| Company Name |
Form Type |
SEC Filings |
|
|
|
|
BOURGEON CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
Wiser Wealth Management, Inc
|
13F-HR
|
|
|
JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK SEPARATE ACCOUNT B
|
485BPOS
|
|
|
TITANIUM UNIVERSAL LIFE VARIABLE ACCOUNT
|
N-VPFS
|
|
|
Meadow Creek Wealth Advisors LLC
|
13F-HR
|
|
|
Axiom Global Small/Micro-Cap Opportunity Fund, L.P.
|
D/A
|
|
|
MCCAMIC JAY T
|
4
|
|
|
TITANIUM ANNUITY VARIABLE ACCOUNT
|
N-VPFS
|
|
|
PPG INDUSTRIES INC
|
10-Q
|
Financial Statements
|
|
Axxes Private Markets Fund
|
N-2/A
|
|
|
Lyniate US Holdings LP
|
D/A
|
|
|
PROTECTIVE ACQUIRED VARIABLE ANNUITY SEPARATE ACCOUNT
|
N-VPFS
|
|
|
HANCOCK JOHN VARIABLE LIFE ACCOUNT UV/
|
485BPOS
|
|
|
KAMAN Corp
|
8-K
|
Financial Statements
|
|
Knutson Lisa A
|
4
|
|
|
Next Technology Holding Inc.
|
8-K
|
Financial Statements
|
|
Angel Studios, Inc.
|
10-12G/A
|
|
|
KNOX D BRUCE
|
4
|
|
|
GS Finance Corp.
|
FWP
|
|
|
LONE VIEW CAPITAL EXECUTIVE FUND I, L.P.
|
D
|
|
|
CHECK CAPITAL MANAGEMENT INC/CA
|
13F-HR
|
|
|
HBW ADVISORY SERVICES LLC
|
13F-HR
|
|
|
GOLDMAN SACHS GROUP INC
|
FWP
|
Financial Statements
|
|
Oja Como Va LLC
|
C/A
|
|
|
GOLD RESERVE INC
|
40-F
|
|
|
Knouse-Snyder Denise H
|
4
|
|
|
Tara Health Foundation
|
PX14A6G
|
|
|
HOME DEPOT, INC.
|
PX14A6G
|
Financial Statements
|
|
HANCOCK JOHN VARIABLE LIFE ACCOUNT V
|
485BPOS
|
|
|
First Eagle Municipal High Income Fund
|
N-8A
|
|
|
K2 ActusRayPartners European Fund Ltd.
|
D/A
|
|
|
FIRST INDUSTRIAL LP
|
10-Q
|
|
|
FIRST INDUSTRIAL REALTY TRUST INC
|
10-Q
|
|
|
Axiom Emerging Markets World Equity Fund
|
D/A
|
|
|
Fitzsimmons Robert J
|
4
|
|
|
Nuveen Global Cities REIT, Inc.
|
424B3
|
|
|
JOHN HANCOCK LIFE INSURANCE CO
|
485BPOS
|
|
|
FEINKNOPF ABIGAIL
|
4
|
|
|
Earth Science Tech, Inc.
|
8-K
|
|
|
MIDLAND NATIONAL LIFE INSURANCE CO
|
S-1
|
|
|
Westside Investment Management, Inc.
|
13F-HR
|
|
|
Keith R. Alexandra
|
144
|
|
|
PROCTER & GAMBLE Co
|
144
|
Financial Statements
|
|
CRISS CHRISTOPHER V
|
4
|
|
|
FIVE STAR BANCORP
|
8-K
|
Financial Statements
|
|
Lee Equity Partners Fund IV, L.P.
|
D/A
|
|
|
Lee Equity Partners Fund IV Employee Co-Invest, L.P.
|
D/A
|
|
|
Lee Equity Partners Fund IV
|
D/A
|
|
|
Lee Equity Strategic Partners Fund IV, L.P.
|
D/A
|
|
|
NATUZZI S P A
|
6-K
|
Financial Statements
|
|
Structure Therapeutics Inc.
|
4
|
|
|
FMR LLC
|
4
|
|
|
Crawford Michael J.
|
4
|
|
|
JPMorgan Chase Financial Co. LLC
|
FWP
|
|
|
JPMORGAN CHASE & CO
|
FWP
|
Financial Statements
|
|
CORNELSEN JAMES W
|
4
|
|
|
CarMax Auto Owner Trust 2024-2
|
8-K
|
|
|
CARMAX AUTO FUNDING LLC
|
8-K
|
|
|
Hickory Lake Apartments LLC
|
D
|
|
|
Axiom Investors Trust II -Axiom Emerging Markets Equity Fund
|
D/A
|
|
|
Sats Ventures Fund LP
|
D
|
|
|
HawkTower Ventures, LP
|
D
|
|
|
K2 Lazard Liquid Convertibles Plus Fund Ltd.
|
D/A
|
|
|
BADGER METER INC
|
10-Q
|
Financial Statements
|
|
OPTIMUM FUND TRUST
|
497
|
|
|
100 Acre DeFi Opportunities Fund, LP
|
D/A
|
|
|
NORDEN GROUP LLC
|
13F-HR
|
|
|
Variable Account AA
|
485BPOS
|
|
|
ALMADEN MINERALS LTD
|
6-K
|
Financial Statements
|
|
MBS Ventures LLC
|
D
|
|
|
SECURITY NATIONAL FINANCIAL CORP
|
DEF 14A
|
Financial Statements
|
|
BestGofer Inc.
|
10-Q
|
|
|
Kineon, Inc.
|
C-AR
|
|
|
UBS AG
|
424B3
|
|
|
ShiftPixy, Inc.
|
10-Q
|
Financial Statements
|
|
THOR Financial Technologies Trust
|
NPORT-P
|
|
|
Northern Lights Fund Trust IV
|
NPORT-P
|
|
|
JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK SEPARATE ACCOUNT A
|
485BPOS
|
|
|
1KX EARLY STAGE MASTER FUND LP
|
D
|
|
|
Madrona Financial Services, LLC
|
13F-HR
|
|
|
VARIABLE ANNUITY I SER ACC OF GRT WEST LI & ANNU INS CO OF NY
|
497VPU
|
|
|
CANADA
|
18-K/A
|
|
|
Clossin Todd
|
4
|
|
|
1KX EARLY STAGE FEEDER FUND LP
|
D
|
|
|
RumbleOn, Inc.
|
8-K
|
Financial Statements
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
497
|
|
|
VARIABLE ANNUITY I SER ACC OF GRT WEST LI & ANNU INS CO OF NY
|
485BPOS
|
|
|
Kenan Thomas S III
|
13F-NT
|
|
|
JOHN HANCOCK LIFE INSURANCE CO
|
485BPOS
|
|
|
VARIABLE ANNUITY 1 SERIES ACCOUNT
|
497VPU
|
|
|
Stellar Wealth Partners India Fund I, LP
|
D/A
|
|
|
Kenan Sterling Holt
|
13F-NT
|
|
|
22nd Century Group, Inc.
|
D
|
Financial Statements
|
|
BlackRock Variable Series Funds, Inc.
|
485BPOS
|
|
|
Power Hero Corp.
|
C/A
|
|
|
100 Acre Digital Asset Fund, LP
|
D/A
|
|
|
Nissan Auto Receivables 2023-B Owner Trust
|
10-D
|
|
|
VARIABLE ANNUITY 1 SERIES ACCOUNT
|
485BPOS
|
|
|
PNC BANK, NATIONAL ASSOCIATION
|
ABS-15G
|
|
|
Tidal Trust II
|
485BXT
|
|
|
NODABL Networks, Inc.
|
C-AR
|
|
|
Suttona Holdings VII LLC
|
D
|
|
|
Merchants Financial Group, Inc.
|
TA-2
|
|
|
PERMANENT PORTFOLIO FAMILY OF FUNDS
|
40-17G
|
|
|
100 Acre Digital Asset Offshore Fund, Ltd.
|
D/A
|
|
|
Brickley Wealth Management
|
13F-HR
|
|
|
Hudson Capital Management LLC
|
13F-HR
|
|
|
Barclays Capital INC
|
MA-I/A
|
|
|
Madco3d LLC
|
C-U
|
|
|
HOWELL ELIZABETH KENAN
|
13F-NT
|
|
|
ML OF NEW YORK VARIABLE LIFE SEPARATE ACCOUNT
|
N-VPFS
|
|
|
TFLIC SERIES LIFE ACCOUNT
|
N-VPFS
|
|
|
ML OF NEW YORK VARIABLE LIFE SEPARATE ACCOUNT II
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VUL 3
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VL E
|
N-VPFS
|
|
|
TRANSAMERICA LIFE INS CO SEPARATE ACCOUNT VUL-5
|
N-VPFS
|
|
|
TRANSAMERICA LIFE INSURANCE Co SEPARATE ACCOUNT VUL-6
|
N-VPFS
|
|
|
TRANSAMERICA CORPORATE SEPARATE ACCOUNT SIXTEEN
|
N-VPFS
|
|
|
WRL Series Life Account G
|
N-VPFS
|
|
|
MERRILL LYNCH VARIABLE LIFE SEPARATE ACCOUNT
|
N-VPFS
|
|
|
TRANSAMERICA LIFE INSURANCE CO SEPARATE ACCOUNT VL
|
N-VPFS
|
|
|
TRANSAMERICA LIFE INS CO Separate Account VUL-4
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VUL-A
|
N-VPFS
|
|
|
FT 11489
|
S-6
|
|
|
BluePath Capital Management, LLC
|
13F-HR
|
|
|
Invesco Real Estate Income Trust Inc.
|
424B3
|
|
|
GM Financial Consumer Automobile Receivables Trust 2021-2
|
ABS-EE
|
|
|
Thornton Andre
|
4
|
|
|
FARMERS NATIONAL BANC CORP /OH/
|
4
|
Financial Statements
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
GM Financial Consumer Automobile Receivables Trust 2021-1
|
ABS-EE
|
|
|
BRIGHTHOUSE SEPARATE ACCOUNT A
|
497
|
|
|
Music Licensing Inc.
|
1-U
|
|
|
Laser Photonics Corp
|
10-K
|
Financial Statements
|
|
GM Financial Consumer Automobile Receivables Trust 2020-4
|
ABS-EE
|
|
|
THOMPSON RICHARD B
|
4
|
|
|
Selipsky Adam
|
144
|
|
|
AMAZON COM INC
|
144
|
Financial Statements
|
|
REDMONT WEALTH ADVISORS LLC
|
13F-HR
|
|
|
Pioneer ILS Interval Fund
|
N-23C3A
|
|
|
Biophytis SA
|
6-K
|
Financial Statements
|
|
GM Financial Consumer Automobile Receivables Trust 2020-3
|
ABS-EE
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II
|
485BPOS
|
|
|
Leeward Financial Partners, LLC
|
13F-HR
|
|
|
Invesco Unit Trusts Series 2356
|
497J
|
|
|
Stringfield JoAnne
|
144
|
|
|
Pennant Group, Inc.
|
144
|
|
|
UBS AG
|
424B2
|
|
|
BonBillo Ventures Fund II, L.P.
|
D/A
|
|
|
FEOH INVESTMENTS
|
D/A
|
|
|
IRSA INVESTMENTS & REPRESENTATIONS INC
|
6-K
|
Financial Statements
|
|
Achmea Investment Management B.V.
|
PX14A6G
|
|
|
Uber Technologies, Inc
|
PX14A6G
|
Financial Statements
|
|
Svenska Handelsbanken AB
|
13F-HR
|
|
|
Pacific North of South EM All Cap Equity Fund
|
D/A
|
|
|
Richardson Gina A
|
4
|
|
|
K2 Custom Solutions Hospital Sisters Fund, Ltd.
|
D/A
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Endeavour Group Limited/ADR
|
F-6EF
|
|
|
BANK OF NEW YORK / ADR DIVISION
|
F-6EF
|
|
|
CAPITAL MANAGEMENT INVESTMENT TRUST
|
NPORT-P
|
|
|
MEMBERS Life Insurance Co
|
S-1/A
|
|
|
Paull David Z
|
4
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III
|
485BPOS
|
|
|
Jennison Small/Mid Cap Equity Fund of the Prudential Trust Co Institutional Business Trust
|
D/A
|
|
|
State of Alaska, Department of Revenue
|
13F-HR
|
|
|
CCP Town Lane, LP
|
D
|
|
|
Santori & Peters, Inc.
|
13F-HR
|
|
|
Ameri Metro, Inc.
|
10-Q
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
Nuveen Global Cities REIT, Inc.
|
8-K
|
|
|
KFG WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
Northland Capital Management LLC
|
13F-HR
|
|
|
Jennison U.S. Small Cap Equity Fund of the Prudential Trust Co Institutional Business Trust
|
D/A
|
|
|
SIERRA BANCORP
|
8-K
|
Financial Statements
|
|
Accolade, Inc.
|
4
|
Financial Statements
|
|
HILTON MICHAEL W
|
4
|
|
|
LAKE STREET PRIVATE WEALTH, LLC
|
13F-HR
|
|
|
AMERICAN EXPRESS CO
|
10-Q
|
Financial Statements
|
|
VALLEY NATIONAL ADVISERS INC
|
13F-HR
|
|
|
V360 Holdings LLC Series 2312A
|
D
|
|
|
Barnes Stephen H.
|
4
|
|
|
GSK plc
|
6-K
|
Financial Statements
|
|
Polen Capital International Growth Fund
|
D/A
|
|
|
Mosaic ImmunoEngineering Inc.
|
8-K
|
|
|
Nissan Auto Receivables 2021-A Owner Trust
|
10-D
|
|
|
Cerus Digital X Quant Fund LLC
|
D/A
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
Advisors' Inner Circle Fund III
|
DEF 14A
|
|
|
SEPARATE ACCOUNT A
|
485BPOS
|
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
485BPOS
|
|
|
RETIREMENT BUILDER VARIABLE ANNUITY ACCOUNT
|
N-VPFS
|
|
|
ML OF NEW YORK VARIABLE ANNUITY SEPARATE ACCOUNT D
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA QNY
|
N-VPFS
|
|
|
DB Fitzpatrick & Co, Inc
|
13F-HR
|
|
|
SEPARATE ACCOUNT VA 7
|
N-VPFS
|
|
|
TFLIC SEPARATE ACCOUNT C
|
N-VPFS
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUNITY SEPARATE ACCOUNT
|
N-VPFS
|
|
|
TFLIC Separate Account VNY
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA V
|
N-VPFS
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT D
|
N-VPFS
|
|
|
TFLIC SERIES ANNUITY ACCOUNT
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-5
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-2L
|
N-VPFS
|
|
|
ML OF NEW YORK VARIABLE ANNUITY SEPARATE ACCOUNT B
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA 6NY OF TFLIC
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-5NLNY OF TFLIC
|
N-VPFS
|
|
|
ML OF NEW YORK VARIABLE ANNUITY SEPARATE ACCOUNT A
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA Q
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA BB
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-6
|
N-VPFS
|
|
|
WRL SERIES ANNUITY ACCOUNT B
|
N-VPFS
|
|
|
PFL VARIABLE ANNUITY FUND II
|
N-VPFS
|
|
|
SEPARATE ACCOUNT FUND B
|
N-VPFS
|
|
|
Separate Account VA HH
|
N-VPFS
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT C
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-8
|
N-VPFS
|
|
|
Separate Account VA AA
|
N-VPFS
|
|
|
SEPARATE ACCOUNT FUND C
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA-1
|
N-VPFS
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
40-24B2
|
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
497VPU
|
|
|
BuildCasa Inc.
|
D
|
|
|
Nissan Auto Receivables 2020-B Owner Trust
|
10-D
|
|
|
Pachira Investments Inc.
|
13F-HR
|
|
|
Sealy & Smith Foundation
|
4
|
|
|
Atlas Energy Solutions Inc.
|
4
|
|
|
Arcus Capital Partners, LLC
|
13F-HR
|
|
|
Ultimus Managers Trust
|
NPORT-P
|
|
|
IPC Alternative Real Estate Operating Partnership, LP
|
D
|
|
|
SEPARATE ACCOUNT VA BNY
|
N-VPFS
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT A
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA B
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA U
|
N-VPFS
|
|
|
TFLIC SEPARATE ACCOUNT B
|
N-VPFS
|
|
|
FIDELITY VARIABLE ANNUITY ACCOUNT /IA/
|
N-VPFS
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT B
|
N-VPFS
|
|
|
SEPARATE ACCOUNT VA DD
|
N-VPFS
|
|
|
WRL SERIES ANNUITY ACCOUNT
|
N-VPFS
|
|
|
Merritt Sears
|
4
|
|
|
BARINGS CORPORATE INVESTORS
|
4
|
Financial Statements
|
|
SEPARATE ACCOUNT VA CC
|
N-VPFS
|
|
|
Nissan Auto Receivables 2020-A Owner Trust
|
10-D
|
|
|
Echo Street Capital Management LLC
|
13F-HR
|
|
|
Blanco Whiskey Corp
|
C-AR
|
|
|
WILMINGTON FUNDS
|
40-17G
|
|
|
Lighthouse Financial Technologies, Inc.
|
C-U
|
|
|
MANCAN WINE, LLC
|
C-AR
|
|
|
Nissan Auto Lease Trust 2024-A
|
10-D
|
|
|
BMO 2024-5C4 Mortgage Trust
|
ABS-EE
|
|
|
BMO Commercial Mortgage Securities LLC
|
ABS-EE
|
|
|
Ward Chicares Elizabeth
|
4
|
|
|
Tidal Trust II
|
485BPOS
|
|
|
AKEMONA, INC
|
CFPORTAL/A
|
|
|
SB FINANCIAL GROUP, INC.
|
8-K
|
Financial Statements
|
|
JEFFE ROBERT A
|
4
|
|
|
ASSOCIATED BANC-CORP
|
4
|
Financial Statements
|
|
Taylor Frigon Capital Management LLC
|
13F-HR
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
Haddad Michael J
|
4
|
|
|
DMC Group, LLC
|
13F-HR
|
|
|
BEACH HOUSE AT LAKE STREET LLC
|
D
|
|
|
Smith Gordon
|
4
|
|
|
CHOICE HOTELS INTERNATIONAL INC /DE
|
4
|
Financial Statements
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
PishPosh, Inc.
|
RW
|
|
|
Nissan Auto Lease Trust 2023-B
|
10-D
|
|
|
Harvest Invest-071 LLC A Series of Harvest Invest LLC
|
D/A
|
|
|
Maureen Sullivan
|
4
|
|
|
Citigroup Global Markets Holdings Inc.
|
FWP
|
|
|
DENALI ADVISORS LLC
|
13F-HR
|
|
|
Genius Group Ltd
|
6-K
|
Financial Statements
|
|
SCHUKNECHT SETH G
|
4
|
|
|
CAVCO INDUSTRIES INC.
|
4
|
Financial Statements
|
|
CITIGROUP INC
|
FWP
|
Financial Statements
|
|
Elgin 104 Dev LLC
|
D
|
|
|
Landsman Liza
|
4
|
|
|
Nissan Auto Lease Trust 2023-A
|
10-D
|
|
|
Energy Capital Ventures Fund II, L.P.
|
D
|
|
|
UNITED BANCORP INC /OH/
|
8-K
|
Financial Statements
|
|
Aretanium Executive Group, Inc.
|
C/A
|
|
|
Realworld.com LLC
|
C/A
|
|
|
Nissan Auto Lease Trust 2022-A
|
10-D
|
|
|
Koch Monte JM
|
4
|
|
|
Workweek Media Inc.
|
D
|
|
|
Mesirow Financial Investment Management, Inc.
|
13F-HR
|
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
497VPI
|
|
|
Smith Cathy R
|
4
|
|
|
PPG INDUSTRIES INC
|
4
|
Financial Statements
|
|
Roberts III Chris
|
4
|
|
|
Maryland State Retirement & Pension System
|
13F-HR
|
|
|
RICHENHAGEN MARTIN
|
4
|
|
|
BetterWealth, LLC
|
13F-HR
|
|
|
NOVO GUILLERMO
|
4
|
|
|
Cohen Investment Advisors LLC
|
13F-HR
|
|
|
Cimerola Patrick
|
4
|
|
|
ETF Opportunities Trust
|
485BXT
|
|
|
Kesler, Norman & Wride, LLC
|
13F-HR
|
|