MARKETPLACE, INC
|
424B3
|
|
|
Ervin Investment Management, LLC
|
13F-HR
|
|
|
PLUMAS BANCORP
|
8-K/A
|
Financial Statements
|
|
YC - W24 - atopile Mar 2024 a Series of CGF2021 LLC
|
D
|
|
|
ARKANSAS FINANCIAL GROUP, INC.
|
13F-HR
|
|
|
HAR Investors 2, LLC
|
D/A
|
|
|
Mosley Wealth Management
|
13F-HR
|
|
|
Bakhu Holdings, Corp.
|
8-K
|
|
|
CarMax Auto Owner Trust 2024-1
|
10-D
|
|
|
Young Bruce F.
|
144
|
|
|
Concrete Pumping Holdings, Inc.
|
144
|
Financial Statements
|
|
CarMax Auto Owner Trust 2023-4
|
10-D
|
|
|
NYLIAC VARIABLE ANNUITY SEPARATE ACCOUNT IV
|
485BPOS
|
|
|
CarMax Auto Owner Trust 2023-3
|
10-D
|
|
|
2024 Pearl AI KKM SPV a Series of CGF2021 LLC
|
D
|
|
|
Tricor Pacific Capital Partners
|
4
|
|
|
Tricor Pacific Capital Partners
|
4
|
|
|
Parallel49 Equity, ULC
|
4
|
|
|
CPI Card Group Inc.
|
4
|
Financial Statements
|
|
AB INTERNATIONAL GROUP CORP.
|
10-Q
|
|
|
CarMax Auto Owner Trust 2023-2
|
10-D
|
|
|
Advocacy Wealth Management Services, LLC
|
13F-HR
|
|
|
WitFoo, Inc.
|
C-AR
|
|
|
FRANKLIN STREET ADVISORS INC /NC
|
13F-HR
|
|
|
CarMax Auto Owner Trust 2023-1
|
10-D
|
|
|
CarMax Auto Owner Trust 2022-4
|
10-D
|
|
|
CarMax Auto Owner Trust 2022-3
|
10-D
|
|
|
CarMax Auto Owner Trust 2022-2
|
10-D
|
|
|
JANICZEK WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
Fleet Apr 2024 a Series of Rally Cap Global LLC
|
D
|
|
|
AHVF II Smile Co-Invest Holdings, L.P.
|
D
|
|
|
CarMax Auto Owner Trust 2022-1
|
10-D
|
|
|
CUMBERLAND ADVISORS INC
|
13F-HR
|
|
|
CarMax Auto Owner Trust 2021-4
|
10-D
|
|
|
BNY MELLON STOCK INDEX FUND, INC.
|
485BPOS
|
|
|
GRAYBILL WEALTH MANAGEMENT, LTD.
|
13F-HR
|
|
|
CarMax Auto Owner Trust 2021-3
|
10-D
|
|
|
Canyon US Real Estate Debt Fund III L.P.
|
D/A
|
|
|
OCA BRAIDWELL TE LLC
|
D/A
|
|
|
Fleet Apr 2024 II a Series of Rally Cap Global LLC
|
D
|
|
|
CarMax Auto Owner Trust 2021-2
|
10-D
|
|
|
Lokoya Capital Partners Fund LP
|
D/A
|
|
|
CarMax Auto Owner Trust 2021-1
|
10-D
|
|
|
Exeter Financial, LLC
|
13F-HR
|
|
|
CarMax Auto Owner Trust 2020-4
|
10-D
|
|
|
Maitong Sunshine Cultural Development Co., Ltd
|
S-1/A
|
|
|
CarMax Auto Owner Trust 2020-3
|
10-D
|
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
Pineapple Energy Inc.
|
8-K
|
|
|
Liberty Partners Raiz, L.P.
|
D
|
|
|
Canyon US Real Estate Debt Fund III
|
D/A
|
|
|
PG Dallas Uptown Investors, LLC
|
D/A
|
|
|
SKINOVATION PHARMACEUTICAL INC
|
10-K
|
|
|
RJA Asset Management LLC
|
13F-HR
|
|
|
Bullseye Disciplined Long Short Fund LP
|
D/A
|
|
|
Simplify Exchange Traded Funds
|
497K
|
|
|
CarMax Auto Owner Trust 2020-2
|
10-D
|
|
|
Stark Focus Group, Inc.
|
10-K
|
|
|
Investment Partners Asset Management, Inc.
|
13F-HR
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Agate Pass Investment Management, LLC
|
13F-HR
|
|
|
OLD DOMINION FREIGHT LINE, INC.
|
ARS
|
Financial Statements
|
|
NOVA STAR INNOVATIONS INC
|
10-K
|
|
|
Simplify Exchange Traded Funds
|
497
|
|
|
Hiive Anthropic Series I a Series of Hiive Anthropic LLC
|
D
|
|
|
Antiaging Quantum Living Inc.
|
10-K
|
Financial Statements
|
|
Beaver Hollow Wellness, LLC
|
144
|
|
|
SERVOTRONICS INC /DE/
|
144
|
Financial Statements
|
|
Skeema Inc
|
D/A
|
|
|
OLD DOMINION FREIGHT LINE, INC.
|
DEF 14A
|
Financial Statements
|
|
OCA BRAIDWELL LLC
|
D/A
|
|
|
Gioia Nancy Lee
|
144
|
|
|
BRADY CORP
|
144
|
Financial Statements
|
|
Twelve Points Wealth Management LLC
|
13F-HR
|
|
|
PRESTIGE CAPITAL CORP
|
10-K
|
|
|
Carvana Auto Receivables Trust 2022-P3
|
10-D
|
|
|
Smith & Howard Wealth Management, LLC
|
13F-HR
|
|
|
Hiive Anthropic Series II a Series of Hiive Anthropic LLC
|
D
|
|
|
Sage Capital Advisors,llc
|
13F-HR
|
|
|
Canyon CLO Fund IV L.P.
|
D
|
|
|
NorthCrest Asset Manangement, LLC
|
13F-HR
|
|
|
Carvana Auto Receivables Trust 2022-P2
|
10-D
|
|
|
AKANDA CORP.
|
6-K
|
Financial Statements
|
|
Watson Robert A.
|
5
|
|
|
Destra Multi-Alternative Fund
|
5
|
|
|
Carvana Auto Receivables Trust 2022-P1
|
10-D
|
|
|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
|
13F-HR
|
|
|
Procyon Advisors, LLC
|
13F-HR
|
|
|
Macy's, Inc.
|
ARS
|
Financial Statements
|
|
FIRST NATIONAL BANK SIOUX FALLS
|
13F-HR
|
|
|
Idaho Copper Corp
|
D/A
|
|
|
Carvana Auto Receivables Trust 2021-P4
|
10-D
|
|
|
GRANITE REIT INC.
|
6-K
|
|
|
GENMAB A/S
|
6-K
|
Financial Statements
|
|
Carvana Auto Receivables Trust 2021-P3
|
10-D
|
|
|
Cardinal Capital Management
|
13F-HR
|
|
|
GRANITE REAL ESTATE INVESTMENT TRUST
|
6-K
|
|
|
Canyon CLO Fund IV
|
D
|
|
|
Carvana Auto Receivables Trust 2021-P2
|
10-D
|
|
|
LO PATRICK CS
|
4/A
|
|
|
NETGEAR, INC.
|
4/A
|
Financial Statements
|
|
POWERDYNE INTERNATIONAL, INC.
|
8-K
|
|
|
Carvana Auto Receivables Trust 2021-P1
|
10-D
|
|
|
Future Financial Wealth Managment LLC
|
13F-HR
|
|
|
CF BANKSHARES INC.
|
8-K
|
Financial Statements
|
|
CQENS Technologies Inc.
|
10-K
|
|
|
Carvana Auto Receivables Trust 2021-N4
|
10-D
|
|
|
Mogotes Metals Inc.
|
D
|
|
|
R3i Future Fund I a Series of R3i Frontier Master LLC
|
D
|
|
|
ERn Financial, LLC
|
13F-HR
|
|
|
Thirteen Partners Concentrated, Ltd.
|
D/A
|
|
|
MEXICO FUND INC
|
40-17G
|
|
|
VIKING FUND MANAGEMENT LLC
|
13F-HR
|
|
|
Carvana Auto Receivables Trust 2021-N3
|
10-D
|
|
|
SOC Core CRE Fund LP
|
D/A
|
|
|
Versus Capital Infrastructure Income Fund
|
424B3
|
|
|
OCA AKO EUROPEAN LONG-ONLY LLC
|
D/A
|
|
|
Carvana Auto Receivables Trust 2021-N2
|
10-D
|
|
|
Pauker Matthew
|
4
|
|
|
Institutional Investment Strategy Fund
|
4
|
|
|
Carvana Auto Receivables Trust 2021-N1
|
10-D
|
|
|
NorthStar Healthcare Income, Inc.
|
ARS
|
|
|
Carvana Auto Receivables Trust 2020-P1
|
10-D
|
|
|
PFS Partners, LLC
|
13F-HR
|
|
|
HAR Investors, LLC
|
D/A
|
|
|
Macy's, Inc.
|
DEF 14A
|
Financial Statements
|
|
NorthStar Healthcare Income, Inc.
|
DEFA14A
|
|
|
Equitybee 22-77162, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
PDCP 1740 Fund, LP
|
D/A
|
|
|
NorthStar Healthcare Income, Inc.
|
DEF 14A
|
|
|
JACKSON NATIONAL LIFE INSURANCE CO OF NEW YORK
|
FWP
|
|
|
MainStay MacKay Municipal Income Opportunities Fund
|
40-17G
|
|
|
Zions Public Finance, Inc.
|
MA-I/A
|
|
|
ZIONS BANCORPORATION,N.A. /MSD
|
MA-I/A
|
|
|
Parisi Gray Wealth Management
|
13F-HR
|
|
|
Alhambra Investment Management LLC
|
13F-HR
|
|
|
WOOD
|
X-17A-5
|
|
|
BEACH INVESTMENT COUNSEL INC/PA
|
13F-HR
|
|
|
Palumbo Wealth Management LLC
|
13F-HR
|
|
|
Pallas Capital Advisors LLC
|
13F-HR
|
|
|
Legato Capital Management LLC
|
13F-HR
|
|
|
Trinity Health Corp
|
PX14A6G
|
|
|
Bally's Corp
|
PX14A6G
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.
|
485BPOS
|
|
|
CAPITAL ONE MULTI ASSET EXECUTION TRUST
|
10-D
|
|
|
CAPITAL ONE FUNDING, LLC
|
10-D
|
|
|
CAPITAL ONE MASTER TRUST
|
10-D
|
|
|
CULLEN/FROST BANKERS, INC.
|
DEFA14A
|
Financial Statements
|
|
Equitybee 22-86517, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
Objectivity Squared, LLC
|
13F-HR
|
|
|
Legacy Opportunity Fund LLC
|
D/A
|
|
|
One Wealth Advisors, LLC
|
13F-HR
|
|
|
Equitybee 22-64523, a Series of Equitybee cFund Master LLC
|
D
|
|
|
GREENOAKS CAPITAL MS LP - JENNER II SERIES
|
D
|
|
|
Creations Inc
|
10-K
|
|
|
Octavia Wealth Advisors, LLC
|
13F-HR
|
|