| Company Name |
Form Type |
SEC Filings |
|
|
|
|
DYNARESOURCE INC
|
NT 10-Q
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
PIMCO Dynamic Income Strategy Fund
|
4
|
|
|
Linus Biotechnology Inc.
|
D
|
|
|
Franklin Gold & Precious Metals Fund
|
40-17F2
|
|
|
Basswood International Long Only Fund, L.P.
|
D/A
|
|
|
Qualis Innovations, Inc.
|
10-Q
|
|
|
Elequin Capital, LP
|
13F-HR
|
|
|
55I, LLC
|
13F-NT
|
|
|
MA7 2 Zeely May 2024 a Series of CGF2021 LLC
|
D
|
|
|
CI INVESTMENTS INC.
|
13F-HR
|
|
|
INNOVATIVE SOLUTIONS & SUPPORT INC
|
8-K
|
Financial Statements
|
|
AlphaCore Capital LLC
|
13F-HR
|
|
|
Franklin Floating Rate Master Trust
|
40-17F2
|
|
|
TITLEIST ASSET MANAGEMENT, LLC
|
13F-HR
|
|
|
BlackRock Innovation & Growth Term Trust
|
4
|
|
|
XS MATRIX GLOBAL CO.
|
D/A
|
|
|
MILLER JAMES B JR
|
4
|
|
|
AMERICAN SOFTWARE INC
|
4
|
Financial Statements
|
|
OLD DOMINION ELECTRIC COOPERATIVE
|
10-Q
|
|
|
SECURITY CAPITAL RESEARCH & MANAGEMENT INC
|
13F-NT
|
|
|
Portfolio Strategies, Inc.
|
13F-HR
|
|
|
FRANKLIN FUND ALLOCATOR SERIES
|
40-17F2
|
|
|
MFS SERIES TRUST X
|
N-CEN
|
|
|
Princeton Global Asset Management LLC
|
13F-HR
|
|
|
Franklin ETF Trust
|
40-17F2
|
|
|
Haize Labs Jun 2024 a Series of CGF2021 LLC
|
D
|
|
|
JPMorgan Asset Management
|
13F-NT
|
|
|
PARADIGM ASSET MANAGEMENT CO LLC
|
13F-HR
|
|
|
IA View a Series of IrishAngels 2023 LLC
|
D
|
|
|
Simcah Management LLC
|
13F-NT
|
|
|
Franklin Custodian Funds
|
40-17F2
|
|
|
Cornerstone Investment Partners, LLC
|
13F-HR
|
|
|
JPMorgan Asset Management
|
13F-NT
|
|
|
Desktop Metal, Inc.
|
4
|
Financial Statements
|
|
EBRAHIMI FARHAD FRED
|
4
|
|
|
Tikvah Management LLC
|
13F-HR
|
|
|
ARGA Global Concentrated Fund, a series of ARGA Funds Trust
|
D
|
|
|
NexPoint Life Sciences III DST
|
D/A
|
|
|
Zuckerman Investment Group, LLC
|
13F-HR
|
|
|
JPMorgan Asset Management
|
13F-NT
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 343
|
D/A
|
|
|
Jupiter Wealth Management LLC
|
13F-HR
|
|
|
ETF Series Solutions
|
8-A12B
|
|
|
J.P. Morgan
|
13F-NT
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 340
|
D/A
|
|
|
NorthStar Healthcare Income, Inc.
|
8-K
|
|
|
PRUDENTIAL PLC
|
6-K
|
Financial Statements
|
|
PYA Waltman Capital, LLC
|
13F-HR
|
|
|
NorthStar Healthcare Income, Inc.
|
10-Q
|
|
|
Reef Preferred QP Fund LP
|
D/A
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 337
|
D/A
|
|
|
PATHFINDER PARTNERS INCOME FUND, L.P.
|
D/A
|
|
|
J.P. Morgan Private Investments Inc.
|
13F-NT
|
|
|
Trek Financial, LLC
|
13F-HR
|
|
|
Peak Asset Management, LLC
|
13F-HR
|
|
|
ETF Series Solutions
|
25
|
|
|
Kelman-Lazarov, Inc.
|
13F-HR
|
|
|
KESTRA PRIVATE WEALTH SERVICES, LLC
|
13F-HR
|
|
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
|
13F-HR
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 328
|
D/A
|
|
|
Lewis Asset Management, LLC
|
N-PX
|
|
|
BANK OF MONTREAL /CAN/
|
424B3
|
Financial Statements
|
|
Wellspring Financial Advisors, LLC
|
13F-HR
|
|
|
STEPH & CO
|
N-PX
|
|
|
CHECK CAPITAL MANAGEMENT INC/CA
|
N-PX
|
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
UNILEVER PLC
|
6-K
|
Financial Statements
|
|
Axcelus Financial Life Insurance Co Separate Account VL 339
|
D/A
|
|
|
JPMorgan Asset Management
|
13F-NT
|
|
|
Soltis Investment Advisors LLC
|
13F-HR
|
|
|
Broadleaf Partners, LLC
|
13F-HR
|
|
|
VODAFONE GROUP PUBLIC LTD CO
|
6-K
|
Financial Statements
|
|
Cigna Group
|
144
|
Financial Statements
|
|
Jones Nicole S
|
144
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 299
|
D/A
|
|
|
Benchmark Investment Advisors LLC
|
13F-HR
|
|
|
Greenbacker Renewable Energy Co LLC
|
10-Q
|
|
|
University of Pittsburgh - Of the Commonwealth System of Higher Education
|
13F-HR
|
|
|
VALUEWORKS LLC
|
13F-HR
|
|
|
FORTEM FINANCIAL GROUP, LLC
|
N-PX
|
|
|
Kades & Cheifetz LLC
|
13F-HR
|
|
|
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
|
13F-HR
|
|
|
Glendon Capital Management LP
|
13F-HR
|
|
|
Vision Capital Management, Inc.
|
N-PX
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 301
|
D/A
|
|
|
REIC Holdings, Inc.
|
1-A
|
|
|
Coviance, Inc.
|
D/A
|
|
|
Strategic Financial Services, Inc,
|
13F-HR
|
|
|
OTTO Homes, Inc.
|
D
|
|
|
DWS STRATEGIC MUNICIPAL INCOME TRUST
|
DEF 14A
|
|
|
DWS MUNICIPAL INCOME TRUST
|
DEF 14A
|
|
|
UNITED BREWERIES CO INC
|
6-K
|
Financial Statements
|
|
LYRICAL ASSET MANAGEMENT LP
|
13F-HR
|
|
|
TOCQUEVILLE TRUST
|
13F-NT
|
|
|
Linqto Liquidshares LLC
|
D
|
|
|
Quantix Commodities Opportunities Fund LP
|
D
|
|
|
Game Creek Capital, LP
|
13F-HR
|
|
|
TOCQUEVILLE ASSET MANAGEMENT L.P.
|
13F-HR
|
|
|
LRT Capital Management, LLC
|
N-PX
|
|
|
J.P. Morgan Securities plc
|
13F-NT
|
|
|
CULP ROBERT GEORGE IV
|
4
|
|
|
CULP INC
|
4
|
Financial Statements
|
|
Axcelus Financial Life Insurance Co Separate Account VL 300
|
D/A
|
|
|
SKBA CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
EAM Global Investors LLC
|
13F-HR
|
|
|
Texas State Bankshares, Inc.
|
D
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 296
|
D/A
|
|
|
QXO, Inc.
|
SC 13G
|
Financial Statements
|
|
ORBIS INVESTMENT MANAGEMENT LTD
|
SC 13G
|
|
|
Varagon Capital Corp
|
8-K
|
|
|
Shah Niraj
|
144
|
|
|
SEVEN EIGHT CAPITAL, LP
|
13F-HR
|
|
|
GARDNER LEWIS ASSET MANAGEMENT L P
|
13F-HR
|
|
|
WESTPORT ASSET MANAGEMENT INC
|
13F-HR
|
|
|
J.P. Morgan Securities LLC
|
13F-NT
|
|
|
Cotogna Sports Group, LLC
|
D/A
|
|
|
TCW Direct Lending VII LLC
|
10-Q
|
|
|
Lindsay Denise
|
4
|
|
|
Meridian Corp
|
4
|
Financial Statements
|
|
Equitybee 22-77162, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
NORTHSTAR ASSET MANAGEMENT INC
|
13F-HR/A
|
|
|
Bowling Kenneth R
|
4
|
|
|
Kellerhals Patricia R
|
144
|
|
|
COMMERCE BANCSHARES INC /MO/
|
144
|
Financial Statements
|
|
J.P. Morgan Investment Management Inc.
|
13F-NT
|
|
|
HSBC HOLDINGS PLC
|
13F-HR
|
|
|
NOKIA CORP
|
6-K
|
Financial Statements
|
|
SkyOak Wealth, LLC
|
13F-HR
|
|
|
First Washington CORP
|
13F-HR
|
|
|
NEOS ETF Trust
|
N-CEN
|
|
|
OSAIC FS, INC.
|
N-PX
|
|
|
JPMorgan Chase Bank, N.A.
|
13F-NT
|
|
|
MFN Partners Management, LP
|
13F-HR
|
|
|
Rossmore Private Capital
|
13F-HR
|
|
|
MUNCY COLUMBIA FINANCIAL Corp
|
10-Q
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 295
|
D/A
|
|
|
BlueChip Wealth Advisors LLC
|
13F-HR
|
|
|
Allen Capital Group, LLC
|
13F-HR
|
|
|
Axcelus Financial Life Insurance Co Separate Account VL 293
|
D/A
|
|
|
Capital Planning Advisors, LLC
|
13F-HR
|
|
|
OSAIC FA, INC.
|
N-PX
|
|
|
CubeWorks, Inc.
|
D
|
|
|
Equitybee 22-19075, a Series of Equitybee cFund Master LLC
|
D
|
|
|
VitalStone Financial, LLC
|
N-PX
|
|
|
BANK OF AMERICA NA
|
N-PX
|
|
|
OX7 CAV Onshore, LP
|
D/A
|
|
|
Bruno Thomas
|
4
|
|
|
Stenberg Jon
|
4
|
|
|
Fairfield University
|
13F-HR
|
|
|
CITIZENS, INC.
|
4
|
Financial Statements
|
|
Sycale Advisors
|
13F-HR
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
13F-HR
|
|
|
Archvest Wealth Advisors, Inc.
|
13F-HR
|
|
|
PROCACCIANTI HOTEL REIT, INC.
|
10-Q
|
|
|
Wharton Business Group, LLC
|
13F-HR
|
|
|
Liberset Management LLC
|
D
|
|
|
REILLY SEAN M
|
4
|
|
|
FOSTER L B CO
|
4
|
Financial Statements
|
|
Dynasty Wealth Management, LLC
|
13F-HR
|
|
|
STATE FARM INVESTMENT MANAGEMENT CORP
|
13F-NT
|
|
|
U.S. TRUST Co OF DELAWARE
|
N-PX
|
|
|
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
|
13F-HR
|
|
|
PARNASSUS INCOME FUNDS
|
NPORT-P
|
|
|
PARNASSUS FUNDS
|
NPORT-P
|
|
|
Cambridge Advisors Inc.
|
N-PX
|
|
|
60 DEGREES PHARMACEUTICALS, INC.
|
8-K
|
|
|
TRUST FOR PROFESSIONAL MANAGERS
|
497K
|
|
|
Friedman Brian Hunter
|
4
|
|
|
JACKSON HILL ADVISORS, LLC
|
13F-HR
|
|
|
Tidal Trust III
|
485APOS
|
|
|
BIOREGENX, INC.
|
NT 10-Q
|
|
|
WETHRIVV LLC
|
C
|
|
|
THALMAN WILLIAM M
|
4
|
|
|
State Farm Insurance Companies Employee Retirement Trust
|
13F-NT
|
|
|
BARD ASSOCIATES INC
|
13F-HR
|
|
|
FT 11692
|
S-6
|
|
|
OVP-BlastWave LLC
|
D/A
|
|
|
Equitybee 22-62798, a Series of Equitybee cFund Master LLC
|
D
|
|
|
NORTHERN LIGHTS FUND TRUST III
|
NPORT-P
|
|
|
Ibex Investors LLC
|
13F-HR
|
|
|
D3 PROJECTS LLC
|
D
|
|
|
Halda Therapeutics, LLC
|
D
|
|
|
KASEL JOHN F
|
4
|
|
|
ACTUATE THERAPEUTICS, INC.
|
8-A12B/A
|
|
|
Angel Oak Mortgage REIT, Inc.
|
144
|
Financial Statements
|
|
Morgan Jonathan
|
144
|
|
|
Sandercock Brett
|
4
|
|
|
RESMED INC
|
4
|
Financial Statements
|
|
HUTTON THOMAS C
|
4/A
|
|
|
CHEMED CORP
|
4/A
|
Financial Statements
|
|
Soundwatch Capital LLC
|
13F-HR
|
|
|
T. Rowe Price Investment Management, Inc.
|
SC 13G/A
|
|
|
ASSURANT, INC.
|
SC 13G/A
|
Financial Statements
|
|
BJs RESTAURANTS INC
|
SC 13G/A
|
Financial Statements
|
|
XN Opportunities LP
|
D
|
|
|
Galaxy Digital Crypto Vol Fund LLC Galaxy Digital Locked AVAX
|
D
|
|
|
J.P. Morgan Trust Co of Delaware
|
13F-NT
|
|
|
Presima Securities ULC
|
N-PX
|
|
|
Betler Raymond T
|
4
|
|
|
STATE FARM FIRE & CASUALTY CO
|
13F-NT
|
|
|
Hunsberger Mary Elizabeth
|
4
|
|
|
Miramar Capital, LLC
|
13F-HR
|
|
|
AFRICK ANDREW
|
4
|
|
|
CVD EQUIPMENT CORP
|
4
|
Financial Statements
|
|
Axcelus Financial Life Insurance Co Separate Account VL 426
|
D/A
|
|
|
CI&T Inc
|
SC 13G/A
|
Financial Statements
|
|
Paylocity Holding Corp
|
SC 13G/A
|
Financial Statements
|
|
SAIA INC
|
SC 13G/A
|
Financial Statements
|
|
PRICE T ROWE ASSOCIATES INC /MD/
|
SC 13G/A
|
|
|
DOLLAR GENERAL CORP
|
SC 13G/A
|
Financial Statements
|
|
Greenfield Robotics Corp
|
D
|
|
|
Galaxy Digital Crypto Vol Fund LLC Galaxy Digital Locked AVAX
|
D
|
|
|
ALLIANZ LIFE INSURANCE CO OF NEW YORK
|
424B3
|
|
|
STAR EQUITY HOLDINGS, INC.
|
8-K
|
|
|
MAINSAIL MANAGEMENT COMPANY, LLC
|
13F-HR
|
|
|
Airsculpt Technologies, Inc.
|
S-8
|
Financial Statements
|
|
FT 11721
|
S-6
|
|
|
VideoXRM Inc
|
D
|
|
|
Takacs James C
|
144
|
|
|
SERVOTRONICS INC /DE/
|
144
|
Financial Statements
|
|
Infinity Special Situations Fund IV, LLC
|
D/A
|
|
|
Roche James Morgan
|
144
|
|
|
Baldwin Insurance Group, Inc.
|
144
|
Financial Statements
|
|
Selway Asset Management
|
N-PX
|
|
|
Gifford Fong Associates
|
13F-HR
|
|
|
OX7 CAV Offshore, LP
|
D/A
|
|
|
STATE FARM LIFE & ACCIDENT ASSURANCE CO
|
13F-NT
|
|
|
Crestwood Capital Management, L.P.
|
N-PX
|
|
|
UTG INC
|
10-Q
|
|
|
FT 11691
|
S-6
|
|
|
Venrex XI Limited Partnership
|
D/A
|
|
|
Jensen Patrick James
|
4/A
|
|
|
Access-Power & Co., Inc.
|
4/A
|
|
|
T. Rowe Price Investment Management, Inc.
|
SC 13G
|
|
|
OneStream, Inc.
|
SC 13G
|
|
|
Equitybee 22-21563, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
Car Tech, LLC
|
S-4
|
|
|
AltEnergy Acquisition Corp
|
S-4
|
|
|
Wasser Debra Ann
|
4
|
|
|
JUNIATA VALLEY FINANCIAL CORP
|
10-Q
|
|
|
Zetland Special Situations Feeder Fund III SCSp SICAV-RAIF - Zetland Special Situations Feeder Fund III
|
D/A
|
|
|
Zetland Special Situations Master Fund III SCSp SICAV-RAIF - Zetland Special Situations Master Fund III
|
D/A
|
|
|
Steele Creek Capital Corp
|
8-K
|
|
|
ALLIANZ LIFE OF NY VARIABLE ACCOUNT C
|
497
|
|
|
NORTHERN LIGHTS FUND TRUST II
|
N-PX
|
|
|
STATE FARM LIFE INSURANCE CO
|
13F-NT
|
|
|
MACATAWA BANK CORP
|
15-12G
|
Financial Statements
|
|
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
|
13F-NT
|
|
|
Zetland Special Situations Feeder Fund III SCSp SICAV-RAIF - Zetland Co-Investments Feeder Fund III
|
D/A
|
|
|
Chowbus, Inc.
|
D
|
|
|
Huffman Teresa Atkins
|
4
|
|
|
Foresight Group Ltd Liability Partnership
|
13F-HR
|
|
|
Waldman Lawrence
|
4
|
|
|
Marathon Trading Group LLC
|
13F-NT
|
|
|
Altrius Capital Management Inc
|
13F-HR
|
|
|
Zetland Special Situations Master Fund III SCSp SICAV-RAIF - Zetland Co-Investments Master Fund III
|
D/A
|
|
|
Santander UK plc
|
6-K
|
|
|
PFIZER INC
|
SC TO-I
|
Financial Statements
|
|
PAYDEN & RYGEL INVESTMENT GROUP
|
497K
|
|
|
Calisto Isaias Jose
|
144
|
|
|
Karooooo Ltd.
|
144
|
Financial Statements
|
|
Kentucky Retirement Systems
|
13F-HR
|
|
|
Chandler Asset Management, Inc.
|
13F-HR
|
|
|
Dialectic BSV SPV LLC
|
D
|
|
|
THOMIST CAPITAL MANAGEMENT, LP
|
13F-HR
|
|
|
BRILL DR ROBERT M
|
4
|
|
|
First Eagle Investment Management, LLC
|
13F-HR
|
|
|
ROYCE FUND
|
NPORT-P
|
|
|
ROYCE GLOBAL TRUST, INC.
|
NPORT-P
|
|
|
Boston Trust Walden Co
|
N-PX
|
|
|
Marathon Trading Investment Management LLC
|
13F-HR
|
|
|
Equitybee 22-34169, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
ROYCE CAPITAL FUND
|
NPORT-P
|
|
|
SANTANDER UK GROUP HOLDINGS PLC
|
6-K
|
|
|
BANC OF AMERICA FUNDING CORP
|
ABS-15G
|
|
|
KAVAR CAPITAL PARTNERS GROUP, LLC
|
N-PX
|
|
|
PACES FERRY WEALTH ADVISORS, LLC
|
13F-HR
|
|
|
Repplier Colleen C
|
4
|
|
|
TRIUMPH GROUP INC
|
4
|
Financial Statements
|
|
Berman Michael B
|
144
|
|
|
Champion Homes, Inc.
|
144
|
Financial Statements
|
|
ROYCE MICRO-CAP TRUST, INC.
|
NPORT-P
|
|
|
ROYCE SMALL-CAP TRUST, INC.
|
NPORT-P
|
|
|
HIGHBRIDGE CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
Betz Stephen F.
|
144
|
|
|
Crinetics Pharmaceuticals, Inc.
|
144
|
Financial Statements
|
|
First Class Air Holdings, LLC
|
D
|
|
|
Durbin Ashley Carter
|
4
|
|
|
Sienna Gestion
|
13F-HR
|
|
|
Where Food Comes From, Inc.
|
8-K
|
|
|
CAROLINAS WEALTH CONSULTING LLC
|
13F-HR
|
|
|
Brixmor Property Group Inc.
|
144
|
Financial Statements
|
|
Banc of America Merrill Lynch Commercial Mortgage Inc.
|
ABS-15G
|
|
|
PAYNE ULICE JR
|
4
|
|
|
WEC ENERGY GROUP, INC.
|
4
|
Financial Statements
|
|
Avidian Wealth Solutions, LLC
|
N-PX
|
|
|
Lotfi Ashraf Wagih
|
4
|
|
|
Sienna Gestion
|
13F-HR/A
|
|
