| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Circle Wealth Management, LLC
|
13F-HR
|
|
|
Moon John W
|
13F-NT
|
|
|
Concorde Asset Management, LLC
|
13F-HR
|
|
|
JWM Capital LLC
|
13F-NT
|
|
|
Carvana Auto Receivables Trust 2021-P2
|
ABS-EE
|
|
|
Carvana Auto Receivables Trust 2021-P1
|
ABS-EE
|
|
|
MOON CAPITAL MANAGEMENT LP
|
13F-HR
|
|
|
MVP LS FUND CDLXX LLC
|
D
|
|
|
Upfront Ventures Management, LLC
|
13F-HR
|
|
|
Pensionmark Financial Group, LLC
|
13F-HR
|
|
|
Corbin Capital Partners, L.P.
|
13F-HR
|
|
|
Farther Finance Advisors, LLC
|
13F-HR
|
|
|
Phillips 66
|
8-K
|
Financial Statements
|
|
Aurora Innovation, Inc.
|
S-8
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 9
|
497K
|
|
|
ALETHEA CAPITAL MANAGEMENT, LLC
|
13F-HR
|
|
|
MVP LS FUND CDLXIII LLC
|
D/A
|
|
|
Arch Therapeutics, Inc.
|
10-K
|
|
|
Orcam Financial Group
|
13F-HR
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
FWP
|
Financial Statements
|
|
Pitcairn Trust Co LLC
|
13F-NT
|
|
|
Carvana Auto Receivables Trust 2021-N1
|
ABS-EE
|
|
|
Carvana Auto Receivables Trust 2021-N4
|
ABS-EE
|
|
|
Carvana Auto Receivables Trust 2021-N2
|
ABS-EE
|
|
|
Carvana Auto Receivables Trust 2021-N3
|
ABS-EE
|
|
|
Breeze Holdings Acquisition Corp.
|
425
|
|
|
EPG Wealth Management LLC
|
13F-HR
|
|
|
Krane Funds Advisors LLC
|
13F-HR
|
|
|
Investment Managers Series Trust
|
497K
|
|
|
State of Wyoming
|
13F-HR
|
|
|
Aurora Innovation, Inc.
|
10-K
|
|
|
ALTAROCK PARTNERS LLC
|
13F-HR
|
|
|
ZILLOW GROUP, INC.
|
10-K
|
Financial Statements
|
|
Serent Capital Management Co LLC
|
13F-HR
|
|
|
Lytus Technologies Holdings PTV. Ltd.
|
6-K
|
Financial Statements
|
|
MidWestOne Financial Group, Inc.
|
13F-HR
|
Financial Statements
|
|
ASHFORD HOSPITALITY TRUST INC
|
8-K
|
|
|
Colony Group, LLC
|
13F-HR
|
|
|
Kids & Coffee, LLC
|
C-U
|
|
|
Adelante Capital Management LLC
|
13F-HR
|
|
|
INTERGROUP CORP
|
NT 10-Q
|
Financial Statements
|
|
Investment Managers Series Trust
|
497
|
|
|
Red Cat Holdings, Inc.
|
8-K
|
Financial Statements
|
|
Icosavax, Inc.
|
SC TO-T/A
|
Financial Statements
|
|
ASTRAZENECA PLC
|
SC TO-T/A
|
Financial Statements
|
|
Vital Energy, Inc.
|
S-3ASR
|
Financial Statements
|
|
Icosavax, Inc.
|
SC 14D9/A
|
Financial Statements
|
|
DAILY JOURNAL CORP
|
10-Q
|
|
|
Cartel Ventures LLC
|
C-U
|
|
|
Semper Paratus Acquisition Corp
|
CERT
|
|
|
ECOPETROL S.A.
|
6-K
|
Financial Statements
|
|
Humanette, LLC
|
C-U
|
|
|
NMI Holdings, Inc.
|
10-K
|
Financial Statements
|
|
Neuberger Berman Energy Infrastructure & Income Fund Inc.
|
N-CEN/A
|
|
|
TITLEIST ASSET MANAGEMENT, LLC
|
13F-HR
|
|
|
NOVA Infrastructure Fund II
|
D
|
|
|
Morgan Stanley Direct Lending Fund
|
8-K
|
|
|
Carvana Auto Receivables Trust 2020-P1
|
ABS-EE
|
|
|
Roye Brothers, LLC
|
C-W
|
|
|
Citigroup Global Markets Holdings Inc.
|
FWP
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 9
|
485BPOS
|
|
|
Delap Wealth Advisory, LLC
|
13F-HR
|
|
|
CITIGROUP INC
|
FWP
|
Financial Statements
|
|
Lookout Ventures I, LP
|
D
|
|
|
Wills Financial Group, Inc.
|
13F-HR
|
|
|
Fuel Me Holdings, Inc.
|
D
|
|
|
CLARK FINANCIAL SERVICES GROUP INC /BD
|
13F-HR
|
|
|
Sandlot Breeze Convertible Note SPV LLC
|
D
|
|
|
BOS Asset Management, LLC
|
13F-HR
|
|
|
ADM TRONICS UNLIMITED, INC.
|
NT 10-Q
|
|
|
ADAMS NATURAL RESOURCES FUND, INC.
|
DEF 14A
|
|
|
Sandlot Breeze Convertible Note A SPV LLC
|
D
|
|
|
Capitalworks Emerging Markets Acquisition Corp
|
NT 10-Q
|
|
|
Baker Hughes Holdings LLC
|
13F-HR
|
|
|
Gould Capital, LLC
|
13F-HR
|
|
|
Medicale Corp.
|
NT 10-Q
|
|
|
Baker Hughes Co
|
13F-NT
|
Financial Statements
|
|
CITIGROUP INC
|
424B2
|
Financial Statements
|
|
Citigroup Global Markets Holdings Inc.
|
424B2
|
|
|
Spectaire Holdings Inc.
|
424B3
|
|
|
ASHFORD CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
Meros Investment Management, LP
|
13F-HR
|
|
|
VVF LW30 Farms LLC
|
D
|
|
|
ALBEMARLE CORP
|
10-K
|
Financial Statements
|
|
Blue Owl Capital Holdings LP
|
13F-HR
|
|
|
MVP ES FUND CXXIX LLC
|
D
|
|
|
SOUTHERN POWER CO
|
10-K
|
|
|
SOUTHERN CO GAS
|
10-K
|
|
|
SOUTHERN CO
|
10-K
|
Financial Statements
|
|
MISSISSIPPI POWER CO
|
10-K
|
|
|
GEORGIA POWER CO
|
10-K
|
|
|
ALABAMA POWER CO
|
10-K
|
|
|
GR FINANCIAL GROUP, LLC
|
13F-HR
|
|
|
Altice USA, Inc.
|
10-K
|
Financial Statements
|
|
Synchrony Financial
|
8-K
|
Financial Statements
|
|
GTS SECURITIES LLC
|
13F-HR
|
|
|
Potomac Capital Management, Inc.
|
13F-HR
|
|
|
Aragon Global Management, LP
|
13F-HR
|
|
|
Meketa Capital, LLC
|
D
|
|
|
Bridgecrest Lending Auto Securitization Trust 2024-1
|
10-D
|
|
|
Bridgecrest Lending Auto Securitization Trust 2023-1
|
10-D
|
|
|
Arkos Global Advisors
|
13F-HR
|
|
|
Bridgecrest Lending Auto Securitization Trust 2024-1
|
ABS-EE
|
|
|
Bridgecrest Lending Auto Securitization Trust 2023-1
|
ABS-EE
|
|
|
NEWS CORP
|
8-K
|
Financial Statements
|
|
Toughbuilt Industries, Inc
|
424B4
|
Financial Statements
|
|
Silver Ring Value Partners Fund LP
|
D/A
|
|
|
TORNO CAPITAL, LLC
|
13F-HR
|
|
|
SCP Math LP
|
D
|
|
|
SONOCO PRODUCTS CO
|
8-K
|
Financial Statements
|
|
CERO THERAPEUTICS HOLDINGS, INC.
|
8-K
|
|
|
Condire Management, LP
|
13F-HR
|
|
|
Eagle Point Credit Co Inc.
|
8-K
|
|
|
SYLEBRA CAPITAL LLC
|
13F-HR
|
|
|
MERCER GLOBAL ADVISORS INC /ADV
|
13F-HR
|
|
|
Aris Mining Corp
|
6-K
|
|
|
MEDICI CAPITAL LLC
|
13F-HR
|
|
|
Eagle Point Income Co Inc.
|
8-K
|
|
|
Exome Asset Management LLC
|
13F-HR
|
|
|
Mango Five Family, Inc.
|
13F-HR
|
|
|
Unusual Machines, Inc.
|
424B1
|
|
|
CAPITAL ONE FINANCIAL CORP
|
8-K
|
Financial Statements
|
|
Faithward Advisors, LLC
|
13F-HR
|
|
|
Williams Richard E
|
4
|
|
|
POWELL INDUSTRIES INC
|
4
|
Financial Statements
|
|
Wagner Richard
|
4
|
|
|
INSTEEL INDUSTRIES INC
|
4
|
Financial Statements
|
|
REI Energy Drilling & Income Fund VII, L.P.
|
D
|
|
|
Healthcare Business Resources, Inc.
|
10-Q
|
|
|
Legg Mason Global Asset Management Trust
|
DEFA14A
|
|
|
Weening Michael
|
4
|
|
|
CALIX, INC
|
4
|
Financial Statements
|
|
Haldan Patrick Stibbs
|
SC 13D
|
|
|
CLS Holdings USA, Inc.
|
SC 13D
|
|
|
Morgan Stanley Finance LLC
|
424B2
|
|
|
Caligan Partners Offshore LP
|
D/A
|
|
|
INTER-AMERICAN DEVELOPMENT BANK
|
QRTLYRPT
|
|
|
WOLTZ H O III
|
4
|
|
|
UBS AG
|
424B2
|
|
|
CA-1106 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Herriott James
|
144
|
|
|
EXACT SCIENCES CORP
|
144
|
Financial Statements
|
|
APPIAN CORP
|
10-K
|
Financial Statements
|
|
Walt Disney Co
|
DEFA14A
|
Financial Statements
|
|
Sixth & Congress Opportunity Fund, LP
|
D
|
|
|
Stice Travis D.
|
144
|
|
|
Diamondback Energy, Inc.
|
144
|
Financial Statements
|
|
Conroy Kevin T
|
144
|
|
|
JJLA Equity Fund 1 LLC
|
D
|
|
|
Williams Anthony P
|
144
|
|
|
AKAMAI TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
Speranza Emanuela
|
144
|
|
|
AMETEK INC/
|
144
|
Financial Statements
|
|
Sixth & Congress Investment Fund, LP
|
D
|
|
|
Szyman Catherine M.
|
144
|
|
|
Edwards Lifesciences Corp
|
144
|
Financial Statements
|
|
STELLAR DESIGNS
|
D
|
|
|
Caligan Partners Onshore LP
|
D/A
|
|
|
COWARD D SCOTT
|
144
|
|
|
ARCH RESOURCES, INC.
|
10-K
|
Financial Statements
|
|
DIORIO CHRIS PH.D.
|
144
|
|
|
IMPINJ INC
|
144
|
Financial Statements
|
|
Israeli Natan
|
3
|
|
|
KALTURA INC
|
3
|
Financial Statements
|
|
HEINTZMAN DAVID P
|
4
|
|
|
Stock Yards Bancorp, Inc.
|
4
|
Financial Statements
|
|
Smith Dwight Eric
|
4
|
|
|
PEOPLES BANCORP INC
|
4
|
Financial Statements
|
|
Elliott Jeffrey Thomas
|
144
|
|
|
GENEREUX SCOTT
|
144
|
|
|
ROCKWELL AUTOMATION, INC
|
144
|
Financial Statements
|
|
Khalili Joseph
|
4
|
|
|
CBL & ASSOCIATES PROPERTIES INC
|
4
|
Financial Statements
|
|
CHURCH & DWIGHT CO INC /DE/
|
10-K
|
Financial Statements
|
|
Azaria Eynav
|
3
|
|
|
ORVILLE JACOB A
|
144
|
|
|
PARTNERRE LTD
|
6-K
|
|
|
Bonadies Ralph
|
5
|
|
|
PARKE BANCORP, INC.
|
5
|
Financial Statements
|
|
Condella Sarah
|
144
|
|
|
Wagner Dana
|
144
|
|
|
TWILIO INC
|
144
|
Financial Statements
|
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
|
13F-HR/A
|
|
|
Viggiano Aidan
|
144
|
|
|
Selipsky Adam
|
144
|
|
|
AMAZON COM INC
|
144
|
Financial Statements
|
|
Grover Vikram P
|
4
|
|
|
HIMALAYA TECHNOLOGIES, INC
|
4
|
|
|
GABELLI GLOBAL UTILITY & INCOME TRUST
|
3
|
|
|
PLATT NICOLAS W
|
3
|
|
|
BANK OF MONTREAL /CAN/
|
FWP
|
Financial Statements
|
|
Davis Asset Management, L.P.
|
13F-HR/A
|
|
|
TERRY WILLIAM GREGORY
|
5
|
|
|
PEOPLES BANCORP OF NORTH CAROLINA INC
|
5
|
Financial Statements
|
|
DONIO ELENA A.
|
144
|
|
|
ImmunoPrecise Antibodies Ltd.
|
6-K/A
|
|
|
Grody Howard B.
|
4
|
|
|
Critical Metals Corp.
|
424B3
|
|
|
AB Active ETFs, Inc.
|
N-14/A
|
|
|
Boyd-Leaks Kim
|
5
|
|
|
Guskin Gold Corp.
|
NT 10-Q
|
|
|
Whitlow Ricci S
|
144
|
|
|
MIMEDX GROUP, INC.
|
144
|
|
|
Bloomfield Capital Income Fund V, LLC - Series C
|
D/A
|
|
|
BNY Mellon Investment Funds V, Inc.
|
485APOS
|
|
|
Rubin Matthew L.
|
144
|
|
|
TRACTOR SUPPLY CO /DE/
|
144
|
Financial Statements
|
|
Malady Kyle
|
144
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
VERIZON COMMUNICATIONS INC
|
144
|
Financial Statements
|
|
Barner Sharon R
|
4
|
|
|
CUMMINS INC
|
4
|
Financial Statements
|
|
Morgan Stanley Finance LLC
|
FWP
|
|
|
LILLY ENDOWMENT INC
|
144
|
|
|
ELI LILLY & Co
|
144
|
Financial Statements
|
|
MORGAN STANLEY
|
FWP
|
Financial Statements
|
|
ASPEN RIDGE RESERVE LP
|
D
|
|
|
LEBOVITZ MICHAEL I
|
4
|
|
|
Nexxen International Ltd.
|
SC 13D/A
|
Financial Statements
|
|
Mithaq Capital SPC
|
SC 13D/A
|
|
|
HECLA MINING CO/DE/
|
424B5
|
Financial Statements
|
|
Churchill David K
|
144
|
|
|
CoreCivic, Inc.
|
144
|
Financial Statements
|
|
Ratajczak Matthew T
|
144
|
|
|
RPM INTERNATIONAL INC/DE/
|
144
|
Financial Statements
|
|
THERALINK TECHNOLOGIES, INC.
|
NT 10-Q
|
|
|
Federal Home Loan Bank of San Francisco
|
8-K
|
|
|
HEINTZMAN DAVID P
|
144
|
|
|
Stock Yards Bancorp, Inc.
|
144
|
Financial Statements
|
|
White River Creston LLC
|
D
|
|
|
CENOVUS ENERGY INC.
|
6-K
|
Financial Statements
|
|
Ares Real Estate Income Trust Inc.
|
POS EX
|
|
|
Reiss Rena Hozore
|
144
|
|
|
MARRIOTT INTERNATIONAL INC /MD/
|
144
|
Financial Statements
|
|
Innovator ETFs Trust
|
485BPOS
|
|
|
Curry Jeffery V.
|
4
|
|
|
Paramount Gold Nevada Corp.
|
4
|
Financial Statements
|
|
Reynolds Christopher J.
|
4
|
|
|
RIVERBRIDGE PARTNERS LLC
|
13F-HR/A
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
|
497J
|
|
|
ControlQore SPV 1, a series of BroodStack Master, LLC
|
D
|
|
|
OtoNexus Medical Technologies, Inc.
|
D/A
|
|
|
Nance Frederick R.
|
144/A
|
|
|
RPM INTERNATIONAL INC/DE/
|
144/A
|
Financial Statements
|
|
FOCUS SECURITIES LLC
|
X-17A-5
|
|
|
MPI Sidecar LLC
|
D
|
|
|
Ares Real Estate Income Trust Inc.
|
424B3
|
|
|
HappyNest REIT, Inc.
|
1-A/A
|
|
|
Moolec Science SA
|
424B3
|
|
|
CABLE WILLIAM D
|
5
|
|
|
Contractor Plus, Inc.
|
C
|
|
|
Reinsmidt Kathryn A.
|
4
|
|
|
AKO CAPITAL LLP
|
13F-HR
|
|
|
Bickley Ian
|
144
|
|
|
Crocs, Inc.
|
144
|
Financial Statements
|
|
IR Management Investments, L.P.
|
D
|
|
|
BP Pace II LLC
|
ABS-15G
|
|
|
ATHENA GOLD CORP
|
8-K
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
|
485BPOS
|
|
|
ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.
|
POS EX
|
|
|
Getty Images Holdings, Inc.
|
8-K
|
Financial Statements
|
|
Cope Jennifer
|
4
|
|
|
CALIBRE MINING CORP.
|
D
|
|
|
Ares Real Estate Income Trust Inc.
|
8-K
|
|
|
Chavez Rodriguez Beatriz Karina
|
4
|
|
|
3M CO
|
4
|
Financial Statements
|
|
ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.
|
424B3
|
|
|
BP PACE III LLC
|
ABS-15G
|
|
|
Venture Visionary Partners LLC
|
13F-HR/A
|
|
|
NEOS ETF Trust
|
485BXT
|
|
|
ABM INDUSTRIES INC /DE/
|
ARS
|
Financial Statements
|
|
ARES INDUSTRIAL REAL ESTATE INCOME TRUST Inc.
|
8-K
|
|
|
Accumatic, Inc.
|
D
|
|
|
COLE SUE W
|
144
|
|
|
MARTIN MARIETTA MATERIALS INC
|
144
|
Financial Statements
|
|
VISTA GOLD CORP
|
8-K
|
Financial Statements
|
|
RBB FUND, INC.
|
485APOS
|
|
|
Federal Home Loan Bank of New York
|
8-K
|
|
|
SHAW THOMAS J
|
4
|
|
|
RETRACTABLE TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
Cobb Andrew Franklin
|
4
|
|
|
Avampato John
|
144
|
|
|
REGAL REXNORD CORP
|
144
|
|
|
ABM INDUSTRIES INC /DE/
|
DEFA14A
|
Financial Statements
|
|
Roman Michael F
|
4/A
|
|
|
3M CO
|
4/A
|
Financial Statements
|
|
CNL Strategic Capital, LLC
|
S-1
|
|
|
Smith Health, Inc.
|
D
|
|
|
Global Crossing Airlines Group Inc.
|
SC 13G/A
|
|
|
Red Oak Partners, LLC
|
SC 13G/A
|
|
|
Morse Asset Management, Inc
|
13F-HR
|
|
|
Stellantis N.V.
|
6-K
|
|
|
Main Management LLC
|
13F-HR
|
|
|
Saltzman Paul
|
4
|
|
|
EAGLE BANCORP INC
|
4
|
Financial Statements
|
|
Palo Alto Investors LP
|
13F-HR/A
|
|
|
ABM INDUSTRIES INC /DE/
|
DEF 14A
|
Financial Statements
|
|
EA PM7 Pref Member 2 LLC
|
D
|
|
|
Beam Therapeutics Inc.
|
4
|
Financial Statements
|
|
FMR LLC
|
4
|
|
