| Company Name |
Form Type |
SEC Filings |
|
|
|
|
PIMCO Energy & Tactical Credit Opportunities Fund
|
4
|
|
|
Weinstein Boaz
|
4
|
|
|
Saba Capital Management, L.P.
|
4
|
|
|
Townsquare Media, Inc.
|
10-Q
|
Financial Statements
|
|
Ollie's Bargain Outlet Holdings, Inc.
|
4
|
Financial Statements
|
|
SWYGERT JOHN W
|
4
|
|
|
Wilmington Trust, National Association
|
13F-NT
|
|
|
LifeX Income Trust 1948F
|
486APOS
|
|
|
Motley Fool Asset Management LLC
|
13F-HR
|
|
|
E-L Financial Corp Ltd
|
13F-HR
|
|
|
Pamlico Shoals Capital, LLC
|
D
|
|
|
Motley Fool Wealth Management, LLC
|
13F-HR
|
|
|
Favo Capital, Inc.
|
D
|
|
|
Wilmington Trust Investment Advisors, Inc.
|
13F-NT
|
|
|
LINCLUDEN MANAGEMENT LTD
|
13F-HR
|
|
|
Bhatia Sangeeta N.
|
144
|
|
|
VERTEX PHARMACEUTICALS INC / MA
|
144
|
Financial Statements
|
|
EGCP INVESTMENTS III-B, L.P.
|
D
|
|
|
WILMINGTON TRUST CO
|
13F-NT
|
|
|
Meridian Corp
|
10-Q
|
Financial Statements
|
|
Bender Mark Steven
|
4
|
|
|
WESTLAKE CORP
|
4
|
Financial Statements
|
|
Encore TopCo, LLC
|
D
|
|
|
GUARDIAN LIFE INSURANCE CO OF AMERICA
|
13F-NT
|
|
|
AUBURN NATIONAL BANCORPORATION, INC
|
8-K
|
Financial Statements
|
|
MESO NUMISMATICS, INC.
|
10-Q
|
|
|
Calamos Aksia Alternative Credit & Income Fund
|
40-17G
|
|
|
Niagara Credit Income Fund QP, LP
|
D/A
|
|
|
ACCO BRANDS Corp
|
10-Q
|
Financial Statements
|
|
AEGIS FUNDS
|
NPORT-P
|
|
|
KKR Asset-Based Income Fund
|
POS AMI
|
|
|
NICOLET ADVISORY SERVICES, LLC
|
13F-HR
|
|
|
Niagara Credit Income Fund QP
|
D/A
|
|
|
Edward D. Jones & Co., L.P.
|
13F-NT
|
|
|
Crown Shamrock #5 Joint Venture
|
D
|
|
|
MANUFACTURERS & TRADERS TRUST CO
|
13F-NT
|
|
|
JONES FINANCIAL COMPANIES LLLP
|
D
|
|
|
Niagara Credit Income Fund AI, LP
|
D/A
|
|
|
AMERICAN FUNDS MORTGAGE FUND
|
497
|
|
|
Legend Financial Advisors, Inc.
|
13F-HR
|
|
|
NORTHERN LIGHTS FUND TRUST II
|
N-CSR
|
|
|
Niagara Credit Income Fund AI
|
D/A
|
|
|
People's United Advisors, Inc.
|
13F-NT
|
|
|
Clough Global Equity Fund
|
4
|
|
|
Clough Charles JR
|
4
|
|
|
ASIAN DEVELOPMENT BANK
|
DSTRBRPT
|
|
|
Wilmington Funds Management Corp
|
13F-NT
|
|
|
iCapital-Clearlake Capital Partners VIII Access Fund, L.P.
|
D
|
|
|
EAGLE ASSET MANAGEMENT INC
|
13F-HR
|
|
|
GW&K Investment Management, LLC
|
13F-HR
|
|
|
KVH INDUSTRIES INC \DE\
|
10-Q
|
Financial Statements
|
|
Slow Capital, Inc.
|
13F-HR
|
|
|
Clough Global Opportunities Fund
|
4
|
|
|
Ansari Tanweer Sheikh
|
4
|
|
|
Wilmington Trust Investment Management, LLC
|
13F-NT
|
|
|
AMERICAN FUNDS INSURANCE SERIES
|
497
|
|
|
Northern Lights Fund Trust IV
|
N-CSRS
|
|
|
CLEAR INVESTMENT RESEARCH, LLC
|
13F-HR
|
|
|
ZEVENBERGEN CAPITAL INVESTMENTS LLC
|
13F-HR
|
|
|
Hendershot Investments Inc.
|
13F-HR
|
|
|
DAVIS SELECTED ADVISERS
|
13F-HR
|
|
|
VI43 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Tikehau Investment Management
|
13F-HR
|
|
|
Fundrise Real Estate Interval Fund, LLC
|
40-17G
|
|
|
Arete Wealth Advisors, LLC
|
13F-HR
|
|
|
M&T BANK CORP
|
13F-HR
|
Financial Statements
|
|
First American Financial Corp
|
4
|
Financial Statements
|
|
GILMORE DENNIS J
|
4
|
|
|
UFP INDUSTRIES INC
|
10-Q
|
Financial Statements
|
|
Earth Science Tech, Inc.
|
8-K
|
|
|
Madison ETFs Trust
|
497
|
|
|
ALPHA PRO TECH LTD
|
10-Q
|
Financial Statements
|
|
Jones Myrtle L
|
144
|
|
|
HALLIBURTON CO
|
144
|
Financial Statements
|
|
PETROBRAS - PETROLEO BRASILEIRO SA
|
6-K
|
Financial Statements
|
|
OLD MISSION CAPITAL LLC
|
13F-HR
|
|
|
Data Vault Holdings Inc.
|
D/A
|
|
|
Cherry Tree Wealth Management, LLC
|
13F-HR
|
|
|
DAEDALUS I FUND, LP
|
D
|
|
|
PROGRESSIVE CORP/OH/
|
8-K/A
|
Financial Statements
|
|
Iambic Inc.
|
D
|
|
|
MACERICH CO
|
10-Q
|
Financial Statements
|
|
PROGRESSIVE CORP/OH/
|
8-K
|
Financial Statements
|
|
GOLDENTREE ASSET MANAGEMENT LP
|
13F-HR
|
|
|
MFS INVESTMENT MANAGEMENT CANADA LTD
|
13F-NT
|
|
|
MILLER SCOTT P
|
4
|
|
|
KIRBY CORP
|
4
|
Financial Statements
|
|
loanDepot.com, LLC
|
ABS-15G
|
|
|
MFS Investment Management CO
|
13F-NT
|
|
|
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.
|
40-17F2
|
|
|
INTERNATIONAL FLAVORS & FRAGRANCES INC
|
10-Q
|
Financial Statements
|
|
HECLA MINING CO/DE/
|
10-Q
|
Financial Statements
|
|
QP-TIFERES VENTURES II, L.P.
|
D/A
|
|
|
Tiferes Ventures II, L.P.
|
D/A
|
|
|
PC TEL INC
|
10-Q
|
Financial Statements
|
|
Beverly Lenders, LLC
|
D
|
|
|
MFS Institutional Advisors, Inc.
|
13F-NT
|
|
|
Stream William Gray
|
4/A
|
|
|
CKX LANDS, INC.
|
4/A
|
Financial Statements
|
|
GSK plc
|
6-K
|
Financial Statements
|
|
FT 10890
|
487
|
|
|
Investment Managers Series Trust
|
N-CSRS
|
|
|
Intermede Investment Partners Ltd
|
13F-HR
|
|
|
NICOLET BANKSHARES INC
|
13F-HR
|
Financial Statements
|
|
Pedersen Bret Allen
|
4
|
|
|
Envela Corp
|
4
|
|
|
FT 10899
|
487
|
|
|
MFS International Australia Pty Ltd
|
13F-NT
|
|
|
Emso Asset Management Ltd
|
13F-HR
|
|
|
BNY MELLON HIGH YIELD STRATEGIES FUND
|
40-17F2
|
|
|
FT 10896
|
487
|
|
|
RPO LLC
|
13F-HR
|
|
|
SOSV V INTERNATIONAL, L.P.
|
D/A
|
|
|
MFS Heritage Trust CO
|
13F-NT
|
|
|
NORTH STAR ASSET MANAGEMENT INC
|
13F-HR
|
|
|
NewEdge Wealth, LLC
|
13F-HR
|
|
|
Pharming Group N.V.
|
6-K
|
|
|
Stepp Scott Adams
|
4
|
|
|
CKX LANDS, INC.
|
4
|
Financial Statements
|
|
COMPTON CAPITAL MANAGEMENT INC /RI
|
13F-HR
|
|
|
MFS International Singapore Pte. Ltd.
|
13F-NT
|
|
|
Gaingels Orchard 2023 LLC
|
D
|
|
|
Stepp Scott Adams
|
4/A
|
|
|
Hatch Accelerator Fund II Sidecar, L.P.
|
D
|
|
|
Redmond Asset Management, LLC
|
13F-HR
|
|
|
NRP Green Transition I AS
|
D/A
|
|
|
Domain Solaris Fund, LP
|
D
|
|
|
Stahl Andrew
|
SC 13G
|
|
|
Arch Therapeutics, Inc.
|
SC 13G
|
|
|
MFS International
|
13F-NT
|
|
|
IONIS PHARMACEUTICALS INC
|
8-K
|
Financial Statements
|
|
Cook Street Consulting, Inc.
|
13F-HR
|
|
|
QP-TIFERES VENTURES II, L.P.
|
D
|
|
|
Tiferes Ventures II, L.P.
|
D
|
|
|
MFS Investment Management K.K.
|
13F-NT
|
|
|
Sharp Jill D.
|
144
|
|
|
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
|
13F-HR
|
|
|
BANK OF AMERICA CORP /DE/
|
FWP
|
Financial Statements
|
|
Malzahn Daniel David
|
4
|
|
|
NVR INC
|
4
|
Financial Statements
|
|
DDFG, Inc
|
13F-HR
|
|
|
BofA Finance LLC
|
FWP
|
|
|
Starboard Investment Trust
|
497K
|
|
|
SOLITARIO RESOURCES CORP.
|
10-Q
|
Financial Statements
|
|
Bordeaux Wealth Advisors LLC
|
13F-HR
|
|
|
Litman Gregory Wealth Management LLC
|
13F-HR
|
|
|
Family CFO Inc
|
13F-HR
|
|
|
GSH Capitol Heights Domestic Funding, LLC
|
D
|
|
|
OptimumBank Holdings, Inc.
|
10-Q
|
Financial Statements
|
|
Veritus Capital SG SPV LLC
|
D/A
|
|
|
SOSV V LP
|
D/A
|
|
|
Fore Capital, LLC
|
13F-HR
|
|
|
Kelly Jason R
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
Zane Ellen M
|
144
|
|
|
Azenta, Inc.
|
144
|
|
|
Capitol Federal Financial, Inc.
|
10-Q
|
Financial Statements
|
|
Kelpy Matthew B.
|
4
|
|
|
MiX Telematics Ltd
|
10-Q
|
Financial Statements
|
|
Fossil Group, Inc.
|
8-K
|
Financial Statements
|
|
Zimmi's NYC LLC
|
D
|
|
|
Hatch Accelerator Fund II, LP
|
D
|
|
|
Reynders McVeigh Capital Management, LLC
|
13F-HR
|
|
|
Mawer Investment Management Ltd.
|
13F-HR
|
|
|
Edmond de Rothschild
|
13F-NT
|
|
|
Equitybee 22-86517, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
FORUM FUNDS II
|
NPORT-P
|
|
|
CaliberCos Inc.
|
8-K
|
|
|
MEYER DAVID J
|
4
|
|
|
AVISTA CORP
|
4
|
Financial Statements
|
|
FutureFuel Corp.
|
DEF 14A
|
Financial Statements
|
|
Linscomb & Williams, Inc.
|
13F-HR
|
|
|
Bancorp, Inc.
|
10-Q
|
Financial Statements
|
|
Principal Exchange-Traded Funds
|
NPORT-P
|
|
|
ROYCE MICRO-CAP TRUST, INC.
|
NPORT-P
|
|
|
HF Direct Investments Pool, LLC
|
4
|
|
|
Westrock Coffee Co
|
4
|
|
|
MV VC FUND XXXVI LLC
|
D
|
|
|
Big Top Productions Ltd Liability Co
|
D
|
|
|
Gulyas John
|
4
|
|
|
Jupiter Wellness, Inc.
|
4
|
|
|
LAMON JOHN
|
4
|
|
|
SHORE BANCSHARES INC
|
4
|
Financial Statements
|
|
Rhino Small-Cap Financial Fund, LP
|
D/A
|
|
|
SECTOR GAMMA AS
|
13F-HR
|
|
|
ROYCE FUND
|
NPORT-P
|
|
|
ROYCE GLOBAL VALUE TRUST, INC.
|
NPORT-P
|
|
|
Steklac Ivo
|
144
|
|
|
EVgo Inc.
|
144
|
Financial Statements
|
|
ROYCE CAPITAL FUND
|
NPORT-P
|
|
|
ROYCE VALUE TRUST, INC.
|
NPORT-P
|
|
|
NUCOR CORP
|
10-Q
|
Financial Statements
|
|
Endurance Wealth Management, Inc.
|
13F-HR
|
|
|
Ballard Power Systems Inc.
|
6-K
|
Financial Statements
|
|
Buck Jonathan D.
|
4
|
|
|
MSA Safety Inc
|
4
|
Financial Statements
|
|
Fernway Holdings LLC
|
D
|
|
|
HF Direct Investments Pool, LLC
|
SC 13G/A
|
|
|
Westrock Coffee Co
|
SC 13G/A
|
|
|
Global Impact Access Partnership II, LP
|
D/A
|
|
|
EDMOND DE ROTHSCHILD
|
13F-NT
|
|
|
Siguler Guff Global Emerging Markets Growth Opportunities Fund II
|
D
|
|
|
Siguler Guff Global Emerging Markets Growth Opportunities Fund II
|
D
|
|
|
RPg Family Wealth Advisory, LLC
|
13F-HR
|
|
|
Equitybee 22-98559, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
WASHINGTON UNIVERSITY
|
13F-HR
|
|
|
Mingus Lori L.S.
|
144
|
|
|
MGP INGREDIENTS INC
|
144
|
Financial Statements
|
|
NexPoint Storage IV DST
|
D/A
|
|
|
EDMOND DE ROTHSCHILD ASSET MANAGEMENT
|
13F-NT
|
|
|
NEW PEOPLES BANKSHARES INC
|
8-K
|
|
|
Georgian Growth Fund VI, LP
|
D/A
|
|
|
Georgian Growth Fund
|
D/A
|
|
|
MVP LS FUND CDXL LLC
|
D
|
|
|
Anfield Capital Management, LLC
|
13F-HR
|
|
|
FIRST TRUST MORTGAGE INCOME FUND
|
SC 13D/A
|
|
|
SIT INVESTMENT ASSOCIATES INC
|
SC 13D/A
|
|
|
ENTERPRISE PRODUCTS PARTNERS L.P.
|
10-Q
|
Financial Statements
|
|
DOONER JOHN J JR
|
4
|
|
|
ETHAN ALLEN INTERIORS INC
|
4
|
|
|
Sable David M.
|
4
|
|
|
NACE ANDREW B
|
4
|
|
|
KRONOS WORLDWIDE INC
|
4
|
Financial Statements
|
|
U S PHYSICAL THERAPY INC /NV
|
8-K
|
Financial Statements
|
|
Tsai Cynthia Ekberg
|
4
|
|
|
Shetty Reshma P.
|
144
|
|
|
EDMOND DE ROTHSCHILD ASSET MANAGEMENT
|
13F-NT
|
|
|
Mascoma Wealth Management LLC
|
13F-HR
|
|
|
SOUND SHORE MANAGEMENT INC /CT/
|
13F-HR
|
|
|
INNOSPEC INC.
|
10-Q
|
Financial Statements
|
|
Casar Perez Maria Eugenia
|
4
|
|
|
GreenPortfolio Inc.
|
D/A
|
|
|
Stacom Tara I.
|
4
|
|
|
Dempsey B. Todd
|
144
|
|
|
FVCBankcorp, Inc.
|
144
|
Financial Statements
|
|
BNY Mellon New York Tax Exempt Bond Fund, Inc.
|
24F-2NT
|
|
|
Thunder Energies Corp
|
1-A/A
|
|
|
Chang Robert
|
144
|
|
|
Newegg Commerce, Inc.
|
144
|
|
|
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
|
13F-NT
|
|
|
Edmond de Rothschild
|
13F-NT
|
|
|
FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND
|
SC 13G/A
|
|
|
SIT INVESTMENT ASSOCIATES INC
|
SC 13G/A
|
|
|
GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2335
|
497J
|
|
|
National Western Life Group, Inc.
|
10-Q
|
Financial Statements
|
|
VA-0525 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Starboard Investment Trust
|
40-17F1
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
STAHL MURRAY
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND IV
|
CERT
|
|
|
UBS-Barclays Commercial Mortgage Trust 2013-C6
|
15-15D
|
|
|
MFS GOVERNMENT MARKETS INCOME TRUST
|
SC 13G/A
|
|
|
RoyaltyTraders LLC
|
1-A POS
|
|
|
Ciovacco Capital Management LLC
|
13F-HR
|
|
|
Tidal Trust II
|
CERT
|
|
|
PITTENGER & ANDERSON INC
|
13F-HR
|
|
|
BNY Mellon Intermediate Municipal Bond Fund, Inc.
|
24F-2NT
|
|
|
EDMOND DE ROTHSCHILD
|
13F-NT
|
|
|
First Eagle Investment Management, LLC
|
13F-HR
|
|
|
BRADLEY RICHARD TODD
|
144
|
|
|
MATTEL INC /DE/
|
144
|
Financial Statements
|
|
WILSON BANK HOLDING CO
|
10-Q
|
|
|
Intrepid Financial Planning Group LLC
|
13F-HR
|
|
|
Carroll Investors, Inc
|
13F-HR
|
|
|
NXTP Fund III, L.P.
|
D/A
|
|
|
Che Austin
|
144
|
|
|
Warberg Asset Management LLC
|
13F-HR
|
|
|
MadeInUSA.com LLC
|
D
|
|
|
HUT 8 MINING CORP.
|
6-K
|
|
|
ALTSHULER DAVID
|
144
|
|
|
Indelible Ventures Fund I, LP
|
D/A
|
|
|
Madison ETFs Trust
|
497K
|
|
|
EDMOND DE ROTHSCHILD HOLDING S.A.
|
13F-HR
|
|
|
FT 10978
|
S-6
|
|
|
FT 10977
|
S-6
|
|
|
StepStone Accelerate Diversity Fund, L.P.
|
D/A
|
|
|
BAR HARBOR WEALTH MANAGEMENT
|
13F-HR
|
|
|
Verdad Advisers, LP
|
13F-HR
|
|
|
Sterling Bancorp, Inc.
|
10-Q
|
Financial Statements
|
|
Hennion & Walsh Asset Management, Inc.
|
13F-HR
|
|
|
Vistra Corp.
|
10-Q
|
Financial Statements
|
|
Cassiopeia Fund
|
D/A
|
|
|
AZEK Co Inc.
|
10-Q
|
Financial Statements
|
|
Cormorant Private Healthcare Offshore Fund V LP
|
D
|
|
|
TruLite Health, Inc.
|
D
|
|
|
Rhove Real Estate 1, LLC
|
1-K
|
|
|
HOTCHKIS & WILEY FUNDS /DE/
|
N-PX
|
|
|
PC TEL INC
|
8-K
|
Financial Statements
|
|
Akua Life, PBC
|
C/A
|
|
|
FIRST MERCHANTS CORP
|
8-K
|
Financial Statements
|
|
Hodgson Curtis Drew
|
4
|
|
|
Legacy Housing Corp
|
4
|
Financial Statements
|
|
illumin Holdings Inc.
|
SC TO-I/A
|
|
|
Bar Harbor Bank & Trust
|
13F-NT
|
|
|
Madison ETFs Trust
|
8-A12B
|
|
|
RENN Fund, Inc.
|
4
|
|
|
MasterBrand, Inc.
|
10-Q
|
|
|
Kelsey Todd P.
|
144
|
|
|
PLEXUS CORP
|
144
|
Financial Statements
|
