| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Ascend Global Investment Fund SPC - Strategic Segregated Portfolio
|
3
|
|
|
5E Advanced Materials, Inc.
|
3
|
|
|
S&T BANCORP INC
|
8-K
|
Financial Statements
|
|
Ferraro John Francis
|
4
|
|
|
AUBURN NATIONAL BANCORPORATION, INC
|
8-K
|
Financial Statements
|
|
LongueVue Capital Partners Sidecar I, L.P.
|
D
|
|
|
Immunocore Holdings plc
|
8-K
|
Financial Statements
|
|
CareMax, Inc.
|
8-K
|
|
|
MORRIS FINANCIAL CONCEPTS, INC.
|
13F-HR
|
|
|
Morgan Stanley ETF Trust
|
425
|
|
|
MORGAN STANLEY INSTITUTIONAL FUND TRUST
|
425
|
|
|
Lizardi Rafael R
|
4
|
|
|
CPG Cooper Square International Equity, LLC
|
486BPOS
|
|
|
Focused Compounding Fund, LP
|
DFAN14A
|
|
|
Farnsworth Paul
|
4
|
|
|
OneMeta Inc.
|
8-K
|
|
|
PARKS AMERICA, INC
|
DFAN14A
|
|
|
Andretti Acquisition Corp.
|
425
|
|
|
ODP Corp
|
8-K
|
Financial Statements
|
|
5E Advanced Materials, Inc.
|
S-3
|
|
|
KT CORP
|
SC 13G/A
|
Financial Statements
|
|
FIRST TRUST EXCHANGE-TRADED FUND II
|
485BPOS
|
|
|
AECOM
|
ARS
|
Financial Statements
|
|
IDX Funds
|
497
|
|
|
ClearBridge MLP & Midstream Fund Inc.
|
8-K
|
|
|
BLACKROCK BOND FUND, INC.
|
497J
|
|
|
Learn CW Investment Corp
|
425
|
|
|
SILVER BULL RESOURCES, INC.
|
10-K
|
|
|
Andretti Acquisition Corp.
|
8-K
|
|
|
Invesco Exchange-Traded Fund Trust II
|
NPORT-P
|
|
|
Roberts Carey S.
|
4
|
|
|
Ventas, Inc.
|
4
|
Financial Statements
|
|
Probst Robert F
|
4
|
|
|
Leonard Shanon J
|
4
|
|
|
Hutchens James Justin
|
4
|
|
|
Bulgarelli Peter J.
|
4
|
|
|
Amer Sports, Inc.
|
8-A12B
|
|
|
Learn CW Investment Corp
|
8-K
|
|
|
Gosman Angela K
|
4
|
|
|
KANOFSKY ARIE
|
4
|
|
|
FINANCIAL INVESTORS TRUST
|
24F-2NT
|
|
|
ClearBridge MLP & Midstream Total Return Fund Inc.
|
8-K
|
|
|
SPLASH BEVERAGE GROUP, INC.
|
8-K
|
|
|
AECOM
|
DEFA14A
|
Financial Statements
|
|
Innovator ETFs Trust
|
497J
|
|
|
BIOLASE, INC
|
8-K
|
Financial Statements
|
|
Xcel Wealth Management, LLC
|
13F-HR
|
|
|
ImmunoGen, Inc.
|
DEFA14A
|
Financial Statements
|
|
Werth Peter J.
|
SC 13D/A
|
|
|
Cingulate Inc.
|
SC 13D/A
|
|
|
Longboard Pharmaceuticals, Inc.
|
SC 13D/A
|
|
|
PFIZER INC
|
SC 13D/A
|
Financial Statements
|
|
dMY Squared Technology Group, Inc.
|
8-K
|
|
|
AECOM
|
DEF 14A
|
Financial Statements
|
|
Kozanian Hagop H
|
4
|
|
|
Roth CH Acquisition Co.
|
8-K
|
|
|
Werth Family Investment Associates LLC
|
4
|
|
|
Werth Peter J.
|
4
|
|
|
Cingulate Inc.
|
4
|
|
|
Letsche Margaret
|
4
|
|
|
Blue Foundry Bancorp
|
4
|
|
|
Outlook Therapeutics, Inc.
|
PRE 14A
|
Financial Statements
|
|
SU Group Holdings Ltd
|
6-K
|
|
|
Danimer Scientific, Inc.
|
8-K
|
|
|
ImmunoGen, Inc.
|
8-K
|
Financial Statements
|
|
SILVER STAR PROPERTIES REIT, INC
|
DFAN14A
|
|
|
HARTMAN ALLEN R
|
DFAN14A
|
|
|
LESSER EVAN
|
4
|
|
|
Nuveen Churchill Private Capital Income Fund
|
8-K
|
|
|
Udell C Robert JR
|
4
|
|
|
Consolidated Communications Holdings, Inc.
|
4
|
Financial Statements
|
|
Crockett John R III
|
4
|
|
|
Shake Shack Inc.
|
144
|
Financial Statements
|
|
Flug Jeffrey
|
144
|
|
|
Klarich Lee
|
144
|
|
|
Palo Alto Networks Inc
|
144
|
Financial Statements
|
|
Casalena Anthony
|
144
|
|
|
Squarespace, Inc.
|
144
|
Financial Statements
|
|
Gary Mark
|
4
|
|
|
Zuckerberg Mark
|
144
|
|
|
Meta Platforms, Inc.
|
144
|
Financial Statements
|
|
ZILKHA MICHAEL
|
4
|
|
|
Global Clean Energy Holdings, Inc.
|
4
|
|
|
REE Automotive Ltd.
|
6-K
|
|
|
ZEILE ART
|
4
|
|
|
WESTERN ASSET HIGH INCOME FUND II INC.
|
POS EX
|
|
|
Flaherty Scott B.
|
144/A
|
|
|
WILLIS LEASE FINANCE CORP
|
144/A
|
Financial Statements
|
|
RiskOn International, Inc.
|
8-K
|
|
|
Horizon Funds
|
NPORT-P
|
|
|
Upstart Holdings, Inc.
|
144
|
Financial Statements
|
|
Darling Scott
|
144
|
|
|
DOMINION ENERGY, INC
|
8-K
|
Financial Statements
|
|
Ilan Haviv
|
4
|
|
|
MICHEL TODD A
|
5
|
|
|
Pharma-Bio Serv, Inc.
|
10-K
|
|
|
Hempacco Co., Inc.
|
S-1
|
Financial Statements
|
|
Managed Portfolio Series
|
485APOS
|
|
|
Bonenberger David J
|
4
|
|
|
Bull Oak Capital, LLC
|
13F-HR
|
|
|
Cheniere Pipeline GP Interests, LLC
|
424B3
|
|
|
Sabine Pass LNG-GP, LLC
|
424B3
|
|
|
Cheniere Creole Trail Pipeline, L.P.
|
424B3
|
|
|
Sabine Pass Tug Services, LLC
|
424B3
|
|
|
Cheniere Energy Investments, LLC
|
424B3
|
|
|
Cheniere Energy Partners, L.P.
|
424B3
|
Financial Statements
|
|
Sabine Pass LNG, L.P.
|
424B3
|
|
|
BAHAI AHMAD
|
4
|
|
|
Sycamore Tree Opportunistic Credit Fund, LP
|
D/A
|
|
|
Adicet Bio, Inc.
|
SC 13D/A
|
Financial Statements
|
|
ORBIMED ADVISORS LLC
|
SC 13D/A
|
|
|
Apollo Diversified Real Estate Fund
|
486BPOS
|
|
|
Accomplice Management, LLC
|
144
|
|
|
DraftKings Holdings Inc.
|
144
|
|
|
Tyagarajan N. V.
|
4
|
|
|
JABIL INC
|
4
|
Financial Statements
|
|
Siminoff James W
|
4
|
|
|
FORUM FUNDS
|
NPORT-P
|
|
|
ALLIANZ LIFE VARIABLE ACCOUNT B
|
497
|
|
|
BondBloxx ETF Trust
|
485BXT
|
|
|
CLEVELAND-CLIFFS INC.
|
8-K
|
Financial Statements
|
|
Fresh Vine Wine, Inc.
|
425
|
Financial Statements
|
|
Puerto Rico Residents Tax-Free Fund, Inc.
|
DFRN14A
|
|
|
Ocean Capital LLC
|
DFRN14A
|
|
|
Santelli Jonathan N
|
144
|
|
|
RAYMOND JAMES FINANCIAL INC
|
144
|
Financial Statements
|
|
VELA Funds
|
485BPOS
|
|
|
Viridian Therapeutics, Inc.\DE
|
SC 13G
|
Financial Statements
|
|
PERCEPTIVE ADVISORS LLC
|
SC 13G
|
|
|
Russo Carl
|
4
|
|
|
CALIX, INC
|
4
|
Financial Statements
|
|
R F INDUSTRIES LTD
|
10-K
|
Financial Statements
|
|
Finwise Bancorp
|
8-K
|
Financial Statements
|
|
Yunus Mohammad
|
4
|
|
|
Freight Technologies, Inc.
|
6-K
|
|
|
Talson - Bracebridge Insurance Fund, L.P.
|
D
|
|
|
Mildenhall Jonathan
|
4
|
|
|
Sonos Inc
|
4
|
Financial Statements
|
|
Rascon Laura L
|
4
|
|
|
Matson, Inc.
|
4
|
Financial Statements
|
|
Harpoon Therapeutics, Inc.
|
PREM14A
|
Financial Statements
|
|
Mycotopia Therapies, Inc.
|
PRE 14C
|
|
|
HERITAGE FINANCIAL CORP /WA/
|
8-K
|
Financial Statements
|
|
Live Oak Private Wealth LLC
|
13F-HR
|
|
|
Trustfeed Corp.
|
SC 14F1
|
|
|
BMO 2024-5C3 Mortgage Trust
|
424B2
|
|
|
BMO Commercial Mortgage Securities LLC
|
424B2
|
|
|
Maquia Capital Acquisition Corp
|
DEF 14A
|
|
|
Ambrx Biopharma, Inc.
|
DFAN14A
|
|
|
JOHNSON & JOHNSON
|
DFAN14A
|
Financial Statements
|
|
ELMTREE U.S. NET LEASE FUND V REIT, LLC
|
D
|
|
|
McDermott Michele
|
3
|
|
|
THOR INDUSTRIES INC
|
3
|
Financial Statements
|
|
WESTERN ASSET HIGH INCOME FUND II INC.
|
424B2
|
|
|
Talson Systematic Insurance Fund LP
|
D
|
|
|
Fusaro Angelo G
|
3
|
|
|
Bankwell Financial Group, Inc.
|
3
|
Financial Statements
|
|
GOULD JEFFREY
|
4/A
|
|
|
ONE LIBERTY PROPERTIES INC
|
4/A
|
Financial Statements
|
|
World Funds Trust
|
24F-2NT
|
|
|
IBEX WEALTH ADVISORS
|
13F-HR
|
|
|
Trio Petroleum Corp.
|
S-1
|
|
|
ANDERSON A SCOTT
|
4
|
|
|
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
|
4
|
Financial Statements
|
|
RUSSIA PARTNERS MANAGEMENT, LLC
|
13F-HR
|
|
|
CAPITAL ONE FINANCIAL CORP
|
FWP
|
Financial Statements
|
|
SANCHEZ ROBERT E
|
4
|
|
|
XP Inc.
|
SC 13G/A
|
Financial Statements
|
|
Itau Unibanco Holding S.A.
|
SC 13G/A
|
Financial Statements
|
|
SentinelOne, Inc.
|
144
|
Financial Statements
|
|
Moore Christopher B
|
144
|
|
|
STUCK KEVIN L
|
4
|
|
|
Taylor Jason Lee
|
4
|
|
|
Sullivan John Warren
|
4
|
|
|
Scott Christopher A
|
4
|
|
|
UNIFIED SERIES TRUST
|
N-CEN
|
|
|
Kinney Richard S
|
4
|
|
|
Isotoff Leonard P
|
4
|
|
|
Park Kuuhaku T
|
4
|
|
|
Gao Qiang
|
4
|
|
|
RLI CORP
|
8-K
|
Financial Statements
|
|
PATSLEY PAMELA H
|
4
|
|
|
Tan Victor
|
4
|
|
|
PLEXUS CORP
|
4
|
Financial Statements
|
|
Stellantis N.V.
|
SC 13D/A
|
|
|
Bpifrance Participations SA
|
SC 13D/A
|
|
|
Talson Discover Insurance Fund LP
|
D
|
|
|
Cerocke Grace M
|
4
|
|
|
SCHF CIF 2024, L.P.
|
D
|
|
|
Angoco Vic S Jr
|
4
|
|
|
Wine Joel M
|
4
|
|
|
Rolfe Rusty K
|
4
|
|
|
High Tide Inc.
|
6-K
|
|
|
LYONS ROBERT C
|
4
|
|
|
Running Michael J.
|
4
|
|
|
Lauer John P
|
4
|
|
|
Invesco Galaxy Bitcoin ETF
|
424B3
|
|
|
Heilmann Peter T
|
4
|
|
|
eMed, LLC
|
SC TO-C
|
|
|
Science 37 Holdings, Inc.
|
SC TO-C
|
|
|
Ehlers & Associates, Inc.
|
MA-I
|
|
|
Raftelis Financial Consultants, Inc.
|
MA-A
|
|
|
Granite Municipal Advisors LLC
|
MA-A
|
|
|
FSL Public Finance, LLC
|
MA/A
|
|
|
CREWS & ASSOCIATES, INC.
|
MA-I/A
|
|
|
COVENTRY SECURITIES, LLC
|
X-17A-5
|
|
|
CITY NATIONAL SECURITIES, INC.
|
X-17A-5
|
|
|
BREAKWATER GROUP DISTRIBUTION SERVICES, LLC
|
X-17A-5
|
|
|
BOWNE PARK CAPITAL, INC.
|
X-17A-5
|
|
|
COVENTRY SECURITIES, LLC
|
FOCUSN
|
|
|
PARAGON HEALTH CAPITAL, LLC
|
FOCUSN
|
|