| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Fontenot Teri G.
|
4
|
|
|
BANK5 Trust 2024-5YR6
|
8-K
|
|
|
FOLETTA MARK G
|
4
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
55 West 21 Street LLC
|
D
|
|
|
Jones Daphne E
|
4
|
|
|
MCI Income Fund VII, LLC
|
1-A/A
|
|
|
HANNON MICHAEL J
|
144
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
144
|
Financial Statements
|
|
VARIABLE ANNUITY LIFE INSURANCE CO SEPARATE ACCOUNT A
|
N-VPFS
|
|
|
RYDER SYSTEM INC
|
10-Q
|
Financial Statements
|
|
Marsh Martha H.
|
4
|
|
|
FS VARIABLE SEPARATE ACCOUNT
|
N-VPFS
|
|
|
FS VARIABLE ANNUITY ACCOUNT FIVE
|
N-VPFS
|
|
|
VARIABLE SEPARATE ACCOUNT
|
N-VPFS
|
|
|
VARIABLE ANNUITY ACCOUNT SEVEN
|
N-VPFS
|
|
|
VARIABLE ANNUITY ACCOUNT NINE
|
N-VPFS
|
|
|
VARIABLE ANNUITY ACCOUNT FIVE
|
N-VPFS
|
|
|
HARRIS R JEFFREY
|
4
|
|
|
JPMCC Commercial Mortgage Securities Trust 2019-COR5
|
10-D
|
|
|
MOODY LYNN & LIEBERSON, LLC
|
13F-HR
|
|
|
Caballero Jorge A.
|
4
|
|
|
JPMCC Commercial Mortgage Securities Trust 2019-COR5
|
ABS-EE
|
|
|
FRANKLIN STRATEGIC SERIES
|
NPORT-P
|
|
|
FRANKLIN TAX FREE TRUST
|
NPORT-P
|
|
|
FRANKLIN NEW YORK TAX FREE INCOME FUND
|
NPORT-P
|
|
|
TEMPLETON GLOBAL INVESTMENT TRUST
|
NPORT-P
|
|
|
FRANKLIN MUNICIPAL SECURITIES TRUST
|
NPORT-P
|
|
|
TEMPLETON GROWTH FUND INC
|
NPORT-P
|
|
|
TEMPLETON GLOBAL SMALLER COMPANIES FUND
|
NPORT-P
|
|
|
AGL SEPARATE ACCOUNT VL-R
|
N-VPFS
|
|
|
FRANKLIN UNIVERSAL TRUST
|
NPORT-P
|
|
|
USL SEPARATE ACCOUNT USL A
|
N-VPFS
|
|
|
USL SEPARATE ACCOUNT USL VL-R
|
N-VPFS
|
|
|
Separate Account I of AGL
|
N-VPFS
|
|
|
TEMPLETON FUNDS
|
NPORT-P
|
|
|
Franklin California Tax Free Income Fund
|
NPORT-P
|
|
|
AGL SEPARATE ACCOUNT D
|
N-VPFS
|
|
|
TEMPLETON CHINA WORLD FUND
|
NPORT-P
|
|
|
TEMPLETON EMERGING MARKETS FUND
|
NPORT-P
|
|
|
Arrive Technology Inc.
|
C/A
|
|
|
WHEAT DOUGLAS D
|
4
|
|
|
MOLONEY SECURITIES CO., INC.
|
X-17A-5/A
|
|
|
Walsh Ian K.
|
4
|
|
|
KAMAN Corp
|
4
|
Financial Statements
|
|
HAMEL ASSOCIATES, INC.
|
13F-HR
|
|
|
Boyte Group, Inc.
|
C-AR
|
|
|
Fresenius Medical Care South McKinney, LLC
|
D
|
|
|
Finn Patrick John
|
144
|
|
|
Twist Bioscience Corp
|
144
|
Financial Statements
|
|
Correnti Salvatore
|
4
|
|
|
XSurgical Inc.
|
C-AR
|
|
|
PETTERSON MATTHEW KING
|
4
|
|
|
Lynton Nicholas Hollmeyer
|
144
|
|
|
Cardlytics, Inc.
|
144
|
Financial Statements
|
|
United Asset Strategies, Inc.
|
13F-HR
|
|
|
TC ENERGY CORP
|
6-K
|
Financial Statements
|
|
PEM Real Estate Fund I LP
|
D
|
|
|
CCI-Equity Drive II, LP
|
D
|
|
|
PGIM ETF TRUST
|
NPORT-P
|
|
|
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.
|
NPORT-P
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 7
|
NPORT-P
|
|
|
General Motors Financial Company, Inc.
|
10-Q
|
|
|
Sendy, SPC
|
D
|
|
|
Wonder Fund IV-A LLC
|
D
|
|
|
VIVIDLY INC.
|
D/A
|
|
|
Series 14-1, a series of StartEngine Private LLC
|
D
|
|
|
Western Asset Macro Opportunities Portfolio, Ltd.
|
D/A
|
|
|
CNote Group, Inc.
|
D
|
|
|
CONNELL EUGENE C
|
4
|
|
|
FCV FUND ES 3 A SERIES OF FLOWCAP VENTURES MASTER FUND LLC
|
D
|
|
|
WESTERN ASSET MACRO OPPORTUNITIES PORTFOLIO, L.L.C.
|
D/A
|
|
|
Wonder Fund V LLC
|
D
|
|
|
Clear Scope Advisors, Inc.
|
MA-A
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust
|
497K
|
|
|
SMITH RICHARD STANLEY JR
|
4
|
|
|
General Motors Co
|
10-Q
|
Financial Statements
|
|
VCF Compass Co-Investor Holdings L.P.
|
D
|
|
|
Western Asset Macro Opportunities Direct Feeder Fund
|
D/A
|
|
|
Kari Gran Inc.
|
C-AR
|
|
|
FundVantage Trust
|
497K
|
|
|
Hanson Eric A
|
4
|
|
|
Lifeway Foods, Inc.
|
4
|
Financial Statements
|
|
FundVantage Trust
|
497
|
|
|
SAMSON KRISTEN MCDONALD
|
4
|
|
|
Horizon Technology Finance Corp
|
DEF 14A
|
Financial Statements
|
|
Western Asset Macro Opportunities Direct Feeder Fund, L.L.C.
|
D/A
|
|
|
Feldman Amy M.
|
4
|
|
|
SAFETY INSURANCE GROUP INC
|
8-K
|
Financial Statements
|
|
Emerald Bioventures, LLC
|
SC 13G
|
|
|
Avalo Therapeutics, Inc.
|
SC 13G
|
|
|
Western Asset Macro Opportunities Alternatives Fund, Ltd.
|
D/A
|
|
|
LANE CARROLL KENT
|
4
|
|
|
Polaris Inc.
|
10-Q
|
Financial Statements
|
|
Western Asset India Bond Fund, L.L.C.
|
D/A
|
|
|
REGIONS FINANCIAL CORP
|
13F-HR
|
Financial Statements
|
|
HORTON D R INC /DE/
|
10-Q
|
Financial Statements
|
|
Luken Investment Analytics, LLC
|
13F-HR
|
|
|
WESTERN ASSET GLOBAL REAL BOND FUND, LTD.
|
D/A
|
|
|
EA Series Trust
|
NPORT-P
|
|
|
Bump 'n Grind LLC
|
C/A
|
|
|
ROBERT W. BAIRD & CO. INCORPORATED
|
MA-I
|
|
|
DILIG WILFREDO ROY
|
4
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
NPORT-P
|
|
|
STIFEL, NICOLAUS & COMPANY, INCORPORATED
|
MA-I
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT G
|
485BPOS
|
|
|
BV Financial, Inc.
|
8-K
|
|
|
ROYAL BANK OF CANADA
|
424B2
|
Financial Statements
|
|
MORGAN MEGAN AMANDA
|
4
|
|
|
FISHMAN JAY A LTD/MI
|
13F-HR
|
|
|
Federal Home Loan Bank of San Francisco
|
8-K
|
|
|
LINCOLN NEW YORK ACCOUNT N FOR VARIABLE ANNUITIES
|
485BPOS
|
|
|
WESTERN ASSET GLOBAL MULTI-SECTOR, L.L.C.
|
D/A
|
|
|
PARAGON SEPARATE ACCOUNT C
|
485BPOS
|
|
|
Kuechle Scott Ernest
|
4
|
|
|
SEABRIDGE GOLD INC
|
6-K
|
Financial Statements
|
|
WESTERN ASSET EMERGING MARKETS LOCAL DEBT PORTFOLIO, L.L.C.
|
D/A
|
|
|
LINCOLN LIFE VARIABLE ANNUITY ACCOUNT N
|
485BPOS
|
|
|
Proficient Auto Logistics, Inc
|
S-1/A
|
|
|
LaFleur & Godfrey LLC
|
13F-HR
|
|
|
Higgins Andrew William
|
4
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT L
|
485BPOS
|
|
|
Innovator ETFs Trust
|
497
|
|
|
WESTERN ASSET EMERGING MARKETS CORPORATE CREDIT PORTFOLIO, L.L.C.
|
D/A
|
|
|
SATOVSKY ASSET MANAGEMENT LLC
|
13F-HR
|
|
|
APPLIED DNA SCIENCES INC
|
8-K/A
|
Financial Statements
|
|
Barry Aisha
|
4
|
|
|
Federal Home Loan Bank of New York
|
8-K
|
|
|
Western Asset China Bond Fund L.L.C.
|
D/A
|
|
|
Arcadia Power, Inc.
|
D
|
|
|
WAFD INC
|
8-K
|
Financial Statements
|
|
Ramdev Niharika
|
4
|
|
|
Genworth Life & Annuity VA Separate Account 4
|
N-VPFS
|
|
|
Genworth Life & Annuity VA Separate Account 2
|
N-VPFS
|
|
|
Genworth Life & Annuity VL Separate Account 1
|
N-VPFS
|
|
|
Genworth Life of New York VA Separate Account 1
|
N-VPFS
|
|
|
Genworth Life of New York VA Separate Account 2
|
N-VPFS
|
|
|
Genworth Life & Annuity VA Separate Account 1
|
N-VPFS
|
|
|
Genworth Life of New York VA Separate Account 3
|
N-VPFS
|
|
|
GENWORTH LIFE VA SEPARATE ACCOUNT
|
N-VPFS
|
|
|
USCB FINANCIAL HOLDINGS, INC.
|
ARS
|
|
|
JPMDB Commercial Mortgage Securities Trust 2019-COR6
|
10-D
|
|
|
CCI-4200 Regent, LP
|
D
|
|
|
SPEECE THORSON CAPITAL GROUP INC
|
13F-HR
|
|
|
Citigroup Global Markets Holdings Inc.
|
FWP
|
|
|
Creative Capital Management Investments LLC
|
13F-HR
|
|
|
FIRST HAWAIIAN BANK
|
MA-I/A
|
|
|
MuniCap, Inc.
|
MA-I/A
|
|
|
PARAGON SEPARATE ACCOUNT B
|
485BPOS
|
|
|
SG Commercial Mortgage Securities Trust 2016-C5
|
10-D
|
|
|
Lohmeier Michelle
|
4
|
|
|
CITIGROUP INC
|
FWP
|
Financial Statements
|
|
JPMDB Commercial Mortgage Securities Trust 2019-COR6
|
ABS-EE
|
|
|
RIVERSOURCE VARIABLE ACCOUNT 10
|
485BPOS
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT H
|
485BPOS
|
|
|
Waith.io, Inc.
|
D/A
|
|
|
Federal Home Loan Bank of Topeka
|
8-K
|
|
|
Pollino Jennifer
|
4
|
|
|
Morton Brown Family Wealth, LLC
|
13F-HR
|
|
|
Ionic Convex Strategies Fund LLC
|
D
|
|
|
Uleau Adrienne
|
144
|
|
|
AMREP CORP.
|
144
|
Financial Statements
|
|
Louisiana State Employees Retirement System
|
13F-HR
|
|
|
JNLNY SEPARATE ACCOUNT I
|
485BPOS
|
|
|
Omega Copper Corp.
|
D
|
|
|
BREWER BOYNE WADE
|
4
|
|
|
ENNIS, INC.
|
4
|
Financial Statements
|
|
MAGFAST LLC
|
C
|
|
|
JACKSON NATIONAL SEPARATE ACCOUNT - I
|
485BPOS
|
|
|
Sage Mountain Advisors LLC
|
13F-HR
|
|
|
USCB FINANCIAL HOLDINGS, INC.
|
DEF 14A
|
|
|
PARAGON SEPARATE ACCOUNT A
|
485BPOS
|
|
|
FIRST TRUST HIGH INCOME LONG/SHORT FUND
|
DEFA14A
|
|
|
SAVA Capital Inc.
|
D
|
|
|
COOKSON PEIRCE & CO INC
|
13F-HR
|
|
|
PFG Private Wealth Management, LLC
|
13F-HR
|
|
|
MERGER FUND VL
|
485BPOS
|
|
|
Laforce David
|
4
|
|
|
COMMUNITY BANCORP /VT
|
4
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT C
|
485BPOS
|
|
|
Just Words Leonis a Series of CGF2021 LLC
|
D
|
|
|
Postseason, Inc.
|
C
|
|
|
JPMDB Commercial Mortgage Securities Trust 2020-COR7
|
10-D
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT E
|
485BPOS
|
|
|
HostAI Leonis a Series of CGF2021 LLC
|
D
|
|
|
JPMDB Commercial Mortgage Securities Trust 2020-COR7
|
ABS-EE
|
|
|
BofA Finance LLC
|
FWP
|
|
|
METROPOLITAN TOWER SEPARATE ACCOUNT TWO
|
485BPOS
|
|
|
Rhea Arlo Access a Series of Rhea Investment Holdings LLC
|
D
|
|
|
BANK OF AMERICA CORP /DE/
|
FWP
|
Financial Statements
|
|
Voya Emerging Markets High Dividend Equity Fund
|
NPORT-P
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
NPORT-P
|
|
|
Voya Asia Pacific High Dividend Equity Income Fund
|
NPORT-P
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
NPORT-P
|
|
|
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
NPORT-P
|
|
|
Covenant Asset Management, LLC
|
13F-HR
|
|
|
Hetal Mar 2024 II a Series of Yonder Ventures LLC
|
D
|
|
|
Disruptive Ventures Remote Revolution LLC, Series Q3
|
D/A
|
|
|
Metropolitan Life Separate Account UL
|
485BPOS
|
|
|
Fundhomes I, LLC
|
1-K
|
|
|
Mancini Joseph
|
4
|
|
|
Provident Bancorp, Inc. /MD/
|
4
|
Financial Statements
|
|
FEDERAL HOME LOAN MORTGAGE CORP
|
ABS-15G
|
|
|
Sustainable Green Team, Ltd.
|
8-K
|
|
|
Investment Managers Series Trust III
|
CERT
|
|
|
Hetal Mar 2024 a Series of Yonder Ventures LLC
|
D
|
|
|
SEPARATE ACCOUNT A OF UNION SECURITY LIFE INS CO OF NEW YORK
|
N-VPFS
|
|
|
TECOGEN INC.
|
4
|
Financial Statements
|
|
HATSOPOULOS JOHN
|
4
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT H
|
485BPOS
|
|
|
SEPARATE ACCOUNT B OF VENERABLE INSURANCE & ANNUITY Co
|
485BPOS
|
|
|
CUMMINS INC
|
PX14A6G
|
Financial Statements
|
|
CesiumAstro Mar 2024 a Series of Node Master LLC
|
D
|
|
|
LKQ CORP
|
10-Q
|
Financial Statements
|
|
Airbnb, Inc.
|
144
|
Financial Statements
|
|
BALOGH ARISTOTLE N
|
144
|
|
|
Hootsuite Inc.
|
D/A
|
|
|
Koda Health Feb 2024 a Series of CGF2021 LLC
|
D
|
|
|
Sweet Financial Partners, LLC
|
13F-HR
|
|
|
EngageSmart Vista FFNMJ Mar 2024 a Series of CGF2021 LLC
|
D
|
|
|
Kayne DL 2021, Inc.
|
SC 13D/A
|
|
|
UAW Retiree Medical Benefits Trust
|
SC 13D/A
|
|
|
His Only Son Films LLC
|
C-TR
|
|
|
Forethought Life Insurance Co Separate Account A
|
485BPOS
|
|
|
Andy AI Apr 2024 a Series of CGF2021 LLC
|
D
|
|
|
NutriBand Inc.
|
8-K
|
|
|
PH-1212 Fund I, a series of Hustle Fund Angel Squad, LP
|
D
|
|
|
Idlewild APTS LLC
|
D
|
|
|
FF ChalkTalk 2, a Series of FLORIDA FUNDERS' HIDDEN TREASURES, LLC
|
D
|
|
|
JS OPPORTUNITY FUND LLC SERIES Q19
|
D
|
|
|
CARDEROCK CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
Sisti Elena
|
4
|
|
|
Hanover Bancorp, Inc. /NY
|
4
|
Financial Statements
|
|
Candela Arepa Bar, LLC
|
C-TR
|
|
|
Sky Investment Group LLC
|
13F-HR
|
|
|
ArtistCap Cameo II a Series of What If Ventures Master LLC
|
D
|
|
|
PRECEDENT WEALTH PARTNERS, LLC
|
13F-HR
|
|
|
SEPARATE ACCOUNT NO. 301
|
485BPOS
|
|
|
Gaingels Formic Technologies LLC
|
D
|
|
|
Addis & Hill, Inc
|
13F-HR
|
|
|
Cornerstone Oil & Gas 2024 Fund, LP
|
D
|
|
|
Glidelogic Corp.
|
NT 10-K
|
|
|
ABSHER WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
Lincoln Life Variable Annuity Account JF-II
|
N-VPFS
|
|
|
Black Angel Group Q2 24 I Apr 2024 a Series of CGF2021 LLC
|
D
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 3
|
NPORT-P
|
|
|
PRUDENTIAL NATIONAL MUNI FUND, INC.
|
NPORT-P
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 4
|
NPORT-P
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15
|
NPORT-P
|
|
|
BFSG, LLC
|
13F-HR
|
|
|
MILESTONE ASSET MANAGEMENT, LLC
|
13F-HR
|
|
|
VOLUMETRIC FUND INC
|
497J
|
|
|
BFSG, LLC
|
13F-HR/A
|
|
|
Self Bill Pro LLC
|
D
|
|
|
UNITED SUBMARINE ALLIANCE
|
D
|
|
|
Candela Arepa Bar, LLC
|
C-AR
|
|
|
Eko 2024 a Series of What If Ventures Master LLC
|
D
|
|
|
Lincoln Life Variable Annuity Account JF-I
|
N-VPFS
|
|
|
EADS & HEALD WEALTH MANAGEMENT
|
13F-HR
|
|
|
SEPARATE ACCOUNT NO. 206
|
485BPOS
|
|
|
All American Gunslingers, INC
|
C/A
|
|
|
Namara SPV IV Feb 2024 a Series of CGF2021 LLC
|
D
|
|
|
VOLUMETRIC FUND INC
|
497K
|
|
|
LINCOLN LIFE VARIABLE ANNUITY ACCOUNT W
|
N-VPFS
|
|
|
LINCOLN LIFE VARIABLE ANNUITY ACCOUNT T
|
N-VPFS
|
|
|
Swizzl AI, Inc.
|
D
|
|
|
LIXTE BIOTECHNOLOGY HOLDINGS, INC.
|
S-3
|
|
|
Parvus Capital Corp dba Terra Biotics
|
C-AR
|
|
|
TANGGapp Mar 2024 a Series of CGF2021 LLC
|
D
|
|
|
Global Retirement Partners, LLC
|
13F-HR
|
|
|
Kayne Anderson Energy Infrastructure Fund, Inc.
|
NPORT-P
|
Financial Statements
|
|
SENTRY VARIABLE ACCOUNT II
|
N-VPFS
|
|
|
SEPARATE ACCOUNT NO. 66
|
485BPOS
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT J
|
N-VPFS
|
|
|
Etched AI Mar 2024 a Series of CGF2021 LLC
|
D
|
|
|
Federal Home Loan Bank of Dallas
|
8-K
|
|
|
AV-0301 Fund I, a series of MedTech Connect, LP
|
D
|
|
|
Toothy Cow Productions, LLC
|
D
|
|
|
SENTRY VARIABLE LIFE ACCOUNT I
|
N-VPFS
|
|
|
ArcelorMittal
|
6-K
|
Financial Statements
|
|
M.D.C. HOLDINGS, INC.
|
8-K
|
Financial Statements
|
|
BOYD WILLIAM S
|
144/A
|
|
|
BOYD GAMING CORP
|
144/A
|
Financial Statements
|
|
Florence Capital SPV VIII LLC a Series of Florence Cap LLC
|
D
|
|
|
EATON VANCE MUTUAL FUNDS TRUST
|
N-CSR
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT F
|
N-VPFS
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
13F-HR
|
|
|
SEPARATE ACCOUNT NO.10
|
485BPOS
|
|
|
Missouri Vertical Investments LLC
|
D
|
|
|
Hippie Water Feb 2024 a Series of CGF2021 LLC
|
D
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT D
|
N-VPFS
|
|
|
Arbor Investment Advisors, LLC
|
13F-HR
|
|
|
Honda Auto Receivables 2024-1 Owner Trust
|
10-D
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 6
|
NPORT-P
|
|
|
PRUDENTIAL JENNISON BLEND FUND, INC.
|
NPORT-P
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14
|
NPORT-P
|
|
|
DefenseStorm, Inc.
|
D
|
|
|
Honda Auto Receivables 2021-4 Owner Trust
|
10-D
|
|
|
F&W Investments LP
|
40-6B/A
|
|
|
FENWICK & WEST LLP
|
40-6B/A
|
|
