| Company Name |
Form Type |
SEC Filings |
|
|
|
|
CS Cabin 0723, LLC
|
D
|
|
|
Apogee Capital, LP - I
|
D
|
|
|
Hill John P
|
4
|
|
|
Clearfield, Inc.
|
4
|
Financial Statements
|
|
BNY Mellon Worldwide Growth Fund, Inc.
|
N-CSRS/A
|
|
|
Real Live TV, Inc.
|
C/A
|
|
|
OLD POINT FINANCIAL CORP
|
8-K
|
Financial Statements
|
|
HILDCO Investors, LLC
|
D
|
|
|
NSV Partners III LP
|
144/A
|
|
|
Ventyx Biosciences, Inc.
|
144/A
|
Financial Statements
|
|
Harlan Special Opportunities Fund V LP
|
D/A
|
|
|
Beranek Cheryl
|
4
|
|
|
563 Systems, LLC
|
D
|
|
|
West Financial Advisors, LLC
|
13F-HR
|
|
|
CHLL LLC
|
D
|
|
|
Davis Fundamental ETF Trust
|
N-CSRS
|
|
|
HERZOG DANIEL R
|
4
|
|
|
FLC 405 E Stoughton II, LLC
|
D
|
|
|
NOVA DANIEL J
|
4
|
|
|
EVERSOURCE ENERGY
|
4
|
Financial Statements
|
|
MVP LS FUND CDXXII LLC
|
D
|
|
|
DAVIS NEW YORK VENTURE FUND INC
|
N-CSRS
|
|
|
Fund 1, a series of TFC Ventures, LP
|
D
|
|
|
WRAP TECHNOLOGIES, INC.
|
4
|
|
|
Cohen Scot
|
4
|
|
|
First National Master Note Trust
|
10-D/A
|
|
|
FIRST NATIONAL FUNDING LLC
|
10-D/A
|
|
|
Peters Thematic SPC Fund, Ltd.
|
D/A
|
|
|
IGM Biosciences, Inc.
|
D
|
Financial Statements
|
|
Cookie Cookie Ice Cream Co
|
C/A
|
|
|
Landa App 3 LLC
|
1-U
|
|
|
Sixteenth Street Asian GEMS
|
D/A
|
|
|
Starshot Mojave SPV I, L.P.
|
D
|
|
|
GM Financial Consumer Automobile Receivables Trust 2023-3
|
305B2
|
|
|
Landa App 2 LLC
|
1-U
|
|
|
Newcourt Acquisition Corp
|
DEFA14A
|
|
|
Capitol Series Trust
|
497
|
|
|
Newcourt Acquisition Corp
|
8-K
|
|
|
HOMESTEAD FUNDS INC
|
N-MFP2
|
|
|
TRANSAMERICA SERIES TRUST
|
N-MFP2
|
|
|
TRANSAMERICA FUNDS
|
N-MFP2
|
|
|
Whitcomb & Hess, Inc.
|
13F-HR
|
|
|
Altimeter 2023 Allocate Access Fund, L.P.
|
D
|
|
|
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP
|
D/A
|
|
|
Tidal Trust II
|
N-CSRS
|
|
|
Bellecapital International Ltd.
|
13F-HR
|
|
|
PLAN INVESTMENT FUND INC
|
N-MFP2
|
|
|
Optimus Storage Network, Inc.
|
C
|
|
|
Martin/Martin, Inc.
|
D
|
|
|
Relevant Olive Manager, LLC
|
D
|
|
|
Woodgreen One LLC
|
D
|
|
|
Kentucky First Federal Bancorp
|
8-K
|
|
|
MVP LS FUND CDVI LLC
|
D/A
|
|
|
Martin/Martin, Inc.
|
D/A
|
|
|
Series Portfolios Trust
|
N-CSRS
|
|
|
INSTANT FINANCIAL, INC.
|
D
|
|
|
Riverdale REIT Holdings LLC
|
D
|
|
|
iCapital - Apollo Aligned Alternatives
|
D
|
|
|
Biggerstaff Brewing Co LLC
|
C/A
|
|
|
ALTTEC GROUP LLC
|
D
|
|
|
POPULAR TOTAL RETURN FUND INC
|
DEF 14A
|
|
|
JOHNS JOHN D
|
4
|
|
|
GENUINE PARTS CO
|
4
|
Financial Statements
|
|
PRYOR JULIETTE WILLIAMS
|
4
|
|
|
SABINE ROYALTY TRUST
|
8-K
|
|
|
Yedid Advantage Fund, LP
|
D/A
|
|
|
Prosper Funding LLC
|
424B3
|
|
|
PROSPER MARKETPLACE, INC
|
424B3
|
|
|
Manager Directed Portfolios
|
N-CSRS
|
|
|
MVP LS FUND CDXVIII LLC
|
D
|
|
|
Cox Richard JR
|
4
|
|
|
BLACKROCK FUNDS
|
N-MFP2
|
|
|
AV-Connect, Inc.
|
D
|
|
|
Poppink Andrew W
|
3
|
|
|
JONES LANG LASALLE INC
|
3
|
Financial Statements
|
|
Eva Live Inc
|
S-1
|
|
|
Grandview Asset Management LLC
|
13F-HR
|
|
|
Hyland Donna Westbrook
|
4
|
|
|
CU-0607 Fund I, a series of Feld Ventures Fund, LP
|
D
|
|
|
CU-0607 Fund I AL Vehicle, a series of Feld Ventures Fund, LP
|
D
|
|
|
TEMPLETON GLOBAL INCOME FUND
|
40-17G
|
|
|
Gryps, Inc.
|
D
|
|
|
Lera Investment Technologies, Inc.
|
D
|
|
|
Tidal ETF Trust
|
N-CSR
|
|
|
FAYARD GARY P
|
4
|
|
|
Buttonwood Titan QC Fund LLC - Series SPX-I
|
D
|
|
|
Yedid Advantage
|
D/A
|
|
|
MVP LS FUND CDIV LLC
|
D/A
|
|
|
SCSK Corp
|
D/A
|
|
|
Listed Funds Trust
|
N-CSR
|
|
|
Bangor Savings Bank
|
13F-HR
|
|
|
HOLDER JOHN R
|
4
|
|
|
Manitex International, Inc.
|
144/A
|
Financial Statements
|
|
GIGLIOTTI ROBERT S
|
144/A
|
|
|
Equitybee 22-79451, a Series of Equitybee cFund Master LLC
|
D/A
|
|
|
LOUDERMILK ROBERT C JR
|
4
|
|
|
WOODSTOCK CORP
|
13F-HR
|
|
|
BofA Finance LLC
|
FWP
|
|
|
BANK OF AMERICA CORP /DE/
|
FWP
|
Financial Statements
|
|
FI-0120 Fund I, a series of Nordstar Co-Investment Fund, LP
|
D
|
|
|
EquityZen Growth Technology Fund LLC - Series 1764
|
D
|
|
|
Hardin Paul Russell
|
4
|
|
|
Tandem Wealth Advisors LLC
|
13F-HR
|
|
|
CHASE ADAM
|
4
|
|
|
CHASE CORP
|
4
|
Financial Statements
|
|
WasteWizer, Inc.
|
D
|
|
|
Peachtree Alternative Strategies Fund
|
N-CEN
|
|
|
North Square Investments Trust
|
N-CSRS
|
|
|
Haugli Brian Wayne
|
4
|
|
|
SideChannel, Inc.
|
4
|
|
|
Blu Canary Capital, LLC
|
D
|
|
|
NATIONWIDE VARIABLE ACCOUNT II
|
497VPU
|
|
|
BofA Finance LLC
|
424B2
|
|
|
BANK OF AMERICA CORP /DE/
|
424B2
|
Financial Statements
|
|
MICROCHIP TECHNOLOGY INC
|
ARS
|
Financial Statements
|
|
BlackRock Variable Series Funds, Inc.
|
N-MFP2
|
|
|
BlackRock Series Fund, Inc.
|
N-MFP2
|
|
|
BLACKROCK LIQUIDITY FUNDS
|
N-MFP2
|
|
|
DIMENSIONAL INVESTMENT GROUP INC
|
N-CSRS
|
|
|
NEKTAR THERAPEUTICS
|
SC 13G/A
|
Financial Statements
|
|
PRIMECAP MANAGEMENT CO/CA/
|
SC 13G/A
|
|
|
FORUM FUNDS
|
N-CSR/A
|
|
|
Founders Capital Management
|
13F-HR
|
|
|
CUBAN MARK
|
4
|
|
|
READING INTERNATIONAL INC
|
4
|
Financial Statements
|
|
BRANZAN ALTERNATIVE INVESTMENT FUND L L L P
|
D/A
|
|
|
STANDARD BIOTOOLS INC.
|
SC 13G/A
|
|
|
RCapital Overview I, a Series of Republic Capital Master Fund, LP
|
D
|
|
|
SRA Private Equity Portfolio V LP
|
D/A
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC
|
N-CSRS
|
|
|
NUSCALE POWER Corp
|
8-K/A
|
|
|
OM-0121 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
DFA INVESTMENT TRUST CO
|
N-CSRS
|
|
|
Legacy Education Alliance, Inc.
|
10-Q
|
|
|
Dot Capital 7, LP
|
D
|
|
|
Reliant Wealth Planning
|
13F-HR
|
|
|
PUTNAM INVESTMENT FUNDS
|
N-MFP2
|
|
|
ELDORADO GOLD CORP /FI
|
6-K
|
Financial Statements
|
|
Dimensional ETF Trust
|
N-CSRS
|
|
|
ENTERPRISE BANCORP INC /MA/
|
13F-NT
|
Financial Statements
|
|
PUTNAM VARIABLE TRUST
|
N-MFP2
|
|
|
AV-0519 Fund I AL Vehicle, a series of MAVW Venture Funds, LP
|
D
|
|
|
Natixis Funds Trust II
|
497
|
|
|
TakeShots LLC
|
C
|
|
|
Radnor Capital Management, LLC
|
13F-HR
|
|
|
DIMENSIONAL EMERGING MARKETS VALUE FUND
|
N-CSRS
|
|
|
Texas Capital Funds Trust
|
8-A12B
|
|
|
MICROCHIP TECHNOLOGY INC
|
DEF 14A
|
Financial Statements
|
|
PUTNAM MONEY MARKET FUND
|
N-MFP2
|
|
|
Natixis Funds Trust I
|
497
|
|
|
Savior LLC
|
13F-HR
|
|
|
TIAA-CREF FUNDS
|
N-MFP2
|
|
|
AngloGold Ashanti PLC
|
425
|
|
|
ANGLOGOLD ASHANTI LTD
|
425
|
Financial Statements
|
|
8X8 INC /DE/
|
DEFA14A
|
Financial Statements
|
|
Old Salt Co-op LLC
|
D/A
|
|
|
TIAA-CREF LIFE FUNDS
|
N-MFP2
|
|
|
Saba Capital Income & Opportunities Fund
|
N-CSRS
|
|
|
LOOMIS SAYLES FUNDS II
|
497
|
|
|
SRA Private Equity Portfolio V
|
D/A
|
|
|
Ferrari N.V.
|
6-K
|
Financial Statements
|
|
COLLEGE RETIREMENT EQUITIES FUND
|
N-MFP2
|
|
|
LAZARD FUNDS INC
|
POS EX
|
|
|
Mighty Quinn's Holdings LLC
|
C-TR
|
|
|
NSV Partners III LP
|
144
|
|
|
Ventyx Biosciences, Inc.
|
144
|
Financial Statements
|
|
ME81 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
NATIONAL GRID PLC
|
6-K
|
Financial Statements
|
|
Northern Lights Fund Trust
|
N-CSR
|
|
|
Hydro Hash Inc.
|
C-U
|
|
|
BBH Trust
|
N-MFP2
|
|
|
Stone Ridge Trust II
|
N-CSRS
|
|
|
Rockstar Land Invest, LLC
|
D
|
|
|
STONE RIDGE TRUST
|
N-CSRS
|
|
|
Gateway Trust
|
497
|
|
|
FRANKLIN COVEY CO
|
10-Q
|
Financial Statements
|
|
SRA Select Equity Portfolio LP
|
D/A
|
|
|
Altera Titan Fund, LLC
|
D/A
|
|
|
STATE STREET INSTITUTIONAL INVESTMENT TRUST
|
40-17F2
|
|
|
WE-1114 Fund II, a series of Better Capital, LP
|
D
|
|
|
Ijji, Inc.
|
C/A
|
|
|
Jubilant Flame International, Ltd
|
10-Q
|
|
|
Mansion Collection I LLC
|
1-A
|
|
|
TORONTO DOMINION BANK
|
FWP
|
Financial Statements
|
|
DEERE JOHN CAPITAL CORP
|
424B2
|
|
|
SSGA FUNDS
|
40-17F2
|
|
|
Investment Managers Series Trust
|
N-CSRS
|
|
|
INNOVATIVE DESIGNS INC
|
10-Q
|
|
|
Toyota Revolving Note Depositor LLC
|
ABS-15G
|
|
|
STATE STREET MASTER FUNDS
|
40-17F2
|
|
|
Fulcrum Equity Management
|
13F-HR/A
|
|
|
Monterone Partners Long Short Fund LP
|
D/A
|
|
|
BERKSHIRE FUNDS
|
40-17G
|
|
|
Core Laboratories Inc. /DE/
|
3
|
Financial Statements
|
|
ANASTASIO CURT
|
3
|
|
|
AGILIS PARTNERS LLC
|
13F-HR
|
|
|
HOERTKORN RICHARD CHARLES
|
13F-HR
|
|
|
Zell Aaron
|
4
|
|
|
PAR PACIFIC HOLDINGS, INC.
|
4
|
Financial Statements
|
|
Investment Managers Series Trust II
|
N-CSRS
|
|
|
James Alpha Funds Trust
|
497K
|
|
|
Martinez Patricia
|
4
|
|
|
Cavanal Hill Funds
|
N-MFP2
|
|
|
KLEIN MELVYN N
|
4
|
|
|
FIFTHDELTA Fund LP
|
D/A
|
|
|
Hatcher Katherine
|
4
|
|
|
DODS WALTER A JR
|
4
|
|
|
Davidson Phillip S
|
4
|
|
|
GR-0424 Fund II AL Vehicle , a series of Allied Venture Partners, LP
|
D
|
|
|
GR-0424 Fund II, a series of Allied Venture Partners, LP
|
D
|
|
|
Clossey Timothy
|
4
|
|
|
CHASE ANTHONY R
|
4
|
|
|
Naqi Logix Inc.
|
1-U
|
|
|
SILBERMAN ROBERT S
|
4
|
|
|
State Street Navigator Securities Lending Trust
|
40-17F2
|
|
|
ANASTASIO CURT
|
4
|
|
|
Aimfinity Investment Corp. I
|
8-K
|
|
|
Oxford Square Capital Corp.
|
4
|
Financial Statements
|
|
ROYCE CHARLES M
|
4
|
|
|
EMERGING MARKETS GROWTH FUND INC
|
497
|
|
|
Real Live TV, Inc.
|
C
|
|
|
FORUM FUNDS
|
N-CSR
|
|
|
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC
|
40-17F2
|
|
|
Audax Credit BDC Inc.
|
8-K
|
|
|
BOLIN TOM W
|
144
|
|
|
DILLARD'S, INC.
|
144
|
Financial Statements
|
|
RELX PLC
|
6-K
|
Financial Statements
|
|
Cunningham Sheila Lynne
|
SC 13D/A
|
|
|
Evil Empire Designs, Inc.
|
SC 13D/A
|
|
|
Eaton Vance Floating-Rate Income Trust
|
POS EX
|
|
|
FIFTHDELTA Fund Ltd.
|
D/A
|
|
|
Capital Group U.S. Equity Fund
|
497
|
|
|
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS
|
497
|
|
|
JNL SERIES TRUST
|
N-MFP2
|
|
|
JNL INVESTORS SERIES TRUST
|
N-MFP2
|
|
|
GEN Restaurant Group, Inc.
|
SC 13G
|
|
|
Woodson Capital Management, LP
|
SC 13G
|
|
|
Capital Group Central Fund Series II
|
POS AMI
|
|
|
Capital Group Central Fund Series
|
POS AMI
|
|
|
STATE STREET INSTITUTIONAL FUNDS
|
40-17F2
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
|
N-MFP2
|
|
|
ON-0603 Fund I AL Vehicle, a series of Comma Capital Funds, LP
|
D
|
|
|
ON-0603 Fund I, a series of Comma Capital Funds, LP
|
D
|
|
|
FT 10825
|
487
|
|
|
Morgan Creek - EXOS SPAC+ Offshore Fund, Ltd.
|
D/A
|
|
|
FT 10830
|
487
|
|
|
FT 10829
|
487
|
|
|
Edify Acquisition Corp.
|
PRER14A
|
|
|
LVM CAPITAL MANAGEMENT LTD/MI
|
13F-HR
|
|
|
FT 10828
|
487
|
|
|
FT 10826
|
487
|
|
|
FT 10824
|
487
|
|
|
FT 10827
|
487
|
|
|
AMERICAN FUNDS INSURANCE SERIES
|
497
|
|
|
PCS6, LLC
|
D
|
|
|
American Funds Retirement Income Portfolio Series
|
497
|
|
|
AMERICAN FUNDS COLLEGE TARGET DATE SERIES
|
497
|
|
|
AMERICAN FUNDS PORTFOLIO SERIES
|
497
|
|
|
American Funds Target Date Retirement Series
|
497
|
|
|
SRA Select Equity Portfolio
|
D/A
|
|
|
Innopact Ventures, LLC - Series 4467
|
D
|
|
|
Linqto Liquidshares LLC
|
D/A
|
|
|
STIGALL L. JEREMY
|
4
|
|
|
ClearPoint Neuro, Inc.
|
4
|
Financial Statements
|
|
S4 Medical Corp.
|
D
|
|
|
Sustaera, Inc.
|
D
|
|
|
EI Fund I, a series of Red Pill Adventures, LP
|
D
|
|
|
Notman Tali
|
4
|
|
|
JFrog Ltd
|
4
|
|
|
VICTORY PORTFOLIOS III
|
N-CSR
|
|
|
SPDR INDEX SHARES FUNDS
|
40-17F2
|
|
|
SPDR SERIES TRUST
|
40-17F2
|
|
|
Cohen Capital Value, LP
|
D/A
|
|
|
Legacy Private Trust Co.
|
13F-HR
|
|
|
Applied Biosensors, Inc.\DE
|
D
|
|
|
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK
|
497
|
|
|
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND
|
497
|
|
|
LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA
|
497
|
|
|
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND
|
497
|
|
|
AMERICAN FUNDS TAX EXEMPT SERIES II / CA
|
497
|
|
|
TAX EXEMPT BOND FUND OF AMERICA
|
497
|
|
|
Little Teri A.
|
144
|
|
|
APPLIED MATERIALS INC /DE
|
144
|
Financial Statements
|
|
AFA Multi-Manager Credit Fund
|
N-23C3A
|
|
|
SRA Hedged Equity Portfolio LP
|
D/A
|
|
|
SSGA Active Trust
|
40-17F2
|
|
|
Managed Portfolio Series
|
N-CSRS
|
|
|
AEPF IV Private Investors Offshore, L.P.
|
D
|
|
|
FR-0607 Fund I, a series of Climate Collective, LP
|
D
|
|
|
FR-0607 Fund I AL Vehicle, a series of Climate Collective, LP
|
D
|
|
|
VERDURE IMAGING, INC.
|
D
|
|
|
JPMorgan Chase Financial Co. LLC
|
424B8
|
|
|
JPMORGAN CHASE & CO
|
424B8
|
Financial Statements
|
|
Citigroup Global Markets Holdings Inc.
|
FWP
|
|
|
MariaDB plc
|
SC 13G
|
|
|
Linden Capital L.P.
|
SC 13G
|
|
|
American Funds Global Insight Fund
|
497
|
|
|
American Funds International Vantage Fund
|
497
|
|
|
American Funds Multi-Sector Income Fund
|
497
|
|
