| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Al-Thani Jassim Abdulaziz
|
4
|
|
|
IlWaddi Holdings
|
4
|
|
|
AlTi Global, Inc.
|
4
|
|
|
FIDELITY ABERDEEN STREET TRUST
|
497K
|
|
|
D. E. Shaw U.S. Broad Market Core Enhanced Plus
|
D/A
|
|
|
SECURIAN ASSET MANAGEMENT, INC
|
N-PX
|
|
|
JPMorgan Trust I
|
497K
|
|
|
PICTET ASSET MANAGEMENT LTD
|
N-PX
|
|
|
GS GAMMA INVESTMENTS LLC
|
D/A
|
|
|
Roble, Belko & Company, Inc
|
N-PX
|
|
|
StepStone Infrastructure Co-Investment Partners 2022 Parallel, L.P.
|
D/A
|
|
|
Grosse Eric
|
4
|
|
|
D. E. Shaw Valence International Fund, L.P.
|
D/A
|
|
|
Bjornholt James Eric
|
144
|
|
|
MICROCHIP TECHNOLOGY INC
|
144
|
Financial Statements
|
|
MCE Social Capital
|
D/A
|
|
|
FS Credit Opportunities Corp.
|
NPORT-P
|
|
|
UMB Bank, n.a.
|
N-PX
|
|
|
First Fiduciary Investment Counsel, Inc.
|
N-PX
|
|
|
Federated Hermes Project & Trade Finance Tender Fund
|
SC TO-I/A
|
|
|
Grape Peter
|
3
|
|
|
LITTLE HOUSE CAPITAL LLC
|
N-PX
|
|
|
StepStone Infrastructure Co-Investment Partners 2022, L.P.
|
D/A
|
|
|
CREDIT SUISSE TRUST
|
NPORT-P
|
|
|
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND INC
|
NPORT-P
|
|
|
MARENGI JOSEPH A
|
144
|
|
|
JACKSON NATIONAL SEPARATE ACCOUNT - I
|
485BXT
|
|
|
Skorpios Trust
|
N-PX
|
|
|
Calamos ETF Trust
|
8-A12B
|
|
|
FT 11752
|
S-6
|
|
|
Dorsey & Whitney Trust CO LLC
|
N-PX
|
|
|
Haverford Financial Services, Inc.
|
N-PX
|
|
|
MINOT CAPITAL, LP
|
N-PX
|
|
|
Federated Hermes Core Trust III
|
NPORT-P
|
|
|
Brown Advisory Funds
|
NPORT-P
|
|
|
MUHLENKAMP & CO INC
|
N-PX
|
|
|
FEDERATED HERMES CORE TRUST
|
NPORT-P
|
|
|
TRICO BANCSHARES /
|
8-K
|
Financial Statements
|
|
FT 11762
|
S-6
|
|
|
Mini West Self Storage, LLC
|
D/A
|
|
|
SCHWAB STRATEGIC TRUST
|
NPORT-P
|
|
|
SCHWAB CAPITAL TRUST
|
NPORT-P
|
|
|
LAUDUS TRUST
|
NPORT-P
|
|
|
SCHWAB ANNUITY PORTFOLIOS
|
NPORT-P
|
|
|
Quantbot Technologies LP
|
N-PX
|
|
|
FT 11761
|
S-6
|
|
|
Calamos ETF Trust
|
485BPOS
|
|
|
Federated Hermes Adviser Series
|
NPORT-P
|
|
|
JPMORGAN TRUST IV
|
497
|
|
|
FT 11760
|
S-6
|
|
|
Federated Hermes ETF Trust
|
NPORT-P
|
|
|
Federated Hermes Sustainable High Yield Bond Fund, Inc.
|
NPORT-P
|
|
|
JPMorgan Trust I
|
497
|
|
|
STONE RIDGE TRUST
|
40-17F2
|
|
|
ASA Gold & Precious Metals Ltd
|
8-A12B
|
Financial Statements
|
|
Francisco Ma. Fatima
|
4
|
|
|
PROCTER & GAMBLE Co
|
4
|
Financial Statements
|
|
Federated Hermes Total Return Series, Inc.
|
NPORT-P
|
|
|
Federated Hermes Project & Trade Finance Tender Fund
|
NPORT-P
|
|
|
Advisors' Inner Circle Fund III
|
N-PX
|
|
|
AFG Growth Partners LP
|
D/A
|
|
|
RichBrook Offshore Segregated Portfolio A - Agency MBS
|
D/A
|
|
|
Federated Hermes Income Securities Trust
|
NPORT-P
|
|
|
Federated Hermes Short-Intermediate Duration Municipal Trust
|
NPORT-P
|
|
|
Virtus Stone Harbor Emerging Markets Total Income Fund
|
N-8F ORDR
|
|
|
KKR Real Estate Select Trust Inc.
|
N-CSRS
|
|
|
FEDERATED HERMES INSURANCE SERIES
|
NPORT-P
|
|
|
Coulee Coffee Co.
|
D
|
|
|
VECTOR GROUP LTD
|
SC14D9C
|
Financial Statements
|
|
MFS CHARTER INCOME TRUST
|
DEF 14A
|
|
|
MFS INVESTMENT GRADE MUNICIPAL TRUST
|
DEF 14A
|
|
|
MFS HIGH INCOME MUNICIPAL TRUST
|
DEF 14A
|
|
|
MFS INTERMEDIATE HIGH INCOME FUND
|
DEF 14A
|
|
|
MFS INTERMEDIATE INCOME TRUST
|
DEF 14A
|
|
|
MFS GOVERNMENT MARKETS INCOME TRUST
|
DEF 14A
|
|
|
MFS HIGH YIELD MUNICIPAL TRUST
|
DEF 14A
|
|
|
MFS MULTIMARKET INCOME TRUST
|
DEF 14A
|
|
|
MFS MUNICIPAL INCOME TRUST
|
DEF 14A
|
|
|
RichBrook Fund, LP Portfolio A - Agency MBS
|
D/A
|
|
|
Federated Hermes Equity Funds
|
NPORT-P
|
|
|
MORGAN STANLEY VARIABLE INVESTMENT SERIES
|
N-8F ORDR
|
|
|
LYALL JONATHAN WADE
|
144
|
|
|
Champion Homes, Inc.
|
144
|
Financial Statements
|
|
Federated Hermes Fixed Income Securities, Inc.
|
NPORT-P
|
|
|
MORGAN STANLEY TAX FREE DAILY INCOME TRUST
|
N-8F ORDR
|
|
|
Federated Hermes Municipal Bond Fund, Inc.
|
NPORT-P
|
|
|
RichBrook Offshore Segregated Portfolio D - Agency MBS
|
D/A
|
|
|
HENDLEY & CO INC
|
N-PX
|
|
|
CAUSEWAY CAPITAL MANAGEMENT TRUST
|
N-PX
|
|
|
Federated Hermes Managed Pool Series
|
NPORT-P
|
|
|
Morgan Stanley California Tax-Free Daily Income Trust
|
N-8F ORDR
|
|
|
Prosight Management, LP
|
N-PX
|
|
|
DQI Holdings Inc.
|
3
|
|
|
T Stamp Inc
|
3
|
|
|
CAUSEWAY CAPITAL MANAGEMENT LLC
|
N-PX
|
|
|
Nauticus Robotics, Inc.
|
3
|
|
|
Symington John
|
3
|
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
Emerge ETF Trust
|
N-8F ORDR
|
|
|
Hotel Melrose, LLC
|
D
|
|
|
CORBETT ROAD CAPITAL MANAGEMENT, LLC
|
N-PX
|
|
|
CLEARWATER INVESTMENT TRUST
|
N-CSRS
|
|
|
BMO NESBITT BURNS INC.
|
N-PX
|
|
|
Yang Yingmei
|
144
|
|
|
Newegg Commerce, Inc.
|
144
|
|
|
Cello Amati Metric Fund, Ltd.
|
D/A
|
|
|
ATOMVEST US FUND Ltd
|
D/A
|
|
|
Rising Dragon Acquisition Corp.
|
S-1/A
|
|
|
Anderson Dennis L II
|
4
|
|
|
ARCBEST CORP /DE/
|
4
|
Financial Statements
|
|
RichBrook Offshore Segregated Portfolio B - Illiquid MBS/ABS Fund
|
D/A
|
|
|
Sheets Smith Investment Management
|
N-PX
|
|
|
DE ROTHSCHILD ROBERT
|
4
|
|
|
PRIMEENERGY RESOURCES CORP
|
4
|
Financial Statements
|
|
DITTMER JERALD K
|
4
|
|
|
FLEXSTEEL INDUSTRIES INC
|
4
|
Financial Statements
|
|
Wensveen Maarten
|
4
|
|
|
CIMPRESS plc
|
4
|
Financial Statements
|
|
Choate Investment Advisors
|
N-PX
|
|
|
United Community Bank
|
N-PX
|
|
|
EFG Asset Management
|
N-PX
|
|
|
Troy Asset Management Ltd
|
N-PX
|
|
|
RichBrook Fund, LP Portfolio B - Illiquid MBS/ABS
|
D/A
|
|
|
EATON VANCE SENIOR INCOME TRUST
|
DEF 14A
|
|
|
D. E. Shaw Valence Fund, L.L.C.
|
D/A
|
|
|
WIR CAPITAL LLC
|
D/A
|
|
|
Toledo Pickle, LLC
|
D
|
|
|
REVERENCE CAPITAL PARTNERS, L.P.
|
N-PX
|
|
|
D. E. Shaw U.S. Broad Market Core Alpha Extension Offshore Fund, L.P.
|
D/A
|
|
|
Buller Richard E
|
144
|
|
|
Celcuity Inc.
|
144
|
Financial Statements
|
|
JBDI Holdings Ltd
|
F-1/A
|
|
|
GS Mortgage Securities Trust 2015-GC34
|
10-D
|
|
|
Temasek Holdings
|
SC 13G
|
|
|
POPULAR, INC.
|
8-K
|
Financial Statements
|
|
VIMCO Founders Fund LP
|
D/A
|
|
|
GS Mortgage Securities Trust 2015-GC30
|
10-D
|
|
|
D. E. Shaw Oculus International Fund
|
D/A
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST
|
NPORT-P
|
|
|
Crosby Advisors LLC
|
N-PX
|
|
|
D. E. Shaw U.S. Broad Market Core Alpha Extension Fund, L.L.C.
|
D/A
|
|
|
PRAXIS MUTUAL FUNDS
|
N-PX
|
|
|
GS Mortgage Securities Trust 2014-GC26
|
10-D
|
|
|
Energy Services of America CORP
|
SC 13G/A
|
|
|
THOMPSON DAVIS & CO., INC.
|
SC 13G/A
|
|
|
ARVEST INVESTMENTS, INC.
|
N-PX
|
|
|
Beekman Investment Partners V-B, LP
|
D/A
|
|
|
Beekman Investment Partners V-A, LP
|
D/A
|
|
|
MACQUARIE/FIRST TRUST GLOBAL INFRASTR/UTIL DIV & INC FUND
|
8-K
|
|
|
DeLuca John Garrett
|
4
|
|
|
Envela Corp
|
4
|
|
|
Weaving Anya
|
4
|
|
|
APA Corp
|
4
|
Financial Statements
|
|
DOCK STREET ASSET MANAGEMENT INC
|
N-PX
|
|
|
FRANKLIN LTD DURATION INCOME TRUST
|
NPORT-P
|
|
|
Franklin Custodian Funds
|
NPORT-P
|
|
|
TEMPLETON INCOME TRUST
|
NPORT-P
|
|
|
FRANKLIN FUND ALLOCATOR SERIES
|
NPORT-P
|
|
|
TEMPLETON DRAGON FUND INC
|
NPORT-P
|
|
|
TEMPLETON DEVELOPING MARKETS TRUST
|
NPORT-P
|
|
|
FRANKLIN MUTUAL SERIES FUNDS
|
NPORT-P
|
|
|
TEMPLETON INSTITUTIONAL FUNDS
|
NPORT-P
|
|
|
FRANKLIN MANAGED TRUST
|
NPORT-P
|
|
|
Franklin California Tax Free Trust
|
NPORT-P
|
|
|
FRANKLIN STRATEGIC MORTGAGE PORTFOLIO
|
NPORT-P
|
|
|
TEMPLETON GLOBAL INVESTMENT TRUST
|
NPORT-P
|
|
|
Franklin High Income Trust
|
NPORT-P
|
|
|
FRANKLIN NEW YORK TAX FREE TRUST
|
NPORT-P
|
|
|
TEMPLETON EMERGING MARKETS INCOME FUND
|
NPORT-P
|
|
|
GS Mortgage Securities Trust 2013-GC13
|
10-D
|
|
|
HARBOR ADVISORY CORP /MA/
|
N-PX
|
|
|
Stellus Credit Master Fund IV GP, LLC
|
D
|
|
|
Hopkins Jamie Patrick
|
3
|
|
|
WSFS FINANCIAL CORP
|
3
|
Financial Statements
|
|
STOVER DAVID L
|
4
|
|
|
D. E. Shaw Oculus Fund, L.L.C.
|
D/A
|
|
|
FORUM FUNDS
|
N-CSRS
|
|
|
Stellus Credit Offshore Fund IV, LP
|
D
|
|
|
ORLEANS CAPITAL MANAGEMENT CORP/LA
|
13F-HR
|
|
|
BLACKROCK FUNDS VII, INC.
|
485BPOS
|
|
|
Ragauss Peter A
|
4
|
|
|
D. E. Shaw Orienteer International Fund, L.P.
|
D/A
|
|
|
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND
|
8-K
|
|
|
Stellus Credit VCOC Fund IV, LLC
|
D
|
|
|
McKay Lamar
|
4
|
|
|
Stellus Credit Master Fund IV, LLC
|
D
|
|
|
Joung Chansoo
|
4
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Key Square Capital Management LLC
|
N-PX
|
|
|
CHRISTMANN JOHN J
|
4
|
|
|
D. E. Shaw Multi-Asset International Fund, L.P.
|
D/A
|
|
|
Federated Hermes Project & Trade Finance Tender Fund
|
SC TO-I
|
|
|
D. E. Shaw Orienteer HV International Fund, L.P.
|
D/A
|
|
|
RIPOSTE CAPITAL LLC
|
N-PX
|
|
|
Hooper Charles W
|
4
|
|
|
VeriStar Capital Management LP
|
N-PX
|
|
|
ASA Gold & Precious Metals Ltd
|
8-K
|
Financial Statements
|
|
Brown George Matthew
|
4
|
|
|
TC Bancshares, Inc.
|
4
|
|
|
DEMCHAK WILLIAM S
|
144
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
144
|
Financial Statements
|
|
D. E. Shaw Multi-Asset Fund, L.L.C.
|
D/A
|
|
|
BANYAN CAPITAL MANAGEMENT, INC.
|
N-PX
|
|
|
TCW ETF Trust
|
N-PX
|
|
|
CROSBY Co OF NEW HAMPSHIRE LLC
|
N-PX
|
|
|
Ellis Juliet S
|
4
|
|
|
NB Crossroads Private Markets Fund VII Advisory LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund VII Holdings LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund VII LP
|
40-17G
|
|
|
NB Private Markets Access Fund LLC
|
40-17G
|
|
|
NB Crossroads Private Markets Fund VI Holdings LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund VI Advisory LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund VI LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund V
|
40-17G
|
|
|
NB Crossroads Private Markets Fund V
|
40-17G
|
|
|
NB Crossroads Private Markets Fund V
|
40-17G
|
|
|
NB Crossroads Private Markets Fund V Holdings LP
|
40-17G
|
|
|
NB Crossroads Private Markets Fund V
|
40-17G
|
|
|
NB Crossroads Private Markets Fund IV
|
40-17G
|
|
|
NB Crossroads Private Markets Fund IV Holdings LLC
|
40-17G
|
|
|
NB Crossroads Private Markets Fund IV
|
40-17G
|
|
|
NB Private Markets Fund III
|
40-17G
|
|
|
NB Private Markets Fund III
|
40-17G
|
|
|
NB Private Markets Fund III
|
40-17G
|
|
|
D. E. Shaw Orienteer HV Fund, L.L.C.
|
D/A
|
|
|
FT 11629
|
497J
|
|
|
JAPAN SMALLER CAPITALIZATION FUND INC
|
N-PX
|
|
|
FT 11628
|
497J
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
FT 11627
|
497J
|
|
|
Wilhite Joel
|
144
|
|
|
AvidXchange Holdings, Inc.
|
144
|
Financial Statements
|
|
Northwest Bank & Trust Co
|
N-PX
|
|
|
All Africa Delaware Feeder LP
|
D/A
|
|
|
CCD-CIF Co-Investment, L.P.
|
D/A
|
|
|
Bob Matthew Regis
|
4
|
|
|
Coombe Gary A
|
4
|
|
|
D. E. Shaw Employee Securities Company, L.L.C.
|
D/A
|
|
|
Bay Annell R
|
4
|
|
|
Accordant ODCE Index Fund
|
N-PX
|
|
|
D. E. Shaw Orienteer Fund, L.L.C.
|
D/A
|
|
|
ROBERT WOOD JOHNSON FOUNDATION
|
N-PX
|
|
|
Investment Management Corp of Ontario
|
N-PX
|
|
|
Troy Asset Management Ltd
|
13F-HR/A
|
|
|
ALPS Variable Investment Trust
|
N-PX
|
|
|
Nauticus Robotics, Inc.
|
424B3
|
|
|
LGT CAPITAL PARTNERS LTD.
|
N-PX
|
|
|
D. E. Shaw Diopter International Fund II, L.P.
|
D/A
|
|
|
Mirae Asset Global Investments
|
N-PX
|
|
|
Highbridge Tactical Credit Fund, L.P.
|
D/A
|
|
|
KOREA FUND INC
|
NPORT-P
|
|
|
Highbridge Tactical Credit Institutional Fund, Ltd.
|
D/A
|
|
|
Montz Harcus Wealth Management LLC
|
N-PX
|
|
|
KIMMELL JOSEPH A.
|
4
|
|
|
Champion Homes, Inc.
|
4
|
Financial Statements
|
|
Highbridge Tactical Credit Fund, Ltd.
|
D/A
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
ARS
|
Financial Statements
|
|
Equalize Community Development Fund
|
NPORT-P
|
|
|
D. E. Shaw Diopter Fund II, L.L.C.
|
D/A
|
|
|
Zoysia Investments, LLC
|
D
|
|
|
Bell Mary A
|
4
|
|
|
HNI CORP
|
4
|
Financial Statements
|
|
BOEHLE DANIEL L.
|
4
|
|
|
Shaiman Lee Michael
|
3
|
|
|
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND INC
|
3
|
|
|
EXCELSIOR INVESTMENT HIGH DELTA FUND L.P.
|
D/A
|
|
|
Raman Sundar G.
|
4
|
|
|
Infinity Fuel Cell & Hydrogen, Inc.
|
C/A
|
|
|
Lynch Asset Management, Inc.
|
N-PX
|
|
|
Mater Tonya L.
|
4
|
|
|
EPR PROPERTIES
|
4
|
Financial Statements
|
|
VIRTUS ALTERNATIVE SOLUTIONS TRUST
|
497
|
|
|
Virtus Event Opportunities Trust
|
497
|
|
|
Virtus Strategy Trust
|
497
|
|
|
VIRTUS ASSET TRUST
|
497
|
|
|
VIRTUS OPPORTUNITIES TRUST
|
497
|
|
|
Virtus Investment Trust
|
497
|
|
|
MERGER FUND
|
497
|
|
|
VIRTUS EQUITY TRUST
|
497
|
|
|
HOME FEDERAL BANK OF TENNESSEE
|
N-PX
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
DEFA14A
|
Financial Statements
|
|
BOWEN HANES & CO INC
|
N-PX
|
|
|
RICHMOND FUND LP
|
D/A
|
|
|
Alpha Alternative Assets Fund
|
N-PX
|
|
|
Troops, Inc. /Cayman Islands/
|
20-F/A
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
DEF 14A
|
Financial Statements
|
|
ZKGC New Energy Ltd
|
15-15D
|
|
|
Investors Small Cap Growth Fund LLC
|
D/A
|
|
|
CREDIT SUISSE HIGH YIELD BOND FUND
|
3
|
|
|
INNEALTA CAPITAL, LLC
|
N-PX
|
|
|
Montana Technologies Corp.
|
424B3
|
|
|
Forsakringsaktiebolaget Avanza Pension
|
SC 13G/A
|
|
|
Neonode Inc.
|
SC 13G/A
|
Financial Statements
|
|
IDX Funds
|
485BXT
|
|
|
IMPACT BIOMEDICAL INC.
|
8-A12B/A
|
|
|
IMPAX FUNDS SERIES TRUST I
|
NPORT-P
|
|
|
IMPAX FUNDS SERIES TRUST III
|
NPORT-P
|
|
