| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Access Investment Management LLC
|
13F-HR
|
|
|
Hosking Partners Equity Fund LLC
|
D/A
|
|
|
HAGEBOECK CHARLES R
|
4
|
|
|
CITY HOLDING CO
|
4
|
Financial Statements
|
|
Caplan Lindsey S
|
144
|
|
|
CBRE GROUP, INC.
|
144
|
Financial Statements
|
|
MANCHESTER FINANCIAL INC
|
N-PX
|
|
|
ASJC Global LLC - Series 6
|
D/A
|
|
|
NB Private Debt Fund V
|
D/A
|
|
|
Solstein Capital, LLC
|
13F-HR
|
|
|
NB Private Debt Fund V Lux
|
D/A
|
|
|
Brunk Troy D
|
3
|
|
|
RTX Corp
|
3
|
|
|
Children's Investment Fund LP
|
D/A
|
|
|
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
|
N-PX
|
|
|
Municipal High Income Fund QP, LP
|
D/A
|
|
|
TECP Spatco, L.P.
|
D
|
|
|
PRICE T ROWE GROUP INC
|
10-Q
|
Financial Statements
|
|
Cadence Bank
|
144
|
Financial Statements
|
|
Toalson Valerie C.
|
144
|
|
|
Nouveau Monde Graphite Inc.
|
SD
|
|
|
NB Private Debt Fund V Lux
|
D/A
|
|
|
Brightside Legacy, LLC
|
D
|
|
|
Redwood Financial Network Corp
|
N-PX
|
|
|
Deng Chiyuan
|
4
|
|
|
AB INTERNATIONAL GROUP CORP.
|
4
|
|
|
iSHARES TRUST
|
NPORT-P
|
|
|
iShares, Inc.
|
NPORT-P
|
|
|
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST
|
NPORT-P
|
|
|
BLACKROCK MUNICIPAL BOND FUND, INC.
|
NPORT-P
|
|
|
BLACKROCK FUNDS
|
NPORT-P
|
|
|
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST
|
NPORT-P
|
|
|
BlackRock Funds IV
|
NPORT-P
|
|
|
Investment Managers Series Trust
|
24F-2NT
|
|
|
REGIONS FINANCIAL CORP
|
8-A12B
|
Financial Statements
|
|
BLACKROCK MUNICIPAL SERIES TRUST
|
NPORT-P
|
|
|
Hedge My Legacy, A Georgia Trust
|
D/A
|
|
|
YCG Funds
|
NPORT-P
|
|
|
NB Private Debt Fund V
|
D/A
|
|
|
Female Invest Inc.
|
D
|
|
|
Libera Gaming Operations, Inc
|
F-1/A
|
|
|
Carter Russell Davis III
|
4
|
|
|
HOME BANCSHARES INC
|
4
|
Financial Statements
|
|
Merritt Sears
|
4
|
|
|
BARINGS CORPORATE INVESTORS
|
4
|
Financial Statements
|
|
Pettiti Gianluca
|
144/A
|
|
|
THERMO FISHER SCIENTIFIC INC.
|
144/A
|
Financial Statements
|
|
Clarapath, Inc.
|
D/A
|
|
|
Philip James Wealth Mangement, LLC
|
N-PX
|
|
|
Fremman 1 MM Co-Investment 6 Pall Mall 2 SCSp
|
D/A
|
|
|
Carriage House Event Center, Inc.
|
10-Q
|
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
SG2-ZZ, LLC
|
D
|
|
|
UNITED COMMUNITY BANKS INC
|
8-A12B
|
Financial Statements
|
|
CMH IX, L.P.
|
D/A
|
|
|
DEARBORN PARTNERS LLC
|
13F-HR
|
|
|
GAM Holding AG
|
13F-HR
|
|
|
Estrada Rudolph
|
144
|
|
|
FutureFuel Corp.
|
4
|
Financial Statements
|
|
NOVELLY PAUL A.
|
4
|
|
|
SATURNA INVESTMENT TRUST
|
NPORT-P
|
|
|
SANBORN RICHARD
|
4
|
|
|
ENTERPRISE FINANCIAL SERVICES CORP
|
4
|
Financial Statements
|
|
METZ MERRIANN
|
3
|
|
|
SouthState Corp
|
3
|
Financial Statements
|
|
Kennedy Lewis Dislocation Offshore Fund LP
|
D/A
|
|
|
UNITED COMMUNITY BANKS INC
|
8-K
|
Financial Statements
|
|
DATA I/O CORP
|
8-K
|
Financial Statements
|
|
TORONTO DOMINION BANK
|
424B8
|
Financial Statements
|
|
3M CO
|
IRANNOTICE
|
Financial Statements
|
|
Emery Christina
|
4
|
|
|
Dune Technology Partners IV, LLC
|
D/A
|
|
|
Ward Chicares Elizabeth
|
4
|
|
|
Zeidel Darren
|
144
|
|
|
Aon plc
|
144
|
Financial Statements
|
|
AMANA MUTUAL FUNDS TRUST
|
NPORT-P
|
|
|
Federated Hermes Adviser Series
|
N-CSR
|
|
|
Greenhouse Capital Partners Fund III, LP
|
D
|
|
|
GENERAL MONEY MARKET FUND, INC.
|
N-CSRS/A
|
|
|
PFIZER INC
|
SC TO-C
|
Financial Statements
|
|
PAM TRANSPORTATION SERVICES INC
|
8-K
|
Financial Statements
|
|
Cyrus Opportunities Master Fund II, Ltd.
|
D/A
|
|
|
SCHWAB ANNUITY PORTFOLIOS
|
40-17F2
|
|
|
Riemann Computing Inc.
|
1-A-W
|
|
|
Independent Order of Foresters
|
13F-HR
|
|
|
3M CO
|
10-Q
|
Financial Statements
|
|
Feliciano Javier
|
144
|
|
|
PFIZER INC
|
8-K
|
Financial Statements
|
|
SCHWAB CAPITAL TRUST
|
40-17F2
|
|
|
Sequent Asset Management, LLC
|
13F-HR
|
|
|
LI JIE
|
4
|
|
|
CHINA AUTOMOTIVE SYSTEMS INC
|
4
|
Financial Statements
|
|
Innovator ETFs Trust
|
8-A12B
|
|
|
Saxony Capital Management, LLC
|
13F-HR
|
|
|
CYRUS SELECT OPPORTUNITIES FUND LP
|
D/A
|
|
|
CAMBRIDGE BANCORP
|
15-12G
|
Financial Statements
|
|
DS XVI, LLC
|
D
|
|
|
Wiselink Holdings Ltd
|
4
|
|
|
Kooshy Inc.
|
D
|
|
|
CHEN HANLIN
|
4
|
|
|
Kennedy Lewis Dislocation Onshore Fund LP
|
D/A
|
|
|
NeoSoma, Inc.
|
D
|
|
|
Australian Oilseeds Holdings Ltd
|
6-K
|
|
|
AMERICAN FUNDS MORTGAGE FUND
|
NPORT-P/A
|
|
|
abrdn Income Credit Strategies Fund
|
POS EX
|
|
|
EASTMAN CHEMICAL CO
|
10-Q
|
Financial Statements
|
|
GLEN BURNIE BANCORP
|
8-K
|
Financial Statements
|
|
HMN FINANCIAL INC
|
425
|
Financial Statements
|
|
ALERUS FINANCIAL CORP
|
425
|
Financial Statements
|
|
Bleecker Street Minerva LP
|
D
|
|
|
CHOICEONE FINANCIAL SERVICES INC
|
8-K
|
|
|
ALT Student Housing DST
|
D
|
|
|
IPC Alternative Real Estate Operating Partnership, LP
|
D
|
|
|
Legato Capital Management LLC
|
13F-HR
|
|
|
EATON VANCE GROWTH TRUST
|
N-CSRS
|
|
|
Granite Harbor Advisors, Inc.
|
13F-HR
|
|
|
INTERMEDIATE BOND FUND OF AMERICA
|
NPORT-P
|
|
|
Short-Term Bond Fund of America
|
NPORT-P
|
|
|
AMERICAN FUNDS INCOME SERIES
|
NPORT-P
|
|
|
GROWTH FUND OF AMERICA
|
NPORT-P
|
|
|
AMCAP FUND
|
NPORT-P
|
|
|
SDG Warner Village, LLC
|
D
|
|
|
MCDONNELL PADRAIG
|
144
|
|
|
AGILENT TECHNOLOGIES, INC.
|
144
|
Financial Statements
|
|
Cyrus Select Opportunities Master Fund, Ltd.
|
D/A
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
13F-HR
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
VALUE LINE INC
|
10-K
|
Financial Statements
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
AMERICAN FUNDS INFLATION LINKED BOND FUND
|
NPORT-P
|
|
|
SaverOne 2014 Ltd.
|
F-1
|
|
|
TRUE Private Wealth Advisors
|
N-PX
|
|
|
Janus Henderson Biotech Innovation Master Fund Ltd
|
4
|
|
|
JANUS HENDERSON GROUP PLC
|
4
|
Financial Statements
|
|
ARCA biopharma, Inc.
|
4
|
Financial Statements
|
|
CYRUS SELECT OPPORTUNITIES FUND LTD
|
D/A
|
|
|
ALLSPRING FUNDS TRUST
|
24F-2NT
|
|
|
PROVIDENT FINANCIAL SERVICES INC
|
8-K
|
Financial Statements
|
|
NORTON SUSAN A
|
144
|
|
|
First Bancorp, Inc /ME/
|
144
|
Financial Statements
|
|
BEACON INVESTMENT ADVISORS LLC
|
N-PX
|
|
|
DeWeese Steven E
|
4
|
|
|
SUMMIT SECURITIES GROUP LLC
|
13F-HR
|
|
|
BIDS TRADING L.P.
|
ATS-N/CA
|
|
|
Stone Ridge Investment Grade Income Longevity Trust 2045 65F
|
N-8F ORDR
|
|
|
AIM ETF Products Trust
|
8-A12B
|
|
|
CYRUS OPPORTUNITIES FUND II LTD
|
D/A
|
|
|
FT 11689
|
S-6
|
|
|
Children's Investment Fund
|
D/A
|
|
|
FT 11688
|
S-6
|
|
|
FT 11687
|
S-6
|
|
|
Aspen Investment Management Inc
|
13F-HR
|
|
|
RevUp Fund 2023 LLC
|
D
|
|
|
MORGAN STANLEY PATHWAY FUNDS
|
497
|
|
|
FT 11686
|
S-6
|
|
|
Principal Private Credit Fund
|
N-8F ORDR
|
|
|
Cyrus Opportunities Fund II L P
|
D/A
|
|
|
FT 11685
|
S-6
|
|
|
OHIO VALLEY BANC CORP
|
8-K
|
Financial Statements
|
|
Global Income Builder Portfolio
|
N-8F ORDR
|
|
|
INTERCONTINENTAL HOTELS GROUP PLC /NEW/
|
6-K
|
Financial Statements
|
|
Canary SC Master Fund, L.P.
|
D/A
|
|
|
HSBC FUNDS
|
N-MFP3/A
|
|
|
Gardner Douglas W
|
144
|
|
|
Joint Stock Co Kaspi.kz
|
144
|
|
|
Canary SC Fund, Ltd.
|
D/A
|
|
|
5-to-15 Year Laddered Municipal Bond Portfolio
|
N-8F ORDR
|
|
|
Ultimus Managers Trust
|
497
|
|
|
WALTERS KIRK W
|
144
|
|
|
M&T BANK CORP
|
144
|
Financial Statements
|
|
TOWERVIEW LLC
|
13F-HR
|
|
|
Canary SC Fund, L.P.
|
D/A
|
|
|
RiverPark Advisors, LLC
|
13F-HR
|
|
|
AFA Private Credit Fund
|
24F-2NT
|
|
|
RP Holding Group LLC
|
13F-NT
|
|
|
Stone Ridge Trust II
|
N-23C3A
|
|
|
RIVERPARK CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
T3 Holdings, LLC
|
D
|
|
|
BLAZER RANDOLPH C
|
144
|
|
|
ASGN Inc
|
144
|
Financial Statements
|
|
LEGG MASON PARTNERS INCOME TRUST
|
485BPOS
|
|
|
Aptorum Group Ltd
|
S-8
|
Financial Statements
|
|
BENGAL CATALYST FUND LP
|
D/A
|
|
|
ALLSPRING FUNDS TRUST
|
NPORT-P
|
|
|
ALLSPRING UTILITIES & HIGH INCOME FUND
|
NPORT-P
|
|
|
FIDELITY DEVONSHIRE TRUST
|
497
|
|
|
Cohen & Steers Future of Energy Fund, INC
|
NPORT-P
|
|
|
COLUMBIA FUNDS SERIES TRUST I
|
NPORT-P
|
|
|
Columbia Funds Series Trust II
|
NPORT-P
|
|
|
COLUMBIA FUNDS SERIES TRUST
|
NPORT-P
|
|
|
OLSCHAN BRIAN S
|
144
|
|
|
ACME UNITED CORP
|
144
|
Financial Statements
|
|
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
|
13F-HR
|
|
|
SUMITOMO CORP
|
D/A
|
|
|
Skylands Capital, LLC
|
13F-HR
|
|
|
Columbia Funds Variable Series Trust II
|
497K
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV
|
497K
|
|
|
Columbia ETF Trust I
|
497K
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
|
497K
|
|
|
Columbia Funds Series Trust II
|
497K
|
|
|
ARK Investment Management LLC
|
13F-HR
|
|
|
WESTPORT FUEL SYSTEMS INC.
|
6-K
|
Financial Statements
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
497VPU
|
|
|
Harbert Stoneview Opportunity Fund I, LP
|
D/A
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV
|
497
|
|
|
SRH Total Return Fund, Inc.
|
NPORT-P
|
|
|
AAFMAA Wealth Management & Trust LLC
|
N-PX
|
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
497VPI
|
|
|
ADVISORS SERIES TRUST
|
NPORT-P
|
|
|
MFS MUNICIPAL SERIES TRUST
|
497K
|
|
|
Integrity Wealth Solutions LLC
|
13F-HR
|
|
|
DEMCHAK WILLIAM S
|
144
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
144
|
Financial Statements
|
|
PROTECTIVE VARIABLE ANNUITY SEPARATE ACCOUNT
|
497
|
|
|
DC Investment Partners, LLC
|
D/A
|
|
|
Pettiti Gianluca
|
144
|
|
|
Leung Don
|
4
|
|
|
MetroCity Bankshares, Inc.
|
4
|
Financial Statements
|
|
Schaeffer Financial LLC
|
N-PX
|
|
|
ASPIRIANT RISK-MANAGED CAPITAL APPRECIATION FUND
|
SC TO-I
|
|
|
NABORS INDUSTRIES LTD
|
10-Q
|
Financial Statements
|
|
Columbia ETF Trust I
|
497
|
|
|
Columbia Funds Variable Series Trust II
|
497
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST
|
497
|
|
|
SEABRIDGE GOLD INC
|
6-K
|
Financial Statements
|
|
Malta Market Neutral Master Fund, Ltd.
|
D/A
|
|
|
Tectonic Financial, Inc.
|
8-K
|
|
|
Mission Control Acquisition Corp.
|
SEC STAFF ACTION
|
|
|
Meegan John P
|
4
|
|
|
Northwest Bancshares, Inc.
|
4
|
Financial Statements
|
|
Romero Christen T
|
4
|
|
|
Xos, Inc.
|
4
|
|
|
ASPIRIANT RISK-MANAGED REAL ASSETS FUND
|
SC TO-I
|
|
|
Capital Group International Focus Equity ETF
|
NPORT-P
|
|
|
Capital Group Core Equity ETF
|
NPORT-P
|
|
|
Capital Group Growth ETF
|
NPORT-P
|
|
|
Capital Group Dividend Growers ETF
|
NPORT-P
|
|
|
Capital Group International Equity ETF
|
NPORT-P
|
|
|
Capital Group Dividend Value ETF
|
NPORT-P
|
|
|
Capital Group Global Growth Equity ETF
|
NPORT-P
|
|
|
Performance Shipping Inc.
|
6-K
|
|
|
Romero Christen T
|
4/A
|
|
|
Xos, Inc.
|
4/A
|
|
|
Atomi Financial Group, Inc.
|
13F-HR
|
|
|
Boxer Michael A
|
144
|
|
|
Evensky & Katz LLC
|
13F-HR
|
|
|
APTARGROUP, INC.
|
10-Q
|
Financial Statements
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
Schaeffer Financial LLC
|
13F-HR
|
|
|
Putnam ETF Trust
|
497
|
|
|
Wealth Advisory Solutions, LLC
|
13F-HR
|
|
|
Brigade Credit Fund II LP
|
D/A
|
|
|
NATHANS FAMOUS, INC.
|
ARS
|
Financial Statements
|
|
G2 INVESTMENT PARTNERS QP LP
|
D/A
|
|
|
Strong Stewart W
|
144
|
|
|
HAEMONETICS CORP
|
144
|
Financial Statements
|
|
J. Safra Sarasin Investmentfonds Ltd.
|
13F-NT
|
|
|
NATHANS FAMOUS, INC.
|
DEF 14A
|
Financial Statements
|
|
VirExit Technologies, Inc.
|
8-K
|
|
|
Crew Capital Management, Ltd.
|
13F-HR
|
|
|
Cyber3Capital Fund, LP
|
D/A
|
|
|
Tarform Inc
|
D
|
|
|
Hitson Brent O.
|
144
|
|
|
Southern States Bancshares, Inc.
|
144
|
Financial Statements
|
|
Desktop Metal, Inc.
|
4
|
Financial Statements
|
|
EBRAHIMI FARHAD FRED
|
4
|
|
|
TOMPKINS FINANCIAL CORP
|
S-3
|
Financial Statements
|
|
G2 Investment Partners LP
|
D/A
|
|
|
FIDELITY INCOME FUND /MA/
|
497K
|
|
|
FIDELITY INCOME FUND /MA/
|
497
|
|
|
Cambridge Investment Research Advisors, Inc.
|
13F-HR
|
|
|
Wenger E Philip
|
4
|
|
|
FULTON FINANCIAL CORP
|
4
|
Financial Statements
|
|
Banque J. Safra Sarasin
|
13F-NT
|
|
|
FIDELITY SELECT PORTFOLIOS
|
497K
|
|
|
FIDELITY PURITAN TRUST
|
497K
|
|
|
IRSA INVESTMENTS & REPRESENTATIONS INC
|
6-K
|
Financial Statements
|
|
FIDELITY PURITAN TRUST
|
497
|
|
|
FT 11541
|
497J
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III
|
497K
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 3
|
497K
|
|
|
FIDELITY SELECT PORTFOLIOS
|
497
|
|
|
FIRST TRUST COMBINED SERIES 632
|
497J
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III
|
497
|
|
|
Facet Wealth, Inc.
|
D
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 3
|
497
|
|
|
VARIABLE INSURANCE PRODUCTS FUND
|
497K
|
|
|
VARIABLE INSURANCE PRODUCTS FUND
|
497
|
|
|
Hartford Schroders Private Opportunities Fund
|
486BPOS
|
|
|
Immix Biopharma, Inc.
|
8-K
|
Financial Statements
|
|
TIAA CREF LIFE SEPARATE ACCOUNT VA-1
|
497
|
|
|
EVENTIKO INC.
|
10-K
|
|
|
CANTOR FITZGERALD INFRASTRUCTURE FUND
|
486BPOS
|
|
|
Bank J. Safra Sarasin
|
13F-NT
|
|
|
Zerify, Inc.
|
8-K
|
|
|
Crown Electrokinetics Corp.
|
8-K
|
|
|
FIDELITY SECURITIES FUND
|
497
|
|
