| Company Name |
Form Type |
SEC Filings |
|
|
|
|
NORTHERN FUNDS
|
N-MFP2
|
|
|
NORTHERN LIGHTS FUND TRUST II
|
N-CSRS
|
|
|
Foursight Capital LLC
|
ABS-15G
|
|
|
Nelson Jane Musser
|
5
|
|
|
ADAMS NATURAL RESOURCES FUND, INC.
|
5
|
|
|
Lyons Billy J Jr.
|
4
|
|
|
OLD SECOND BANCORP INC
|
4
|
Financial Statements
|
|
COMMERCIAL CREDIT GROUP INC
|
ABS-15G
|
|
|
JFS WEALTH ADVISORS, LLC
|
13F-HR
|
|
|
Moebius GY Joint Venture
|
D/A
|
|
|
Turning Point Brands, Inc.
|
SC 13G/A
|
Financial Statements
|
|
THRIVENT FINANCIAL FOR LUTHERANS
|
SC 13G/A
|
|
|
JOHNSON INVESTMENT COUNSEL INC
|
13F-HR
|
|
|
Dimensional Ireland Ltd
|
13F-NT
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
CONCREIT FUND I LLC
|
253G2
|
|
|
Horan Securities, Inc.
|
13F-HR
|
|
|
ONEVC K Special Opportunity LLC
|
D
|
|
|
Spartan Fund Management Inc.
|
13F-HR
|
|
|
Dimensional Fund Advisors Pte. Ltd.
|
13F-NT
|
|
|
Global Innovative Platforms Inc.
|
8-K
|
|
|
Western Asset Investment Grade Defined Opportunity Trust Inc.
|
N-CEN
|
|
|
NBC SECURITIES, INC.
|
13F-HR
|
|
|
Mountain Crest Acquisition Corp. IV
|
SC 13G/A
|
|
|
Linden Capital L.P.
|
SC 13G/A
|
|
|
TM5 Equity - The Jaxon, LP
|
D/A
|
|
|
Milliman Variable Insurance Trust
|
N-MFP2
|
|
|
First City Capital Management, Inc.
|
13F-HR
|
|
|
Blue Ridge Repair Aggregator, LLC
|
D/A
|
|
|
Newbury Street Acquisition Corp
|
SC 13G
|
|
|
Linden Capital L.P.
|
SC 13G
|
|
|
WESTERN ASSET INTERMEDIATE MUNI FUND INC.
|
N-CEN
|
|
|
Collaborative Wealth Managment Inc.
|
13F-HR
|
|
|
Polaris Capital Management, LLC
|
13F-HR
|
|
|
SEIZERT CAPITAL PARTNERS, LLC
|
13F-HR
|
|
|
ADAMS DIVERSIFIED EQUITY FUND, INC.
|
5
|
|
|
CRISS CHRISTOPHER V
|
5
|
|
|
Baring International Investment Ltd
|
13F-NT
|
|
|
Global Gas Corp
|
SC 13G
|
|
|
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND
|
N-CEN
|
Financial Statements
|
|
KfW
|
18-K/A
|
|
|
BANK OF MONTREAL /CAN/
|
424B2
|
Financial Statements
|
|
PENINSULA ASSET MANAGEMENT INC
|
13F-HR
|
|
|
SMP Governor REIT, LLC
|
D
|
|
|
Blue Ridge Repair Holdings, LLC
|
D/A
|
|
|
Advisers Investment Trust
|
N-MFP2
|
|
|
Incommercial Motor Fuel Fund III LP
|
D
|
|
|
WESTERN ASSET INFLATION-LINKED INCOME FUND
|
N-CEN
|
Financial Statements
|
|
Pickle & Hops LLC
|
D
|
|
|
Baring SICE
|
13F-NT
|
|
|
Gioja Michael E
|
144
|
|
|
PAYCHEX INC
|
144
|
Financial Statements
|
|
Alt Capital I, L.P.
|
D
|
|
|
Kessel William B
|
4
|
|
|
INDEPENDENT BANK CORP /MI/
|
4
|
Financial Statements
|
|
FARRELL MATTHEW
|
4
|
|
|
GENRE PARTNERS L P
|
13F-HR
|
|
|
LMP CAPITAL & INCOME FUND INC.
|
N-CEN
|
|
|
Alternus Clean Energy, Inc.
|
SC 13G/A
|
|
|
Saba Capital Management, L.P.
|
SC 13G/A
|
|
|
Magee Larry J
|
4
|
|
|
WABASH NATIONAL Corp
|
4
|
Financial Statements
|
|
GOODFINCH FUND I, LP
|
ABS-15G
|
|
|
Rodden Lori A
|
144
|
|
|
HARTFORD FINANCIAL SERVICES GROUP, INC.
|
144
|
Financial Statements
|
|
ONEVC H Special Opportunity LLC
|
D
|
|
|
Dimensional Fund Advisors Ltd.
|
13F-NT
|
|
|
Summit Creek Advisors LLC
|
13F-HR
|
|
|
LEGG MASON PARTNERS INVESTMENT TRUST
|
N-CEN
|
|
|
IRSA INVESTMENTS & REPRESENTATIONS INC
|
6-K
|
Financial Statements
|
|
Panco Strategic Real Estate Fund VI, LP
|
D
|
|
|
Patria Latin American Opportunity Acquisition Corp.
|
SC 13G
|
|
|
Envestnet Portfolio Solutions, Inc.
|
13F-HR
|
|
|
One Capital Management, LLC
|
13F-HR
|
|
|
LEGG MASON PARTNERS INCOME TRUST
|
N-CEN
|
|
|
COLOMBIER ACQUISITION CORP. II
|
SC 13G/A
|
|
|
Formidable Asset Management, LLC
|
13F-HR
|
|
|
Advisors Disciplined Trust 2212
|
497J
|
|
|
Managed Portfolio Series
|
N-CSRS
|
|
|
Sandlot SUNco Investment 2022 LLC
|
D
|
|
|
AlphaStar Capital Management, LLC
|
13F-HR
|
|
|
Carmell Corp
|
SC 13G/A
|
|
|
SP Asset Management LLC
|
13F-HR
|
|
|
Cartica Acquisition Corp
|
SC 13G/A
|
|
|
EQ ADVISORS TRUST
|
N-MFP2
|
|
|
Spectrum Investment Advisors, Inc.
|
13F-HR
|
|
|
WVP Emerging Manager Onshore Fund, LLC - Optimized Equity Series
|
D/A
|
|
|
First Foundation Inc.
|
ABS-15G
|
Financial Statements
|
|
One Degree Advisors Inc
|
13F-HR
|
|
|
DFA Australia Ltd.
|
13F-NT
|
|
|
Freightos Ltd
|
SC 13G/A
|
|
|
ClearBridge MLP & Midstream Total Return Fund Inc.
|
N-CEN
|
|
|
iCoreConnect Inc.
|
SC 13G/A
|
|
|
Airship AI Holdings, Inc.
|
S-1
|
|
|
WVP Emerging Manager Onshore Fund, LLC - AIGH Series
|
D/A
|
|
|
SKINNER FRANCES A
|
4
|
|
|
PEOPLES BANCORP INC
|
4
|
Financial Statements
|
|
Cactus Acquisition Corp. 1 Ltd
|
SC 13G/A
|
|
|
Social Capital Suvretta Holdings Corp. IV
|
SC 13G/A
|
Financial Statements
|
|
FARRELL MATTHEW
|
5
|
|
|
ClearBridge MLP & Midstream Fund Inc.
|
N-CEN
|
|
|
Foose Brice
|
4/A
|
|
|
INVIVO THERAPEUTICS HOLDINGS CORP.
|
4/A
|
Financial Statements
|
|
DIMENSIONAL FUND ADVISORS LP
|
13F-HR
|
|
|
Tourmaline Bio, Inc.
|
SC 13G/A
|
Financial Statements
|
|
BML Investment Partners, L.P.
|
SC 13G/A
|
|
|
Pinstripes Holdings, Inc.
|
SC 13G/A
|
|
|
JNL INVESTORS SERIES TRUST
|
N-MFP2
|
|
|
WIC Managed Volatility & Income Fund QP, LP
|
D/A
|
|
|
QRG CAPITAL MANAGEMENT, INC.
|
13F-HR
|
|
|
Topalian Leon J
|
4
|
|
|
NUCOR CORP
|
4
|
Financial Statements
|
|
ClearBridge Energy Midstream Opportunity Fund Inc.
|
N-CEN
|
|
|
CoinList SOL Staking Fund, LLC
|
D
|
|
|
Battery Future Acquisition Corp.
|
SC 13G/A
|
|
|
LEGG MASON PARTNERS INSTITUTIONAL TRUST
|
N-MFP2
|
|
|
Invst, LLC
|
13F-HR
|
|
|
HWH International Inc.
|
SC 13G/A
|
|
|
GuideStone Funds
|
N-MFP2
|
|
|
Crawford Michael J.
|
5
|
|
|
LATIFI KIMBERLY H
|
13F-NT
|
|
|
SCHULHOFF & CO INC
|
13F-HR
|
|
|
LEGG MASON PARTNERS MONEY MARKET TRUST
|
N-MFP2
|
|
|
Strategic Advocates LLC
|
13F-HR
|
|
|
Beneficient Merger Sub II, LLC
|
SC 13G/A
|
|
|
MASTER PORTFOLIO TRUST
|
N-MFP2
|
|
|
Longduoduo Co Ltd
|
10-Q
|
|
|
Hayes Robert Michael
|
4
|
|
|
Sharps Technology Inc.
|
4
|
|
|
Seven Springs Wealth Group, LLC
|
13F-HR
|
|
|
YOUNG STEVEN K
|
4
|
|
|
Duke Energy CORP
|
4
|
Financial Statements
|
|
SEVEN GRAND MANAGERS, LLC
|
13F-HR
|
|
|
Sideris Harry K.
|
4
|
|
|
Savoy Brian D
|
4
|
|
|
Athena Technology Acquisition Corp. II
|
SC 13G/A
|
|
|
Renjel Louis E.
|
4
|
|
|
CORNELSEN JAMES W
|
5
|
|
|
Blue World Acquisition Corp
|
SC 13G/A
|
|
|
Stable Cavalry Offshore L.P.
|
D/A
|
|
|
AIM Investco LLC
|
D
|
|
|
Jump Financial, LLC
|
13F-HR
|
|
|
REISING RONALD R
|
4
|
|
|
JANSON JULIA S
|
4
|
|
|
Valuence Merger Corp. I
|
SC 13G/A
|
|
|
BurTech Acquisition Corp.
|
SC 13G/A
|
|
|
GOOD LYNN J
|
4
|
|
|
Roadzen Inc.
|
SC 13G/A
|
|
|
Fidelity Colchester Street Trust
|
N-MFP2
|
|
|
Aurora Technology Acquisition Corp.
|
SC 13G/A
|
|
|
Glenn Robert Alexander
|
4
|
|
|
BioPlus Acquisition Corp.
|
SC 13G/A
|
Financial Statements
|
|
Stable Cavalry L.P.
|
D/A
|
|
|
Zalatoris Acquisition Corp.
|
SC 13G/A
|
|
|
Jones Christopher Ian Montague
|
4
|
|
|
BECTON DICKINSON & CO
|
4
|
Financial Statements
|
|
Byington Carrie L
|
4
|
|
|
Popov Patricia D
|
13F-NT
|
|
|
Gillespie Thomas Preston Jr.
|
4
|
|
|
Advantage Trust Co
|
13F-HR
|
|
|
Leap Investments LP
|
13F-NT
|
|
|
B. Riley Principal 250 Merger Corp.
|
SC 13G/A
|
|
|
ASPAC II Acquisition Corp.
|
SC 13G/A
|
|
|
Leap GP LLC
|
13F-NT
|
|
|
ALSP Orchid Acquisition Corp I
|
SC 13G/A
|
|
|
Ghartey-Tagoe Kodwo
|
4
|
|
|
Acri Capital Acquisition Corp
|
SC 13G/A
|
|
|
Artistry In Motion Group LLC
|
D
|
|
|
JUMP TRADING, LLC
|
13F-NT
|
|
|
White Timothy R
|
144
|
|
|
GRACO INC
|
144
|
Financial Statements
|
|
Princeton Bancorp, Inc.
|
4
|
Financial Statements
|
|
Broad Capital Acquisition Corp
|
SC 13G/A
|
Financial Statements
|
|
TUCHMAN MARTIN
|
4
|
|
|
Cantillon Capital Management LLP
|
13F-NT
|
|
|
Ocean Biomedical, Inc.
|
SC 13G/A
|
|
|
Atlantic Coastal Acquisition Corp. II
|
SC 13G/A
|
|
|
Jump Trading Holdings, LLC
|
13F-NT
|
|
|
LAYNEY TRACY
|
144
|
|
|
LEVI STRAUSS & CO
|
144
|
Financial Statements
|
|
Arrowroot Acquisition Corp.
|
SC 13G/A
|
|
|
CANTILLON CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
ECKERT THOMAS D
|
4
|
|
|
NVR INC
|
4
|
Financial Statements
|
|
Bullpen Parlay Acquisition Co
|
SC 13G/A
|
|
|
Deep Lake Capital Acquisition Corp.
|
SC 13G/A
|
|
|
Aspire BioPharma, Inc.
|
C-U
|
|
|
Loudon Investment Management, LLC
|
13F-HR/A
|
|
|
Bannix Acquisition Corp.
|
SC 13G/A
|
|
|
Nichols Richard K
|
13F-NT
|
|
|
BlackRock Europe Property Fund VI B Feeder S.A SICAV-RAIF
|
D/A
|
|
|
Federal Home Loan Bank of Pittsburgh
|
8-K/A
|
|
|
SAVILLE PAUL C
|
4
|
|
|
TKO Group Holdings, Inc.
|
SC 13G
|
|
|
Lindsell Train Ltd
|
SC 13G
|
|
|
Valkyrie ETF Trust II
|
497
|
|
|
Airship AI Holdings, Inc.
|
SC 13G/A
|
|
|
FIAM Global Unconstrained Equity Fund LP
|
D
|
|
|
AIB Acquisition Corp
|
SC 13G/A
|
|
|
ESTV, Inc.
|
C-U
|
|
|
Manchester United plc
|
SC 13G/A
|
Financial Statements
|
|
Lindsell Train Ltd
|
SC 13G/A
|
|
|
JNL SERIES TRUST
|
N-MFP2
|
|
|
Concord Acquisition Corp III
|
SC 13G/A
|
|
|
MachTen, Inc.
|
15-12G
|
|
|
AN-0710 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
DA32 Life Science Tech Acquisition Corp.
|
SC 13G/A
|
Financial Statements
|
|
MachTen, Inc.
|
8-K
|
|
|
C5 Acquisition Corp
|
SC 13G/A
|
|
|
Summa Corp.
|
13F-HR
|
|
|
CSLM ACQUISITION CORP.
|
SC 13G/A
|
|
|
CenterStar Asset Management, LLC
|
13F-HR
|
|
|
Clearmind Medicine Inc.
|
D
|
|
|
Evergreen Corp
|
SC 13G/A
|
|
|
Cyteir Therapeutics, Inc.
|
SC 13G/A
|
Financial Statements
|
|
Smith Brian J
|
4
|
|
|
LAKELAND FINANCIAL CORP
|
4
|
Financial Statements
|
|
Belong Acquisition Corp.
|
SC 13G/A
|
|
|
DeMitry Mark
|
3
|
|
|
Invesco Municipal Income Opportunities Trust
|
3
|
|
|
Aura Fat Projects Acquisition Corp
|
SC 13G/A
|
|
|
Starpax Biopharma Inc.
|
1-U
|
|
|
AFA Private Credit Fund
|
40-17G
|
|
|
Pettee Investors, Inc.
|
13F-HR
|
|
|
MOOG INC.
|
8-K
|
|
|
Gamelancer Media Corp.
|
D
|
|
|
Augsburger Blake
|
4
|
|
|
BORER MARK A
|
4
|
|
|
SPIRE INC
|
4
|
Financial Statements
|
|
Mansueto Joseph D
|
4
|
|
|
Morningstar, Inc.
|
4
|
Financial Statements
|
|
DP Cap Acquisition Corp I
|
SC 13G/A
|
|
|
FJ Capital Management LLC
|
SC 13G/A
|
|
|
SOUTHERN FIRST BANCSHARES INC
|
SC 13G/A
|
Financial Statements
|
|
Kerns Janis F.
|
5
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
ROYAL BANK OF CANADA
|
FWP
|
Financial Statements
|
|
SALISBURY BANCORP, INC.
|
SC 13G/A
|
Financial Statements
|
|
Herbert John K III
|
13F-NT
|
|
|
PICHON EMILY E
|
4
|
|
|
Ault Disruptive Technologies Corp
|
SC 13G/A
|
|
|
Northern Lights Fund Trust IV
|
485BXT
|
|
|
Banc of America Mortgage Capital Corp
|
ABS-15G
|
|
|
RBB Bancorp
|
SC 13G/A
|
Financial Statements
|
|
Foose Brice
|
4
|
|
|
INVIVO THERAPEUTICS HOLDINGS CORP.
|
4
|
Financial Statements
|
|
EVe Mobility Acquisition Corp
|
SC 13G/A
|
|
|
Golub Capital Private Credit Fund
|
8-K
|
|
|
Edwards Barbara Joanne
|
144
|
|
|
STANDEX INTERNATIONAL CORP/DE/
|
144
|
Financial Statements
|
|
Christian Darrianne P
|
4
|
|
|
Argus Capital Management, LP
|
D
|
|
|
Countrywide Commercial Real Estate Finance Inc.
|
ABS-15G
|
|
|
SALOMON BROTHERS MORTGAGE SECURITIES VII INC
|
ABS-15G
|
|
|
Kerem I Fund L.P.
|
D
|
|
|
LTG Capital LLC
|
13F-HR
|
|
|
Merrill Lynch Canada Holdings Co
|
ABS-15G
|
|
|
Abbasi Faraz
|
4
|
|
|
Arisz Acquisition Corp.
|
SC 13G/A
|
|
|
CA-1214 Fund I, a series of Epakon Capital, LP
|
D
|
|
|
OLD POINT FINANCIAL CORP
|
SC 13G/A
|
Financial Statements
|
|
WELCH M SCOTT
|
4
|
|
|
Joshua-TY-0123 Fund I, a series of AngelList Funds 2024, LP
|
D
|
|
|
ARCADIA INVESTMENT MANAGEMENT CORP/MI
|
13F-HR
|
|
|
Merrill Lynch Mortgage Lending Inc.
|
ABS-15G
|
|
|
Anthemis Digital Acquisitions I Corp
|
SC 13G/A
|
|
|
BWC Metroplex, LLC
|
D
|
|
|
Direct Selling Acquisition Corp.
|
SC 13G/A
|
|
|
AX DG San Antonio, DST
|
D/A
|
|
|
Selway Asset Management
|
13F-HR
|
|
|
Toothaker Bradley J
|
4
|
|
|
FIDELITY PHILLIPS STREET TRUST
|
N-MFP2
|
|
|
ACCRETION ACQUISITION CORP.
|
SC 13G/A
|
|
|
NORTH CAROLINA CAPITAL MANAGEMENT TRUST
|
N-MFP2
|
|
|
Variable Insurance Products Fund V
|
N-MFP2
|
|
|
FIDELITY HEREFORD STREET TRUST
|
N-MFP2
|
|
|
FIDELITY SALEM STREET TRUST
|
N-MFP2
|
|
|
FIDELITY GARRISON STREET TRUST
|
N-MFP2
|
|
|
Fidelity Newbury Street Trust
|
N-MFP2
|
|
|
FIDELITY UNION STREET TRUST II
|
N-MFP2
|
|
|
FIDELITY COURT STREET TRUST II
|
N-MFP2
|
|
|
FIDELITY REVERE STREET TRUST
|
N-MFP2
|
|
|
FIDELITY CALIFORNIA MUNICIPAL TRUST II
|
N-MFP2
|
|
|
FIDELITY MASSACHUSETTS MUNICIPAL TRUST
|
N-MFP2
|
|
|
FIDELITY NEW YORK MUNICIPAL TRUST II
|
N-MFP2
|
|
|
Series Fund G, a series of UM Pre-IPO Portfolio Fund II LLC
|
D
|
|
|
AR ASSET MANAGEMENT INC
|
13F-HR
|
|
|
JPMorgan Trust I
|
N-MFP2
|
|
|
FINDLAY DAVID M
|
4
|
|
|
Capitalworks Emerging Markets Acquisition Corp
|
SC 13G/A
|
|
|
Surrozen, Inc./DE
|
SC 13G/A
|
|
|
FTAC Emerald Acquisition Corp.
|
SC 13G/A
|
|
|
Ascendant Digital Acquisition Corp. III
|
SC 13G/A
|
|
|
Honda Auto Receivables 2024-1 Owner Trust
|
FWP
|
|
|
AMERICAN HONDA RECEIVABLES LLC
|
FWP
|
|
|
WRAPMANAGER INC
|
13F-HR
|
|
|
Pender Real Estate Credit Fund
|
3
|
|
|
Murphy Bernadette
|
3
|
|
|
bleuacacia ltd
|
SC 13G/A
|
|
|
VIEW PARTNERS CAPITAL LLC
|
X-17A-5
|
|
