| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Core Laboratories Inc. /DE/
|
4
|
Financial Statements
|
|
Tattoli Mark Damian
|
4
|
|
|
LAM GROUP, INC.
|
N-PX
|
|
|
Reticulate Micro, Inc.
|
1-U
|
|
|
Teo Sow Hang
|
4
|
|
|
IMPERIAL OIL LTD
|
10-Q
|
Financial Statements
|
|
ArcelorMittal
|
6-K
|
Financial Statements
|
|
Octavia Wealth Advisors, LLC
|
N-PX
|
|
|
Bridgeview Venture Partners LLC
|
D/A
|
|
|
BNY Mellon Intermediate Municipal Bond Fund, Inc.
|
N-CEN
|
|
|
Darrah Ryan
|
144
|
|
|
World Funds Trust
|
497K
|
|
|
FORRESTER RESEARCH, INC.
|
144
|
Financial Statements
|
|
Montrone Ralph T.
|
144
|
|
|
UPBOUND GROUP, INC.
|
144
|
Financial Statements
|
|
Mural Oncology plc
|
SC 13G/A
|
|
|
WESTFIELD CAPITAL MANAGEMENT CO LP
|
SC 13G/A
|
|
|
Verum Partners LLC
|
N-PX
|
|
|
FW LITTLE BAY PROPERTY LLC
|
D
|
|
|
HMN FINANCIAL INC
|
425
|
Financial Statements
|
|
ALERUS FINANCIAL CORP
|
425
|
Financial Statements
|
|
BTS Asset Management, Inc.
|
13F-HR
|
|
|
SUTTON PLACE INVESTORS LLC
|
N-PX
|
|
|
PIMCO Dynamic Income Strategy Fund
|
4
|
|
|
Bennett Robert Paul
|
4
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Nuclein, LLC
|
D/A
|
|
|
Aspire Capital Advisors LLC
|
N-PX
|
|
|
BNY Mellon New York Tax Exempt Bond Fund, Inc.
|
N-CEN
|
|
|
TREFLER ALAN
|
144
|
|
|
PEGASYSTEMS INC
|
144
|
Financial Statements
|
|
Hopson Ricky
|
4
|
|
|
Catalent, Inc.
|
4
|
Financial Statements
|
|
Goldman Sachs ETF Trust
|
497J
|
|
|
ANTIPODES PARTNERS Ltd
|
13F-HR
|
|
|
World Funds Trust
|
497J
|
|
|
Verus Financial Partners, Inc.
|
13F-HR
|
|
|
Lexeo Therapeutics, Inc.
|
SC 13G/A
|
|
|
JANUS HENDERSON GROUP PLC
|
SC 13G/A
|
Financial Statements
|
|
Macbeth Shirley
|
4
|
|
|
Planck Holdings LLC - Series 1085
|
D
|
|
|
Entertainment Activations Inc.
|
S-1
|
|
|
Leong Justin
|
144
|
|
|
RESMED INC
|
144
|
Financial Statements
|
|
Donaghey John
|
4
|
|
|
ADVANCED ENERGY INDUSTRIES INC
|
4
|
Financial Statements
|
|
COREPATH WEALTH PARTNERS LLC
|
N-PX
|
|
|
Gunther Scott
|
4
|
|
|
LPWM LLC
|
N-PX
|
|
|
Peltzman Steven P.
|
4
|
|
|
BNY Mellon Strategic Funds, Inc.
|
N-CEN
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
LEVINE GARY W
|
4
|
|
|
CSP INC /MA/
|
4
|
Financial Statements
|
|
BOYCE DAVID S
|
4
|
|
|
TOMPKINS FINANCIAL CORP
|
4
|
Financial Statements
|
|
Hendershot Investments Inc.
|
13F-HR
|
|
|
Whole Earth Brands, Inc.
|
S-8 POS
|
|
|
Essex Financial Services, Inc.
|
N-PX
|
|
|
FAIRHOLME CAPITAL MANAGEMENT LLC
|
N-PX
|
|
|
Leaver Sharyn
|
4
|
|
|
TD Capital Management LLC
|
13F-HR
|
|
|
Ferraro Joseph Anthony
|
4
|
|
|
ETHEREAL VENTURES FUND II L.P.
|
D
|
|
|
Altus Wealth Group LLC
|
13F-HR
|
|
|
Chesky Brian
|
144
|
|
|
Airbnb, Inc.
|
144
|
Financial Statements
|
|
Whole Earth Brands, Inc.
|
POS AM
|
|
|
FAIRHOLME FUNDS INC
|
N-PX
|
|
|
Pavise Equity Partners LP
|
D/A
|
|
|
New World Advisors LLC
|
N-PX
|
|
|
Chouinard Scott
|
4
|
|
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
Dextra Co-investment VII
|
D/A
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
497
|
|
|
BLUE VISTA CITY SELECT FUND, LP
|
D/A
|
|
|
Evoli Lisa
|
4
|
|
|
BlackRock Innovation & Growth Term Trust
|
4
|
|
|
Meketa Infrastructure Fund
|
424B3
|
|
|
FI-0308 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
HSBC USA INC /MD/
|
424B2
|
|
|
PGCs Pleasanton RV Park Part 2 LLC
|
D
|
|
|
Burke Michael J Jr
|
4
|
|
|
CHOICEONE FINANCIAL SERVICES INC
|
4
|
|
|
Paradigm Financial Partners, LLC
|
N-PX
|
|
|
Burke Lance P
|
4
|
|
|
Hanover Bancorp, Inc. /NY
|
4
|
Financial Statements
|
|
Johnson Carrie
|
4
|
|
|
LGT Financial Advisors LLC
|
13F-HR
|
|
|
NORTHERN LIGHTS FUND TRUST II
|
N-PX
|
|
|
Primark Meketa Private Equity Investments Fund
|
424B3
|
|
|
Wealth Alliance
|
N-PX
|
|
|
Gennadios Aristippos
|
4
|
|
|
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.
|
4
|
|
|
BBR PARTNERS, LLC
|
13F-HR
|
|
|
AVAII WEALTH MANAGEMENT, LLC
|
N-PX
|
|
|
Thunder Bridge Capital Partners IV, Inc.
|
425
|
|
|
DDGC, LLC
|
C-W
|
|
|
MACOM Technology Solutions Holdings, Inc.
|
144
|
Financial Statements
|
|
OCAMPO SUSAN
|
144
|
|
|
Krane Shares Trust
|
485BXT
|
|
|
RIDGEWOOD ENERGY A-1 FUND LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY Y FUND LLC
|
10-Q
|
|
|
Ridgewood Energy W Fund LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY V FUND LLC
|
10-Q
|
|
|
Ridgewood Energy U Fund LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY T FUND LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY S FUND LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY Q FUND LLC
|
10-Q
|
|
|
RIDGEWOOD ENERGY X FUND, LLC
|
10-Q
|
|
|
Ridgewood Energy O Fund LLC
|
10-Q
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
DEFA14A
|
|
|
JinkoSolar Holding Co., Ltd.
|
6-K
|
Financial Statements
|
|
NEUBERGER BERMAN MUNICIPAL FUND INC.
|
DEFA14A
|
|
|
Thunder Bridge Capital Partners IV, Inc.
|
8-K
|
|
|
Tyche Wealth Partners LLC
|
N-PX
|
|
|
PIONEER MUNICIPAL HIGH INCOME FUND, INC.
|
4
|
|
|
Next Bloom Inc
|
D
|
|
|
SABERTRADE INC.
|
C
|
|
|
Arbor Investment Advisors, LLC
|
13F-HR
|
|
|
AlphaCore Capital LLC
|
N-PX
|
|
|
3P Satellite LLC
|
D
|
|
|
CubeSmart
|
144
|
Financial Statements
|
|
MARR CHRISTOPHER P
|
144
|
|
|
Fundamental Global Inc.
|
4
|
|
|
SWETS LARRY G JR
|
4
|
|
|
FCCU Auto Funding LLC
|
ABS-15G
|
|
|
Erickson Financial Group, LLC
|
N-PX/A
|
|
|
Advisors' Inner Circle Fund II
|
485BPOS
|
|
|
MFS SERIES TRUST X
|
N-CSR
|
|
|
Lolas Kitchen Inc
|
C
|
|
|
Argentic Real Estate Finance LLC
|
ABS-15G
|
|
|
Disciplined Investments, LLC
|
N-PX
|
|
|
Capital Group International Focus Equity ETF
|
497J
|
|
|
Capula Investment Management LLP
|
13F-NT
|
|
|
Capula Investment US LP
|
13F-NT
|
|
|
Capula Management Ltd
|
13F-HR
|
|
|
FB Bancorp, Inc. /MD/
|
S-1/A
|
|
|
Capital Group Core Equity ETF
|
497J
|
|
|
Accretive Wealth Partners, LLC
|
13F-HR
|
|
|
John Hancock Multi Asset Credit Fund
|
N-PX
|
|
|
Erickson Financial Group, LLC
|
N-PX
|
|
|
Junee Ltd
|
6-K
|
|
|
JACKSON SQUARE CAPITAL, LLC
|
13F-HR
|
|
|
Capital Group International Equity ETF
|
497J
|
|
|
Weinstein Boaz
|
3
|
|
|
Saba Capital Management, L.P.
|
3
|
|
|
ELLSWORTH GROWTH & INCOME FUND LTD
|
3
|
|
|
Jensen Quality Growth Fund Inc
|
N-CSR
|
|
|
Agility Multi-Asset Income Fund
|
SC TO-I
|
|
|
Rhodes Thomas Wayne
|
4
|
|
|
FT 11617
|
487
|
|
|
Capital Group Growth ETF
|
497J
|
|
|
FT 11618
|
487
|
|
|
FT 11616
|
487
|
|
|
Navis Wealth Advisors, LLC
|
N-PX
|
|
|
A3 Ventures Fund 1 L.P.
|
D
|
|
|
Capital Group Global Growth Equity ETF
|
497J
|
|
|
Tidal Trust II
|
497
|
|
|
CHILDRESS CAPITAL ADVISORS, LLC
|
13F-HR
|
|
|
GUIDANCE CAPITAL, INC
|
N-PX
|
|
|
BMW Vehicle Lease Trust 2024-1
|
ABS-EE
|
|
|
Capital Group Dividend Value ETF
|
497J
|
|
|
ETF Store, Inc.
|
13F-HR
|
|
|
MFS SERIES TRUST X
|
N-CSRS
|
|
|
Capital Group Dividend Growers ETF
|
497J
|
|
|
MFS SERIES TRUST II
|
N-CSRS
|
|
|
VICTORY CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
Manulife Private Credit Plus Fund
|
N-PX
|
|
|
BMW Vehicle Lease Trust 2023-2
|
ABS-EE
|
|
|
Invesco Unit Trusts Series 2374
|
497J
|
|
|
Paceline IRA Capital, LP
|
D
|
|
|
Legacy Capital Wealth Partners, LLC
|
N-PX
|
|
|
Zacco Holdings
|
425
|
|
|
Investcorp Europe Acquisition Corp I
|
425
|
|
|
Invesco Unit Trusts Series 2373
|
497J
|
|
|
AMERICAN FUNDS CORPORATE BOND FUND
|
497J
|
|
|
VELA Investment Management, LLC
|
13F-HR
|
|
|
Denver PWM, LLC
|
13F-HR
|
|
|
Florin Court Capital LLP
|
13F-HR
|
|
|
MASSACHUSETTS INVESTORS GROWTH STOCK FUND
|
N-CSRS
|
|
|
DEFINED WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
MERINO BRUCE A
|
4
|
|
|
John Hancock Hedged Equity & Income Fund
|
N-PX
|
|
|
5th Street Advisors, LLC
|
13F-HR
|
|
|
BMW Vehicle Lease Trust 2023-1
|
ABS-EE
|
|
|
Tulenko Stephen T
|
144
|
|
|
MOODYS CORP /DE/
|
144
|
Financial Statements
|
|
Knight-Swift Transportation Holdings Inc.
|
144
|
Financial Statements
|
|
KNIGHT KEVIN P
|
144
|
|
|
RPG Investment Advisory, LLC
|
N-PX
|
|
|
Capital Group International Focus Equity ETF
|
8-A12B
|
|
|
Rugged Road, LLC
|
D
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
BMW Vehicle Owner Trust 2024-A
|
ABS-EE
|
|
|
Capital Group Core Equity ETF
|
8-A12B
|
|
|
Richwood Investment Advisors, LLC
|
N-PX
|
|
|
Kovack Municipal Group LLC
|
MA-I/A
|
|
|
Ifrah Financial Services, Inc.
|
13F-HR
|
|
|
Capital Group International Equity ETF
|
8-A12B
|
|
|
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
|
N-PX
|
|
|
Drake & Associates, LLC
|
13F-HR
|
|
|
Capital Group Growth ETF
|
8-A12B
|
|
|
Tennessee Valley Asset Management Partners
|
N-PX
|
|
|
Capital Group Global Growth Equity ETF
|
8-A12B
|
|
|
Kovelman Harry
|
144
|
|
|
MYOMO, INC.
|
144
|
Financial Statements
|
|
BMW Vehicle Owner Trust 2023-A
|
ABS-EE
|
|
|
CVI Investments, Inc.
|
SC 13G
|
|
|
Imunon, Inc.
|
SC 13G
|
Financial Statements
|
|
Global Wealth Management Investment Advisory, Inc.
|
13F-HR
|
|
|
Ardmore Road Asset Management LP
|
N-PX
|
|
|
Capital Group Dividend Value ETF
|
8-A12B
|
|
|
TYLER BRIAN S.
|
144
|
|
|
MCKESSON CORP
|
144
|
Financial Statements
|
|
Gunther Scott
|
144
|
|
|
Catalent, Inc.
|
144
|
Financial Statements
|
|
Nelson Erin Mulligan
|
4
|
|
|
Wix.com Ltd.
|
6-K
|
Financial Statements
|
|
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
|
N-PX
|
|
|
Kosmos Energy Ltd.
|
10-Q
|
Financial Statements
|
|
North Reef CAV Offshore, LP
|
D/A
|
|
|
PROVIDENT TRUST CO
|
13F-HR
|
|
|
NORTHSTAR ASSET MANAGEMENT INC
|
13F-HR
|
|
|
West Family Investments, Inc.
|
13F-HR
|
|
|
Capital Group Dividend Growers ETF
|
8-A12B
|
|
|
Capel Eddie
|
4
|
|
|
Noisy Creek, Inc.
|
D
|
|
|
DARDEN RESTAURANTS INC
|
ARS
|
Financial Statements
|
|
CHANNEL WEALTH LLC
|
13F-HR
|
|
|
Wilkinson Mary Beth
|
144
|
|
|
KLA CORP
|
144
|
Financial Statements
|
|
Skorpios Trust
|
13F-HR
|
|
|
GPODS, INC.
|
10-Q
|
|
|
JOHN HANCOCK PREFERRED INCOME FUND II
|
N-PX
|
|
|
Bruce G. Allen Investments, LLC
|
N-PX
|
|
|
MONUMENTAL FINANCIAL GROUP INC.
|
13F-HR
|
|
|
Aflac Asset Management LLC
|
13F-NT
|
|
|
Kelley Tawn
|
4
|
|
|
Whole Earth Brands, Inc.
|
SC 13E3/A
|
|
|
BRUNI J V & CO /CO
|
13F-HR
|
|
|
Eastborough Partners Fund I LP
|
D/A
|
|
|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
|
N-PX
|
|
|
Woodberry John P
|
4
|
|
|
Ares Real Estate Income Trust Inc.
|
4
|
|
|
Patel Nikul
|
4
|
|
|
Sullivan Daniel Joseph
|
4
|
|
|
JOHN HANCOCK PREFERRED INCOME FUND III
|
N-PX
|
|
|
Acadian U.S. Investment Grade Corporate Bond Fund, LLC
|
D
|
|
|
Stonehage Fleming Investment Management Ltd
|
13F-NT
|
|
|
Duke Charles B
|
4
|
|
|
Beacon Capital Management, Inc.
|
13F-HR
|
|
|
Mathis Brian
|
4
|
|
|
Anderson Keith A
|
4
|
|
|
TAG DIVERSIFIED STRATEGIES FUND L P
|
D/A
|
|
|
Indie Asset Partners, LLC
|
13F-HR
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
13F-HR
|
|
|
Kaufman Michael A
|
4
|
|
|
SMA Solar Technology AG/ADR
|
F-6EF
|
|
|
Citibank,N.A./ADR
|
F-6EF
|
|
|
JOHN HANCOCK INCOME SECURITIES TRUST
|
N-PX
|
|
|
MUTUAL FUND SERIES TRUST
|
497J
|
|
|
HM Treasury
|
SC 13D/A
|
|
|
NatWest Group plc
|
SC 13D/A
|
Financial Statements
|
|
Diaz Fred M
|
144
|
|
|
SiteOne Landscape Supply, Inc.
|
144
|
Financial Statements
|
|
Robinette Gary E
|
4
|
|
|
OBSIDIAN ENERGY LTD.
|
6-K
|
Financial Statements
|
|
CORRADO ADVISORS, LLC
|
13F-HR
|
|
|
McHugh Colin
|
4
|
|
|
Accolade, Inc.
|
4
|
Financial Statements
|
|
BMW Vehicle Owner Trust 2022-A
|
ABS-EE
|
|
|
ALLSPRING FUNDS TRUST
|
497K
|
|
|
RunSafe Security, Inc.
|
D/A
|
|
|
Sacks Parente Golf, Inc.
|
10-Q
|
|
|
WEST MICHIGAN ADVISORS, LLC
|
13F-HR
|
|
|
Cavanaugh Robert N
|
4
|
|
|
Disciplined Equity Management, Inc.
|
N-PX
|
|
|
North Reef CAV Onshore, LP
|
D/A
|
|
|
Barnes Stephen H.
|
4
|
|
|
DARDEN RESTAURANTS INC
|
DEFA14A
|
Financial Statements
|
|
John Hancock Tax-Advantaged Global Shareholder Yield Fund
|
N-PX
|
|
|
Williams Jones Wealth Management, LLC.
|
13F-HR
|
|
|
Eskew Richard
|
4
|
|
|
JENNISON ASSOCIATES LLC
|
13F-HR
|
|
|
Carlson Capital, L.P.
|
N-PX
|
|
|
WESTERN ASSET HIGH INCOME FUND II INC.
|
N-CSR/A
|
|
|
MCGRATH TIMOTHY J
|
144
|
|
|
PC CONNECTION INC
|
144
|
Financial Statements
|
|
SINGH RAJEEV
|
4
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
Getaround, Inc
|
25-NSE
|
|
|
NEW YORK STOCK EXCHANGE LLC
|
25-NSE
|
|
|
DARDEN RESTAURANTS INC
|
DEF 14A
|
Financial Statements
|
|
McLean Benjamin J.
|
4
|
|
|
Fee-Only Financial Planning, L.C.
|
13F-HR
|
|
|
Beacon Capital Management, Inc.
|
N-PX
|
|
|
JOHN HANCOCK PREFERRED INCOME FUND
|
N-PX
|
|
