| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Charles Schwab Trust Bank
|
13F-HR
|
|
|
WELCH & FORBES LLC
|
13F-HR
|
|
|
Lineweaver Wealth Advisors, LLC
|
13F-HR
|
|
|
ALLIANT ENERGY CORP
|
8-K
|
Financial Statements
|
|
WISCONSIN POWER & LIGHT CO
|
8-K
|
|
|
INTERSTATE POWER & LIGHT CO
|
8-K
|
|
|
Apple Inc.
|
10-Q
|
Financial Statements
|
|
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
|
DEF 14A
|
|
|
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
|
DEF 14A
|
|
|
CAPITAL PERFORMANCE ADVISORS LLP
|
13F-HR
|
|
|
FLUOR CORP
|
10-Q
|
Financial Statements
|
|
CLARIS ADVISORS, LLC / MO /
|
13F-HR
|
|
|
EVERETT HARRIS & CO /CA/
|
13F-HR
|
|
|
BayBridge Capital Group, LLC
|
13F-HR
|
|
|
Cable One, Inc.
|
10-Q
|
Financial Statements
|
|
New Royal Bluff Orchard, LLC
|
D/A
|
|
|
FOX FACTORY HOLDING CORP
|
10-Q
|
Financial Statements
|
|
PETROBRAS - PETROLEO BRASILEIRO SA
|
6-K
|
Financial Statements
|
|
Palisade Asset Management, LLC
|
13F-HR
|
|
|
ASSURED GUARANTY LTD
|
8-K
|
Financial Statements
|
|
MARRIOTT VACATIONS WORLDWIDE Corp
|
10-Q
|
Financial Statements
|
|
MIDLAND NATIONAL LIFE SEPARATE ACCOUNT C
|
497VPU
|
|
|
PUGET ENERGY INC /WA
|
10-Q
|
|
|
PUGET SOUND ENERGY INC
|
10-Q
|
|
|
MIDLAND NATIONAL LIFE SEPARATE ACCOUNT C
|
497VPI
|
|
|
Forte Minerals Corp.
|
D
|
|
|
SPX Technologies, Inc.
|
10-Q
|
Financial Statements
|
|
NOCOPI TECHNOLOGIES INC/MD/
|
S-8
|
|
|
MIDLAND NATIONAL LIFE SEPARATE ACCOUNT C
|
497
|
|
|
NOTTINGHAM ADVISORS, INC.
|
N-PX
|
|
|
MAR VISTA INVESTMENT PARTNERS LLC
|
13F-HR
|
|
|
OFS Capital Corp
|
10-Q
|
Financial Statements
|
|
Adero Partners, LLC
|
N-PX
|
|
|
Mobileye Global Inc.
|
SC 13G/A
|
Financial Statements
|
|
NORGES BANK
|
SC 13G/A
|
|
|
Cartesian Therapeutics, Inc.
|
S-1
|
Financial Statements
|
|
GSK plc
|
6-K
|
Financial Statements
|
|
Twist Bioscience Corp
|
8-K
|
Financial Statements
|
|
Dorman Products, Inc.
|
10-Q
|
Financial Statements
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST
|
485BXT
|
|
|
R1 RCM Inc. /DE
|
SC 13D/A
|
Financial Statements
|
|
TCP-ASC ACHI Series LLLP
|
SC 13D/A
|
|
|
Intercontinental Exchange, Inc.
|
S-4
|
Financial Statements
|
|
Cboe Global Markets, Inc.
|
8-K
|
Financial Statements
|
|
SHERWIN WILLIAMS CO
|
8-K
|
Financial Statements
|
|
Energy Transfer LP
|
424B3
|
Financial Statements
|
|
OD-0318 Fund IV, a series of MV Funds, LP
|
D
|
|
|
Chalfen Ventures Co-Invest II LP
|
D
|
|
|
Digital-CY-0516 Fund I, a series of AngelList Funds 2024, LP
|
D
|
|
|
Skoshi Capital Burst I, a series of AngelList Funds 2024, LP
|
D
|
|
|
MultiPlan Corp
|
10-Q
|
|
|
HE-0405 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
J2 Capital Management Inc
|
N-PX
|
|
|
Confluence Wealth Services, Inc.
|
N-PX
|
|
|
Siyata Mobile Inc.
|
F-1
|
|
|
T. Rowe Price Exchange-Traded Funds, Inc.
|
N-CSR
|
|
|
MCNALLY KATHLEEN
|
4
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
4
|
Financial Statements
|
|
Blackstone Property Partners Europe L.P.
|
D/A
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
Beaird Robert Brian
|
144
|
|
|
QUAINT OAK BANCORP INC
|
8-K/A
|
|
|
UMB FINANCIAL CORP
|
144
|
Financial Statements
|
|
JOHN HANCOCK BOND TRUST
|
N-CSR
|
|
|
IVY FUNDS
|
497J
|
|
|
Weaver Capital Management LLC
|
13F-HR
|
|
|
Barnes Stephen H.
|
144
|
|
|
Accolade, Inc.
|
144
|
Financial Statements
|
|
McMillan Ryan
|
4
|
|
|
Nevada Canyon Gold Corp.
|
4
|
|
|
Morgan Stanley Finance LLC
|
424B2
|
|
|
MORGAN STANLEY
|
424B2
|
Financial Statements
|
|
Foundry Partners, LLC
|
N-PX
|
|
|
T. Rowe Price Exchange-Traded Funds, Inc.
|
40-APP
|
|
|
T. Rowe Price Integrated Equity Funds, Inc.
|
40-APP
|
|
|
T. Rowe Price Index Trust, Inc.
|
40-APP
|
|
|
PRICE T ROWE ASSOCIATES INC /MD/
|
40-APP
|
|
|
VECTOR GROUP LTD
|
10-Q
|
Financial Statements
|
|
T. Rowe Price Global Multi-Sector Bond Fund, Inc.
|
N-CSR
|
|
|
T. Rowe Price Spectrum Funds II, Inc.
|
N-CSR
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
NJ Tenex Co-Invest Fund 2024-25, L.P.
|
D
|
|
|
Russo Carl
|
144
|
|
|
CALIX, INC
|
144
|
Financial Statements
|
|
Compound Global Advisors, LLC
|
13F-NT
|
|
|
Echo Wealth Management, LLC
|
N-PX
|
|
|
Beacon Bridge Wealth Partners, LLC
|
13F-HR
|
|
|
VERITY Wealth Advisors
|
13F-HR
|
|
|
Jones David Andrew
|
4/A
|
|
|
COMMUNITY TRUST BANCORP INC /KY/
|
4/A
|
|
|
Evoli Lisa
|
144
|
|
|
Catalent, Inc.
|
144
|
Financial Statements
|
|
T. Rowe Price Retirement Funds, Inc.
|
N-CSR
|
|
|
Fredette Stephen
|
144
|
|
|
Toast, Inc.
|
144
|
Financial Statements
|
|
THORNBURG INVESTMENT TRUST
|
PRE 14C
|
|
|
Coincheck Group B.V.
|
F-4/A
|
|
|
McHugh Colin
|
144
|
|
|
Reef Preferred QP Fund LP
|
D
|
|
|
Direxion Shares ETF Trust
|
497
|
|
|
AMERITAS VARIABLE SEPARATE ACCOUNT VA-2
|
497
|
|
|
Modern Capital Funds Trust
|
497K
|
|
|
Schaferkordt Anke
|
144
|
|
|
Wayfair Inc.
|
144
|
Financial Statements
|
|
Gunther Scott
|
144
|
|
|
Illetschko Boris
|
4
|
|
|
Glatfelter Corp
|
4
|
Financial Statements
|
|
AB CAP FUND, INC.
|
N-CSRS
|
|
|
T. Rowe Price U.S. Treasury Funds, Inc.
|
N-CSR
|
|
|
Jushi Holdings Inc.
|
4
|
|
|
Cacioppo James
|
4
|
|
|
Atlas Reality, Inc.
|
D
|
|
|
Puckett Jeffrey David
|
4
|
|
|
TYLER TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
Paradigm Development Fund I, LLC
|
C
|
|
|
Dalvix Dynamic Asset Allocation Onshore Feeder Fund, LP
|
D/A
|
|
|
First Reserve GP XIII Ltd
|
N-PX
|
|
|
Insignia by KSC Fund LP
|
D/A
|
|
|
RBC Bearings INC
|
10-Q
|
Financial Statements
|
|
Hopson Ricky
|
144
|
|
|
DelSanto Anne
|
4
|
|
|
ADVANCED ENERGY INDUSTRIES INC
|
4
|
Financial Statements
|
|
Waters Michael Willem
|
144
|
|
|
Teladoc Health, Inc.
|
144
|
Financial Statements
|
|
Gennadios Aristippos
|
144
|
|
|
T. Rowe Price Total Return Fund, Inc.
|
N-CSR
|
|
|
T. Rowe Price Short-Term Bond Fund, Inc.
|
N-CSR
|
|
|
Gomez Elena
|
144
|
|
|
Amarillo Highway, LP
|
D
|
|
|
J-Star Holding Co., Ltd.
|
F-1/A
|
|
|
KURIYEL RALF
|
144
|
|
|
REPLIGEN CORP
|
144
|
Financial Statements
|
|
Macro Bank Inc.
|
6-K
|
Financial Statements
|
|
Sewell Michael J
|
4
|
|
|
CINCINNATI FINANCIAL CORP
|
4
|
Financial Statements
|
|
Schiff Charles Odell
|
4
|
|
|
T. Rowe Price Inflation Protected Bond Fund, Inc.
|
N-CSR
|
|
|
STANDEX INTERNATIONAL CORP/DE/
|
10-K
|
Financial Statements
|
|
T. Rowe Price GNMA Fund, Inc.
|
N-CSR
|
|
|
Conway Offshore IEAF, LTD
|
D/A
|
|
|
RLJ Lodging Trust
|
10-Q
|
|
|
Hawkeswood Thomas W
|
144
|
|
|
Wilson Garrett Patrick
|
SCHEDULE 13G/A
|
|
|
AgEagle Aerial Systems Inc.
|
SCHEDULE 13G/A
|
Financial Statements
|
|
Puckett Jeffrey David
|
4/A
|
|
|
TYLER TECHNOLOGIES INC
|
4/A
|
Financial Statements
|
|
Raman-Tangella Vidya
|
144
|
|
|
Cavanaugh Robert N
|
144
|
|
|
CONSUMERS BANCORP INC /OH/
|
8-K
|
|
|
Eskew Richard
|
144
|
|
|
Krebs Mark C.
|
4
|
|
|
Farmers & Merchants Bancshares, Inc.
|
4
|
|
|
VISTA CREDIT STRATEGIC LENDING CORP.
|
10-Q
|
|
|
Hodges Capital Management Inc.
|
13F-HR
|
|
|
NILO Therapeutics, Inc.
|
D
|
|
|
Kornwasser Laizer
|
144
|
|
|
WILLIS LEASE FINANCE CORP
|
10-Q
|
Financial Statements
|
|
Inventables, Inc.
|
D
|
|
|
Gratus Wealth Advisors, LLC
|
N-PX
|
|
|
Wasserstein Debt Opportunities Management, L.P.
|
13F-HR
|
|
|
Wolford Bernie G.
|
4
|
|
|
DIAMOND OFFSHORE DRILLING, INC.
|
4
|
Financial Statements
|
|
CONWAY OFFSHORE ACCESS FUND LTD
|
D/A
|
|
|
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS
|
N-MFP3/A
|
|
|
EICHER CAROL S
|
4
|
|
|
PINNACLE WEST CAPITAL CORP
|
4
|
Financial Statements
|
|
Narang Aman
|
144
|
|
|
Capitol Series Trust
|
N-PX
|
|
|
Butler Ronald Jr
|
4
|
|
|
ETF Series Solutions
|
497K
|
|
|
Vassil Jonathan
|
144
|
|
|
Flanagan Susan T.
|
4
|
|
|
Ferraro Joseph Anthony
|
144
|
|
|
SINGH RAJEEV
|
144
|
|
|
Stokes Frank
|
144
|
|
|
CASTLE BIOSCIENCES INC
|
144
|
Financial Statements
|
|
World Omni Auto Receivables Trust 2024-C
|
ABS-15G
|
|
|
WORLD OMNI AUTO RECEIVABLES LLC
|
ABS-15G
|
|
|
STONE RIDGE TRUST
|
40-17F2
|
|
|
Elworthy Brian R
|
144
|
|
|
Banco Santander
|
6-K
|
Financial Statements
|
|
ETF Series Solutions
|
497
|
|
|
SOUTHERN COPPER CORP/
|
10-Q
|
Financial Statements
|
|
Pacer Funds Trust
|
NPORT-P/A
|
|
|
Certus Wealth Management, LLC
|
13F-HR
|
|
|
WAFD INC
|
10-Q
|
Financial Statements
|
|
PIPER SANDLER & CO.
|
MA-I
|
|
|
HILLTOP SECURITIES INC.
|
MA-I/A
|
|
|
Virtera Serenity Fund, LP
|
D/A
|
|
|
OptimumBank Holdings, Inc.
|
8-K
|
Financial Statements
|
|
TERADYNE, INC
|
10-Q
|
Financial Statements
|
|
Nuwellis, Inc.
|
D
|
|
|
Strategic Student & Senior Housing Trust, Inc.
|
8-K
|
|
|
Foundations Investment Advisors, LLC
|
13F-HR
|
|
|
GOLDMAN SACHS TRUST
|
497J
|
|
|
HOST HOTELS & RESORTS, INC.
|
10-Q
|
Financial Statements
|
|
HOST HOTELS & RESORTS L.P.
|
10-Q
|
|
|
SIMON QUICK ADVISORS, LLC
|
13F-HR
|
|
|
SCALE GENERALS VII LLC
|
D
|
|
|
Illuminate Ventures III, L.P.
|
D/A
|
|
|
GOLDMAN SACHS TRUST
|
497
|
|
|
STANDEX INTERNATIONAL CORP/DE/
|
8-K
|
Financial Statements
|
|
Virtera Select Fund, LP
|
D/A
|
|
|
Larson Financial Group LLC
|
N-PX
|
|
|
Cannon Global Investment Management, LLC
|
13F-HR
|
|
|
Alloy Jun 2024 II a Series of Yonder Ventures LLC
|
D
|
|
|
BlackRock Direct Lending Corp.
|
8-K
|
|
|
Burroughs Seth
|
4
|
|
|
XCel Brands, Inc.
|
4
|
Financial Statements
|
|
D LOREN ROBERT W
|
4
|
|
|
TEREX CORP
|
8-K
|
Financial Statements
|
|
Vy Space II, L.P.
|
D/A
|
|
|
Nasdaq Private Market, LLC
|
D/A
|
|
|
Featherstone Kyle
|
144
|
|
|
Huron Consulting Group Inc.
|
144
|
Financial Statements
|
|
Larson Financial Group LLC
|
13F-HR
|
|
|
Groq Series D Financing Jul 2024 a Series of CGF2021 LLC
|
D
|
|
|
Banc of America Merrill Lynch Large Loan Inc.
|
ABS-15G
|
|
|
Manager Directed Portfolios
|
485BPOS
|
|
|
XCel Brands, Inc.
|
8-K
|
Financial Statements
|
|
Knight-Swift Transportation Holdings Inc.
|
144
|
Financial Statements
|
|
KNIGHT KEVIN P
|
144
|
|
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
|
13F-HR
|
|
|
BlackRock TCP Capital Corp.
|
8-K
|
Financial Statements
|
|
Hollysys Automation Technologies, Ltd.
|
SC 13G
|
Financial Statements
|
|
GLAZER CAPITAL, LLC
|
SC 13G
|
|
|
Starboard Investment Trust
|
497K
|
|
|
BLACKBAUD INC
|
144
|
Financial Statements
|
|
ELLIS GEORGE H
|
144
|
|
|
SONSTEBY CHARLES M
|
4/A
|
|
|
DARDEN RESTAURANTS INC
|
4/A
|
Financial Statements
|
|
Mistras Group, Inc.
|
10-Q
|
Financial Statements
|
|
BlackRock Private Credit Fund
|
8-K
|
|
|
PenFed Auto Receivables Funding, LLC
|
ABS-15G
|
|
|
WORK Medical Technology Group LTD
|
F-1/A
|
|
|
DBX ETF TRUST
|
N-CSR
|
|
|
Vody - Full Stack Ventures SPV4 a Series of CGF2021 LLC
|
D
|
|
|
RILEY KEVIN P
|
4
|
|
|
FIRST INTERSTATE BANCSYSTEM INC
|
4
|
Financial Statements
|
|
Barrel Stock Investment Fund 17 LLC
|
D
|
|
|
Cottonwood Communities, Inc.
|
8-K
|
|
|
ALLSPRING FUNDS TRUST
|
497J
|
|
|
GSBackers Guidewheel Fund I a Series of CGF2021 LLC
|
D
|
|
|
Financial Enhancement Group LLC
|
13F-HR
|
|
|
Borr Drilling Ltd
|
6-K
|
Financial Statements
|
|
AB LARGE CAP GROWTH FUND INC
|
497
|
|
|
AB CAP FUND, INC.
|
497
|
|
|
5th Street Advisors, LLC
|
N-PX
|
|
|
Mertens Steve
|
4
|
|
|
NEUROONE MEDICAL TECHNOLOGIES Corp
|
4
|
|
|
IGC Pharma, Inc.
|
8-K
|
|
|
STURM RUGER & CO INC
|
8-K
|
Financial Statements
|
|
Taylor Eric W
|
4
|
|
|
TOMPKINS FINANCIAL CORP
|
4
|
Financial Statements
|
|
Alatus UCITS - Inflection Long Only
|
D/A
|
|
|
LABCORP HOLDINGS INC.
|
10-Q
|
Financial Statements
|
|
Renata-C Jun 2024 a Series of CGF2021 LLC
|
D
|
|
|
BION ENVIRONMENTAL TECHNOLOGIES INC
|
8-K
|
|
|
Thaxton Kirk W
|
4
|
|
|
FIRST FINANCIAL BANKSHARES INC
|
4
|
Financial Statements
|
|
WealthBridge Capital Management, LLC
|
13F-HR
|
|
|
Massanelli Stephen C
|
4
|
|
|
SIMMONS FIRST NATIONAL CORP
|
4
|
Financial Statements
|
|
WEALTH EFFECTS LLC
|
13F-HR
|
|
|
CNH Industrial Capital LLC
|
10-Q
|
|
|
AB GLOBAL REAL ESTATE INVESTMENT FUND INC
|
497
|
|
|
GS MORTGAGE SECURITIES CORP
|
ABS-15G
|
|
|
Christianson Mark
|
4
|
|
|
Candor Inc.
|
D
|
|
|
Proto Labs Inc
|
10-Q
|
Financial Statements
|
|
Foresee Genomics a Series of GoodPaper Ventures Funds LLC
|
D
|
|
|
VANCE WEALTH, INC.
|
13F-HR
|
|
|
Trpik Joseph R JR
|
4
|
|
|
PORTLAND GENERAL ELECTRIC CO /OR/
|
4
|
Financial Statements
|
|
AB BOND FUND, INC.
|
497
|
|
|
MATTERN CAPITAL MANAGEMENT, LLC
|
13F-HR
|
|
|
Stablepoint Partners, LLC
|
13F-HR
|
|
|
CRITERIA CAIXA, S.A.U.
|
SC 13D/A
|
|
|
TELEFONICA S A
|
SC 13D/A
|
Financial Statements
|
|
Norton Cheryl
|
4
|
|
|
American Water Works Company, Inc.
|
4
|
Financial Statements
|
|
Mitchell Stacy A.
|
4
|
|
|
REINSURANCE GROUP OF AMERICA INC
|
10-Q
|
Financial Statements
|
|
TransAmount 2024 a Series of Transolam Ventures LLC
|
D
|
|
|
Griffith John C.
|
4
|
|
|
Batch 22, Inc.
|
D
|
|
|
LS Power Fund V Feeder 1A, L.P.
|
D/A
|
|
|
Clarity Capital Partners LLC
|
N-PX
|
|
|
Bowler David
|
4
|
|
|
S2 Fund I Holdings, LLC
|
D
|
|
|
SG Seven24 a Series of CGF2021 LLC
|
D
|
|
|
Alternus Clean Energy, Inc.
|
424B4
|
|
|
TEEKAY CORP
|
6-K
|
Financial Statements
|
|
CNL Strategic Venture Capital
|
40-APP/A
|
|
|
Constellation Investimentos e Participacoes Ltda
|
13F-HR
|
|
|
Local Fund I LLC
|
D
|
|
|
Rosa David A
|
4
|
|
|
Anduril RV Jul 2024 a Series of CGF2021 LLC
|
D
|
|
|
EKLUND DAVID A
|
SC 13G
|
|
|
Precipio, Inc.
|
SC 13G
|
Financial Statements
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