| Company Name |
Form Type |
SEC Filings |
|
|
|
|
EnCap Energy Capital Fund XII-C, L.P.
|
D/A
|
|
|
Gabrys Christina
|
144
|
|
|
SYNCHRONOSS TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
Main Line Retirement Advisors, LLC
|
13F-HR
|
|
|
Invisible Commerce Ltd
|
D
|
|
|
General Board of Pension & Health Benefits of The United Methodist Church, Inc in Illinois
|
PX14A6G
|
|
|
EXXON MOBIL CORP
|
PX14A6G
|
Financial Statements
|
|
TREMBLEY MICHAEL FRANK
|
4
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
13F-HR
|
|
|
LONG CIARAN JOSEPH
|
4
|
|
|
Raub Brock Capital Management LP
|
13F-HR
|
|
|
Doran Patrick Joseph
|
144
|
|
|
Take The Lead Ltd Liability Co
|
D
|
|
|
Morgan Stanley Finance LLC
|
424B2
|
|
|
MORGAN STANLEY
|
424B2
|
Financial Statements
|
|
NATIONWIDE VARIABLE INSURANCE TRUST
|
485BPOS
|
|
|
HSBC USA INC /MD/
|
FWP
|
|
|
Investment Managers Series Trust
|
497K
|
|
|
Nippon Sanso Holdings Corporation/ADR
|
F-6EF
|
|
|
Deutsche Bank Trust Co Americas/ ADR Group
|
F-6EF
|
|
|
Pennon Group Plc / ADR
|
F-6EF
|
|
|
SANDSTONE Asset Management
|
SC 13G/A
|
|
|
Carmell Corp
|
SC 13G/A
|
|
|
Allspring Global Investments Holdings, LLC
|
13F-HR
|
|
|
Federal Home Loan Bank of Atlanta
|
8-K
|
|
|
Tallvine Middle Market Infrastructure Fund I-A LP
|
D
|
|
|
Tallvine Middle Market Infrastructure Fund I LP
|
D
|
|
|
Glavin Martin G
|
3
|
|
|
LAKELAND INDUSTRIES INC
|
3
|
Financial Statements
|
|
Strategic Trust
|
485BXT
|
|
|
Southern California Bancorp \ CA
|
ARS
|
|
|
CBL International Ltd
|
6-K
|
|
|
Seaward Partners 1 L.P.
|
D
|
|
|
Linova Energy Inc.
|
D
|
|
|
Southern California Bancorp \ CA
|
DEFA14A
|
|
|
Sharkey, Howes & Javer
|
13F-HR
|
|
|
Southern California Bancorp \ CA
|
DEF 14A
|
|
|
GL-1127 Fund I, a series of Fundomo Syndicates, LP
|
D
|
|
|
Morgan Stanley Finance LLC
|
FWP
|
|
|
MORGAN STANLEY
|
FWP
|
Financial Statements
|
|
Agnew Julie R
|
4
|
|
|
C & F FINANCIAL CORP
|
4
|
Financial Statements
|
|
MOLONEY SECURITIES CO., INC.
|
X-17A-5/A
|
|
|
Smith Jeffery O
|
4
|
|
|
Sisson George R III
|
4
|
|
|
Dash Acquisitions Inc.
|
13F-HR
|
|
|
ROBINSON PAUL C
|
4
|
|
|
DAMN THE MAN PRODUCTIONS Ltd LIABILITY Co
|
D
|
|
|
PEAY D ANTHONY
|
4
|
|
|
Capital Advisors, Ltd. LLC
|
13F-HR
|
|
|
Springfield Hospitality Partners IV, LLC
|
D
|
|
|
TOEWS CORP /ADV
|
13F-HR
|
|
|
Olsson Charles Elis
|
4
|
|
|
IndulgeRx Brands Inc
|
D/A
|
|
|
NAPIER JAMES T
|
4
|
|
|
Kelley Elizabeth R
|
4
|
|
|
Applied Capital LLC/FL
|
13F-HR
|
|
|
Verizon Master Trust
|
424B5
|
|
|
Verizon ABS II LLC
|
424B5
|
|
|
Holmes Audrey Dale
|
4
|
|
|
CROWN SUSAN
|
4
|
|
|
NORTHERN TRUST CORP
|
4
|
|
|
WOODMONT INVESTMENT COUNSEL LLC
|
13F-HR
|
|
|
Allspring Funds Management, LLC
|
13F-NT
|
|
|
Financial Strategies Group, Inc.
|
13F-HR
|
|
|
CAUSEY J P JR
|
4
|
|
|
Gem Industries Group, Inc.
|
1-A/A
|
|
|
Hall Structured Finance Somm Hotel, LP
|
D/A
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
13F-HR
|
|
|
UBS Group AG
|
4/A
|
Financial Statements
|
|
PIMCO NEW YORK MUNICIPAL INCOME FUND III
|
4/A
|
|
|
Allspring Global Investments, LLC
|
13F-NT
|
|
|
UBS AG
|
424B2
|
|
|
AMERICAN SHARED HOSPITAL SERVICES
|
8-K
|
Financial Statements
|
|
Verizon Master Trust
|
8-K
|
|
|
Verizon ABS II LLC
|
8-K
|
|
|
Springfield Hospitality Partners V, LLC
|
D
|
|
|
Fry's Path Atlas, LLC
|
D/A
|
|
|
Avive Solutions, Inc.
|
D/A
|
|
|
Crawford Peter B.
|
144
|
|
|
SCHWAB CHARLES CORP
|
144
|
Financial Statements
|
|
MorphoSys AG
|
SC 13D
|
Financial Statements
|
|
NOVARTIS AG
|
SC 13D
|
Financial Statements
|
|
Global Bamboo Technologies Inc.
|
D/A
|
|
|
Fundrise Income Real Estate Fund, LLC
|
40-17G
|
|
|
Grifols SA
|
6-K
|
Financial Statements
|
|
SKK Access Income Fund
|
D/A
|
|
|
UBS Group AG
|
4
|
Financial Statements
|
|
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III
|
4
|
|
|
QUATTRO FINANCIAL ADVISORS LLC
|
13F-HR
|
|
|
JOHNSON MUTUAL FUNDS TRUST
|
497AD
|
|
|
LINCOLN LIFE VARIABLE ANNUITY ACCOUNT N
|
485BPOS
|
|
|
PIMCO NEW YORK MUNICIPAL INCOME FUND III
|
4
|
|
|
Financial Security Advisor, Inc.
|
13F-HR
|
|
|
GRCF2 ZBiotics SPV2 LP
|
D
|
|
|
Shareholder Commons
|
PX14A6G
|
|
|
MCDONALDS CORP
|
PX14A6G
|
Financial Statements
|
|
M ARTHUR GENSLER JR & ASSOCIATES INC
|
D
|
|
|
SmartTrust 666
|
S-6
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT H
|
485BPOS
|
|
|
Evergreen Advantage, LLC
|
D/A
|
|
|
Orla Mining Ltd.
|
6-K
|
|
|
STATE OF MICHIGAN RETIREMENT SYSTEM
|
13F-HR
|
|
|
UBS AG
|
FWP
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT L
|
485BPOS
|
|
|
MAINE PUBLIC EMPLOYEES RETIREMENT SYSTEM
|
SC 13G
|
|
|
SYBLEU Inc
|
8-K
|
|
|
Floqsta, Inc.
|
C/A
|
|
|
Eagle Ridge Investment Management
|
13F-HR
|
|
|
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
|
4
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT C
|
485BPOS
|
|
|
Elevance Health, Inc.
|
10-Q
|
|
|
DERIVE VENTURES FUND I, LP
|
D/A
|
|
|
Buffington Mohr McNeal
|
13F-HR
|
|
|
Penbrook Management LLC
|
13F-HR
|
|
|
FLEXSTEEL INDUSTRIES INC
|
8-K
|
Financial Statements
|
|
MV CAPITAL MANAGEMENT, INC.
|
13F-HR
|
|
|
PIMCO NEW YORK MUNICIPAL INCOME FUND II
|
4
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
AXIUM INFRASTRUCTURE NA IV LP
|
D/A
|
|
|
High Street Real Estate Fund VIII, L.P.
|
D
|
|
|
Newman Guy James
|
3
|
|
|
Trutankless, Inc.
|
3
|
|
|
Carrot-LA-0321 Fund I, a series of AngelList Funds 2024, LP
|
D
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
13F-HR
|
|
|
WMQS Global Equity Active Extension Offshore Fund, Ltd.
|
D/A
|
|
|
LINCOLN NEW YORK ACCOUNT N FOR VARIABLE ANNUITIES
|
485BPOS
|
|
|
First Foundation Inc.
|
ARS
|
Financial Statements
|
|
PIMCO NEW YORK MUNICIPAL INCOME FUND
|
4
|
|
|
First Foundation Inc.
|
DEFA14A
|
Financial Statements
|
|
Citi Trends Inc
|
10-K
|
Financial Statements
|
|
2.0 Ventures Fund II-A LP
|
D/A
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT H
|
485BPOS
|
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
First Foundation Inc.
|
DEF 14A
|
Financial Statements
|
|
PIMCO MUNICIPAL INCOME FUND III
|
4
|
|
|
InTrack Investment Management Inc
|
13F-HR
|
|
|
WMQS Global Equity Active Extension Onshore Fund LP
|
D/A
|
|
|
SYNOVUS FINANCIAL CORP
|
8-K
|
Financial Statements
|
|
KENNY CHRIS
|
144
|
|
|
United Airlines Holdings, Inc.
|
144
|
Financial Statements
|
|
Nationwide Fund Advisors
|
13F-HR
|
|
|
Infosys Ltd
|
6-K
|
Financial Statements
|
|
PIMCO MUNICIPAL INCOME FUND II
|
4
|
|
|
2.0 Ventures Fund II LP
|
D/A
|
|
|
Evolution Technology Fund III, L.P.
|
D/A
|
|
|
GUERNSEY HOLDINGS ZRC HOLDCO, LLC
|
D
|
|
|
Angel Oak Funds Trust
|
497
|
|
|
Travers Paul J
|
4
|
|
|
Vuzix Corp
|
4
|
Financial Statements
|
|
Pacific Oak Strategic Opportunity REIT, Inc.
|
8-K
|
|
|
SHAW THOMAS J
|
4
|
|
|
RETRACTABLE TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
WWCIP VII, LLC
|
D/A
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
13F-HR
|
|
|
Natural Fiber Welding, Inc.
|
D/A
|
|
|
PIMCO MUNICIPAL INCOME FUND
|
4
|
|
|
SL GREEN REALTY CORP
|
8-K
|
Financial Statements
|
|
Reserved Media Group, Inc.
|
D
|
|
|
BioNexus Gene Lab Corp
|
8-K
|
|
|
Shepherd's Finance, LLC
|
424B3
|
|
|
Advisor Managed Portfolios
|
497J
|
|
|
JVEP San Pedro Office, LLC
|
D
|
|
|
FS Specialty Lending Fund
|
8-K
|
|
|
QHSLab, Inc.
|
8-K
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT L
|
485BPOS
|
|
|
National Legal & Policy Center
|
PX14A6G
|
|
|
BOEING CO
|
PX14A6G
|
Financial Statements
|
|
PIMCO HIGH INCOME FUND
|
4
|
|
|
SERAPHIM SPACE VENTURES II LP
|
D
|
|
|
Goldman Sachs ETF Trust
|
485BXT
|
|
|
JVEP Broadmoor Plaza Retail, LLC
|
D
|
|
|
Bawabeh Morris
|
SC 13D/A
|
|
|
CENTRUS ENERGY CORP
|
SC 13D/A
|
Financial Statements
|
|
Refined Wealth Management
|
13F-HR
|
|
|
W24, a series of Rich Aberman Funds, LP
|
D
|
|
|
Advisor Managed Portfolios
|
497K
|
|
|
Foundation Capital Co-Investment Fund I, LP
|
D/A
|
|
|
Ziegler Marie Z.
|
4
|
|
|
QCR HOLDINGS INC
|
4
|
Financial Statements
|
|
PIMCO Income Strategy Fund II
|
4
|
|
|
Toyota Auto Receivables 2024-B Owner Trust
|
FWP
|
|
|
TOYOTA AUTO FINANCE RECEIVABLES LLC
|
FWP
|
|
|
InMed Pharmaceuticals Inc.
|
8-K
|
|
|
BERKSHIRE HILLS BANCORP INC
|
8-K
|
Financial Statements
|
|
PIMCO INCOME STRATEGY FUND
|
4
|
|
|
KID CASTLE EDUCATIONAL CORP
|
10-K
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
Nvest Financial, LLC
|
13F-HR
|
|
|
Carlyle Property Investors, L.P.
|
D/A
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Toyota Auto Receivables 2024-B Owner Trust
|
424H
|
|
|
TOYOTA AUTO FINANCE RECEIVABLES LLC
|
424H
|
|
|
UNITED OF OMAHA SEPARATE ACCOUNT C
|
N-VPFS
|
|
|
Forestar Group Inc.
|
8-K
|
Financial Statements
|
|
WhiteFlag App, Inc
|
C-AR
|
|
|
PIMCO CALIFORNIA MUNICIPAL INCOME FUND
|
4
|
|
|
NOKIA CORP
|
6-K
|
Financial Statements
|
|
Resolve Growth Partners Fund II-B, L.P.
|
D/A
|
|
|
Resolve Growth Partners Fund II, L.P.
|
D/A
|
|
|
Farm to Flame Energy Inc.
|
C-AR
|
|
|
C & F FINANCIAL CORP
|
8-K
|
Financial Statements
|
|
West Oak Capital, LLC
|
13F-HR
|
|
|
COMPANION LIFE SEPARATE ACCOUNT C
|
N-VPFS
|
|
|
Measured Wealth Private Client Group, LLC
|
13F-HR
|
|
|
PIMCO CORPORATE & INCOME STRATEGY FUND
|
4
|
|
|
Ideation, LLC
|
C
|
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
CONNS INC
|
DEF 14A
|
Financial Statements
|
|
CAP Partners, LLC
|
13F-HR
|
|
|
MISAA, LLC
|
C/A
|
|
|
Federal Home Loan Bank of Cincinnati
|
8-K
|
|
|
OVH Environmental Holdings, LLC
|
D
|
|
|
City Finance Co II LLC
|
D/A
|
|
|
Sea Hawk Multi-Strategy Fund Ltd.
|
D/A
|
|
|
Harbert U.S. Real Estate Fund VIII Feeder, L.P.
|
D/A
|
|
|
Harbert United States Real Estate Fund VIII, L.P.
|
D/A
|
|
|
Shira Ridge Wealth Management
|
13F-HR
|
|
|
Andalusian Credit Company, LLC
|
8-K
|
|
|
Verum Partners LLC
|
13F-HR
|
|
|
Gourmet Renee, LLC
|
C
|
|
|
JLL Income Property Trust, Inc.
|
8-K
|
|
|
NORTHQUEST CAPITAL FUND INC
|
497AD
|
|
|
BANK OF THE JAMES FINANCIAL GROUP INC
|
8-K
|
Financial Statements
|
|
UDINE WEALTH MANAGEMENT, INC.
|
13F-HR
|
|
|
Schwab-Pomerantz Carolyn
|
144
|
|
|
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II
|
4
|
|
|
WESTAMERICA BANCORPORATION
|
8-K
|
Financial Statements
|
|
Weinstein Boaz
|
4
|
|
|
Saba Capital Management, L.P.
|
4
|
|
|
BLACKROCK MUNIYIELD PENNSYLVANIA QUALITY FUND
|
4
|
|
|
Bonside Series LLC
|
D
|
|
|
FT 11401
|
487
|
|
|
GRCF2 Nectar SPV1, L.P.
|
D
|
|
|
Total Wealth Planning, LLC
|
13F-HR
|
|
|
Federal Home Loan Bank of Boston
|
8-K
|
|
|
Integrity Wealth Solutions LLC
|
13F-HR
|
|
|
Tower Wealth Partners, Inc.
|
13F-HR
|
|
|
Avawatz Company, Inc
|
C-AR
|
|
|
Rembrandt Technologies LP
|
D/A
|
|
|
PLIMOTH TRUST CO LLC
|
13F-HR
|
|
|
SILVERLAKE WEALTH MANAGEMENT LLC
|
13F-HR
|
|
|
ASJC Global LLC - Series 11
|
D/A
|
|
|
Summit Investment Advisory Services, LLC
|
13F-HR
|
|
|
American Picture House Corp
|
8-K
|
|
|
MBM Wealth Consultants, LLC
|
13F-HR
|
|
|
SeaCrest Wealth Management, LLC
|
13F-HR
|
|
|
Potenza Industrial Fund LLC
|
D
|
|
|
Ollie Pets Inc.
|
D
|
|
|
MALTBIE DEREK
|
3
|
|
|
FIRST TRUST ENERGY INFRASTRUCTURE FUND
|
3
|
|
|
SAXON INTERESTS, INC.
|
13F-HR
|
|
|
Federal Home Loan Bank of San Francisco
|
8-K
|
|
|
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND
|
3
|
|
|
Seir Hill LLC
|
C/A
|
|
|
Helikon Investments Ltd
|
13F-HR
|
|
|
Anonomatic, Inc
|
C-AR
|
|
|
FIRST TRUST ENHANCED EQUITY INCOME FUND
|
3
|
|
|
R3 Printing, Inc.
|
C-AR
|
|
|
MACQUARIE/FIRST TRUST GLOBAL INFRASTR/UTIL DIV & INC FUND
|
3
|
|
|
Walleye Opportunities Fund LP
|
D/A
|
|
|
Requisite Capital Management, LLC
|
13F-HR
|
|
|
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
|
3
|
|
|
FIRST TRUST ENERGY INCOME & GROWTH FUND
|
3
|
|
|
Livian Setasi Ventures SPV I LLC
|
D/A
|
|
|
FIRST TRUST HIGH INCOME LONG/SHORT FUND
|
3
|
|
|
FIRST TRUST MLP & ENERGY INCOME FUND
|
3
|
|
|
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
|
3
|
|
|
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
|
3
|
|
|
Lind Capital Partners Municipal Credit Income Fund
|
24F-2NT
|
|
|
M.N. Technology LLC
|
D
|
|
|
WASATCH ADVISORS LP
|
13F-HR
|
|
|
First Trust Intermediate Duration Preferred & Income Fund
|
3
|
|
|
FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND
|
3
|
|
|
Compton Financial Group, LLC
|
13F-HR
|
|
|
Federal Home Loan Bank of New York
|
8-K
|
|
|
FIRST TRUST MORTGAGE INCOME FUND
|
3
|
|
|
Steno Series B-2 a series of Etosha Crescent Investments LLC
|
D
|
|
|
Oxinas Partners Wealth Management LLC
|
13F-HR
|
|
|
Naviter Wealth, LLC
|
13F-HR
|
|
|
MYECFO, LLC
|
13F-HR
|
|
|
STAR GROUP, L.P.
|
8-K
|
Financial Statements
|
|
AB U.S. Real Estate
|
D/A
|
|
|
PuraVida Inc
|
C/A
|
|
|
AB U.S. Real Estate
|
D/A
|
|
|
MORRIS FINANCIAL CONCEPTS, INC.
|
13F-HR
|
|
|
AB U.S. Real Estate
|
D/A
|
|
|
WELLCOME TRUST LTD
|
13F-HR
|
|
|
V360 Holdings LLC Series DCP 2401A
|
D
|
|
|
BANCROFT FUND LTD
|
N-2
|
|
|
Miracle Mile Advisors, LLC
|
13F-HR
|
|
|
EnCap Energy Capital Fund XII-B, L.P.
|
D/A
|
|
|
Morgan Stanley Capital I Inc.
|
ABS-15G
|
|
|
Hubbell Strickland Wealth Management, LLC
|
13F-HR
|
|
|
MGO Private Wealth, LLC
|
13F-HR
|
|
|
Chico Wealth RIA
|
13F-HR
|
|
|
Finquility Inc.
|
D/A
|
|
|
GENERAL MILLS INC
|
FWP
|
Financial Statements
|
|
Cobblestone Asset Management LLC
|
13F-HR
|
|
|
Power Hero Corp.
|
C/A
|
|
