| Company Name |
Form Type |
SEC Filings |
|
|
|
|
BNY MELLON FUNDS TRUST
|
NPORT-P
|
|
|
Cottonwood Communities, Inc.
|
8-K
|
|
|
Gannon Justin A.
|
4
|
|
|
DR REDDYS LABORATORIES LTD
|
6-K
|
Financial Statements
|
|
Topper Joseph V. Jr.
|
4
|
|
|
Timber Bay Fund III, LP
|
D/A
|
|
|
TORONTO DOMINION BANK
|
424B2
|
Financial Statements
|
|
Reilly John B. III
|
4
|
|
|
BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC.
|
NPORT-P
|
|
|
Wynsource Partner Holdings LLC - Series RBS II
|
D
|
|
|
BNY Mellon Strategic Funds, Inc.
|
NPORT-P
|
|
|
BNY Mellon Investment Funds III
|
NPORT-P
|
|
|
BNY Mellon Intermediate Municipal Bond Fund, Inc.
|
NPORT-P
|
|
|
BNY Mellon Sustainable U.S. Equity Fund, Inc.
|
NPORT-P
|
|
|
Transcendent Capital Group LLC
|
13F-HR
|
|
|
Wealth Group Ltd
|
N-PX
|
|
|
Zweig-DiMenna Associates LLC
|
13F-HR
|
|
|
DBX ETF TRUST
|
NPORT-P
|
|
|
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
|
NPORT-P
|
|
|
BNY MELLON RESEARCH GROWTH FUND, INC.
|
NPORT-P
|
|
|
INSTITUTIONAL DRILLING FUND I LP
|
D/A
|
|
|
Family CFO Inc
|
13F-HR
|
|
|
EA Series Trust
|
485BPOS
|
|
|
Oldfather Financial Services, LLC
|
13F-HR
|
|
|
Healthcare Integrated Technologies Inc.
|
8-K
|
|
|
Union Tower One LP
|
D
|
|
|
Managed Portfolio Series
|
NPORT-P
|
|
|
Grove Bank & Trust
|
13F-HR
|
|
|
Focus Financial Network, Inc.
|
13F-HR
|
|
|
AMARILLO NATIONAL BANK
|
N-PX
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT S
|
485BPOS
|
|
|
K Health, Inc.
|
D
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT R
|
485BPOS
|
|
|
CXC Opportunities Fund, LP
|
D/A
|
|
|
Acion Onshore Fund
|
D/A
|
|
|
ACT Advisors, LLC.
|
13F-HR
|
|
|
Retirement Systems of Alabama
|
13F-HR
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
485BPOS
|
|
|
Penbrook Management LLC
|
13F-HR
|
|
|
West Oak Capital, LLC
|
13F-HR
|
|
|
KKR FS Income Trust
|
SC 13D/A
|
|
|
NEXTERA ENERGY INC
|
SC 13D/A
|
Financial Statements
|
|
Kbit Onshore LP
|
D/A
|
|
|
Stonepeak Zeno Holdings - A
|
D
|
|
|
Gates Mills Trading LP
|
D
|
|
|
Kbit Offshore Ltd.
|
D/A
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
497
|
|
|
Strategic Financial Partners, Ltd.
|
13F-HR
|
|
|
ETF Series Solutions
|
485APOS
|
|
|
KAMERICK EILEEN A
|
4
|
|
|
ASSOCIATED BANC-CORP
|
4
|
Financial Statements
|
|
Processus Wealth & Capital Management, LLC
|
13F-HR
|
|
|
Equitybee 22-24582, a Series of Equitybee cFund Master LLC
|
D
|
|
|
Acion Offshore Fund
|
D/A
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
40-24B2
|
|
|
USEDC 2024 B Drilling Fund LP
|
D/A
|
|
|
Planned Solutions, Inc.
|
13F-HR
|
|
|
Equitybee 22-56296, a Series of Equitybee cFund Master LLC
|
D
|
|
|
C & F FINANCIAL CORP
|
8-K
|
Financial Statements
|
|
Gonzalez Martin A.
|
4
|
|
|
NATURES SUNSHINE PRODUCTS INC
|
4
|
Financial Statements
|
|
Laughlin Susan Watson
|
4
|
|
|
GABELLI MULTIMEDIA TRUST INC.
|
4
|
|
|
DEUTSCHE DWS STATE TAX-FREE INCOME SERIES
|
NPORT-P
|
|
|
DEUTSCHE DWS SECURITIES TRUST
|
NPORT-P
|
|
|
DEUTSCHE DWS ASSET ALLOCATION TRUST
|
NPORT-P
|
|
|
DWS STRATEGIC MUNICIPAL INCOME TRUST
|
NPORT-P
|
|
|
DEUTSCHE DWS INVESTMENT TRUST
|
NPORT-P
|
|
|
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.
|
NPORT-P
|
|
|
DEUTSCHE DWS TAX FREE TRUST
|
NPORT-P
|
|
|
DEUTSCHE DWS INTERNATIONAL FUND, INC.
|
NPORT-P
|
|
|
Moorehead Terrence
|
4
|
|
|
DEUTSCHE DWS MUNICIPAL TRUST
|
NPORT-P
|
|
|
DEUTSCHE DWS PORTFOLIO TRUST
|
NPORT-P
|
|
|
DWS MUNICIPAL INCOME TRUST
|
NPORT-P
|
|
|
Lanoy Jonathan David
|
4
|
|
|
Yates Bryant J
|
4
|
|
|
ARCTOS KEYSTONE I PACIFIC COMPANION FUND, LP
|
D
|
|
|
Norman Daniel C
|
4
|
|
|
Brower Nathan G
|
4
|
|
|
Paladin Advisory Group, LLC
|
13F-HR
|
|
|
Comstock Tracee
|
4
|
|
|
Artet Group Investors III, LLC
|
D/A
|
|
|
Peduzzi Michael D
|
4
|
|
|
CNB FINANCIAL CORP/PA
|
4
|
Financial Statements
|
|
Adolph Gerald S
|
144
|
|
|
CINTAS CORP
|
144
|
Financial Statements
|
|
Alternative Strategies Income Fund
|
40-17G
|
|
|
Federal Home Loan Bank of Topeka
|
8-K
|
|
|
Planned Solutions, Inc.
|
N-PX
|
|
|
McCleary Michael
|
4
|
|
|
PRICESMART INC
|
4
|
Financial Statements
|
|
AB Private Credit Investors Corp
|
8-K
|
|
|
Silverleafe Capital Partners, LLC
|
13F-HR
|
|
|
Dot Conner, LLC
|
C/A
|
|
|
LENNOX INTERNATIONAL INC
|
10-Q
|
Financial Statements
|
|
White Pine Investment CO
|
13F-HR
|
|
|
ARCTOS KEYSTONE I PACIFIC CIV, LP
|
D
|
|
|
Summit Place Financial Advisors, LLC
|
N-PX
|
|
|
TrueWealth Advisors, LLC
|
13F-HR
|
|
|
Clean Restroom Rentals, Inc.
|
D
|
|
|
KEYNOTE FINANCIAL SERVICES LLC
|
13F-HR
|
|
|
Scioto Properties LLC
|
D
|
|
|
Norada Capital Ecommerce Fund I, LLC
|
D
|
|
|
Pickleball at Riverwalk Fund, LLC
|
D
|
|
|
Northern Lights Fund Trust
|
40-17G
|
|
|
TRANSATLANTIQUE PRIVATE WEALTH LLC
|
N-PX
|
|
|
GCI Partners Opportunity Fund, LP
|
D/A
|
|
|
Sauerland John P
|
4
|
|
|
PROGRESSIVE CORP/OH/
|
4
|
Financial Statements
|
|
ExcelFin Acquisition Corp.
|
8-K
|
|
|
Karousels Inc.
|
D/A
|
|
|
PACIFIC SELECT FUND
|
DEF 14C
|
|
|
TOWER BRIDGE ADVISORS
|
13F-HR
|
|
|
Quigg Andrew J
|
4
|
|
|
OKMIN RESOURCES, INC.
|
8-K
|
|
|
LORE DEVELOPMENT FUND LP - THE SUMMIT AT BRICKELL
|
D
|
|
|
Niederst Lori A
|
4
|
|
|
Cohen & Steers Low Duration Preferred & Income Fund, Inc.
|
24F-2NT
|
|
|
KBS Growth & Income REIT, Inc.
|
8-K
|
|
|
IncentiFind, Inc.
|
D
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
Stonehearth Capital Management, LLC
|
N-PX
|
|
|
Northern Lights Variable Trust
|
40-17G
|
|
|
Griffith Susan Patricia
|
4
|
|
|
LINCOLN NEW YORK ACCOUNT N FOR VARIABLE ANNUITIES
|
485BPOS
|
|
|
Once Capital Management, LLC
|
13F-HR
|
|
|
SPECTRAL CAPITAL Corp
|
8-K
|
|
|
Essential Growth Properties Fund II, LLC
|
D/A
|
|
|
Callahan Patrick K
|
4
|
|
|
Merus N.V.
|
SC 13G/A
|
Financial Statements
|
|
INCYTE CORP
|
SC 13G/A
|
Financial Statements
|
|
Amplify Investments, LLC
|
13F-NT
|
|
|
Broz Steven
|
4
|
|
|
Calamos Aksia Alternative Credit & Income Fund
|
486BPOS
|
|
|
Pack Michael E
|
4
|
|
|
OSHKOSH CORP
|
4
|
Financial Statements
|
|
Bauer Jonathan S.
|
4
|
|
|
Cameron High Grove, LLC
|
D
|
|
|
Shirley Donald R.
|
144
|
|
|
PACKAGING CORP OF AMERICA
|
144
|
Financial Statements
|
|
NICHOLAS COMPANY, INC.
|
13F-HR
|
|
|
LINCOLN LIFE & ANNUITY VARIABLE ANNUITY ACCOUNT H
|
485BPOS
|
|
|
FSR Wealth Management Ltd.
|
N-PX
|
|
|
Zentrum Holdings, Inc.
|
10-Q
|
|
|
Federated Hermes Institutional Trust
|
N-CSR
|
|
|
Bailo Karen
|
4
|
|
|
LLANY SEPARATE ACCOUNT S FOR FLEXIBLE PREMIUM VARIABLE LIFE INSURANCE
|
497
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT S
|
497
|
|
|
LLANY SEPARATE ACCOUNT R FOR FLEXIBLE PREMIUM VARIABLE LIFE INSURANCE
|
497
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT R
|
497
|
|
|
LINCOLN LIFE & ANNUITY FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
497
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
497
|
|
|
LINCOLN LIFE & ANNUITY FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT JA-B
|
497
|
|
|
Lincoln Life Flexible Premium Variable Life Account JF-C
|
497
|
|
|
Lincoln Life Flexible Premium Variable Life Account JF-A
|
497
|
|
|
Jacobsen Capital Management
|
N-PX
|
|
|
Franklin Alternative Strategies Funds
|
NPORT-P
|
|
|
BLACKROCK FUNDS
|
NPORT-P
|
|
|
VIRTUS OPPORTUNITIES TRUST
|
NPORT-P
|
|
|
BlackRock Capital Appreciation Fund, Inc.
|
NPORT-P
|
|
|
Virtus Global Multi-Sector Income Fund
|
NPORT-P
|
|
|
BlackRock Funds II
|
NPORT-P
|
|
|
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
NPORT-P
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC.
|
NPORT-P
|
|
|
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
NPORT-P
|
|
|
BLACKROCK SUSTAINABLE BALANCED FUND, INC.
|
NPORT-P
|
|
|
FLAHERTY & CRUMRINE TOTAL RETURN FUND INC
|
NPORT-P
|
|
|
TIMBERLAND BANCORP INC
|
8-K
|
Financial Statements
|
|
PIONEER SERIES TRUST VIII
|
NPORT-P
|
|
|
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
NPORT-P
|
|
|
Virtus Stone Harbor Emerging Markets Income Fund
|
NPORT-P
|
|
|
Pioneer Floating Rate Fund, Inc.
|
NPORT-P
|
|
|
PIONEER SERIES TRUST II
|
NPORT-P
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC.
|
NPORT-P
|
|
|
Virtus Total Return Fund Inc.
|
NPORT-P
|
|
|
BLACKROCK SERIES, INC.
|
NPORT-P
|
|
|
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
|
NPORT-P
|
|
|
AMG FUNDS III
|
NPORT-P
|
|
|
LLANY SEPARATE ACCOUNT S FOR FLEXIBLE PREMIUM VARIABLE LIFE INSURANCE
|
485BPOS
|
|
|
Fund FG-ASL, a series of Forge Investments, LLC
|
D
|
|
|
LZ Technology Holdings Ltd
|
F-1/A
|
|
|
BARRATT CRAIG H
|
4
|
|
|
INTUITIVE SURGICAL INC
|
4
|
Financial Statements
|
|
Corundum Trust Company, INC
|
13F-HR
|
|
|
CATALYST PRIVATE WEALTH, LLC
|
13F-HR
|
|
|
LINCOLN LIFE & ANNUITY FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
485BPOS
|
|
|
Primega Group Holdings Ltd
|
6-K
|
|
|
SIFY TECHNOLOGIES LTD
|
6-K
|
Financial Statements
|
|
ZJK Industrial Co., Ltd.
|
F-1/A
|
|
|
MAO SHI JADE JEWELRY INTERNATIONAL INVESTMENT LTD.
|
F-1/A
|
|
|
HMN FINANCIAL INC
|
8-K
|
Financial Statements
|
|
CapShift LLC
|
D
|
|
|
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
|
13F-HR
|
|
|
First State Hydrogen, Inc.
|
D
|
|
|
Eagle Ridge Investment Management
|
13F-HR
|
|
|
Triple Flag Precious Metals Corp.
|
6-K
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
13F-HR
|
|
|
SMITH A O CORP
|
10-Q
|
Financial Statements
|
|
Villago 1500 LLC
|
D
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
N-PX
|
|
|
Equinox Gold Corp.
|
6-K
|
|
|
Felton Benjamin
|
144
|
|
|
PORTLAND GENERAL ELECTRIC CO /OR/
|
144
|
Financial Statements
|
|
Southern Bankshares, Inc. / GA
|
D/A
|
|
|
Lincoln Life Flexible Premium Variable Life Account JF-A
|
485BPOS
|
|
|
LRI Investments, LLC
|
N-PX
|
|
|
Curet Myriam
|
4
|
|
|
Meredith Wealth Planning
|
13F-HR
|
|
|
MRC Aurora LLC
|
D/A
|
|
|
Cardurion Pharmaceuticals, Inc.
|
D
|
|
|
HDFC BANK LTD
|
6-K
|
Financial Statements
|
|
Feaster David P
|
144
|
|
|
REPUBLIC BANCORP INC /KY/
|
144
|
Financial Statements
|
|
ORANGEKLOUD TECHNOLOGY INC.
|
CERT
|
|
|
Tansy
|
C/A
|
|
|
Gilliland Jeter Wealth Management LLC
|
N-PX
|
|
|
CarbonWave, Inc.
|
D
|
|
|
Black Spade Acquisition II Co
|
S-1/A
|
|
|
Valora Therapeutics, Inc.
|
D
|
|
|
SUNRISE REAL ESTATE GROUP INC
|
8-K
|
|
|
My Legacy Advisors, LLC
|
13F-HR
|
|
|
Bottini Mark Anthony
|
144
|
|
|
PAYCHEX INC
|
144
|
Financial Statements
|
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
|
13F-HR
|
|
|
Blyvoor Gold Resources
|
F-4
|
|
|
Blyvoor Gold Operations
|
F-4
|
|
|
Aurous Resources
|
F-4
|
|
|
ONCOLYTICS BIOTECH INC
|
6-K
|
Financial Statements
|
|
Unique Wealth Strategies, LLC
|
13F-HR
|
|
|
Lamb Weston Holdings, Inc.
|
10-K
|
Financial Statements
|
|
LRI Investments, LLC
|
13F-HR
|
|
|
Brehm Sean Michael
|
3
|
|
|
SPECTRAL CAPITAL Corp
|
3
|
|
|
Planet Wealth, Inc.
|
RW
|
|
|
Gilliland Jeter Wealth Management LLC
|
13F-HR
|
|
|
COLTON GROOME FINANCIAL ADVISORS, LLC
|
13F-HR
|
|
|
Amplified Sciences, Inc.
|
D
|
|
|
Sunderland Todd
|
4
|
|
|
NXG NextGen Infrastructure Income Fund
|
4
|
|
|
PRUDENTIAL PLC
|
6-K
|
Financial Statements
|
|
EdgeRock Capital LLC
|
13F-HR
|
|
|
Blue Rose Growth, LLC
|
D
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
STEWARD FUNDS, INC.
|
24F-2NT
|
|
|
Witczak Eric James
|
144/A
|
|
|
NICOLET BANKSHARES INC
|
144/A
|
Financial Statements
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
8-A12B
|
|
|
SCHLUMBERGER LIMITED/NV
|
SD
|
Financial Statements
|
|
Cervantes, a Series of Massive Scale Ventures II, LLC
|
D/A
|
|
|
Brehm Sean Michael
|
SC 13D
|
|
|
SPECTRAL CAPITAL Corp
|
SC 13D
|
|
|
COMMONWEALTH EQUITY SERVICES, LLC
|
N-PX
|
|
|
Prudential Trust Co
|
N-PX
|
|
|
Federated Hermes Equity Funds
|
497K
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.
|
N-CSRS
|
|
|
ALLSPRING FUNDS TRUST
|
485BPOS
|
|
|
A.P. Gilfoyle & Co.
|
D
|
|
|
Fincretive LLC
|
D
|
|
|
IRSA INVESTMENTS & REPRESENTATIONS INC
|
6-K
|
Financial Statements
|
|
CP Business Finance II, LP
|
D/A
|
|
|
CP Business Finance I, LP
|
D/A
|
|
|
T. Rowe Price Exchange-Traded Funds, Inc.
|
485BPOS
|
|
|
EWA, LLC
|
13F-HR
|
|
|
Advisory Resource Group
|
13F-HR
|
|
|
BioSig Technologies, Inc.
|
8-K
|
Financial Statements
|
|
Family Firm, Inc.
|
13F-HR
|
|
|
Schauser Klaus
|
4
|
|
|
APPFOLIO INC
|
4
|
Financial Statements
|
|
LESTE SUNNY ISLES US FEEDER, LP
|
D
|
|
|
Hyundai Auto Receivables Trust 2024-A
|
10-D
|
|
|
HYUNDAI ABS FUNDING LLC
|
10-D
|
|
|
Baskin Financial Services Inc.
|
13F-HR
|
|
|
Hyundai Auto Receivables Trust 2023-C
|
10-D
|
|
|
Dierdorff Thomas T
|
144
|
|
|
SYNOVUS FINANCIAL CORP
|
144
|
Financial Statements
|
|
Mini Mines II, LLC
|
D/A
|
|
|
Cardiff Lexington Corp
|
10-K/A
|
|
|
Hyundai Auto Receivables Trust 2023-B
|
10-D
|
|
|
3840 Wilson Rd LLC
|
D
|
|
|
Hyundai Auto Receivables Trust 2023-A
|
10-D
|
|
|
A.P. Gilfoyle & Co., Inc.
|
D
|
|
|
Hyundai Auto Receivables Trust 2022-C
|
10-D
|
|
|
Arcadia Cold Holdings, LLC
|
D
|
|
|
Metalla Royalty & Streaming Ltd.
|
6-K
|
|
|
GEISEL GARY N
|
144
|
|
|
M&T BANK CORP
|
144
|
Financial Statements
|
|
Hyundai Auto Receivables Trust 2022-B
|
10-D
|
|
|
Hyundai Auto Receivables Trust 2022-A
|
10-D
|
|
|
Hyundai Auto Receivables Trust 2021-C
|
10-D
|
|
|
Hyundai Auto Receivables Trust 2021-B
|
10-D
|
|
|
HSBC USA INC /MD/
|
FWP
|
|
|
Hyundai Auto Receivables Trust 2021-A
|
10-D
|
|
|
CTT PHARMACEUTICAL HOLDINGS, INC.
|
4
|
|
|
BLUE BIOFUELS, INC.
|
10-K/A
|
|
|
Hyundai Auto Receivables Trust 2020-C
|
10-D
|
|
|
Hyundai Auto Receivables Trust 2020-B
|
10-D
|
|
|
Helen Stephens Group, LLC
|
N-PX
|
|
|
EWA, LLC
|
N-PX
|
|
