| Company Name |
Form Type |
SEC Filings |
|
|
|
|
INVESTX SERIES
|
D/A
|
|
|
JP MORGAN ACCESS MULTI-STRATEGY FUND LLC
|
POS AMI
|
|
|
Putnam ETF Trust
|
NPORT-P
|
|
|
Citigroup Commercial Mortgage Trust 2015-GC27
|
10-D
|
|
|
PARADIGM FUNDS
|
497AD
|
|
|
TFI International Inc.
|
6-K/A
|
|
|
Putnam Target Date Funds
|
NPORT-P
|
|
|
Hessler Place LLC
|
D
|
|
|
Briaud Financial Planning, Inc
|
13F-HR
|
|
|
IRIDIAN ASSET MANAGEMENT LLC/CT
|
13F-HR
|
|
|
NORTON SUSAN A
|
4
|
|
|
First Bancorp, Inc /ME/
|
4
|
Financial Statements
|
|
Detalus Advisors, LLC
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2013-C12
|
10-D
|
|
|
QCA First Fund VII-B LLC
|
D
|
|
|
QCA First Fund VII Management Co LLC
|
D
|
|
|
QCA First Fund VII-A LLC
|
D
|
|
|
Feaster David P
|
4
|
|
|
REPUBLIC BANCORP INC /KY/
|
4
|
Financial Statements
|
|
West Branch Capital LLC
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C29
|
10-D
|
|
|
CRESTVIEW MANAGEMENT LLC
|
13F-NT
|
|
|
MASS MEGAWATTS WIND POWER INC
|
DEFA14A
|
|
|
Dundee Titan, LP
|
D
|
|
|
Sculptor Real Estate TCF Co-Investment Fund, LP
|
D
|
|
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
|
13F-HR
|
|
|
Evolution Advisers, Inc.
|
13F-HR
|
|
|
SOBR Safe, Inc.
|
8-K
|
|
|
Kayne DL 2021, Inc.
|
SC 13D/A
|
|
|
UAW Retiree Medical Benefits Trust
|
SC 13D/A
|
|
|
PETREDIS INVESTMENT ADVISORS LLC
|
N-PX
|
|
|
Citigroup Commercial Mortgage Trust 2014-GC25
|
10-D
|
|
|
Federated Hermes ETF Trust
|
485BPOS
|
|
|
Waters Andy D
|
4/A
|
|
|
COMMUNITY TRUST BANCORP INC /KY/
|
4/A
|
|
|
Marquee Capital Fund 1, LLC
|
D/A
|
|
|
Balderton Capital Growth II, S.L.P.
|
D/A
|
|
|
RIVERSEDGE ADVISORS, LLC
|
13F-HR
|
|
|
PUTNAM INVESTMENT FUNDS
|
NPORT-P
|
|
|
QUINBROOK AFFILIATE FUND
|
D
|
|
|
Kayne DL 2021, Inc.
|
4
|
|
|
UAW Chrysler Retirees Medical Benefits Plan
|
4
|
|
|
UAW Ford Retirees Medical Benefits Plan
|
4
|
|
|
UAW GM RETIREES MEDICAL BENEFITS PLAN
|
4
|
|
|
Kintegral Advisory, LLC
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C31
|
10-D
|
|
|
J.P. Morgan Chase Commercial Mortgage Securities Trust 2013-C10
|
10-D
|
|
|
Chilton Investment Partners, L.P.
|
D/A
|
|
|
PGIM Private Credit Fund
|
8-K
|
|
|
PUTNAM NEW YORK TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
Powell Anthony T
|
4
|
|
|
GRAFTECH INTERNATIONAL LTD
|
10-Q
|
Financial Statements
|
|
Dundee Cadenza, LP
|
D
|
|
|
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
Presidio Capital Management, LLC
|
13F-HR
|
|
|
Morgan Stanley Finance LLC
|
424B2
|
|
|
MORGAN STANLEY
|
424B2
|
Financial Statements
|
|
Chilton Small Cap & Mid Cap International
|
D/A
|
|
|
J.P. Morgan Chase Commercial Mortgage Securities Trust 2012-C6
|
10-D
|
|
|
Stepstone Private Credit Fund LLC
|
SC TO-I/A
|
|
|
Rockwood Wealth Management, LLC
|
13F-HR
|
|
|
Q Bio, Inc.
|
D
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C28
|
10-D
|
|
|
10X Capital Venture Acquisition Corp. III
|
25-NSE
|
|
|
NYSE AMERICAN LLC
|
25-NSE
|
|
|
Virgo Surgical Video Solutions, Inc.
|
D
|
|
|
VALUED ADVISERS TRUST
|
NPORT-P
|
|
|
Subto Fund II, LLC
|
D
|
|
|
TPG AG CLO FoO, L.P.
|
D
|
|
|
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC
|
N-CSR/A
|
|
|
Independent Bank Group, Inc.
|
425
|
Financial Statements
|
|
SouthState Corp
|
425
|
Financial Statements
|
|
Benchmark 2020-IG1 Mortgage Trust
|
10-D
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
13F-HR
|
|
|
JPMDB Commercial Mortgage Securities Trust 2016-C4
|
10-D
|
|
|
Citigroup Commercial Mortgage Trust 2014-GC23
|
10-D
|
|
|
SHIREY TERRY ALAN
|
144
|
|
|
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
|
144
|
Financial Statements
|
|
SIPES KEVIN D
|
4
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C32
|
10-D
|
|
|
Draganfly Inc.
|
6-K
|
|
|
AG DLI III
|
D/A
|
|
|
Benchmark 2020-IG1 Mortgage Trust
|
ABS-EE
|
|
|
SEI INVESTMENTS CO
|
S-8
|
Financial Statements
|
|
Chilton Small Cap & Mid Cap Partners, L.P.
|
D/A
|
|
|
Pearl Diver Credit Co Inc.
|
4/A
|
|
|
University of Wisconsin Foundation
|
4/A
|
|
|
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
FEDERAL HOME LOAN MORTGAGE CORP
|
ABS-15G
|
|
|
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND/MA/
|
NPORT-P
|
|
|
PUTNAM OHIO TAX EXEMPT INCOME FUND
|
NPORT-P
|
|
|
BofA Finance LLC
|
424B2
|
|
|
BANK OF AMERICA CORP /DE/
|
424B2
|
Financial Statements
|
|
CAPITAL MANAGEMENT CORP /VA
|
N-PX
|
|
|
Maliagros Spiros
|
4
|
|
|
AlTi Global, Inc.
|
4
|
|
|
MINERALS TECHNOLOGIES INC
|
10-Q
|
Financial Statements
|
|
Trajan Wealth LLC
|
13F-HR
|
|
|
ALLSPRING FUNDS TRUST
|
497K
|
|
|
Dundee SIF II, LP
|
D
|
|
|
Northern Lights Fund Trust
|
24F-2NT
|
|
|
USQ Core Real Estate Fund
|
424B3
|
|
|
Citigroup Commercial Mortgage Trust 2013-GC17
|
10-D
|
|
|
Grid Capital Fund I, LP
|
D
|
|
|
2627 Manor Holdings LLC
|
D
|
|
|
Keeler Thomas Management LLC
|
N-PX
|
|
|
Managed Portfolio Series
|
497K
|
|
|
Home Federal Bancorp, Inc. of Louisiana
|
4
|
Financial Statements
|
|
WILHITE TIMOTHY W.
|
4
|
|
|
CTC Access Fund, L.P.
|
D/A
|
|
|
CMC Financial Group
|
13F-HR
|
|
|
Melucci Jeffrey P.
|
144
|
|
|
J.P. Morgan Chase Commercial Mortgage Securities Trust 2014-C20
|
10-D
|
|
|
KIMBERLY CLARK CORP
|
144
|
Financial Statements
|
|
Columbia Funds Series Trust II
|
497
|
|
|
COLUMBIA FUNDS SERIES TRUST
|
497
|
|
|
COLUMBIA FUNDS SERIES TRUST I
|
497
|
|
|
Ripple Effect Energy & Mobility Liquid Opportunities Onshore Fund LP
|
D
|
|
|
Ripple Effect Energy & Mobility Liquid Opportunities Offshore Fund Ltd.
|
D
|
|
|
DAVIS MICHAEL A /
|
SC 13D/A
|
|
|
CYANOTECH CORP
|
SC 13D/A
|
Financial Statements
|
|
Sterneck Capital Management, LLC
|
13F-HR
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C5
|
10-D
|
|
|
STERLING INVESTMENT MANAGEMENT, LLC
|
13F-HR
|
|
|
Evergreen Wealth Management, LLC
|
13F-HR
|
|
|
CIRE OpCo I, LLC
|
D/A
|
|
|
1WS Credit Income Fund
|
3
|
|
|
Foss Lucas D
|
3
|
|
|
HARRISON MARK MALLOY
|
4
|
|
|
SALMON TARYN L
|
4
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C5
|
ABS-EE
|
|
|
BANK OF HAWAII CORP
|
4
|
Financial Statements
|
|
Chilton Select Equity Fund, L.P.
|
D/A
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
FWP
|
Financial Statements
|
|
AMERICAN EXPRESS CO
|
S-8
|
Financial Statements
|
|
ENTERPRISE FINANCIAL SERVICES CORP
|
10-Q
|
Financial Statements
|
|
JPMDB Commercial Mortgage Securities Trust 2016-C2
|
10-D
|
|
|
AcreTrader, Inc.
|
D
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
|
N-PX
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VI
|
485BXT
|
|
|
Brophy Warson Tracey
|
4/A
|
|
|
AlTi Global, Inc.
|
4/A
|
|
|
Kosel Chris
|
144
|
|
|
TRAWICK THOMAS STEEN JR
|
4
|
|
|
LENNOX INTERNATIONAL INC
|
144
|
Financial Statements
|
|
Northwest Quadrant Wealth Management, LLC
|
N-PX
|
|
|
KP 2024 Allocate Access Fund, L.P.
|
D
|
|
|
Benchmark 2021-B28 Mortgage Trust
|
10-D
|
|
|
DRIEHAUS MUTUAL FUNDS
|
40-17G
|
|
|
ASIAN DEVELOPMENT BANK
|
DSTRBRPT
|
|
|
Benchmark 2019-B14 Mortgage Trust
|
10-D
|
|
|
Nordwand Advisors, LLC
|
N-PX
|
|
|
Chilton Opportunity Trust, L.P.
|
D/A
|
|
|
Benchmark 2021-B28 Mortgage Trust
|
ABS-EE
|
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP7
|
10-D
|
|
|
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
|
13F-HR
|
|
|
Northern Lights Fund Trust IV
|
40-17G
|
|
|
Lawrence Scott D
|
4
|
|
|
Benchmark 2019-B14 Mortgage Trust
|
ABS-EE
|
|
|
LS Investment Advisors, LLC
|
13F-HR
|
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP7
|
ABS-EE
|
|
|
JANICZEK WEALTH MANAGEMENT, LLC
|
N-PX
|
|
|
KEYCORP /NEW/
|
10-Q
|
Financial Statements
|
|
Stepstone Private Credit Fund LLC
|
8-K
|
|
|
NEEDHAM INVESTMENT MANAGEMENT LLC
|
SC 13G
|
|
|
AMERICAN SOFTWARE INC
|
SC 13G
|
Financial Statements
|
|
NavPoint Financial, Inc.
|
13F-HR
|
|
|
Chilton International
|
D/A
|
|
|
Kovacic Ivana
|
5
|
|
|
1WS Credit Income Fund
|
5
|
|
|
Park Edge Advisors, LLC
|
13F-HR
|
|
|
Balderton Capital IX, S.L.P.
|
D/A
|
|
|
JPMCC Commercial Mortgage Securities Trust 2016-JP4
|
10-D
|
|
|
NORTHQUEST CAPITAL FUND INC
|
NPORT-P
|
|
|
Robot Cache US Inc.
|
1-U
|
|
|
YM Sol Soils I LLC
|
D
|
|
|
PROATHLETE WEALTH MANAGEMENT LLC
|
13F-HR
|
|
|
ETF Series Solutions
|
485APOS
|
|
|
JPMCC Commercial Mortgage Securities Trust 2016-JP4
|
ABS-EE
|
|
|
Vellar Special Opportunities Fund LLC - Series 29
|
D/A
|
|
|
GARRETT JOSEPH L
|
144
|
|
|
PACIFIC PREMIER BANCORP INC
|
144
|
Financial Statements
|
|
HOF 2024-RRTL2 Depositor LLC
|
ABS-15G
|
|
|
SAKAL PRIVATE SERIES FUND SERIES 1, LLC
|
D/A
|
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP6
|
10-D
|
|
|
JPMBB Commercial Mortgage Securities Trust 2016-C1
|
10-D
|
|
|
Vellar Special Opportunities Fund LLC - Series 27
|
D/A
|
|
|
Advisor Managed Portfolios
|
497K
|
|
|
Advisor Managed Portfolios
|
485BPOS
|
|
|
Gaming & Leisure Properties, Inc.
|
8-K
|
Financial Statements
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP6
|
ABS-EE
|
|
|
Bensler, LLC
|
13F-HR
|
|
|
JPMCC Commercial Mortgage Securities Trust 2015-JP1
|
10-D
|
|
|
SMITH SHELLNUT WILSON LLC /ADV
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C18
|
10-D
|
|
|
JP MORGAN CHASE COMMERCIAL MORTGAGE SECURITIES CORP
|
SF-3/A
|
|
|
Vellar Special Opportunities Fund LLC - Series 23
|
D/A
|
|
|
Yarlow, Inc.
|
D
|
|
|
Smallwood Wealth Investment Management, LLC
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C24
|
10-D
|
|
|
Eagle Bay Advisors LLC
|
13F-HR
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C33
|
10-D
|
|
|
EUROPEAN BANK FOR RECONSTRUCTION & DEVELOPMENT
|
DSTRBRPT
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C26
|
10-D
|
|
|
Sterling Manor Financial, LLC
|
13F-HR
|
|
|
Vellar Special Opportunities Fund LLC - Series 6
|
D/A
|
|
|
Benchmark 2019-B11 Mortgage Trust
|
10-D
|
|
|
Cliffwater Corporate Lending Fund
|
486BPOS
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
13F-HR
|
|
|
SOUTHSIDE BANCSHARES INC
|
10-Q
|
Financial Statements
|
|
J.P. Morgan Chase Commercial Mortgage Securities Trust 2013-LC11
|
10-D
|
|
|
IRONWOOD WEALTH MANAGEMENT, INC.
|
N-PX
|
|
|
Benchmark 2019-B11 Mortgage Trust
|
ABS-EE
|
|
|
Vellar Special Opportunities Fund LLC - Series 3
|
D/A
|
|
|
JPMCC Commercial Mortgage Securities Trust 2016-JP2
|
10-D
|
|
|
FORT PITT CAPITAL GROUP, LLC
|
13F-HR
|
|
|
Gotham Triple Advantage S&P 500 Strategy LP
|
D/A
|
|
|
JPMBB Commercial Mortgage Securities Trust 2013-C14
|
10-D
|
|
|
PROVIDENT FINANCIAL HOLDINGS INC
|
8-K
|
Financial Statements
|
|
US BANCORP \DE\
|
424B2
|
Financial Statements
|
|
Carlyle AlpInvest Private Markets Fund
|
486BPOS
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C23
|
10-D
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C27
|
10-D
|
|
|
Smith Tara
|
144
|
|
|
STEWART INFORMATION SERVICES CORP
|
144
|
Financial Statements
|
|
Benchmark 2020-B17 Mortgage Trust
|
10-D
|
|
|
TCW FUNDS INC
|
497K
|
|
|
UBS AG
|
424B2
|
|
|
DUNMORE VENTURE DEBT FUND, LP
|
D
|
|
|
Cisco Systems International B.V.
|
13F-NT
|
|
|
NUVEEN SELECT TAX FREE INCOME PORTFOLIO
|
N-CSRS/A
|
Financial Statements
|
|
BNY Mellon Strategic Funds, Inc.
|
N-CSR
|
|
|
Bond Capital Management, LP
|
N-PX
|
|
|
NUVEEN SELECT MATURITIES MUNICIPAL FUND
|
N-CSRS/A
|
|
|
Horizon Findlay Ranch III, LLC
|
D
|
|
|
Benchmark 2020-B17 Mortgage Trust
|
ABS-EE
|
|
|
NUVEEN INVESTMENT FUNDS INC
|
N-CSRS/A
|
|
|
Altitude Capital Holdings LLC
|
D
|
|
|
AHR VA1 LLC
|
D
|
|
|
Federated Hermes Money Market Obligations Trust
|
N-CSR
|
|
|
NUVEEN MUNICIPAL TRUST/MA
|
N-CSRS/A
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C25
|
10-D
|
|
|
Benchmark 2021-B24 Mortgage Trust
|
10-D
|
|
|
White Wing Capital I, LP
|
D
|
|
|
EMPIRE STATE FINANCIAL, INC.
|
X-17A-5/A
|
|
|
ABSOLUTE INVESTMENT ADVISERS, LLC
|
13F-HR
|
|
|
RBC Bearings INC
|
ARS
|
Financial Statements
|
|
Brown University
|
13F-HR
|
|
|
UNITED COMMUNITY BANKS INC
|
CERT
|
Financial Statements
|
|
RANGER FUNDS INVESTMENT TRUST
|
485BXT
|
|
|
Benchmark 2021-B24 Mortgage Trust
|
ABS-EE
|
|
|
TL Managed Investments, L.P.
|
D
|
|
|
JPMBB Commercial Mortgage Securities Trust 2014-C22
|
10-D
|
|
|
RBC Bearings INC
|
DEFA14A
|
Financial Statements
|
|
American Oncology Network, Inc.
|
424B3
|
|
|
BLEY DANIEL
|
144
|
|
|
WEBSTER FINANCIAL CORP
|
144
|
Financial Statements
|
|
Welch Group, LLC
|
N-PX
|
|
|
RBC Bearings INC
|
DEF 14A
|
Financial Statements
|
|
JPMDB Commercial Mortgage Securities Trust 2018-C8
|
10-D
|
|
|
RESOURCES CONNECTION, INC.
|
8-K/A
|
|
|
VANGUARD WORLD FUND
|
NPORT-P
|
|
|
VANGUARD CALIFORNIA TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD ADMIRAL FUNDS
|
NPORT-P
|
|
|
VANGUARD WELLINGTON FUND
|
NPORT-P
|
|
|
VANGUARD SCOTTSDALE FUNDS
|
NPORT-P
|
|
|
Cascade Wealth Advisors, Inc
|
13F-HR
|
|
|
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS
|
NPORT-P
|
|
|
VANGUARD NEW JERSEY TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD NEW YORK TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD PENNSYLVANIA TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD OHIO TAX-FREE FUNDS
|
NPORT-P
|
|
|
Avvenire Electric Vehicle International Corp.
|
1-K
|
|
|
JPMDB Commercial Mortgage Securities Trust 2018-C8
|
ABS-EE
|
|
|
BENCHMARK 2018-B2 Mortgage Trust
|
10-D
|
|
|
FRANKLIN RESOURCES INC
|
10-Q
|
Financial Statements
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
BENCHMARK 2018-B2 Mortgage Trust
|
ABS-EE
|
|
|
JB INVESTMENTS OFFSHORE FUND IV, LTD.
|
D/A
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C7
|
10-D
|
|
|
Zdimal Kevin P
|
144
|
|
|
CARLISLE COMPANIES INC
|
144
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-C26
|
8-K
|
|
|
J.P. Morgan Exchange-Traded Fund Trust
|
NPORT-P
|
|
|
JPMorgan Trust I
|
NPORT-P
|
|
|
JPMORGAN TRUST IV
|
NPORT-P
|
|
|
JPMORGAN TRUST II
|
NPORT-P
|
|
|
NORTHEAST INVESTMENT MANAGEMENT
|
13F-HR
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C7
|
ABS-EE
|
|
|
BANK OF MONTREAL /CAN/
|
FWP
|
Financial Statements
|
|
JLLX Grand Prairie Distribution Center, DST
|
D/A
|
|
|
JB INVESTMENTS FUND IV, L.P.
|
D/A
|
|
|
WILKINS CHARLES L
|
144
|
|
|
Versus Capital Real Assets Fund LLC
|
N-23C3A
|
|
|
Investment Managers Series Trust III
|
NPORT-P
|
|
|
EXCHANGE TRADED CONCEPTS TRUST
|
485BPOS
|
|
|
COLUMBIA FUNDS SERIES TRUST I
|
497K
|
|
|
Legend Financial Advisors, Inc.
|
13F-HR
|
|
|
Worthy Property Bonds, Inc.
|
1-K
|
|
|
Partners Group Direct Infrastructure IV
|
D/A
|
|
