| Company Name |
Form Type |
SEC Filings |
|
|
|
|
AMCAP FUND
|
NPORT-P
|
|
|
Putnam ETF Trust
|
NPORT-P
|
|
|
ALTIMETER PARTNERS FUND LP
|
D/A
|
|
|
CAPITAL WORLD GROWTH & INCOME FUND
|
NPORT-P
|
|
|
MFS SERIES TRUST IV
|
N-CSRS
|
|
|
BlackRock Funds V
|
485BPOS
|
|
|
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
|
N-CSRS
|
|
|
Orchid Island Capital, Inc.
|
DEF 14A
|
Financial Statements
|
|
Bear Mountain Capital, Inc.
|
13F-HR
|
|
|
MFS SERIES TRUST XIII
|
N-CSRS
|
|
|
Dana's Organic Wines, Inc.
|
D
|
|
|
SHAKER INVESTMENTS LLC/OH
|
13F-HR
|
|
|
Strategic Growth Opportunities, LLC Series B SpaceX
|
D
|
|
|
Listed Funds Trust
|
8-A12B
|
|
|
Listed Funds Trust
|
497K
|
|
|
PFS FUNDS
|
485BPOS
|
|
|
CD 2016-CD1 Mortgage Trust
|
10-D
|
|
|
F9TGL SPV LLC
|
D
|
|
|
Capital Group Central Fund Series II
|
NPORT-P
|
|
|
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND/MA/
|
NPORT-P
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST
|
497K
|
|
|
PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
TALCOTT RESOLUTION LIFE & ANNUITY INSURANCE CO SEPARATE ACCOUNT ONE
|
497VPU
|
|
|
Short-Term Bond Fund of America
|
NPORT-P
|
|
|
AMERICAN FUNDS INCOME SERIES
|
NPORT-P
|
|
|
KELLEHER FINANCIAL ADVISORS
|
13F-HR/A
|
|
|
TALCOTT RESOLUTION LIFE & ANNUITY INSUR CO SEPARATE ACCOUNT THREE
|
497VPU
|
|
|
BLACKBOXSTOCKS INC.
|
4
|
|
|
KEPLER GUST
|
4
|
|
|
INTERMEDIATE BOND FUND OF AMERICA
|
NPORT-P
|
|
|
TALCOTT RESOLUTION LIFE & ANNUITY INSURANCE CO SEPARATE ACCOUNT TEN
|
497VPU
|
|
|
AMERICAN FUNDS MORTGAGE FUND
|
NPORT-P
|
|
|
AMERICAN FUNDS INFLATION LINKED BOND FUND
|
NPORT-P
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT R
|
497VPU
|
|
|
BLUE CHIP INVESTOR FUNDS
|
485BPOS
|
|
|
MID-CONTINENT SECURITIES, LTD.
|
X-17A-5
|
|
|
Psyonic, Inc.
|
C-AR
|
|
|
HUMAN AI LABS, INC.
|
C-TR
|
|
|
AMERICAN FUNDS CORPORATE BOND FUND
|
NPORT-P
|
|
|
Privacore PCAAM Alternative Income Fund
|
N-8A
|
|
|
Grown Rogue International Inc.
|
6-K
|
|
|
THIRD AVENUE VARIABLE SERIES TRUST
|
485BPOS
|
|
|
Federal Home Loan Bank of Pittsburgh
|
8-K
|
|
|
PUTNAM NEW YORK TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
EMCOR Group, Inc.
|
8-K
|
Financial Statements
|
|
BRIGHTHOUSE SEPARATE ACCOUNT A
|
497VPI
|
|
|
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
Privacore PCAAM Alternative Growth Fund
|
N-8A
|
|
|
WEBUY GLOBAL LTD
|
F-1/A
|
|
|
Long Jason E
|
4
|
|
|
C & F FINANCIAL CORP
|
4
|
Financial Statements
|
|
HUMAN AI LABS, INC.
|
C-AR
|
|
|
TriLinc Global Impact Fund LLC
|
424B3
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
AdvisorNet Financial, Inc
|
D/A
|
|
|
Longeveron Inc.
|
D
|
Financial Statements
|
|
Bishop & Co Investment Management, LLC
|
13F-HR
|
|
|
Brighthouse Variable Annuity Account B
|
497VPI
|
|
|
COMM 2014-UBS5 Mortgage Trust
|
10-D
|
|
|
FOCUSED INVESTORS FUND L P
|
13F-HR
|
|
|
TRITONPOINT WEALTH, LLC
|
13F-HR
|
|
|
Suitable, Inc.
|
C-AR
|
|
|
COMM 2014-UBS3 Mortgage Trust
|
10-D
|
|
|
COMM 2015-PC1 Mortgage Trust
|
10-D
|
|
|
COMM 2015-LC19 Mortgage Trust
|
10-D
|
|
|
SIROLLY DAVID
|
4
|
|
|
Cannabist Co Holdings Inc.
|
4
|
|
|
LORD ABBETT GLOBAL FUND INC
|
497K
|
|
|
KKR European Broadly Syndicated Loan Fund
|
D/A
|
|
|
VITA NICHOLAS
|
4
|
|
|
TEMPLETON INCOME TRUST
|
485BPOS
|
|
|
KKR European High Yield Bond Fund
|
D/A
|
|
|
Yes Fossil Creek LP
|
D
|
|
|
KKR Global Structured Credit Fund
|
D/A
|
|
|
LORD ABBETT MID CAP STOCK FUND INC
|
497K
|
|
|
TIG ZEBEDEE CORE FUND LTD
|
D/A
|
|
|
Capital Group Completion Fund Series
|
N-1A
|
|
|
Investment Managers Series Trust II
|
485BPOS
|
|
|
KKR Multi-Asset Class Credit Fund
|
D/A
|
|
|
VanWees Jason
|
4
|
|
|
TELEDYNE TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
LORD ABBETT BOND DEBENTURE FUND INC
|
497K
|
|
|
KKR US High Yield Bond Fund
|
D/A
|
|
|
KKR Multi-Asset Class Fund
|
D/A
|
|
|
KKR US Broadly Syndicated Loan Fund
|
D/A
|
|
|
Invesco Exchange-Traded Fund Trust II
|
N-CSRS
|
|
|
Federal Home Loan Bank of Boston
|
8-K
|
|
|
Brighthouse Separate Account QPN for Variable Annuities
|
497VPI
|
|
|
Larson Timothy Mark
|
4/A
|
|
|
Skyline Champion Corp
|
4/A
|
Financial Statements
|
|
CHANNON JESSE
|
4
|
|
|
COMM 2015-CCRE27 Mortgage Trust
|
10-D
|
|
|
CBIZ, Inc.
|
10-Q
|
Financial Statements
|
|
One Footprint Inc.
|
D
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
|
497K
|
|
|
LORD ABBETT MID CAP STOCK FUND INC
|
485BPOS
|
|
|
EATON VANCE MUTUAL FUNDS TRUST
|
485BPOS
|
|
|
FIVE 2023-V1 Mortgage Trust
|
10-D
|
|
|
GoodHaven Funds Trust
|
NPORT-P
|
|
|
Masonry Partners Fund, LP
|
D/A
|
|
|
KIMMELL JOSEPH A.
|
4/A
|
|
|
TALCOTT RESOLUTION LIFE INSURANCE CO SEPARATE ACCOUNT TWO
|
497VPU
|
|
|
COMM 2015-DC1 Mortgage Trust
|
10-D
|
|
|
Peak Cocktails, LLC
|
C/A
|
|
|
COMM 2014-CCRE21 Mortgage Trust
|
10-D
|
|
|
First Northwest Bancorp
|
8-K
|
Financial Statements
|
|
TALCOTT RESOLUTION LIFE INSURANCE CO SEPARATE ACCOUNT THREE
|
497VPU
|
|
|
Invesco Exchange-Traded Self-Indexed Fund Trust
|
N-CSRS
|
|
|
TALCOTT RESOLUTION LIFE INSURANCE CO SEPARATE ACCOUNT SEVEN
|
497VPU
|
|
|
FIVE 2023-V1 Mortgage Trust
|
ABS-EE
|
|
|
TALCOTT RESOLUTION LIFE INSURANCE CO SEPARATE ACCOUNT TEN
|
497VPU
|
|
|
Burkhardt Timothy A.
|
4/A
|
|
|
TIG ZEBEDEE FOCUS FUND LTD
|
D/A
|
|
|
COMM 2014-LC17 Mortgage Trust
|
10-D
|
|
|
SUMMIT FINANCIAL GROUP, INC.
|
8-K
|
Financial Statements
|
|
SEP Industrial Holdings I LLC
|
D/A
|
|
|
INDIVIOR PLC
|
6-K
|
|
|
MAZANET ROSEMARY
|
4
|
|
|
ZEEKR Intelligent Technology Holding Ltd
|
F-1/A
|
|
|
BlackRock Funds II
|
485BPOS
|
|
|
LYALL JONATHAN WADE
|
4/A
|
|
|
Federal Home Loan Bank of Cincinnati
|
8-K
|
|
|
LORD ABBETT GLOBAL FUND INC
|
485BPOS
|
|
|
Meridian Wealth Management, LLC
|
13F-HR
|
|
|
OHIO VALLEY BANC CORP
|
8-K
|
Financial Statements
|
|
LORD ABBETT BOND DEBENTURE FUND INC
|
485BPOS
|
|
|
Yost Mark J.
|
4/A
|
|
|
HART DAVID JAMES
|
4
|
|
|
BRISTOL MYERS SQUIBB CO
|
10-Q
|
Financial Statements
|
|
Oakwell Private Wealth Management, LLC
|
13F-HR
|
|
|
Federated Hermes High Yield Trust
|
485BPOS
|
|
|
COMM 2015-CCRE26 Mortgage Trust
|
10-D
|
|
|
OLSON BRYAN
|
4
|
|
|
Hough Laurie M.
|
4/A
|
|
|
Bogart Wealth, LLC
|
13F-HR
|
|
|
COMM 2018-COR3 Mortgage Trust
|
10-D
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
Alvotech
|
6-K
|
|
|
BIOTRICITY INC.
|
RW
|
Financial Statements
|
|
CD 2017-CD6 Mortgage Trust
|
10-D
|
|
|
Allworth Financial LP
|
13F-HR
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC
|
485BPOS
|
|
|
Bow River Capital Evergreen Fund
|
N-23C3A
|
|
|
COMM 2018-COR3 Mortgage Trust
|
ABS-EE
|
|
|
Lord Abbett Special Situations Income Fund
|
486BPOS
|
|
|
COMM 2017-COR2 Mortgage Trust
|
10-D
|
|
|
CD 2017-CD6 Mortgage Trust
|
ABS-EE
|
|
|
COMM 2014-CCRE16 Mortgage Trust
|
10-D
|
|
|
Regeneration.vc Fund 2, LP
|
D
|
|
|
Lord Abbett Floating Rate High Income Fund
|
486BPOS
|
|
|
COMM 2017-COR2 Mortgage Trust
|
ABS-EE
|
|
|
Brighthouse Separate Account Eleven for Variable Annuities
|
497VPI
|
|
|
Managed Portfolio Series
|
485BPOS
|
|
|
CD 2017-CD4 Mortgage Trust
|
10-D
|
|
|
University of Maryland Foundation, Inc.
|
13F-HR
|
|
|
1WS Credit Income Fund
|
40-17G
|
|
|
Calvert Management Series
|
485BPOS
|
|
|
Blip Technologies, Inc
|
C-AR
|
|
|
Lord Abbett Credit Opportunities Fund
|
486BPOS
|
|
|
COMM 2014-CCRE20 Mortgage Trust
|
10-D
|
|
|
GEX MANAGEMENT, INC.
|
10-K
|
|
|
Legacy Bridge, LLC
|
13F-HR
|
|
|
CD 2017-CD4 Mortgage Trust
|
ABS-EE
|
|
|
COMM 2015-LC23 Mortgage Trust
|
10-D
|
|
|
TJX COMPANIES INC /DE/
|
ARS
|
Financial Statements
|
|
Metabrain Inc.
|
D
|
|
|
COMM 2014-CCRE15 Mortgage Trust
|
10-D
|
|
|
JPMorgan Chase Financial Co. LLC
|
FWP
|
|
|
Blip Technologies, Inc
|
C/A
|
|
|
AEI NET LEASE PORTFOLIO 23 DST
|
D/A
|
|
|
JPMORGAN CHASE & CO
|
FWP
|
Financial Statements
|
|
Chicago Partners Investment Group LLC
|
13F-HR
|
|
|
GEX MANAGEMENT, INC.
|
10-K/A
|
|
|
GS Finance Corp.
|
FWP
|
|
|
Vivona John P
|
4
|
|
|
Hanover Bancorp, Inc. /NY
|
4
|
Financial Statements
|
|
Colorwheel Digital Marketing, LLC
|
D
|
|
|
GOLDMAN SACHS GROUP INC
|
FWP
|
Financial Statements
|
|
Amplify IV PCC
|
D/A
|
|
|
Prisby Michael P
|
4
|
|
|
ISABELLA BANK Corp
|
4
|
|
|
JAPAN SMALLER CAPITALIZATION FUND INC
|
NPORT-P
|
|
|
Mesirow Financial Investment Management, Inc.
|
13F-HR/A
|
|
|
LINCOLN LIFE & ANNUITY FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
497VPU
|
|
|
DBJPM 2017-C6 Mortgage Trust
|
10-D
|
|
|
PATRICK M SWEENEY & ASSOCIATES, INC
|
13F-HR
|
|
|
PUORRO MICHAEL P
|
4
|
|
|
WESTAMERICA BANCORPORATION
|
8-K
|
Financial Statements
|
|
Shared Capital Cooperative
|
1-K
|
|
|
WELLS FARGO & COMPANY/MN
|
424B2
|
Financial Statements
|
|
BNY MELLON RESEARCH GROWTH FUND, INC.
|
24F-2NT
|
|
|
Carr Financial Group Corp
|
13F-HR
|
|
|
COMM 2015-CCRE23 Mortgage Trust
|
10-D
|
|
|
Quantum Expeditions, Inc
|
C/A
|
|
|
TJX COMPANIES INC /DE/
|
DEFA14A
|
Financial Statements
|
|
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
|
13F-HR
|
|
|
COMM 2013-CCRE12 Mortgage Trust
|
10-D
|
|
|
DBJPM 2017-C6 Mortgage Trust
|
ABS-EE
|
|
|
Manulife Private Credit Fund
|
8-K
|
|
|
KKR Private Equity Conglomerate LLC
|
D/A
|
|
|
Wolf Group Capital Advisors
|
13F-HR
|
|
|
MONECO Advisors, LLC
|
13F-HR
|
|
|
Sprinkle Financial Consultants LLC
|
13F-HR
|
|
|
LifePro Asset Management
|
13F-HR
|
|
|
OAK HILL WEALTH ADVISORS, LLC
|
13F-HR
|
|
|
LEGG MASON PARTNERS MONEY MARKET TRUST
|
N-CSRS
|
|
|
PUBLIC SERVICE CO OF COLORADO
|
10-Q
|
|
|
NORTHERN STATES POWER CO /WI/
|
10-Q
|
|
|
Capital Group Completion Fund Series
|
N-8A
|
|
|
SOUTHWESTERN PUBLIC SERVICE CO
|
10-Q
|
|
|
TI-TRUST, INC
|
13F-HR
|
|
|
NORTHERN STATES POWER CO
|
10-Q
|
|
|
Investment Managers Series Trust II
|
N-PX/A
|
|
|
Poster Plaza LLC
|
D
|
|
|
SIGMA INVESTMENT COUNSELORS INC
|
13F-HR
|
|
|
KG&L Capital Management,LLC
|
13F-HR
|
|
|
Celcuity Inc.
|
D/A
|
Financial Statements
|
|
Verdence Capital Advisors LLC
|
13F-HR
|
|
|
LEGG MASON PARTNERS INSTITUTIONAL TRUST
|
N-CSRS
|
|
|
KKR Infrastructure Conglomerate LLC
|
D/A
|
|
|
Masterworks Vault 3, LLC
|
1-U
|
|
|
PETREDIS INVESTMENT ADVISORS LLC
|
13F-HR
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST
|
497J
|
|
|
Robeco Schweiz AG
|
13F-HR
|
|
|
Lawrence Kevin
|
4
|
|
|
BANCFIRST CORP /OK/
|
4
|
Financial Statements
|
|
Benchmark 2024-V5 Mortgage Trust
|
10-D
|
|
|
Brown Financial Advisory
|
13F-HR
|
|
|
TJX COMPANIES INC /DE/
|
DEF 14A
|
Financial Statements
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT R
|
497VPI
|
|
|
Heritage Wealth Management, Inc./Texas
|
13F-HR
|
|
|
XCEL ENERGY INC
|
10-Q
|
Financial Statements
|
|
Pine Haven Investment Counsel, Inc
|
13F-HR
|
|
|
ROBINSON SMITH WEALTH ADVISORS LLC
|
13F-HR
|
|
|
Davies Financial Advisors, Inc.
|
13F-HR
|
|
|
Emerald Advisors, LLC
|
13F-HR
|
|
|
Benchmark 2024-V5 Mortgage Trust
|
ABS-EE
|
|
|
PIA VARIABLE LIFE ACCOUNT I
|
485BPOS
|
|
|
PENN MUTUAL VARIABLE ANNUITY ACCOUNT III
|
485BPOS
|
|
|
Mithaq Capital SPC
|
13F-HR
|
|
|
THOMAS CAPITAL GROUP, INC.
|
X-17A-5
|
|
|
J P MORGAN ACCEPTANCE CORP I
|
ABS-15G
|
|
|
Financial Insights, Inc.
|
13F-HR
|
|
|
Priv, Inc
|
C-TR
|
|
|
CLARIS ADVISORS, LLC / MO /
|
13F-HR
|
|
|
Terra Nova Asset Management LLC
|
13F-HR
|
|
|
J.P. Morgan Acceptance Corp II
|
ABS-15G
|
|
|
AJ Advisors, LLC
|
13F-HR
|
|
|
PIA VARIABLE ANNUITY ACCOUNT I
|
485BPOS
|
|
|
Triton Wealth Management, PLLC
|
13F-HR
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
497VPI
|
|
|
CALIBER WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
AMERICAN BEACON FUNDS
|
NPORT-P
|
|
|
OpenAI Startup Fund SPV II, L.P.
|
D
|
|
|
STRUCTURED ASSET MORTGAGE INVESTMENTS II INC
|
ABS-15G
|
|
|
Checchi Capital Advisers, LLC
|
13F-HR
|
|
|
HSBC USA INC /MD/
|
424B2
|
|
|
Viking Holdings Ltd
|
F-1/A
|
|
|
ONCOLYTICS BIOTECH INC
|
6-K
|
Financial Statements
|
|
DEUTSCHE BANK AKTIENGESELLSCHAFT
|
424B2
|
Financial Statements
|
|
Federal Home Loan Bank of Topeka
|
8-K
|
|
|
Linqto Liquidshares LLC
|
D
|
|
|
Latitude Advisors, LLC
|
13F-HR
|
|
|
Twin City Island Spirits, Inc.
|
C-AR
|
|
|
ACUTE INVESTMENT ADVISORY, LLC
|
13F-HR
|
|
|
CleanCore Solutions, Inc.
|
CERT
|
|
|
GEX MANAGEMENT, INC.
|
8-K
|
|
|
4Front Ventures Corp.
|
8-K
|
|
|
Lawrence Kevin
|
144
|
|
|
BANCFIRST CORP /OK/
|
144
|
Financial Statements
|
|
PENN MUTUAL VARIABLE LIFE ACCOUNT I
|
485BPOS
|
|
|
INSTEEL INDUSTRIES INC
|
10-Q
|
Financial Statements
|
|
KENNICOTT CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
Twin City Island Spirits, Inc.
|
C/A
|
|
|
LaunchNY Seed Fund II, LP
|
D
|
|
|
MASTER PORTFOLIO TRUST
|
N-CSRS
|
|
|
Northfield Bancorp, Inc.
|
8-K
|
Financial Statements
|
|
WYNDHAM HOTELS & RESORTS, INC.
|
10-Q
|
Financial Statements
|
|
SO-0124 Gaingels Fund I, a series of Zachary Ginsburg Funds, LP
|
D
|
|
|
Bucks County Settlement Services, LLC
|
D
|
|
|
PureTech Health plc
|
20-F
|
|
|
TRI-CONTINENTAL CORP
|
N-2ASR
|
Financial Statements
|
|
Investment Managers Series Trust III
|
NPORT-P
|
|
|
Chakravarthy Arthi
|
4
|
|
|
Enovix Corp
|
4
|
|
|
Patel Paresh
|
SC 13D/A
|
|
|
HCI Group, Inc.
|
SC 13D/A
|
Financial Statements
|
|
LECAP ASSET MANAGEMENT LTD
|
13F-HR
|
|
|
DPH Capital LP
|
D/A
|
|
|
EpiBiologics, Inc.
|
D/A
|
|
|
Columbia Funds Variable Series Trust II
|
497K
|
|
|
Friedenthal Financial
|
13F-HR
|
|
|
NEOS ETF Trust
|
NPORT-P
|
|
|
Van Robotics, Inc.
|
C-TR
|
|
|
MTC Wealth Management LLC
|
13F-HR
|
|
|
EATON VANCE SPECIAL INVESTMENT TRUST
|
485BPOS
|
|
|
STONE RIDGE TRUST
|
497
|
|
|
Advisors Disciplined Trust 2227
|
S-6/A
|
|
|
Azure Printed Homes, Inc.
|
C-AR
|
|
|
CBIZ, Inc.
|
8-K
|
Financial Statements
|
