| Company Name |
Form Type |
SEC Filings |
|
|
|
|
SYCOMORE ASSET MANAGEMENT
|
13F-HR
|
|
|
T. Rowe Price Reserve Investment Funds, Inc.
|
N-CSRS
|
|
|
PATTERSON COMPANIES, INC.
|
10-Q
|
Financial Statements
|
|
Advisors Disciplined Trust 2155
|
24F-2NT
|
|
|
T. Rowe Price Global Technology Fund, Inc.
|
N-CSRS
|
|
|
Advisors Disciplined Trust 2154
|
24F-2NT
|
|
|
Advisors Disciplined Trust 2153
|
24F-2NT
|
|
|
Krohne Susan E
|
144
|
|
|
M/I HOMES, INC.
|
144
|
Financial Statements
|
|
RBC FUNDS TRUST
|
N-PX
|
|
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC
|
N-PX
|
|
|
FIDELITY CONCORD STREET TRUST
|
N-PX
|
|
|
SPRINGVIEW HOLDINGS LTD
|
FWP
|
|
|
Pertento Partners LLP
|
N-PX
|
|
|
Fidelity Private Credit Co LLC
|
SC TO-I
|
|
|
Douglas David J.
|
4
|
|
|
Koil Energy Solutions, Inc.
|
4
|
|
|
THOROUGHBRED FINANCIAL SERVICES, LLC
|
N-PX
|
|
|
GOLDMAN NEAL I
|
4
|
|
|
Rollstack Inc.
|
D
|
|
|
Advisors Disciplined Trust 2115
|
24F-2NT
|
|
|
Carden Mark
|
4
|
|
|
Yang Yingmei
|
144
|
|
|
Newegg Commerce, Inc.
|
144
|
|
|
BARSHEFSKY CHARLENE
|
4
|
|
|
ESTEE LAUDER COMPANIES INC
|
4
|
Financial Statements
|
|
MYDA Advisors LLC
|
N-PX
|
|
|
Divergent Wealth Advisors
|
N-PX
|
|
|
Stellus Private Credit BDC
|
8-K
|
|
|
Agate Hound Fund I, LP
|
D/A
|
|
|
ABS Long/Short Strategies Fund
|
N-PX
|
|
|
SGV30, a series of SGV I, LLC
|
D
|
|
|
MUTUAL FUND SERIES TRUST
|
NPORT-P
|
|
|
Hamady Robert Ramsey
|
4
|
|
|
NUSCALE POWER Corp
|
4
|
|
|
North Country Investment Advisers, Inc.
|
N-PX
|
|
|
Estacada Lake Apartments, LLC
|
D
|
|
|
CI Global Investments Inc.
|
N-PX
|
|
|
Toyota Auto Receivables 2024-C Owner Trust
|
10-D
|
|
|
Nikzad Michael
|
4
|
|
|
CuriosityStream Inc.
|
4
|
|
|
Westchester Capital Management, LLC
|
N-PX
|
|
|
Toyota Auto Receivables 2024-C Owner Trust
|
ABS-EE
|
|
|
T. Rowe Price Dividend Growth Fund, Inc.
|
N-CSRS
|
|
|
BANK 2019-BNK24
|
10-D
|
|
|
AMG FUNDS
|
NPORT-P
|
|
|
Toyota Auto Receivables 2024-B Owner Trust
|
10-D
|
|
|
AMG FUNDS III
|
NPORT-P
|
|
|
Toyota Auto Receivables 2024-B Owner Trust
|
ABS-EE
|
|
|
AMG Funds II
|
NPORT-P
|
|
|
YHN Acquisition I Ltd
|
POS AM
|
|
|
Toyota Auto Receivables 2024-A Owner Trust
|
10-D
|
|
|
Bayston Roger
|
3
|
|
|
Franklin Lexington Private Markets Fund
|
3
|
|
|
Toyota Auto Receivables 2024-A Owner Trust
|
ABS-EE
|
|
|
Northern Lights Fund Trust
|
NPORT-P
|
|
|
Northern Lights Variable Trust
|
NPORT-P
|
|
|
FIDELITY HEREFORD STREET TRUST
|
N-PX
|
|
|
RENASANT CORP
|
8-A12B/A
|
Financial Statements
|
|
BANK 2019-BNK24
|
ABS-EE
|
|
|
RPTC Inc.
|
N-PX
|
|
|
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
N-CSRS
|
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
FIDELITY COVINGTON TRUST
|
N-PX
|
|
|
FIDELITY SUMMER STREET TRUST
|
N-PX
|
|
|
ANDERSON DARCY
|
4
|
|
|
COMFORT SYSTEMS USA INC
|
4
|
Financial Statements
|
|
CI INVESTMENTS INC.
|
N-PX
|
|
|
BANK OF AMERICA CORP /DE/
|
N-PX/A
|
Financial Statements
|
|
Montage Gold Corp.
|
D
|
|
|
Fidelity Rutland Square Trust II
|
N-PX
|
|
|
Walker William James IV
|
4
|
|
|
AUBURN NATIONAL BANCORPORATION, INC
|
4
|
Financial Statements
|
|
T. Rowe Price Equity Income Fund, Inc.
|
N-CSRS
|
|
|
T. Rowe Price Communications & Technology Fund, Inc.
|
N-CSRS
|
|
|
GREEN CENTURY FUNDS
|
N-PX
|
|
|
Donaldson Michael P
|
4
|
|
|
EOG RESOURCES INC
|
4
|
Financial Statements
|
|
EXCHANGE TRADED CONCEPTS TRUST
|
N-PX
|
|
|
FIDELITY PHILLIPS STREET TRUST
|
N-PX
|
|
|
Worth Venture Partners, LLC
|
N-PX
|
|
|
Tidal ETF Trust
|
497K
|
|
|
Fidelity Colchester Street Trust
|
N-PX
|
|
|
Tsai Capital Corp
|
N-PX
|
|
|
Benchmark 2023-B39 Mortgage Trust
|
10-D
|
|
|
GLENS FALLS NATIONAL BANK & TRUST CO /NY
|
N-PX
|
|
|
Cruiser Capital Advisors, LLC
|
N-PX
|
|
|
FIDELITY MAGELLAN FUND
|
N-PX
|
|
|
Fidelity Central Investment Portfolios II LLC
|
N-PX
|
|
|
Benchmark 2023-B39 Mortgage Trust
|
ABS-EE
|
|
|
AltScore Inc.
|
D
|
|
|
T. Rowe Price Blue Chip Growth Fund, Inc.
|
N-CSRS
|
|
|
JPMorgan Trust I
|
NPORT-P
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C31
|
10-D
|
|
|
Collaborative Investment Series Trust
|
NPORT-P
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
N-PX
|
|
|
JPMORGAN TRUST II
|
NPORT-P
|
|
|
J.P. Morgan Exchange-Traded Fund Trust
|
NPORT-P
|
|
|
JPMORGAN TRUST IV
|
NPORT-P
|
|
|
UNDISCOVERED MANAGERS FUNDS
|
NPORT-P
|
|
|
NNS Investments
|
N-PX
|
|
|
WASHINGTON TRUST Co
|
N-PX
|
|
|
Gen-Wealth Partners Inc
|
N-PX
|
|
|
NNS Holding
|
N-PX
|
|
|
Portage Ventures IV International LP
|
D
|
|
|
Lizzy #1H LP
|
D
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II
|
N-PX
|
|
|
Financial Management Professionals, Inc.
|
N-PX
|
|
|
Two Rivers Solar LLC
|
C/A
|
|
|
Gray Zarrell Thomas
|
4
|
|
|
HALLADOR ENERGY CO
|
4
|
Financial Statements
|
|
Morgan Rachel
|
4
|
|
|
NEXSTAR MEDIA GROUP, INC.
|
4
|
Financial Statements
|
|
Yale Catriona
|
4
|
|
|
Akero Therapeutics, Inc.
|
4
|
Financial Statements
|
|
Citigroup Commercial Mortgage Trust 2022-GC48
|
10-D
|
|
|
Benchmark 2023-V4 Mortgage Trust
|
10-D
|
|
|
Toyota Auto Receivables 2023-D Owner Trust
|
10-D
|
|
|
Toyota Auto Receivables 2023-C Owner Trust
|
10-D
|
|
|
Toyota Auto Receivables 2023-B Owner Trust
|
10-D
|
|
|
Toyota Auto Receivables 2023-A Owner Trust
|
10-D
|
|
|
Citigroup Commercial Mortgage Trust 2022-GC48
|
ABS-EE
|
|
|
Benchmark 2023-V4 Mortgage Trust
|
ABS-EE
|
|
|
Cook Street Consulting, Inc.
|
N-PX
|
|
|
Summit Financial, LLC
|
N-PX
|
|
|
MORGAN STANLEY & CO. LLC
|
N-PX
|
|
|
CASH ACCOUNT TRUST
|
N-MFP3/A
|
|
|
Toyota Auto Receivables 2023-D Owner Trust
|
ABS-EE
|
|
|
Toyota Auto Receivables 2023-C Owner Trust
|
ABS-EE
|
|
|
Toyota Auto Receivables 2023-B Owner Trust
|
ABS-EE
|
|
|
GOVERNMENT CASH MANAGEMENT PORTFOLIO
|
N-MFP3/A
|
|
|
Tartara Diego
|
144
|
|
|
Globant S.A.
|
144
|
Financial Statements
|
|
Toyota Auto Receivables 2023-A Owner Trust
|
ABS-EE
|
|
|
Andra AP-fonden
|
N-PX
|
|
|
NEW YORK STATE COMMON RETIREMENT FUND
|
N-PX
|
|
|
BlueBay Destra International Event-Driven Credit Fund
|
NPORT-P
|
|
|
Advanced Health Intelligence Ltd
|
6-K
|
|
|
SPIRIT OF AMERICA INVESTMENT FUND INC
|
NPORT-P
|
|
|
FLORSHEIM JOHN W
|
4
|
|
|
Lotus Technology Inc.
|
6-K
|
|
|
American Healthcare REIT, Inc.
|
DEF 14A
|
|
|
ALPINE 4 HOLDINGS, INC.
|
8-K
|
|
|
DRAGG RONALD A
|
144
|
|
|
KIRBY CORP
|
144
|
Financial Statements
|
|
ShoulderUP Technology Acquisition Corp.
|
10-Q
|
|
|
Metals Acquisition Ltd
|
6-K
|
|
|
MARINEMAX INC
|
8-K
|
Financial Statements
|
|
JNL SERIES TRUST
|
NPORT-P
|
|
|
FibroBiologics, Inc.
|
8-K
|
|
|
PPM Funds
|
NPORT-P
|
|
|
Nutanix, Inc.
|
8-K
|
Financial Statements
|
|
ReShape Lifesciences Inc.
|
425
|
Financial Statements
|
|
BROOKS RENEE R
|
144
|
|
|
SouthState Corp
|
144
|
Financial Statements
|
|
Brookdale Senior Living Inc.
|
144
|
Financial Statements
|
|
BROMLEY MARCUS E
|
144
|
|
|
LOCORR INVESTMENT TRUST
|
N-PX
|
|
|
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.
|
N-PX
|
|
|
Nextdoor Holdings, Inc.
|
4
|
|
|
Pressman Jason
|
4
|
|
|
Segarra Ann M
|
4
|
|
|
LAKE SHORE BANCORP, INC.
|
4
|
Financial Statements
|
|
Prospect Ridge Real Estate Debt Fund II L.P.
|
D
|
|
|
Cue Biopharma, Inc.
|
PRE 14A
|
Financial Statements
|
|
DOODY JOSEPH
|
4
|
|
|
PAYCHEX INC
|
4
|
Financial Statements
|
|
Jackson Real Assets Fund
|
NPORT-P
|
|
|
Jackson Credit Opportunities Fund
|
NPORT-P
|
|
|
60 DEGREES PHARMACEUTICALS, INC.
|
8-K
|
|
|
TIGER MANAGEMENT L.L.C.
|
N-PX
|
|
|
Tidal ETF Trust
|
N-14
|
|
|
Financial Engines Advisors L.L.C.
|
N-PX
|
|
|
Peachtree Alternative Strategies Fund
|
N-2
|
|
|
Harris Teresa A
|
4
|
|
|
ZIFF DAVIS, INC.
|
4
|
Financial Statements
|
|
DANIELS MICHAEL E
|
4
|
|
|
NICOLET BANKSHARES INC
|
4
|
Financial Statements
|
|
BBCMS Mortgage Trust 2022-C14
|
10-D
|
|
|
CIFC Structured Opportunistic Levered Absolute Return Fund LP
|
D/A
|
|
|
Brown Advisory Funds
|
N-PX
|
|
|
Waterstone Financial, Inc.
|
144
|
Financial Statements
|
|
Hansen Michael L
|
144
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.
|
N-PX
|
|
|
WILMINGTON FUNDS
|
485BPOS
|
|
|
Ming Shing Group Holdings Ltd
|
F-1
|
|
|
BBCMS Mortgage Trust 2022-C14
|
ABS-EE
|
|
|
Fifth Third Auto Trust 2023-1
|
10-D
|
|
|
Avantis Partners Group LLC
|
D/A
|
|
|
Fifth Third Holdings Funding, LLC
|
10-D
|
|
|
Gaingels Superluminal 2024 LLC
|
D
|
|
|
YZSZ Holding Group Inc
|
SEC STAFF LETTER
|
|
|
Combs Dustin
|
4
|
|
|
BRASS TAX WEALTH MANAGEMENT, INC
|
N-PX
|
|
|
YHB Investment Advisors, Inc.
|
N-PX
|
|
|
Hedges Asset Management LLC
|
N-PX
|
|
|
BEXIL INVESTMENT TRUST
|
4
|
|
|
WINMILL & CO. INC
|
4
|
|
|
Theleme Special Purpose Fund I LP
|
N-PX
|
|
|
Comstock Funds, Inc.
|
497K
|
|
|
BBR ALO Fund, LLC
|
N-PX
|
|
|
Variable Account AA
|
497VPI
|
|
|
REYNOLDS FUNDS INC
|
N-PX
|
|
|
PRINCIPAL GLOBAL INVESTORS
|
N-PX
|
|
|
1RT DAE Opportunities Fund-A, L.P.
|
D/A
|
|
|
1RT DAE Opportunities Fund, L.P.
|
D/A
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17
|
N-PX
|
|
|
HARRIS ASSOCIATES INVESTMENT TRUST
|
NPORT-P
|
|
|
KDM Capital Partners LP
|
D
|
|
|
Theleme Master Fund Ltd
|
N-PX
|
|
|
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
|
N-PX
|
|
|
Managed Account Series II
|
485BPOS
|
|
|
Variable Account AA
|
497
|
|
|
GUARDIAN CAPITAL ADVISORS LP
|
N-PX
|
|
|
Series Portfolios Trust
|
N-PX
|
|
|
CIFC Structured Opportunistic Levered Absolute Return Fund
|
D/A
|
|
|
CSAIL 2016-C5 Commercial Mortgage Trust
|
10-D
|
|
|
Theleme Partners LLP
|
N-PX
|
|
|
Assaderaghi Fariborz
|
144
|
|
|
SITIME Corp
|
144
|
Financial Statements
|
|
ZEVIN ASSET MANAGEMENT LLC
|
N-PX
|
|
|
World Funds Trust
|
485BPOS
|
|
|
SMX
|
EFFECT
|
|
|
MOBIX LABS, INC
|
EFFECT
|
|
|
MYOMO, INC.
|
EFFECT
|
Financial Statements
|
|
Trio Petroleum Corp.
|
EFFECT
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
EFFECT
|
|
|
Color Star Technology Co., Ltd.
|
EFFECT
|
|
|
Traws Pharma, Inc.
|
EFFECT
|
Financial Statements
|
|
La Rosa Holdings Corp.
|
EFFECT
|
|
|
GABELLI GLOBAL UTILITY & INCOME TRUST
|
EFFECT
|
|
|
GigCapital7 Corp.
|
EFFECT
|
|
|
PSYENCE BIOMEDICAL LTD.
|
EFFECT
|
|
|
SRIVARU Holding Ltd
|
EFFECT
|
|
|
Nikola Corp
|
EFFECT
|
Financial Statements
|
|
TC BioPharm
|
EFFECT
|
|
|
Western Asset Mortgage Opportunity Fund Inc.
|
EFFECT
|
|
|
Bitcoin Depot Inc.
|
EFFECT
|
|
|
Archer Aviation Inc.
|
EFFECT
|
|
|
NexImmune, Inc.
|
EFFECT
|
Financial Statements
|
|
Enviva Inc.
|
EFFECT
|
Financial Statements
|
|
Tassiopoulos Peter
|
3
|
|
|
ALT5 Sigma Corp
|
3
|
|
|
Verona Pharma plc
|
SC 13D/A
|
Financial Statements
|
|
Growth Equity Opportunities Fund IV, LLC
|
SC 13D/A
|
|
|
Woodward Peter H
|
144
|
|
|
TSS, Inc.
|
144
|
|
|
DHC Sponsor, LLC
|
4
|
|
|
Brand Engagement Network Inc.
|
4
|
|
|
Mackey Tara D
|
4/A
|
|
|
AZZ INC
|
4/A
|
Financial Statements
|
|
Gaertner Christopher
|
4
|
|
|
Petrie Michael F.
|
4
|
|
|
Merchants Bancorp
|
4
|
Financial Statements
|
|
325 Capital Master Fund LP
|
4
|
|
|
325 Capital GP, LLC
|
4
|
|
|
Shrivastava Anil K
|
4
|
|
|
Braner Michael David
|
4
|
|
|
325 CAPITAL LLC
|
4
|
|
|
FRIEDBERG DANIEL M.
|
4
|
|
|
AMERICAN PUBLIC EDUCATION INC
|
4
|
Financial Statements
|
|
Topchy Alexander
|
4
|
|
|
Broad Street Realty, Inc.
|
4
|
|
|
SHARPE JEAN E
|
4
|
|
|
VECTOR GROUP LTD
|
4
|
Financial Statements
|
|
WHITE WILSON
|
4
|
|
|
BEINSTEIN HENRY C
|
4
|
|
|
LEBOW BENNETT S
|
4
|
|
|
CARLUCCI PAUL V
|
4
|
|
|
WATKINS BARRY
|
4
|
|
|
Dean Arthur T
|
3
|
|
|
Safe Pro Group Inc.
|
3
|
|
|
CARLISE THERESA
|
3
|
|
|
ERDBERG DANIYEL
|
3
|
|
|
Van Arsdale Lee
|
3
|
|
|
Borkar Pravin
|
3
|
|
|
Todd Christopher Michael
|
3
|
|
|
Miller John Edward
|
3
|
|
|
McCreary Jeffrey Stephen
|
4
|
|
|
BENCHMARK ELECTRONICS INC
|
4
|
Financial Statements
|
|
Zoom Video Communications, Inc.
|
4
|
Financial Statements
|
|
Fenger Michael J.
|
4
|
|
|
Zoom Video Communications, Inc.
|
3
|
Financial Statements
|
|
Fenger Michael J.
|
3
|
|
|
Zuckerberg Mark
|
4
|
|
|
Meta Platforms, Inc.
|
4
|
Financial Statements
|
|
Milovanovic Aleksandar
|
SC 13D/A
|
|
|
Golden Matrix Group, Inc.
|
SC 13D/A
|
|
|
Milovanovic Aleksandar
|
4
|
|
|
Golden Matrix Group, Inc.
|
4
|
|
|
GigCapital7 Corp.
|
3
|
|
|
GigAcquisitions7 Corp.
|
3
|
|
|
Katz Avi S
|
3
|
|
|
PETOKAS ARLENE
|
3
|
|
|
KURA SUSHI USA, INC.
|
3
|
Financial Statements
|
|
Duda Kenneth
|
4
|
|
|
Arista Networks, Inc.
|
4
|
Financial Statements
|
|
Marshall Christine M
|
3
|
|
|
Dinu Raluca
|
3
|
|