| Company Name |
Form Type |
SEC Filings |
|
|
|
|
FRANKLIN RESOURCES INC
|
SC 13G/A
|
Financial Statements
|
|
COLUMBIA FUNDS SERIES TRUST I
|
NPORT-P
|
|
|
Northern Lights Fund Trust IV
|
24F-2NT
|
|
|
VANGUARD MUNICIPAL BOND FUNDS
|
8-A12B
|
|
|
Columbia Funds Series Trust II
|
NPORT-P
|
|
|
COLUMBIA FUNDS SERIES TRUST
|
NPORT-P
|
|
|
Zacks Trust
|
NPORT-P
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS
|
24F-2NT
|
|
|
Investment Managers Series Trust II
|
NPORT-P
|
|
|
Sinha Family Incentive Trust
|
144
|
|
|
Zscaler, Inc.
|
144
|
Financial Statements
|
|
Silvercrest Municipal Advantage Portfolio S LLC
|
D/A
|
|
|
DONALDSON Co INC
|
SC 13G/A
|
Financial Statements
|
|
LORD ABBETT TRUST I
|
485APOS
|
|
|
Investment Managers Series Trust
|
NPORT-P
|
|
|
Bernardo Wealth Planning LLC
|
13F-HR
|
|
|
Copeland Trust
|
NPORT-P
|
|
|
KAISER ALUMINUM CORP
|
SC 13G/A
|
Financial Statements
|
|
Envision Financial Systems, Inc.
|
TA-2
|
|
|
BlackRock Funds II
|
485BPOS
|
|
|
BNY MELLON STATE MUNICIPAL BOND FUNDS
|
N-8F
|
|
|
VANGUARD CALIFORNIA TAX-FREE FUNDS
|
8-A12B
|
|
|
Decryption Capital Partners, LP
|
D/A
|
|
|
Talli, Inc.
|
D
|
|
|
STRATEGIC INVESTMENT MANAGEMENT, LLC
|
13F-HR
|
|
|
IOVANCE BIOTHERAPEUTICS, INC.
|
SC 13G/A
|
Financial Statements
|
|
Dollins Billie J.
|
4
|
|
|
EVERLAKE FINANCIAL ADVISORS SEPARATE ACCOUNT I
|
497
|
|
|
Equinox Partners Investment Management LLC
|
13F-HR
|
|
|
Sinha Education Excellence Trust
|
144
|
|
|
Karis Family Daycare LLC
|
C-U
|
|
|
Federal Home Loan Bank of Pittsburgh
|
8-K
|
|
|
CYTOKINETICS INC
|
SC 13G/A
|
Financial Statements
|
|
17Capital Credit Fund 2 EUR SCSp
|
D
|
|
|
ETF Opportunities Trust
|
NPORT-P
|
|
|
Meredith Wealth Planning
|
13F-HR
|
|
|
NOKIA CORP
|
6-K
|
Financial Statements
|
|
Federated Hermes World Investment Series, Inc.
|
485BPOS
|
|
|
Bando Alternative Group Delivery LLC
|
C-W
|
|
|
Darby Brewing Co, LLC
|
C-W
|
|
|
COMPASS MINERALS INTERNATIONAL INC
|
SC 13G/A
|
Financial Statements
|
|
Allspring Global Investments Holdings, LLC
|
13F-HR
|
|
|
DELPHI MANAGEMENT INC /MA/
|
13F-HR
|
|
|
Alta Park Growth Equity II
|
D/A
|
|
|
92 Investments LLC
|
C-W
|
|
|
NORTHERN LIGHTS FUND TRUST II
|
24F-2NT
|
|
|
PROSHARES TRUST
|
485BXT
|
|
|
ARCHER INVESTMENT SERIES TRUST
|
497K
|
|
|
Schlosser John W
|
144
|
|
|
KINDER MORGAN, INC.
|
144
|
Financial Statements
|
|
Microbot Medical Inc.
|
EFFECT
|
Financial Statements
|
|
ArriVent Biopharma, Inc.
|
EFFECT
|
|
|
BrightSpring Health Services, Inc.
|
EFFECT
|
|
|
Kisses From Italy Inc.
|
EFFECT
|
|
|
Blue Star Foods Corp.
|
EFFECT
|
|
|
BERNSTEIN SANFORD C FUND INC
|
EFFECT
|
|
|
Aptose Biosciences Inc.
|
EFFECT
|
Financial Statements
|
|
ARB IOT Group Ltd
|
EFFECT
|
|
|
Haoxi Health Technology Ltd
|
EFFECT
|
|
|
Cineverse Corp.
|
EFFECT
|
Financial Statements
|
|
YS Biopharma Co., Ltd.
|
EFFECT
|
|
|
Monetiva Inc.
|
EFFECT
|
|
|
Sagimet Biosciences Inc.
|
EFFECT
|
|
|
Autonomix Medical, Inc.
|
QUALIF
|
|
|
DM Individual Aggregator, LLC
|
4
|
|
|
Dutch Bros Inc.
|
4
|
Financial Statements
|
|
Global Crossing Airlines Group Inc.
|
4
|
|
|
Harrington Cordia
|
4
|
|
|
DM Trust Aggregator, LLC
|
4
|
|
|
Aptose Biosciences Inc.
|
S-1MEF
|
Financial Statements
|
|
Modiv Industrial, Inc.
|
4
|
Financial Statements
|
|
SMITH KIMBERLY J
|
4
|
|
|
NOLAN THOMAS H JR
|
4
|
|
|
Boersma Travis
|
4
|
|
|
Liberty Media Corp
|
4
|
Financial Statements
|
|
BERKSHIRE HATHAWAY INC
|
4
|
Financial Statements
|
|
BUFFETT WARREN E
|
4
|
|
|
Furey Raymond J.
|
4
|
|
|
RIGEL PHARMACEUTICALS INC
|
4
|
Financial Statements
|
|
RODRIGUEZ RAUL R
|
4
|
|
|
Santos David A
|
4
|
|
|
Schorno Dean L
|
4
|
|
|
Minnis Matt
|
4
|
|
|
Core Scientific, Inc./tx
|
4
|
|
|
Feinstein Darin
|
4
|
|
|
Sullivan Adam Taylor
|
4
|
|
|
DCG International Investments Ltd.
|
144
|
|
|
Grayscale Zcash Trust
|
144
|
|
|
Grayscale Decentraland Trust
|
144
|
|
|
Grayscale Solana Trust
|
144
|
|
|
Sterling Denise Marie Brucia
|
4
|
|
|
Grayscale Livepeer Trust
|
144
|
|
|
Grayscale Digital Large Cap Fund LLC
|
144
|
|
|
Grayscale Basic Attention Token Trust
|
144
|
|
|
Hollingsworth Jarvis V.
|
4
|
|
|
Grayscale Filecoin Trust
|
144
|
|
|
DUCHENE TODD M
|
4
|
|
|
Grayscale Decentralized Finance
|
144
|
|
|
Digital Currency Group, Inc.
|
144
|
|
|
Grayscale Horizen Trust
|
144
|
|
|
YOUNGBLOOD DR KNEELAND
|
4
|
|
|
LEVITT MICHAEL J
|
4
|
|
|
ArriVent Biopharma, Inc.
|
3
|
|
|
HILLHOUSE INVESTMENT MANAGEMENT, LTD.
|
3
|
|
|
Bird Andrew Peter
|
144
|
|
|
PEARSON PLC
|
144
|
Financial Statements
|
|
Singh Harmit J
|
4
|
|
|
LEVI STRAUSS & CO
|
4
|
Financial Statements
|
|
Jedrzejek David
|
4
|
|
|
Stirling Lisa
|
4
|
|
|
Bergh Charles V
|
4
|
|
|
Dunn Michael David
|
4
|
|
|
Symbotic Inc.
|
4
|
|
|
LAYNEY TRACY
|
4
|
|
|
Boyd William M III
|
4
|
|
|
O'Neill Elizabeth T
|
4
|
|
|
WISHNICK ROSS
|
4
|
|
|
OrbiMed Asia GP IV, L.P.
|
3
|
|
|
OrbiMed Advisors IV Ltd
|
3
|
|
|
OrbiMed Capital GP VIII LLC
|
3
|
|
|
ORBIMED ADVISORS LLC
|
3
|
|
|
Yao Zhengbin
|
3
|
|
|
Nolet Chris
|
3
|
|
|
Lutzker Stuart
|
3
|
|
|
LaChapelle Robin
|
3
|
|
|
Kung Winston
|
3
|
|
|
Sommers Barry
|
4
|
|
|
WELLS FARGO & COMPANY/MN
|
4
|
Financial Statements
|
|
Kastenmayer James Paul
|
3
|
|
|
HEALY JAMES
|
3
|
|
|
GORDON CARL L
|
3
|
|
|
Jallal Bahija
|
3
|
|
|
Santomassimo Michael P.
|
4
|
|
|
Powell Scott
|
4
|
|
|
Flowers Derek A.
|
4
|
|
|
Hranicky Kyle G
|
4
|
|
|
MURTHY RAMESH
|
4
|
|
|
Canoo Inc.
|
4
|
|
|
Carr Muneera S
|
4
|
|
|
Williams Ather III
|
4
|
|
|
Weiss Jonathan G.
|
4
|
|
|
Van Beurden Saul
|
4
|
|
|
Santos Kleber
|
4
|
|
|
Patterson Ellen R
|
4
|
|
|
Ling Bei
|
4
|
|
|
WEBER JAMES HARRY
|
4
|
|
|
COMERICA INC /NEW/
|
4
|
Financial Statements
|
|
Kerrins Tracy M
|
4
|
|
|
CalciMedica, Inc.
|
4
|
Financial Statements
|
|
MIDDLETON FRED A
|
4
|
|
|
Sanderling Ventures VII
|
4
|
|
|
Sanderling Ventures Management VII
|
4
|
|
|
Sanderling Ventures VII Annex Fund, L.P.
|
4
|
|
|
Sanderling Ventures VII, L.P.
|
4
|
|
|
Sanderling Ventures Management VI
|
4
|
|
|
Sanderling Venture Partners VI LP
|
4
|
|
|
Sanderling Venture Partners VI Co Investment Fund LP
|
4
|
|
|
Leheny A. Rachel
|
4
|
|
|
Endeavor Group Holdings, Inc.
|
4
|
Financial Statements
|
|
Whitesell Patrick
|
4
|
|
|
Lublin Jason
|
4
|
|
|
Emanuel Ariel
|
4
|
|
|
WILSON ROBERT N
|
4
|
|
|
Endeavor Executive PIU Holdco, LLC
|
4
|
|
|
Endeavor Executive Holdco, LLC
|
4
|
|
|
Endeavor Executive II Holdco, LLC
|
4
|
|
|
Ortiz Mauricio A
|
4
|
|
|
Moore Christine M
|
4
|
|
|
Bridges Wendy
|
4
|
|
|
VanWees Jason
|
4
|
|
|
TELEDYNE TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
Sefzik Peter L
|
4
|
|
|
RITCHIE MICHAEL T
|
4
|
|
|
Fercho Kristy
|
4
|
|
|
McKinney Cassandra M.
|
4
|
|
|
Hays Von E
|
4
|
|
|
Blackwood Stephen Finis
|
4
|
|
|
Goldman Brian
|
4
|
|
|
Topline Capital Management, LLC
|
4
|
|
|
McBirney Collin
|
4
|
|
|
Paysign, Inc.
|
4
|
|
|
DALEY WILLIAM M
|
4
|
|
|
Fleming Allysun C
|
4
|
|
|
CRESPI MEGAN D.
|
4
|
|
|
CHAUSSE MELINDA A.
|
4
|
|
|
Belak Cynthia Y
|
4
|
|
|
Gaba Greg
|
4/A
|
|
|
SunOpta Inc.
|
4/A
|
Financial Statements
|
|
CARR JAMES MCGREGOR
|
4
|
|
|
Burkhart Megan D
|
4
|
|
|
Bailey Corey R
|
4
|
|
|
Herzog James J
|
4
|
|
|
Bobb George C III
|
4
|
|
|
Cheng Sohanya Roshan
|
4
|
|
|
Karyopharm Therapeutics Inc.
|
4
|
Financial Statements
|
|
Arcus Biosciences, Inc.
|
4
|
Financial Statements
|
|
Goeltz II Robert C.
|
4
|
|
|
Jaen Juan C.
|
4
|
|
|
Azoy Alexander
|
4
|
|
|
FARMER CURTIS C
|
4
|
|
|
Tang Carolyn C.
|
4
|
|
|
ROSEN TERRY J
|
4
|
|
|
Jarrett Jennifer
|
4
|
|
|
Nuyten Dimitry SA
|
4
|
|
|
Hagen Chad
|
4
|
|
|
SunOpta Inc.
|
4
|
Financial Statements
|
|
ArriVent Biopharma, Inc.
|
S-1MEF
|
|
|
MEHRABIAN ROBERT
|
4
|
|
|
Owen Huw
|
4
|
|
|
Couchbase, Inc.
|
4
|
Financial Statements
|
|
Roks Edwin
|
4
|
|
|
Chow Margaret
|
4
|
|
|
Doyle Michael John
|
4
|
|
|
ICAD INC
|
4
|
Financial Statements
|
|
Cibik Melanie Susan
|
4
|
|
|
Doyle Michael John
|
3
|
|
|
ICAD INC
|
3
|
Financial Statements
|
|
Topline Capital Management, LLC
|
3
|
|
|
McBirney Collin
|
3
|
|
|
Paysign, Inc.
|
3
|
|
|
Olver Parizad
|
4
|
|
|
INNOVATIVE SOLUTIONS & SUPPORT INC
|
4
|
Financial Statements
|
|
Terns Pharmaceuticals, Inc.
|
4
|
Financial Statements
|
|
Quigley Jill M.
|
4
|
|
|
Yoon Seokho Bryan
|
4
|
|
|
Vignola Mark J.
|
4
|
|
|
Quirk Erin
|
4
|
|
|
Rangwala Reshma
|
4
|
|
|
HAINES SARAH KATHRYN
|
4
|
|
|
PAYCOR HCM, INC.
|
4
|
Financial Statements
|
|
Poulton Stuart
|
4
|
|
|
BRESSNER GLEN R
|
4
|
|
|
Mazza Matthew S
|
4
|
|
|
APPFOLIO INC
|
4
|
Financial Statements
|
|
Goon Fay Sien
|
4
|
|
|
Geene Alice L
|
4
|
|
|
MUELLER CHARLES STEVEN
|
4
|
|
|
Vig Pamela
|
4
|
|
|
Mirum Pharmaceuticals, Inc.
|
4
|
Financial Statements
|
|
Longpre Lara
|
4
|
|
|
BJERKHOLT ERIC
|
4
|
|
|
Howe Jolanda
|
4
|
|
|
Radovich Peter
|
4
|
|
|
Peetz Christopher
|
4
|
|
|
ANTE ADAM BROOKS
|
4
|
|
|
Newstead Jennifer
|
4
|
|
|
Meta Platforms, Inc.
|
4
|
Financial Statements
|
|
Topline Capital Partners, LP
|
4
|
|
|
BERGSTROM RYAN NORMAN
|
4
|
|
|
Belland Stephen L
|
4
|
|
|
VILLAR RAUL JR.
|
4
|
|
|
STUCK KEVIN L
|
4
|
|
|
Matson, Inc.
|
4
|
Financial Statements
|
|
Taylor Jason Lee
|
4
|
|
|
Sullivan John Warren
|
4
|
|
|
Scott Christopher A
|
4
|
|
|
Rascon Laura L
|
4
|
|
|
Kinney Richard S
|
4
|
|
|
Isotoff Leonard P
|
4
|
|
|
Park Kuuhaku T
|
4
|
|
|
Gao Qiang
|
4
|
|
|
Cerocke Grace M
|
4
|
|
|
Angoco Vic S Jr
|
4
|
|
|
Rolfe Rusty K
|
4
|
|
|
Lauer John P
|
4
|
|
|
Wine Joel M
|
4
|
|
|
Heilmann Peter T
|
4
|
|
|
COX MATTHEW J
|
4
|
|
|
Mano Michael
|
4
|
|
|
Schick John Douglas
|
144
|
|
|
PEDEVCO CORP
|
144
|
Financial Statements
|
|
Topline Capital Partners, LP
|
3
|
|
|
Price David R
|
4
|
|
|
PRICESMART INC
|
4
|
Financial Statements
|
|
Mason Michael
|
4
|
|
|
PINKSTON PAUL ANTHONY
|
144
|
|
|
Paulson Richard A.
|
4
|
|
|
Johnson Michelle Antoinette
|
144
|
|
|
Palomar Holdings, Inc.
|
144
|
Financial Statements
|
|
Carolin Roger Anthony
|
4
|
|
|
Eos Energy Enterprises, Inc.
|
4
|
|
|
Kroeker Nathan
|
4
|
|
|
Silbert Family Investments LLC
|
144
|
|
|
Grayscale Ethereum Classic Trust
|
144
|
|
|
Williams Gregg
|
4
|
|
|
Vivani Medical, Inc.
|
4
|
Financial Statements
|
|
LIPMAN ANDREW D
|
4
|
|
|
NU SKIN ENTERPRISES, INC.
|
4
|
Financial Statements
|
|
Paggiarino Dario A.
|
4
|
|
|
EyePoint Pharmaceuticals, Inc.
|
4
|
Financial Statements
|
|
Lurker Nancy
|
4
|
|
|
DiNello Alessandro
|
4
|
|
|
NEW YORK COMMUNITY BANCORP INC
|
4
|
Financial Statements
|
|
Breig Geralyn
|
4
|
|
|
Hanesbrands Inc.
|
4
|
Financial Statements
|
|
PALADINO STEVEN
|
4
|
|
|
Borgeson Blake
|
4
|
|
|
RECURSION PHARMACEUTICALS, INC.
|
4
|
Financial Statements
|
|
TuSimple Holdings Inc.
|
4
|
Financial Statements
|
|
Tapia Eric R
|
4
|
|
