| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Highbrow Hippie Inc May 2024 a Series of CGF2021 LLC
|
D
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
FERRARI JOHNNY
|
4
|
|
|
Rehmann Capital Advisory Group
|
N-PX
|
|
|
Strata Power Corp
|
6-K
|
|
|
SOMERVILLE KURT F
|
13F-HR
|
|
|
Goldberg Leonard R
|
4
|
|
|
DELTA ASSET MANAGEMENT LLC/TN
|
13F-HR
|
|
|
Golub Capital BDC 4, Inc.
|
4
|
|
|
Golub Lawrence E
|
4
|
|
|
MUFG SECURITIES
|
13F-HR
|
|
|
Cibo Vita 2024 a Series of Anchor Capital GP II LLC
|
D
|
|
|
Coombe, Bender & Co LLC
|
13F-HR
|
|
|
Golub David
|
4
|
|
|
Golub Capital BDC 4, Inc.
|
8-K
|
|
|
EXENCIAL WEALTH ADVISORS, LLC
|
13F-HR
|
|
|
Partners Group LIFE II
|
D/A
|
|
|
Trinity Manchester Investors LLC
|
D
|
|
|
Elwyn Tashtego S
|
144
|
|
|
RAYMOND JAMES FINANCIAL INC
|
144
|
Financial Statements
|
|
HCIF Offshore LP
|
D/A
|
|
|
Brown Angel Group DermaSensor a Series of CGF2021 LLC
|
D
|
|
|
BentallGreenOak US Core Plus Fund Parallel-B LP
|
D/A
|
|
|
BBCMS Mortgage Trust 2024-C28
|
8-K
|
|
|
Kraft, Davis & Associates, LLC
|
N-PX
|
|
|
PFS FUNDS
|
N-PX
|
|
|
Three Lions Ipswich, LP
|
D/A
|
|
|
Rehmann Capital Advisory Group
|
13F-HR
|
|
|
BOSTON FAMILY OFFICE LLC
|
13F-HR
|
|
|
Catawba River Capital
|
13F-HR
|
|
|
Performa Ltd
|
13F-HR
|
|
|
CSB Bancorp, Inc.
|
10-Q
|
|
|
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
|
13F-HR
|
|
|
GSBackers Facio Fund I a Series of CGF2021 LLC
|
D
|
|
|
Midway Wealth Partners, LLC
|
N-PX
|
|
|
CARILLON TOWER ADVISERS, INC.
|
13F-NT
|
|
|
KRAEMER RONALD C
|
144
|
|
|
NATIONAL FUEL GAS CO
|
144
|
Financial Statements
|
|
Peterson Financial Group, Inc.
|
13F-HR
|
|
|
Trident Fund LP
|
D/A
|
|
|
Partners Group Infrastructure Secondary
|
D/A
|
|
|
Baker Brothers Life Sciences LP
|
D/A
|
|
|
Mercer Trust Co LLC
|
N-PX
|
|
|
Kraus Carl N
|
4
|
|
|
Aquestive Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Real Magic Jul 2024 a Series of CGF2021 LLC
|
D
|
|
|
Northern Capital Management, Inc.
|
13F-HR
|
|
|
GLEN BURNIE BANCORP
|
10-Q
|
Financial Statements
|
|
OMNI 360 Wealth, Inc.
|
N-PX
|
|
|
Aspire Wealth Management Corp
|
13F-HR
|
|
|
HARPER COURT VENTURES FUND I LP
|
D
|
|
|
LOWE BROCKENBROUGH & CO INC
|
13F-HR
|
|
|
McFarlane Neil F.
|
144
|
|
|
COLLEGIUM PHARMACEUTICAL, INC
|
144
|
Financial Statements
|
|
Bleakley Financial Group, LLC
|
13F-HR
|
|
|
Carlyle Credit Solutions, Inc.
|
8-K
|
|
|
Morgan Stanley Finance LLC
|
FWP
|
|
|
RBC Private Counsel
|
13F-NT
|
|
|
Xiao Deming
|
4
|
|
|
MONOLITHIC POWER SYSTEMS INC
|
4
|
Financial Statements
|
|
Main Street Capital CORP
|
FWP
|
Financial Statements
|
|
Also Capital II, LP
|
D/A
|
|
|
MORGAN STANLEY
|
FWP
|
Financial Statements
|
|
Tseng Saria
|
4
|
|
|
Carlyle Secured Lending III
|
10-Q
|
|
|
X Series GQ a Series of EHZ LLC
|
D
|
|
|
RBC Phillips, Hager & North Investment Counsel Inc.
|
13F-NT
|
|
|
INVENIO WEALTH PARTNERS LLC
|
13F-HR
|
|
|
XBiotech Inc.
|
10-Q
|
Financial Statements
|
|
Sciammas Maurice
|
4
|
|
|
WNY Asset Management, LLC
|
13F-HR
|
|
|
Naked Revival Inc.
|
D
|
|
|
TCP Asset Management, LLC
|
N-PX
|
|
|
BBCMS Mortgage Trust 2024-C28
|
424B2
|
|
|
Barclays Commercial Mortgage Securities LLC
|
424B2
|
|
|
BLEGEN THEODORE
|
4
|
|
|
Frazier Financial Advisors, LLC
|
13F-HR
|
|
|
SMRC LLC
|
D
|
|
|
Hsing Michael
|
4
|
|
|
WAYCROSS REALTY FUND LLC
|
D
|
|
|
Kenan Sterling Holt
|
13F-NT
|
|
|
Manhattan Crossing Alliance SPV3 a Series of CGF2021 LLC
|
D
|
|
|
Bower Steven R.
|
4
|
|
|
Enpro Inc.
|
4
|
Financial Statements
|
|
Conine Steven
|
144
|
|
|
Wayfair Inc.
|
144
|
Financial Statements
|
|
Econ Financial Services Corp
|
13F-HR
|
|
|
BARCLAYS BANK PLC
|
424B2
|
|
|
CENTERSQUARE INVESTMENT MANAGEMENT LLC
|
13F-HR
|
|
|
Davis Kirk A
|
4
|
|
|
HARTE HANKS INC
|
4
|
Financial Statements
|
|
HOWELL ELIZABETH KENAN
|
13F-NT
|
|
|
Cambridge Financial Group, Inc.
|
13F-HR
|
|
|
Melia Wealth LLC
|
13F-HR
|
|
|
Zeidel Darren
|
144
|
|
|
Aon plc
|
144
|
Financial Statements
|
|
GARRISON DAVID A
|
4
|
|
|
Lazydays Holdings, Inc.
|
NT 10-Q
|
Financial Statements
|
|
FRANKLIN REAL ESTATE SECURITIES TRUST
|
40-17F2
|
|
|
MSD Series-B SPV Mar 2024 a Series of CGF2021 LLC
|
D
|
|
|
Ankam, Inc.
|
8-K
|
|
|
Kenan Thomas S III
|
13F-NT
|
|
|
AVANT DEPOSITOR II LLC
|
ABS-15G
|
|
|
Sequent Planning LLC
|
13F-HR
|
|
|
Knott David M Jr
|
13F-HR
|
|
|
VIRTUS OPPORTUNITIES TRUST
|
N-CEN
|
|
|
DB Fitzpatrick & Co, Inc
|
N-PX
|
|
|
Wells Fargo Finance LLC
|
424B2
|
|
|
WELLS FARGO & COMPANY/MN
|
424B2
|
Financial Statements
|
|
Guardian Variable Products Trust
|
N-PX
|
|
|
SCOUT INVESTMENTS, INC.
|
13F-HR
|
|
|
VG D 24 a Series of Verdure Venture Partners LLC
|
D
|
|
|
Tsong Andy
|
4
|
|
|
DIODES INC /DEL/
|
4
|
Financial Statements
|
|
FOLKETRYGDFONDET
|
13F-HR
|
|
|
TRENT TAMMY M
|
4
|
|
|
LEGGETT & PLATT INC
|
4
|
Financial Statements
|
|
New Horizon Opportunities Fund
|
D/A
|
|
|
SMITH ROBERT S JR
|
4
|
|
|
Cassady Schiller Wealth Management, LLC
|
13F-HR
|
|
|
J. Goldman & Co LP
|
N-PX
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
497
|
|
|
New Horizon Opportunities Fund, LLC
|
D/A
|
|
|
PTASINSKI CHRISTINA
|
4
|
|
|
Barnett & Company, Inc.
|
13F-HR
|
|
|
Quinlan Shane Kevin
|
3
|
|
|
SRH Total Return Fund, Inc.
|
3
|
|
|
Portfolio Strategies, Inc.
|
N-PX
|
|
|
EnFin Corp.
|
ABS-15G
|
|
|
Southeast Asset Advisors Inc.
|
13F-HR
|
|
|
KLEIBOEKER RYAN MICHAEL
|
4
|
|
|
CU-0512 Fund I, a series of AngelList Quant Fund Direct Investments, LP
|
D
|
|
|
Planning Capital Management Corp
|
N-PX
|
|
|
FRANKLIN MANAGED TRUST
|
40-17F2
|
|
|
TWO BEAR CAPITAL SPV V, LP
|
D
|
|
|
OLD SECOND NATIONAL BANK OF AURORA
|
13F-HR
|
|
|
Prosperity Consulting Group, LLC
|
N-PX
|
|
|
Act Two Investors LLC
|
13F-HR
|
|
|
COMMERCE BANCSHARES INC /MO/
|
13F-NT
|
Financial Statements
|
|
HAGALE JAMES TYSON
|
4
|
|
|
JRM Investment Counsel, LLC
|
13F-HR
|
|
|
Camelot Portfolios, LLC
|
13F-HR
|
|
|
Ultimus Managers Trust
|
N-CEN
|
|
|
ArrowMark Financial Corp.
|
497AD
|
Financial Statements
|
|
COMMERCE BANK
|
13F-HR
|
|
|
HAYDEN DAVID B
|
4
|
|
|
BUTLER NATIONAL CORP
|
4
|
|
|
BUSH INVESTMENT GROUP, LLC
|
13F-HR
|
|
|
AIBERRY INC.
|
D
|
|
|
DAVIS JENNIFER JOY
|
4
|
|
|
Stewart Michael J
|
4
|
|
|
FIRST MERCHANTS CORP
|
4
|
Financial Statements
|
|
John W Flora
|
4
|
|
|
SHENANDOAH TELECOMMUNICATIONS CO/VA/
|
4
|
Financial Statements
|
|
MARTIN JOHN
|
4
|
|
|
Scinai Immunotherapeutics Ltd.
|
6-K
|
Financial Statements
|
|
Kimball Chad
|
4
|
|
|
T2D3 Groq a Series of CGF2021 LLC
|
D
|
|
|
Kawiecki Michele
|
4
|
|
|
Harris Steven C
|
4
|
|
|
Select Notes Trust LT 2004-1
|
8-K
|
|
|
FLUHLER STEPHAN
|
4
|
|
|
BURNS BENJAMIN MICHAEL
|
4
|
|
|
Chase Card Funding LLC
|
8-K
|
|
|
CHASE ISSUANCE TRUST
|
8-K
|
|
|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
|
8-K
|
|
|
Summit Financial Wealth Advisors, LLC
|
N-PX
|
|
|
Swan Bravo Opportunity Fund, LLC
|
D
|
|
|
Ambiq Micro Jul 2024 a Series of CGF2021 LLC
|
D
|
|
|
Summit Financial Wealth Advisors, LLC
|
13F-HR
|
|
|
HRT FINANCIAL LP
|
13F-HR
|
|
|
BARRICK GOLD CORP
|
6-K
|
Financial Statements
|
|
Federal Home Loan Bank of Dallas
|
10-Q
|
|
|
Planning Capital Management Corp
|
13F-HR
|
|
|
Beta Wealth Group, Inc.
|
13F-HR
|
|
|
PUZO MICHAEL J
|
13F-HR
|
|
|
Matterhorn Capital Partners, LP
|
D/A
|
|
|
Pietrzak Daniel
|
4
|
|
|
FS KKR Capital Corp
|
4
|
Financial Statements
|
|
Thesiger Fluidstack Fund 2 a Series of CGF2021 LLC
|
D
|
|
|
TearSolutions, Inc.
|
D
|
|
|
KENNAMETAL INC
|
10-K
|
Financial Statements
|
|
El Toro-3, LLC
|
ABS-15G
|
|
|
GeoWealth Management, LLC
|
13F-HR
|
|
|
Qtron Investments LLC
|
13F-HR
|
|
|
Studio Fund
|
D
|
|
|
ROYAL TRUST CORP OF CANADA/
|
13F-NT
|
|
|
RREEF Property Trust, Inc.
|
10-Q
|
|
|
Emergent Strategic Capital I, LLC
|
D
|
|
|
Swan Global Investments, LLC
|
13F-HR
|
|
|
EAM Investors, LLC
|
13F-HR
|
|
|
MGB Wealth Management, LLC
|
13F-HR
|
|
|
ENERGY FOCUS, INC/DE
|
8-K
|
Financial Statements
|
|
BANK OF THE JAMES FINANCIAL GROUP INC
|
10-Q
|
Financial Statements
|
|
Financial Council, LLC
|
13F-HR
|
|
|
One William Street Capital Management, L.P.
|
13F-HR
|
|
|
Cantor Equity Partners, Inc.
|
8-A12B
|
|
|
Oxford Wealth Group, LLC
|
13F-HR
|
|
|
ESSEX INVESTMENT MANAGEMENT CO LLC
|
13F-HR
|
|
|
Beirne Wealth Consulting Services, LLC
|
13F-HR
|
|
|
Sound Financial Strategies Group, LLC
|
13F-HR
|
|
|
Thesiger Fluidstack Fund 1 a Series of CGF2021 LLC
|
D
|
|
|
PENINSULA ASSET MANAGEMENT INC
|
13F-HR
|
|
|
KOPIT LEVIEN MEREDITH A.
|
144
|
|
|
NEW YORK TIMES CO
|
144
|
Financial Statements
|
|
COLUMBIA BANKING SYSTEM, INC.
|
8-K
|
Financial Statements
|
|
i-80 Gold Corp.
|
6-K
|
|
|
AURORA CANNABIS INC
|
6-K
|
Financial Statements
|
|
BANK OF NOVA SCOTIA
|
6-K
|
Financial Statements
|
|
New Era - Superscript a Series of CGF2021 LLC
|
D
|
|
|
Ibex Stele LP
|
D/A
|
|
|
MetLife Commercial Mortgage Income Fund, LP
|
D/A
|
|
|
Emergent Mythical SPV, LLC
|
D
|
|
|
GQG Partners LLC
|
13F-HR
|
|
|
Ambling IV Investments, LLC
|
D
|
|
|
CIBC WORLD MARKETS CORP
|
13F-HR
|
|
|
RBP-MistralJune2024 a Series of CGF2021 LLC
|
D
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
FINISTERRE HEDGE FUND, L.P.
|
D/A
|
|
|
PHP Ventures Acquisition Corp.
|
DEF 14A
|
|
|
BioIntel Venture Fund, L.P.
|
D
|
|
|
J.P. Morgan Private Wealth Advisors LLC
|
13F-NT
|
|
|
Cartography Teamshares I Jun 2024 a Series of PBC LLC
|
D
|
|
|
Schechter Investment Advisors, LLC
|
13F-HR
|
|
|
RBO & CO LLC
|
13F-HR
|
|
|
SOUTH DAKOTA SOYBEAN PROCESSORS LLC
|
10-Q
|
|
|
Broderick Brian C
|
13F-HR
|
|
|
VIAWEALTH, LLC
|
13F-HR
|
|
|
Canadian Shareholder Association for Research & Education
|
PX14A6G
|
|
|
NIKE, Inc.
|
PX14A6G
|
Financial Statements
|
|
Swan Capital Management, LLC
|
13F-NT
|
|
|
Blue Owl GP Finance
|
D
|
|
|
RBC GLOBAL ASSET MANAGEMENT
|
13F-NT
|
|
|
Portfolio Strategies, Inc.
|
13F-HR/A
|
|
|
ENGINE NO. 1 LLC
|
13F-HR
|
|
|
TPT GLOBAL TECH, INC.
|
POS AM
|
|
|
Strategic Point Investment Advisors, LLC
|
N-PX
|
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
UNIQUE WEALTH, LLC
|
N-PX
|
|
|
BANK OF MONTREAL /CAN/
|
FWP
|
Financial Statements
|
|
ARISTOTLE INVESTMENT SERVICES, LLC
|
13F-NT
|
|
|
VITA IMAGING INC.
|
C
|
|
|
Man Funds IX SPC, on behalf of & for the account of Man Institutional Portfolio Dihedral SP
|
D/A
|
|
|
RBC Global Asset Management Inc.
|
13F-NT
|
|
|
J.P. Morgan Markets Ltd
|
13F-NT
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
40-24B2
|
|
|
IA View a Series of IrishAngels 2023 LLC
|
D/A
|
|
|
OPX2024 AI 04 a Series of Opulentia Ventures LLC
|
D
|
|
|
Infinity RE Impact, LLC
|
D/A
|
|
|
Ethos Financial Group, LLC
|
N-PX
|
|
|
FRANKLIN LTD DURATION INCOME TRUST
|
40-17F2
|
|
|
ACTUATE THERAPEUTICS, INC.
|
CERT
|
|
|
Weinstein Boaz
|
4
|
|
|
Saba Capital Management, L.P.
|
4
|
|
|
Gabelli Healthcare & WellnessRx Trust
|
4
|
|
|
Beaty Robert Matthew
|
4
|
|
|
KonaTel, Inc.
|
4
|
|
|
Pacer Funds Trust
|
497K
|
|
|
Franklin Investors Securities Trust
|
40-17F2
|
|
|
OLYMPUS WEALTH MANAGEMENT, LLC
|
N-PX
|
|
|
Federal Home Loan Bank of Chicago
|
10-Q
|
|
|
Rabot Inc. Jul 2024 a Series of CGF2021 LLC
|
D
|
|
|
Franklin High Income Trust
|
40-17F2
|
|
|
TW SEF LLC
|
SBSEF
|
|
|
Stevens Lisa
|
144
|
|
|
Bain Capital Life Sciences Opportunities III, LP
|
13F-NT
|
|
|
Bain Capital Life Sciences Opportunities III GP, LLC
|
13F-NT
|
|
|
Bain Capital Life Sciences III General Partner, LLC
|
13F-NT
|
|
|
Bain Capital Life Sciences Fund III, L.P.
|
13F-NT
|
|
|
BCLS II Investco
|
13F-NT
|
|
|
BCLS II Investco, LP
|
13F-NT
|
|
|
BCPE Seminole GP III LLC
|
13F-NT
|
|
|
BCPE Seminole Holdings III, L.P.
|
13F-NT
|
|
|
BC SW, LP
|
13F-NT
|
|
|
Bain Capital Life Sciences Fund II, L.P.
|
13F-NT
|
|
|
Bain Capital Life Sciences Partners, LP
|
13F-NT
|
|
|
BCPE Seminole Holdings II Intermediate LP
|
13F-NT
|
|
|
Bain Capital Partners XII, LLC
|
13F-NT
|
|
|
BCPE Perception GP, LLC
|
13F-NT
|
|
|
Bain Capital Life Sciences Investors II, LLC
|
13F-NT
|
|
|
Bain Capital Life Sciences Investors, LLC
|
13F-HR
|
|
|
Bain Capital Life Sciences Fund, L.P.
|
13F-NT
|
|
|
BCPE Eagle GP, LLC
|
13F-NT
|
|
|
BCPE DIAMOND GP, LLC
|
13F-NT
|
|
|
Bain Capital Partners XI, L.P.
|
13F-NT
|
|
|
BC Perception Holdings, LP
|
13F-NT
|
|
|
Bain Capital Fund XII, LP
|
13F-NT
|
|
|
Bain Capital Fund XI, L.P.
|
13F-NT
|
|
|
BCPE Seminole Holdings IV, L.P.
|
13F-NT
|
|
|
BCPE Eagle Investor, LP
|
13F-NT
|
|
|
BCPE Diamond Investor, LP
|
13F-NT
|
|
|
BCPE Seminole GP LLC
|
13F-NT
|
|
|
BCPE Seminole Holdings LP
|
13F-NT
|
|
|
BAIN CAPITAL INVESTORS LLC
|
13F-HR
|
|
|
BCPE Seminole GP II LLC
|
13F-NT
|
|
|
Seaberg Karen
|
144/A
|
|
|
MGP INGREDIENTS INC
|
144/A
|
Financial Statements
|
|
Franklin Global Trust
|
40-17F2
|
|
|
J.P. Morgan SE
|
13F-NT
|
|
