| Company Name |
Form Type |
SEC Filings |
|
|
|
|
SOLAREDGE TECHNOLOGIES, INC.
|
10-Q
|
Financial Statements
|
|
NLCA DG Investment Grade Portfolio 1 DST
|
D/A
|
|
|
Haverford Financial Services, Inc.
|
13F-HR
|
|
|
Tidal ETF Trust
|
N-CSRS
|
|
|
Quattro Fixed Income Fund, LLC
|
D
|
|
|
Sila Realty Trust, Inc.
|
10-Q
|
|
|
MSS Series Trust
|
N-CSRS
|
|
|
AB Active ETFs, Inc.
|
485APOS
|
|
|
Umpleby III Donald J
|
4
|
|
|
CATERPILLAR INC
|
4
|
Financial Statements
|
|
CONNABLE OFFICE INC
|
13F-HR
|
|
|
Cowen Prime Advisors LLC
|
SC 13G
|
|
|
ITERIS, INC.
|
SC 13G
|
Financial Statements
|
|
Crosby Advisors LLC
|
13F-NT
|
|
|
FORD MOTOR CREDIT CO LLC
|
424B3
|
|
|
Biltmore Family Office, LLC
|
13F-HR
|
|
|
Ferencz Garrett
|
4
|
|
|
TrueBlue, Inc.
|
4
|
Financial Statements
|
|
ANDRASICK JAMES S
|
144
|
|
|
Simpson Manufacturing Co., Inc.
|
144
|
Financial Statements
|
|
Sperry Capital, Inc.
|
MA-I
|
|
|
State Street Navigator Securities Lending Trust
|
N-MFP2
|
|
|
STATE STREET INSTITUTIONAL INVESTMENT TRUST
|
N-MFP2
|
|
|
J. W. Coons Advisors, LLC
|
13F-HR
|
|
|
Societal CDMO, Inc.
|
SC 13G
|
|
|
US BANK NATIONAL ASSOCIATION
|
MA-I/A
|
|
|
STATE STREET MASTER FUNDS
|
N-MFP2
|
|
|
FORD MOTOR CREDIT CO LLC
|
424B2
|
|
|
White Lighthouse Investment Management Inc.
|
13F-HR
|
|
|
Notarainni Mark P.
|
3
|
|
|
INTUIT INC.
|
3
|
Financial Statements
|
|
CROSBY Co OF NEW HAMPSHIRE LLC
|
13F-HR
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
Aujla Sandeep
|
3
|
|
|
Maskin Scott
|
SC 13D
|
|
|
Pineapple Energy Inc.
|
SC 13D
|
|
|
Moto Moto LLC
|
D
|
|
|
Powers Shawn A.
|
144
|
|
|
TTM TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
Click Christopher A
|
144
|
|
|
Murphy USA Inc.
|
144
|
Financial Statements
|
|
ELFUN GOVERNMENT MONEY MARKET FUND
|
N-MFP2
|
|
|
Van Berkom & Associates Inc.
|
13F-HR
|
|
|
CITIGROUP INC
|
424B8
|
Financial Statements
|
|
Citigroup Global Markets Holdings Inc.
|
424B8
|
|
|
Lane Generational LLC
|
13F-HR
|
|
|
Sewell Michael J
|
4
|
|
|
CINCINNATI FINANCIAL CORP
|
4
|
Financial Statements
|
|
Fundrise Growth Tech Fund, LLC
|
497AD
|
|
|
Pathway Private Equity Fund Investors 11
|
D
|
|
|
Hytopia, Inc.
|
D
|
|
|
Mersereau Anne Frances
|
4
|
|
|
PORTLAND GENERAL ELECTRIC CO /OR/
|
4
|
Financial Statements
|
|
Tidal Trust II
|
N-CSRS
|
|
|
Siena Capital Partners I, L.P.
|
D
|
|
|
PUTNAM MASTER INTERMEDIATE INCOME TRUST
|
3
|
|
|
Garascia Jessica A.
|
4
|
|
|
AAR CORP
|
4
|
Financial Statements
|
|
Allison Transmission Holdings Inc
|
4
|
Financial Statements
|
|
LAVIN RICHARD P
|
4
|
|
|
WA-0627 Fund I, a series of SaxeCap, LP
|
D
|
|
|
WA-0627 Fund I AL Vehicle, a series of SaxeCap, LP
|
D
|
|
|
ABR GP Investment Limited Partnership
|
D
|
|
|
STEIN MARTIN E JR
|
144
|
|
|
REGENCY CENTERS CORP
|
144
|
Financial Statements
|
|
Orsini Frank C
|
4
|
|
|
LEAR CORP
|
4
|
Financial Statements
|
|
Coronado Global Resources Inc.
|
10-Q
|
|
|
MORRIS W HOWARD
|
144
|
|
|
Owens Corning
|
144
|
Financial Statements
|
|
Venture Club Master Series LLC - SPV13
|
D
|
|
|
Collins Michael W
|
144
|
|
|
Bank of N.T. Butterfield & Son Ltd
|
144
|
Financial Statements
|
|
GREENUP STREET WEALTH MANAGEMENT LLC
|
13F-HR
|
|
|
ASCENDANCY CAPITAL PARTNERS LP
|
D/A
|
|
|
USEDC Mineral Exchange I LLC
|
D/A
|
|
|
Smith Michael John
|
4
|
|
|
Sonendo, Inc.
|
4
|
Financial Statements
|
|
Chen Roy T
|
4
|
|
|
Watts Michael Patrick
|
4
|
|
|
Pathway Private Equity Fund Investors 11, LP
|
D/A
|
|
|
Thunder Consulting, Inc.
|
D
|
|
|
Esposito Carl A.
|
4
|
|
|
Drexel Morgan & Co.
|
13F-HR
|
|
|
TrinityPoint Wealth, LLC
|
13F-HR
|
|
|
BARBOUR D. SCOTT
|
4
|
|
|
Ampersand Partners LLC
|
D/A
|
|
|
PUTNAM MUNICIPAL OPPORTUNITIES TRUST
|
3
|
|
|
KL-0102 Fund I AL Vehicle, a series of Kube Opportunities, LP
|
D
|
|
|
KL-0102 Fund I, a series of Kube Opportunities, LP
|
D
|
|
|
Inclusive Holdings LLC
|
C
|
|
|
Masterworks 282, LLC
|
1-U
|
|
|
Interactive iXperience, Inc.
|
C/A
|
|
|
Saban Haim
|
13F-NT
|
|
|
Intuitive Lumicell LLC
|
D
|
|
|
Accretive Wealth Partners, LLC
|
13F-HR
|
|
|
Saban Cheryl
|
13F-NT
|
|
|
SC Equities LLC
|
13F-NT
|
|
|
Red Rock Resorts, Inc.
|
10-Q
|
Financial Statements
|
|
ADAMS NATURAL RESOURCES FUND, INC.
|
N-CSRS
|
|
|
NELSON MARK JON
|
4
|
|
|
LATTICE SEMICONDUCTOR CORP
|
4
|
Financial Statements
|
|
KeyBank Municipal Advisor Department
|
MA/A
|
|
|
BofA Finance LLC
|
424B2
|
|
|
BANK OF AMERICA CORP /DE/
|
424B2
|
Financial Statements
|
|
Wells Richard J.
|
13F-NT
|
|
|
Urban Sherpas Corp.
|
D
|
|
|
Alpha Family Trust
|
13F-HR
|
|
|
SC Strategies LLC
|
13F-NT
|
|
|
Toor Kanwaljit
|
13F-NT
|
|
|
ADAMS DIVERSIFIED EQUITY FUND, INC.
|
N-CSRS
|
|
|
COMPOSABL, INC.
|
D
|
|
|
Schoor Kalman
|
13F-NT
|
|
|
CoreFirst Bank & Trust
|
13F-HR
|
|
|
2047 Ryer Funding L.P.
|
D
|
|
|
UBS Series Funds
|
N-MFP2
|
|
|
Elishis Isser
|
13F-NT
|
|
|
21 NORTHBROOK FUNDING L.P.
|
D
|
|
|
Blue Chip Capital Group Inc.
|
S-1
|
|
|
EV-0426 Fund I, a series of AX-Earthshots-EVA-Funds, LP
|
D
|
|
|
Cardew Jason M
|
4
|
|
|
Avalon Capital Group II, LLC
|
SC 13G/A
|
|
|
Vizio Holding Corp.
|
SC 13G/A
|
Financial Statements
|
|
101 RT 306 FUNDING L.P.
|
D
|
|
|
AgriCapture, Inc
|
D
|
|
|
PACE SELECT ADVISORS TRUST
|
N-MFP2
|
|
|
Bugh John M
|
4
|
|
|
GREAT SOUTHERN BANCORP, INC.
|
4
|
Financial Statements
|
|
Belle Isle Craft Spirits, Inc.
|
C
|
|
|
Brandon Cheryl
|
13F-NT
|
|
|
PHILADELPHIA TRUST CO
|
13F-HR
|
|
|
CHARLES SCHWAB FAMILY OF FUNDS
|
N-MFP2
|
|
|
Fisher Investments Institutional Group African Equity Fund
|
D/A
|
|
|
Master Trust
|
N-MFP2
|
|
|
World Gold Trust
|
10-Q
|
|
|
SCHWAB ANNUITY PORTFOLIOS
|
N-MFP2
|
|
|
SPDR GOLD TRUST
|
10-Q
|
|
|
MOLONEY HERBERT W III
|
4
|
|
|
LEE ENTERPRISES, Inc
|
4
|
Financial Statements
|
|
Waterton Global Resource Management, Inc.
|
13F-HR
|
|
|
ACRES Commercial Realty Corp.
|
10-Q
|
|
|
Watts John C
|
144
|
|
|
CURTISS WRIGHT CORP
|
144
|
Financial Statements
|
|
New Royal Bluff Orchard, LLC
|
D
|
|
|
Gillis Matthew
|
4
|
|
|
Digital Turbine, Inc.
|
4
|
Financial Statements
|
|
ANDERSON MICHAEL J
|
4
|
|
|
Andersons, Inc.
|
4
|
Financial Statements
|
|
NSCG Diversified Opportunities Fund II, LLC
|
D
|
|
|
VERIZON COMMUNICATIONS INC
|
424B2
|
Financial Statements
|
|
Unusual Machines, Inc.
|
S-1/A
|
|
|
BANK OF MONTREAL /CAN/
|
FWP
|
Financial Statements
|
|
Alpha Investment Inc.
|
10-Q
|
|
|
Desjardins Global Asset Management Inc.
|
13F-HR
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
Morgan Stanley ETF Trust
|
497K
|
|
|
FundVantage Trust
|
N-14/A
|
|
|
GREAT AMERICAN INSURANCE CO
|
13F-NT
|
|
|
Morgan Stanley ETF Trust
|
497
|
|
|
AMERICAN FINANCIAL GROUP INC 401
|
13F-HR
|
|
|
Line Thomas Edward
|
144
|
|
|
DIAMOND HILL INVESTMENT GROUP INC
|
144
|
Financial Statements
|
|
AMERICAN FINANCIAL GROUP INC
|
13F-HR
|
Financial Statements
|
|
Invesco Actively Managed Exchange-Traded Commodity Fund Trust
|
N-PX
|
|
|
Stout John T Jr
|
4
|
|
|
AEROJET ROCKETDYNE HOLDINGS, INC.
|
15-12G
|
Financial Statements
|
|
Old Dominion Self Storage, LLC
|
D
|
|
|
Arizona Isotopes Science Research Corp.
|
D/A
|
|
|
JCP Investment Partnership, LP
|
D/A
|
|
|
Douglas Gary A.
|
4
|
|
|
Fielmann AG/ADR
|
F-6 POS
|
|
|
BANK OF NEW YORK / ADR DIVISION
|
F-6 POS
|
|
|
COWEN AND COMPANY, LLC
|
13F-HR
|
|
|
Hugh Yoon J.
|
144
|
|
|
MATTEL INC /DE/
|
144
|
Financial Statements
|
|
Trava Security, Inc.
|
D
|
|
|
AdvisorShares Trust
|
N-PX
|
|
|
Advisers Investment Trust
|
N-MFP2
|
|
|
Wharton Business Group, LLC
|
13F-HR
|
|
|
MBG INVESTORS I, L.P.
|
4
|
|
|
BYLINE BANCORP, INC.
|
4
|
Financial Statements
|
|
GO30 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Wells Financial Advisors INC
|
13F-HR
|
|
|
Pocstock, Inc.
|
D
|
|
|
DEL VALLE PEROCHENA ANTONIO
|
4
|
|
|
Wilkinson Mary Beth
|
144
|
|
|
KLA CORP
|
144
|
Financial Statements
|
|
OLD REPUBLIC INTERNATIONAL CORP
|
10-Q
|
Financial Statements
|
|
Monesmith Heath B.
|
144
|
|
|
Szmagala Taras G. Jr.
|
144
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
13F-HR
|
|
|
Syntal Capital Partners, LLC
|
13F-HR
|
|
|
FIDELITY GARRISON STREET TRUST
|
N-MFP2
|
|
|
NA-0516 Fund II AL Vehicle, a series of Umami Capital, LP
|
D
|
|
|
NA-0516 Fund II, a series of Umami Capital, LP
|
D
|
|
|
NORTHERN INSTITUTIONAL FUNDS
|
N-MFP2
|
|
|
NORTHERN FUNDS
|
N-MFP2
|
|
|
Higgins Bren D.
|
144
|
|
|
NXG NextGen Infrastructure Income Fund
|
N-CSRS
|
|
|
MONARCH CASINO & RESORT INC
|
10-Q
|
Financial Statements
|
|
Milliman Variable Insurance Trust
|
N-MFP2
|
|
|
SlateStone Wealth, LLC
|
13F-HR
|
|
|
Hayden Data Corp
|
D
|
|
|
ACON Equity Management, L.L.C.
|
13F-HR
|
|
|
Cushing Mutual Funds Trust
|
N-CSRS
|
|
|
Plante Moran Financial Advisors, LLC
|
13F-HR
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
13F-HR
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST
|
N-PX
|
|
|
Theophilus Nicole B
|
4
|
|
|
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
|
4
|
Financial Statements
|
|
SHORT-TERM INVESTMENTS TRUST
|
N-MFP2
|
|
|
AIM VARIABLE INSURANCE FUNDS
|
N-MFP2
|
|
|
AIM TREASURER'S SERIES TRUST
|
N-MFP2
|
|
|
Galiano Gold Inc.
|
SC 13G
|
|
|
Equinox Partners Investment Management LLC
|
SC 13G
|
|
|
Fidelity Colchester Street Trust
|
N-MFP2
|
|
|
RYDEX DYNAMIC FUNDS
|
497J
|
|
|
NORTH CAROLINA CAPITAL MANAGEMENT TRUST
|
N-MFP2
|
|
|
WRENCH, INC.
|
D
|
|
|
FIDELITY HEREFORD STREET TRUST
|
N-MFP2
|
|
|
FIDELITY CALIFORNIA MUNICIPAL TRUST II
|
N-MFP2
|
|
|
FIDELITY PHILLIPS STREET TRUST
|
N-MFP2
|
|
|
AIM INVESTMENT SECURITIES FUNDS
|
N-MFP2
|
|
|
Variable Insurance Products Fund V
|
N-MFP2
|
|
|
FIDELITY SALEM STREET TRUST
|
N-MFP2
|
|
|
FIDELITY REVERE STREET TRUST
|
N-MFP2
|
|
|
FIDELITY NEW YORK MUNICIPAL TRUST II
|
N-MFP2
|
|
|
Fidelity Newbury Street Trust
|
N-MFP2
|
|
|
FIDELITY UNION STREET TRUST II
|
N-MFP2
|
|
|
FIDELITY COURT STREET TRUST II
|
N-MFP2
|
|
|
FIDELITY MASSACHUSETTS MUNICIPAL TRUST
|
N-MFP2
|
|
|
190 North Owner LLC
|
D
|
|
|
TIMBERLAND BANCORP INC
|
10-Q
|
Financial Statements
|
|
Clearwater Analytics Holdings, Inc.
|
4
|
Financial Statements
|
|
Cox James S
|
4
|
|
|
RYDEX SERIES FUNDS
|
497J
|
|
|
ROYAL BANK OF CANADA
|
424B2
|
Financial Statements
|
|
MA-0613, a series of Digital Health VC Partners I, LP
|
D
|
|
|
NGC LOAN FUND LP
|
D/A
|
|
|
CENTRAL SECURITIES CORP
|
NPORT-P
|
Financial Statements
|
|
Lutz Financial Services LLC
|
13F-HR
|
|
|
SARATOGA ADVANTAGE TRUST
|
N-MFP2
|
|
|
Kyle Richard G
|
144
|
|
|
TIMKEN CO
|
144
|
Financial Statements
|
|
UBS AG
|
424B3
|
|
|
NGC ENHANCED LOAN FUND LP
|
D/A
|
|
|
Cascara Capital LLC
|
D
|
|
|
Whitney Grant
|
144
|
|
|
Sun Country Airlines Holdings, Inc.
|
144
|
Financial Statements
|
|
Goldman Sachs Physical Gold ETF
|
10-Q
|
|
|
TrueCode Capital Crypto Momentum Fund LP
|
D/A
|
|
|
BMO 2023-C6 Mortgage Trust
|
ABS-EE
|
|
|
BMO Commercial Mortgage Securities LLC
|
ABS-EE
|
|
|
Angell The Jasper, LLC
|
D
|
|
|
LINCOLN NATIONAL LIFE INSURANCE CO /IN/
|
10-Q
|
|
|
Manz Meredith
|
3
|
|
|
ENPRO INDUSTRIES, INC
|
3
|
Financial Statements
|
|
BBH Wealth Strategies Unit Trust - Caledonia Sub-Trust
|
D/A
|
|
|
Lyon Joseph Douglas
|
144
|
|
|
CORCEPT THERAPEUTICS INC
|
144
|
Financial Statements
|
|
Series Portfolios Trust
|
N-CSRS
|
|
|
Balanced Trading LLC
|
D/A
|
|
|
HOMESTEAD FUNDS INC
|
NPORT-P
|
|
|
Homestead Funds Trust
|
NPORT-P
|
|
|
My Philly Investments REIF, LP
|
D/A
|
|
|
USCF ETF Trust
|
CERT
|
|
|
Curran Kathleen Chase
|
4
|
|
|
Provident Bancorp, Inc. /MD/
|
4
|
Financial Statements
|
|
W ADVISORS, LLC
|
13F-HR
|
|
|
Romano Pasquale
|
144
|
|
|
ChargePoint Holdings, Inc.
|
144
|
Financial Statements
|
|
Indie Asset Partners, LLC
|
13F-HR
|
|
|
Kades & Cheifetz LLC
|
13F-HR
|
|
|
InSolve Global Credit Feeder Fund VI, L.P.
|
D
|
|
|
Gibson Donald E
|
4
|
|
|
GREENE COUNTY BANCORP INC
|
4
|
Financial Statements
|
|
ALLIED ASSET ADVISORS FUNDS
|
N-CSR
|
|
|
NHIT: Global Emerging Markets Equity Trust
|
D/A
|
|
|
Levenhagen Eric
|
4
|
|
|
Sun Country Airlines Holdings, Inc.
|
4
|
Financial Statements
|
|
NORTHWESTERN MUTUAL SERIES FUND INC
|
N-MFP2
|
|
|
Space Angels LXXIV LLC
|
D
|
|
|
Advisors Disciplined Trust 2183
|
497J
|
|
|
Glessner Gary W
|
4
|
|
|
UNITED BANCORP INC /OH/
|
4
|
Financial Statements
|
|
Capitol Series Trust
|
N-CSRS
|
|
|
Palace Building RRDP, LLC
|
D
|
|
|
Palace Building LP, LLC
|
D
|
|
|
InSolve Global Credit Fund VI, L.P.
|
D
|
|
|
Vu Technologies Corp.
|
D
|
|
|
Alpha Financial Advisors, LLC
|
13F-HR
|
|
|
Austen Access Fund QP, LP - C1
|
D/A
|
|
|
Austen Access Fund, LP - C1
|
D/A
|
|
|
AUDACY, INC.
|
10-Q
|
|
|
SASS ALLAN
|
4
|
|
|
Genie Energy Ltd.
|
4
|
Financial Statements
|
|
AlphaCentric Prime Meridian Income Fund
|
N-23C3A
|
|
|
GOLDIN AVI
|
4
|
|
|
Astra Energy, Inc.
|
8-K
|
|
|
GCEF Opportunity Fund LLC
|
SC 13G
|
|
