| Company Name |
Form Type |
SEC Filings |
|
|
|
|
CIBC Private Wealth Group, LLC
|
13F-HR
|
|
|
Gentile Thomas C
|
144
|
|
|
ALM First Financial Advisors, LLC
|
13F-HR
|
|
|
FULLER & THALER ASSET MANAGEMENT, INC.
|
13F-HR
|
|
|
MARUSHACK JOSEPH
|
4
|
|
|
NORTHRIM BANCORP INC
|
4
|
Financial Statements
|
|
Ribbit OB1
|
D/A
|
|
|
Ribbit OB1
|
D/A
|
|
|
Vectors Research Management, LLC
|
13F-HR
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT H
|
497VPU
|
|
|
FAGAN ASSOCIATES, INC.
|
13F-HR
|
|
|
FT 11621
|
487
|
|
|
Ducey Gerald A JR
|
144
|
|
|
QUANTA SERVICES, INC.
|
144
|
Financial Statements
|
|
Machina Capital S.A.S.
|
13F-HR
|
|
|
Stardust Power Inc.
|
424B3
|
|
|
Westlake Chemical Partners LP
|
10-Q
|
Financial Statements
|
|
Silver Coast Investments LLC
|
13F-HR
|
|
|
LINCOLN NEW YORK ACCOUNT N FOR VARIABLE ANNUITIES
|
497VPU
|
|
|
Merritt Sears
|
4
|
|
|
WESTLAKE CORP
|
10-Q
|
Financial Statements
|
|
DOHJ, LLC
|
13F-HR
|
|
|
BRASS TAX WEALTH MANAGEMENT, INC
|
13F-HR
|
|
|
Red Wave Investments LLC
|
13F-HR
|
|
|
UNITED COMMUNITY BANKS INC
|
10-Q
|
Financial Statements
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT E
|
497VPU
|
|
|
FT 11620
|
487
|
|
|
Sylvamo Corp
|
10-Q
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT H
|
497VPU
|
|
|
FT 11599
|
487
|
|
|
ELECTRO SENSORS INC
|
10-Q
|
Financial Statements
|
|
FIRST BANCSHARES INC /MS/
|
10-Q
|
Financial Statements
|
|
GEODE CAPITAL MANAGEMENT, LLC
|
13F-HR
|
|
|
Ashkenazi Anat
|
3
|
|
|
Alphabet Inc.
|
3
|
Financial Statements
|
|
FT 11636
|
487
|
|
|
Nuveen Asset Management, LLC
|
13F-HR
|
|
|
Carrhae Capital LLP
|
13F-HR
|
|
|
SAFETY INSURANCE GROUP INC
|
10-Q
|
Financial Statements
|
|
SAPPHIRE VENTURES
|
13F-NT
|
|
|
Osborne William H
|
144
|
|
|
QUAKER CHEMICAL CORP
|
144
|
Financial Statements
|
|
Financial Network Wealth Management LLC
|
13F-HR
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
|
13F-HR
|
|
|
SAPPHIRE VENTURES, L.L.C.
|
13F-HR
|
|
|
Ward Chicares Elizabeth
|
4
|
|
|
ALPS ETF Trust
|
N-CSRS
|
|
|
Prime Meridian Holding Co
|
10-Q
|
|
|
Timko Thomas S
|
4
|
|
|
DIEBOLD NIXDORF, Inc
|
4
|
Financial Statements
|
|
Gray Wealth Management Inc.
|
N-PX
|
|
|
Gray Wealth Management Inc.
|
13F-HR
|
|
|
Benchmark 2024-V9 Mortgage Trust
|
FWP
|
|
|
GS MORTGAGE SECURITIES CORP II
|
FWP
|
|
|
Copeland Trust
|
N-CSRS
|
|
|
AngelEye Health, Inc.
|
D/A
|
|
|
Sculati Wealth Management, LLC
|
13F-HR
|
|
|
RK Capital Management, LLC/FL
|
N-PX
|
|
|
BRANDES INVESTMENT TRUST
|
497J
|
|
|
Bukit Jalil Global Acquisition 1 Ltd.
|
8-K
|
|
|
VESTIA PERSONAL WEALTH ADVISORS
|
13F-HR
|
|
|
TexArk 5 LLC
|
D
|
|
|
Smead Capital Management, Inc.
|
13F-HR
|
|
|
AMERICAN AXLE & MANUFACTURING HOLDINGS INC
|
10-Q
|
Financial Statements
|
|
Khoury Roberto
|
3
|
|
|
PERRIGO Co plc
|
3
|
Financial Statements
|
|
NDVR, Inc.
|
13F-HR
|
|
|
XXEC, Inc.
|
13F-HR
|
|
|
SECTOR GAMMA AS
|
13F-HR
|
|
|
Capital Bancorp Inc
|
10-Q
|
Financial Statements
|
|
BALL LAWRENCE J
|
4
|
|
|
NATIONAL BANKSHARES INC
|
4
|
Financial Statements
|
|
Smart Cups, Inc.
|
C/A
|
|
|
PIONEER SERIES TRUST II
|
N-CSRS
|
|
|
UBS AG
|
424B3
|
|
|
PIONEER SERIES TRUST VIII
|
N-CSRS
|
|
|
GOLDEN ENTERTAINMENT, INC.
|
10-Q
|
Financial Statements
|
|
Pioneer Floating Rate Fund, Inc.
|
N-CSRS
|
|
|
Eva Live Inc
|
10-Q
|
|
|
GRAYBILL WEALTH MANAGEMENT, LTD.
|
N-PX
|
|
|
ENVESTNET, INC.
|
10-Q
|
Financial Statements
|
|
WEX Inc.
|
SC 13G/A
|
Financial Statements
|
|
Vesey Street Capital Partners, L.L.C.
|
13F-HR
|
|
|
ESCO TECHNOLOGIES INC
|
10-Q
|
Financial Statements
|
|
Field & Main Bank
|
N-PX
|
|
|
Helios Holdings XXI a series of Helios Holdings Master LLC
|
D/A
|
|
|
Covestor Ltd
|
13F-HR
|
|
|
Essentia 10Fed Opportunistic Self-Storage Fund NQP, LP
|
D
|
|
|
MOBIVITY HOLDINGS CORP.
|
4
|
|
|
AKIN THOMAS B
|
4
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 276
|
D/A
|
|
|
Wayfinding Financial, LLC
|
13F-HR
|
|
|
TRD, a series of The Garage Syndicate Master LLC
|
D
|
|
|
Sanders Capital, LLC
|
13F-HR
|
|
|
ROWE MARGARET M
|
3
|
|
|
COMMERCE BANCSHARES INC /MO/
|
3
|
Financial Statements
|
|
Andriole Michael T.
|
4
|
|
|
CHIMERIX INC
|
4
|
Financial Statements
|
|
RE Dickinson Investment Advisors, LLC
|
13F-HR
|
|
|
Vislink Technologies, Inc.
|
8-K
|
|
|
Egerton Capital
|
N-PX
|
|
|
WORK Medical Technology Group LTD
|
FWP
|
|
|
HSBC USA INC /MD/
|
424B2
|
|
|
BORGWARNER INC
|
424B5
|
Financial Statements
|
|
SW Investment Management LLC
|
13F-HR
|
|
|
Terreno Realty Corp
|
144
|
Financial Statements
|
|
COKE MICHAEL A
|
144
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
13F-HR
|
|
|
Mirror Man Film, LLC
|
D
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VI
|
485BXT
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
13F-HR
|
|
|
EA Series Trust
|
485APOS
|
|
|
Northfield Bancorp, Inc.
|
10-Q
|
Financial Statements
|
|
SHERWIN WILLIAMS CO
|
8-K
|
Financial Statements
|
|
ALTI PRIVATE EQUITY ACCESS & COMMITMENTS FUND
|
NPORT-P
|
|
|
Essentia 10Fed Opportunistic Self-Storage Fund QP, LP
|
D
|
|
|
Lamb Weston Holdings, Inc.
|
ARS
|
Financial Statements
|
|
Fireproof Storage Inc
|
D
|
|
|
12th Street Asset Management Company, LLC
|
13F-HR
|
|
|
Farrell Michael J.
|
4
|
|
|
RESMED INC
|
4
|
Financial Statements
|
|
JLL Income Property Trust, Inc.
|
424B3
|
|
|
Belvedere Trading LLC
|
13F-HR
|
|
|
Lamb Weston Holdings, Inc.
|
DEFA14A
|
Financial Statements
|
|
PUBLIC CO MANAGEMENT CORP
|
10-Q
|
|
|
DAVIS R M INC
|
13F-HR
|
|
|
Invesco Unit Trusts Series 2375
|
497J
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Simplify Exchange Traded Funds
|
CERT
|
|
|
1888 Investments, LLC
|
13F-HR
|
|
|
Iris Acquisition Corp
|
8-K
|
|
|
Series Portfolios Trust
|
N-CSRS
|
|
|
Vespa Co-Invest SCSp
|
D
|
|
|
Diversified Partners, Inc.
|
13F-NT
|
|
|
ARTIVION, INC.
|
10-Q
|
|
|
Lamb Weston Holdings, Inc.
|
DEF 14A
|
Financial Statements
|
|
Ironwood Wealth Management, LLC.
|
N-PX
|
|
|
FT 11699
|
497J
|
|
|
KCG HoldCo, LLC
|
D/A
|
|
|
Global Alpha Capital Management Ltd.
|
13F-HR
|
|
|
FT 11698
|
497J
|
|
|
CVA Family Office, LLC
|
N-PX
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
FT 11697
|
497J
|
|
|
Glenview Trust Co
|
N-PX
|
|
|
FT 11687
|
497J
|
|
|
Cloverbrook Capital
|
D
|
|
|
FT 11635
|
497J
|
|
|
Endurance Parallel Offshore LP
|
D
|
|
|
BRANDYWINE OPERATING PARTNERSHIP, L.P.
|
10-Q
|
|
|
BRANDYWINE REALTY TRUST
|
10-Q
|
|
|
Endurance Parallel LP
|
D
|
|
|
Laser Photonics Corp
|
4/A
|
Financial Statements
|
|
ICT Investments LLC
|
4/A
|
|
|
PACIFIC LIFE INSURANCE CO
|
D
|
|
|
FT Master Fund, L.P.
|
D
|
|
|
HUNTINGTON BANCSHARES INC /MD/
|
13F-NT
|
Financial Statements
|
|
GOLD JUDITH
|
144
|
|
|
Rush Street Interactive, Inc.
|
144
|
|
|
DESWELL INDUSTRIES INC
|
6-K
|
Financial Statements
|
|
AV Potomac Ventures Fund 3, LLC
|
D
|
|
|
CBL & ASSOCIATES PROPERTIES INC
|
8-K
|
Financial Statements
|
|
Vickerman Investment Advisors, Inc.
|
13F-HR
|
|
|
Laser Photonics Corp
|
3/A
|
Financial Statements
|
|
Fonon Technologies, Inc.
|
3/A
|
|
|
HINES U.S. PROPERTY PARTNERS FEEDER I LP
|
D/A
|
|
|
UNITED BANKSHARES INC/WV
|
10-Q
|
Financial Statements
|
|
GTJ REIT, INC.
|
10-Q
|
|
|
Paul R. Ried Financial Group, LLC
|
SCHEDULE 13G/A
|
|
|
SPROTT FUNDS TRUST
|
SCHEDULE 13G/A
|
|
|
DEUTSCHE DWS MUNICIPAL TRUST
|
N-CSR
|
|
|
HINES U.S. PROPERTY PARTNERS II LUX SCSP
|
D/A
|
|
|
HINES U.S. PROPERTY PARTNERS LUX SCSP
|
D/A
|
|
|
HINES U.S. PROPERTY PARTNERS LP
|
D/A
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 260
|
D/A
|
|
|
Asymmetria Investors III, LLC - Pan-NOx
|
D
|
|
|
Briarwood Capital
|
D/A
|
|
|
CBL & ASSOCIATES PROPERTIES INC
|
10-Q
|
Financial Statements
|
|
Up-Gift LLC
|
C/A
|
|
|
Advisors Capital Management, LLC
|
13F-HR
|
|
|
Nikola Corp
|
10-Q
|
Financial Statements
|
|
MAK Capital Opportunities Fund I, LP
|
D/A
|
|
|
Fusion Capital, LLC
|
N-PX
|
|
|
TORONTO DOMINION BANK
|
424B8
|
Financial Statements
|
|
Quilter Cheviot International Ltd
|
13F-NT
|
|
|
Egerton Capital
|
N-PX
|
|
|
Victory Portfolios II
|
485BXT
|
|
|
Del Carmen Jeffrey
|
144
|
|
|
FIFTHDELTA Ltd
|
13F-HR
|
|
|
Anderson Joel D
|
144
|
|
|
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
|
13F-NT
|
|
|
AV Franklin Street Ventures Fund 3, LLC
|
D
|
|
|
Nezu Speedwell Fund Ltd.
|
D/A
|
|
|
Zeno Equity Partners LLP
|
13F-HR
|
|
|
Akili, Inc.
|
SC 13G/A
|
|
|
Neuberger Berman Group LLC
|
SC 13G/A
|
|
|
Gamer Pakistan Inc
|
10-Q
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT C
|
497VPU
|
|
|
GEODE CAPITAL HOLDINGS LLC
|
13F-NT
|
|
|
Quilter Investors LTD
|
13F-NT
|
|
|
OXBRIDGE RE HOLDINGS Ltd
|
4
|
Financial Statements
|
|
MARTIN ALLAN S.
|
4
|
|
|
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
|
N-PX
|
|
|
Canopy Partners, LLC
|
13F-HR
|
|
|
MV CAPITAL MANAGEMENT, INC.
|
N-PX
|
|
|
Quilter Cheviot Europe Ltd
|
13F-NT
|
|
|
Madison Investment Advisors, LLC
|
13F-NT
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
13F-HR
|
|
|
AIGEN INVESTMENT MANAGEMENT, LP
|
13F-HR
|
|
|
Horizon Investments, LLC
|
13F-HR
|
|
|
Madison Asset Management, LLC
|
13F-HR
|
|
|
Pinnacle Financial Group, LLC / IL
|
N-PX
|
|
|
LIU JACK C
|
144
|
|
|
EAST WEST BANCORP INC
|
144
|
Financial Statements
|
|
Nassau Street Ventures Fund 7Q, LLC
|
D
|
|
|
HCM-SOF II, LLC
|
D
|
|
|
LINCOLN NATIONAL VARIABLE ANNUITY ACCOUNT C
|
497VPI
|
|
|
Advantage Trust Co
|
13F-HR
|
|
|
Nob Hill Therapeutics, Inc.
|
D
|
|
|
LINCOLN NEW YORK ACCOUNT N FOR VARIABLE ANNUITIES
|
497VPI
|
|
|
BANK OF NOVA SCOTIA
|
FWP
|
Financial Statements
|
|
Quilter Cheviot Ltd
|
13F-NT
|
|
|
Simplify Exchange Traded Funds
|
485BXT
|
|
|
Kaleidoscope Fractal Master Fund, LP
|
D/A
|
|
|
SHORE BANCSHARES INC
|
10-Q
|
Financial Statements
|
|
Blue Kite Ventures IMGS-A LP
|
D
|
|
|
Kaleidoscope Fractal Fund LP
|
D/A
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 254
|
D/A
|
|
|
Arrowpoint Mill Street LLC
|
D
|
|
|
Collaborative Wealth Managment Inc.
|
N-PX
|
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
WONG TSE YIU
|
4
|
|
|
CHINA AUTOMOTIVE SYSTEMS INC
|
4
|
Financial Statements
|
|
TEACHER RETIREMENT SYSTEM OF TEXAS
|
13F-HR
|
|
|
Sinclair, Inc.
|
10-Q
|
|
|
Sinclair Broadcast Group, LLC
|
10-Q
|
Financial Statements
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
497
|
|
|
Kaleidoscope Fractal Offshore Fund, Ltd.
|
D/A
|
|
|
ARK & TLK INVESTMENTS, LLC
|
N-PX
|
|
|
QIZHOU WU
|
4
|
|
|
BioCrude Technologies USA, Inc.
|
10-Q
|
|
|
PITTENGER & ANDERSON INC
|
13F-HR
|
|
|
CHEN HANLIN
|
4/A
|
|
|
CHINA AUTOMOTIVE SYSTEMS INC
|
4/A
|
Financial Statements
|
|
Axcelus Financial Life Insurance Co Separate Account VL 257
|
D/A
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
N-CSR
|
|
|
Patients Capital Translation Fund, LP
|
D/A
|
|
|
National Wealth Management Group, LLC
|
13F-HR
|
|
|
Kaleidoscope Prism Master Fund, LP
|
D/A
|
|
|
Redwood Wealth Management Group, LLC
|
13F-HR
|
|
|
Wela Strategies, Inc.
|
N-PX
|
|
|
USEDC 2024 Drilling Fund LP
|
D/A
|
|
|
FIS Investor Services LLC /TA
|
TA-2/A
|
|
|
Main Street Capital CORP
|
10-Q
|
Financial Statements
|
|
Axcelus Financial Life Insurance Co Separate Account VL 227
|
D/A
|
|
|
ALPS ETF Trust
|
40-17G
|
|
|
KALEIDOSCOPE PRISM OFFSHORE FUND, LTD.
|
D/A
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT H
|
497VPI
|
|
|
Quilter Plc
|
13F-HR
|
|
|
Tennessee Valley Asset Management Partners
|
13F-HR/A
|
|
|
TUCSON ELECTRIC POWER CO
|
8-K
|
|
|
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
|
N-CEN
|
|
|
KKR ASIA PROPERTY PARTNERS SCSP
|
D/A
|
|
|
SleepRes, Inc.
|
D
|
|
|
Western Asset High Yield Defined Opportunity Fund Inc.
|
N-CEN
|
|
|
Euro Pacific Asset Management, LLC
|
N-PX
|
|
|
WESTERN ASSET GLOBAL HIGH INCOME FUND INC.
|
N-CEN
|
|
|
Global Asset Backed Opportunities
|
D/A
|
|
|
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND
|
N-CSRS
|
|
|
SCF Partners, Inc.
|
13F-HR
|
|
|
WESTERN ASSET FUNDS INC
|
N-CEN
|
|
|
Eaton Vance Floating-Rate Opportunities Fund
|
N-CEN
|
|
|
PGIM Qualifying Investor Funds plc
|
D/A
|
|
|
LEGG MASON PARTNERS INCOME TRUST
|
N-CEN
|
|
|
Global Asset Backed Opportunities LP
|
D/A
|
|
|
Larson Timothy Mark
|
144
|
|
|
Champion Homes, Inc.
|
144
|
Financial Statements
|
|
KALEIDOSCOPE PRISM FUND LP
|
D/A
|
|
|
MARSON DEBORAH
|
144
|
|
|
IRON MOUNTAIN INC
|
144
|
Financial Statements
|
|
Pencilish Animation Studios Inc.
|
C-AR
|
|
|
Capital Investment Advisors, LLC
|
N-PX
|
|
|
Principal U.S. Property Cayman Feeder Fund, L.P.
|
D/A
|
|
|
ASIAN DEVELOPMENT BANK
|
DSTRBRPT
|
|
|
Bancorp, Inc.
|
10-Q
|
Financial Statements
|
|
Collaborative Wealth Managment Inc.
|
13F-HR
|
|
|
LINCOLN LIFE VARIABLE ANNUITY ACCOUNT N
|
497VPI
|
|
|
ENTERGY LOUISIANA, LLC
|
8-K
|
Financial Statements
|
|
U. S. Premium Beef, LLC
|
10-Q
|
|
|
Muzinich BDC, Inc.
|
D/A
|
|
|
Safe Pro Group Inc.
|
S-1/A
|
|
|
Listed Funds Trust
|
24F-2NT
|
|
|
Nuveen Global Cities REIT, Inc.
|
10-Q
|
|
|
USEDC Opportunity Zone III LP
|
D/A
|
|
|
Sparta Global Opportunities Fund Ltd
|
D/A
|
|
|
ENTERPRISE PRODUCTS PARTNERS L.P.
|
10-Q
|
Financial Statements
|
|
SECURITY FEDERAL CORP
|
10-Q
|
|
|
Nomura America Finance, LLC
|
424B2
|
|
