| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Wealthstream Advisors, Inc.
|
13F-HR
|
|
|
Armock Greg L.
|
4
|
|
|
Rynders Perry M.
|
4
|
|
|
Lodging Fund REIT III, Inc.
|
4
|
|
|
Estrada Rudolph
|
4
|
|
|
EAST WEST BANCORP INC
|
4
|
Financial Statements
|
|
Bystrom Mattias
|
144
|
|
|
Veralto Corp
|
144
|
|
|
Taylor Frigon Capital Management LLC
|
13F-HR
|
|
|
PIONEER MUNICIPAL HIGH INCOME FUND, INC.
|
4
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
NPORT-P
|
|
|
Leighton Jeffrey T.
|
4
|
|
|
BYLINE BANCORP, INC.
|
144
|
Financial Statements
|
|
Barkidjija John
|
144
|
|
|
KEELER GLENN J.
|
144
|
|
|
Tri Pointe Homes, Inc.
|
144
|
Financial Statements
|
|
Ashford Inc.
|
25-NSE
|
Financial Statements
|
|
NYSE AMERICAN LLC
|
25-NSE
|
|
|
Hudson Value Partners, LLC
|
13F-HR
|
|
|
Neuberger Berman Energy Infrastructure & Income Fund Inc.
|
NPORT-P
|
|
|
Symetra Financial CORP
|
13F-NT
|
|
|
Iron Bridge Mortgage Fund, LLC
|
D/A
|
|
|
IMA Tech Inc.
|
10-K
|
|
|
Symetra Investment Management Co
|
13F-HR
|
|
|
Powell Cynthia B
|
4
|
|
|
TRUIST FINANCIAL CORP
|
4
|
Financial Statements
|
|
Uranium Royalty Corp.
|
6-K
|
|
|
VARIABLE ANNUITY ACCOUNT SEVEN
|
497VPU
|
|
|
Cliffwater Enhanced Lending Fund
|
486BPOS
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C31
|
10-D
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 18
|
N-CSRS
|
|
|
BofA Finance LLC
|
FWP
|
|
|
EUROPEAN BANK FOR RECONSTRUCTION & DEVELOPMENT
|
DSTRBRPT
|
|
|
Korenko Michael K
|
4
|
|
|
VIVOS INC
|
4
|
|
|
Hara Capital LLC
|
13F-HR
|
|
|
PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK
|
6-K
|
Financial Statements
|
|
BANK OF AMERICA CORP /DE/
|
FWP
|
Financial Statements
|
|
LEGG MASON PARTNERS INSTITUTIONAL TRUST
|
NPORT-P
|
|
|
RiverVest Venture Management LLC
|
N-PX
|
|
|
PRUDENTIAL SECTOR FUNDS, INC.
|
NPORT-P
|
|
|
PRUDENTIAL INVESTMENT PORTFOLIOS 18
|
NPORT-P
|
|
|
Emprise Bank
|
13F-HR
|
|
|
VARIABLE ANNUITY ACCOUNT SEVEN
|
497VPI
|
|
|
WestEnd Advisors, LLC
|
13F-HR
|
|
|
PRUDENTIAL SECTOR FUNDS, INC.
|
N-CSRS
|
|
|
ABSTON TYSON T
|
144
|
|
|
GUARANTY BANCSHARES INC /TX/
|
144
|
Financial Statements
|
|
FourSixThree Overseas Fund, Ltd.
|
D/A
|
|
|
Bank OZK
|
13F-HR
|
Financial Statements
|
|
VARIABLE ANNUITY ACCOUNT FIVE
|
497VPU
|
|
|
ARTIN ENERGY LLC
|
D/A
|
|
|
Savarino Dominic A
|
4
|
|
|
DIAMOND OFFSHORE DRILLING, INC.
|
4
|
Financial Statements
|
|
AB FIXED INCOME SHARES INC
|
24F-2NT
|
|
|
VARIABLE ANNUITY LIFE INSURANCE CO SEPARATE ACCOUNT A
|
497VPU
|
|
|
VARIABLE ANNUITY ACCOUNT FIVE
|
497
|
|
|
VARIABLE ANNUITY LIFE INSURANCE CO SEPARATE ACCOUNT A
|
497VPI
|
|
|
Federated Hermes Intermediate Municipal Trust
|
497J
|
|
|
First Phosphate Corp.
|
6-K
|
|
|
Mosaic Advisors LLC
|
N-PX
|
|
|
NEIMAN FUNDS
|
485BPOS
|
|
|
PRUDENTIAL PLC
|
6-K
|
Financial Statements
|
|
ROLAND DAVID L
|
4
|
|
|
Ivy Variable Insurance Portfolios
|
497K
|
|
|
FS VARIABLE SEPARATE ACCOUNT
|
497VPU
|
|
|
AB CORPORATE SHARES
|
24F-2NT
|
|
|
VedaPointe, LLC
|
D
|
|
|
HPS Corporate Capital Solutions Fund
|
8-K
|
|
|
Ivy Variable Insurance Portfolios
|
497
|
|
|
FS VARIABLE SEPARATE ACCOUNT
|
497VPI
|
|
|
DELAWARE VIP TRUST
|
497K
|
|
|
TL Private Wealth
|
N-PX
|
|
|
DELAWARE VIP TRUST
|
497
|
|
|
DELAWARE GROUP TAX FREE FUND
|
NPORT-P
|
|
|
VOYAGEUR MUTUAL FUNDS
|
NPORT-P
|
|
|
DELAWARE GROUP STATE TAX-FREE INCOME TRUST
|
NPORT-P
|
|
|
VOYAGEUR INTERMEDIATE TAX FREE FUNDS
|
NPORT-P
|
|
|
VOYAGEUR TAX FREE FUNDS
|
NPORT-P
|
|
|
VOYAGEUR INSURED FUNDS
|
NPORT-P
|
|
|
VOYAGEUR MUTUAL FUNDS II
|
NPORT-P
|
|
|
DELAWARE GROUP EQUITY FUNDS V
|
497K
|
|
|
BLACKROCK FUNDS
|
24F-2NT
|
|
|
Richards Jon L.
|
4
|
|
|
DELAWARE GROUP EQUITY FUNDS V
|
497
|
|
|
FESTA ALFRED E
|
144
|
|
|
NVR INC
|
144
|
Financial Statements
|
|
UR-ENERGY INC
|
8-K
|
Financial Statements
|
|
MainGate Trust
|
NPORT-P
|
|
|
Golden State Equity Partners
|
13F-HR
|
|
|
Federated Hermes Fixed Income Securities, Inc.
|
N-CSRS
|
|
|
MMEX Resources Corp
|
10-K
|
|
|
Ambiq Micro, Inc.
|
D
|
|
|
TC DAF I, LP
|
D
|
|
|
Federated Hermes Managed Pool Series
|
N-CSRS
|
|
|
FT 11700
|
S-6
|
|
|
DEUTSCHE BANK AKTIENGESELLSCHAFT
|
424B2
|
Financial Statements
|
|
BNY Mellon ETF Trust
|
NPORT-P
|
|
|
PENOBSCOT WEALTH MANAGEMENT
|
13F-HR
|
|
|
FT 11699
|
S-6
|
|
|
RAM Investment Partners, LLC
|
13F-HR
|
|
|
LOEWS CORP
|
13F-HR
|
Financial Statements
|
|
Perma-Pipe International Holdings, Inc.
|
8-K
|
Financial Statements
|
|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC
|
497K
|
|
|
BANK 2023-BNK45
|
10-D
|
|
|
FT 11698
|
S-6
|
|
|
Ribeiro Joao Paulo
|
144
|
|
|
VISTEON CORP
|
144
|
Financial Statements
|
|
Exeter Automobile Receivables Trust 2024-3
|
ABS-EE
|
|
|
FT 11690
|
S-6
|
|
|
ALLIED ASSET ADVISORS FUNDS
|
N-CSR
|
|
|
CONTINENTAL CASUALTY CO
|
13F-NT
|
|
|
BANK 2023-BNK45
|
ABS-EE
|
|
|
Sivik Global Healthcare LLC
|
13F-HR
|
|
|
Peres Tamir
|
144
|
|
|
HERC HOLDINGS INC
|
144
|
Financial Statements
|
|
CONTINENTAL CORP
|
13F-NT
|
|
|
BLACKROCK ALLOCATION TARGET SHARES
|
497
|
|
|
Benchmark 2024-V7 Mortgage Trust
|
10-D
|
|
|
PITNEY BOWES INC /DE/
|
8-K
|
Financial Statements
|
|
CNA FINANCIAL CORP
|
13F-HR
|
Financial Statements
|
|
Northern Lights Fund Trust
|
24F-2NT
|
|
|
Botelho Anthony A
|
4
|
|
|
WASHINGTON TRUST BANCORP INC
|
4
|
|
|
Benchmark 2024-V7 Mortgage Trust
|
ABS-EE
|
|
|
Argent Advisors, Inc.
|
13F-HR
|
|
|
AUDIOEYE INC
|
10-Q
|
Financial Statements
|
|
BANK 2020-BNK27
|
10-D
|
|
|
Vantage Investment Partners, LLC
|
13F-HR
|
|
|
Anchorage Credit Opportunities Onshore Fund IX
|
D
|
|
|
Exeter Automobile Receivables Trust 2024-2
|
ABS-EE
|
|
|
BANK 2020-BNK27
|
ABS-EE
|
|
|
LiveKit Inc
|
D/A
|
|
|
Modera Wealth Management, LLC
|
13F-HR
|
|
|
Fundrise Income Real Estate Fund, LLC
|
4
|
|
|
Staloch Alison
|
4
|
|
|
Benchmark 2021-B29 Mortgage Trust
|
10-D
|
|
|
PROVIDENT FINANCIAL HOLDINGS INC
|
8-K
|
Financial Statements
|
|
Exeter Automobile Receivables Trust 2024-1
|
ABS-EE
|
|
|
ASA Gold & Precious Metals Ltd
|
N-CSRS
|
Financial Statements
|
|
Benchmark 2021-B29 Mortgage Trust
|
ABS-EE
|
|
|
Platinum Mocha Principals, L.P.
|
D
|
|
|
Gabelli SRI Fund, Inc.
|
485BPOS
|
|
|
IN-0324 Fund I, a series of Xtripe Angels, LP
|
D
|
|
|
OMC Financial Services LTD
|
13F-HR
|
|
|
SparkRockets, Inc.
|
D
|
|
|
FT 11609
|
487
|
|
|
FT 11610
|
487
|
|
|
Live Music Network LLC
|
D
|
|
|
Houston Helga
|
144
|
|
|
HUNTINGTON BANCSHARES INC /MD/
|
144
|
Financial Statements
|
|
Hogbin Christopher
|
144
|
|
|
ALLIANCEBERNSTEIN HOLDING L.P.
|
144
|
Financial Statements
|
|
Anchorage Credit Opportunities Onshore Fund IX, L.P.
|
D
|
|
|
HomeTrust Bancshares, Inc.
|
144
|
Financial Statements
|
|
Houghton Keith J
|
144
|
|
|
Platinum Falcon Principals International
|
D
|
|
|
NORTH COUNTRY FUNDS
|
NPORT-P
|
|
|
Global Financial Private Client, LLC
|
13F-HR
|
|
|
3650R 2022-PF2 Commercial Mortgage Trust
|
10-D
|
|
|
JOHN HANCOCK INVESTMENT TRUST
|
497K
|
|
|
Exeter Automobile Receivables Trust 2023-5
|
ABS-EE
|
|
|
AMERICAN CENTURY INVESTMENT TRUST
|
485BPOS
|
|
|
3650R 2022-PF2 Commercial Mortgage Trust
|
ABS-EE
|
|
|
VCI Global Ltd
|
6-K
|
|
|
AETOS LONG/SHORT STRATEGIES FUND LLC
|
497AD
|
|
|
TE Connectivity Ltd.
|
10-Q
|
Financial Statements
|
|
KCM INVESTMENT ADVISORS LLC
|
13F-HR
|
|
|
Exeter Automobile Receivables Trust 2023-4
|
ABS-EE
|
|
|
JOHN HANCOCK INVESTMENT TRUST
|
497
|
|
|
ASA Gold & Precious Metals Ltd
|
NPORT-P
|
Financial Statements
|
|
NOV Inc.
|
10-Q
|
Financial Statements
|
|
TORTOISE ENERGY INDEPENDENCE FUND, INC.
|
NPORT-P
|
|
|
TORTOISE PIPELINE & ENERGY FUND, INC.
|
NPORT-P
|
|
|
Tortoise Midstream Energy Fund, Inc.
|
NPORT-P
|
|
|
TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC
|
NPORT-P
|
|
|
TORTOISE ENERGY INFRASTRUCTURE CORP
|
NPORT-P
|
Financial Statements
|
|
ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND
|
NPORT-P
|
|
|
Fortune Brands Innovations, Inc.
|
144
|
Financial Statements
|
|
Grissom Sheri
|
144
|
|
|
Credivalores - Crediservicios S.A.
|
T-3
|
|
|
Exeter Automobile Receivables Trust 2023-3
|
ABS-EE
|
|
|
AETOS DISTRESSED INVESTMENT STRATEGIES FUND LLC
|
497AD
|
|
|
Karooooo Ltd.
|
6-K
|
Financial Statements
|
|
Goliath Film & Media Holdings
|
NT 10-K
|
|
|
3650R 2021-PF1 Commercial Mortgage Trust
|
10-D
|
|
|
New England Capital Financial Advisors LLC
|
13F-HR
|
|
|
Mynaric AG
|
6-K
|
Financial Statements
|
|
Bowyer Research, Inc.
|
PX14A6G
|
|
|
MICROSOFT CORP
|
PX14A6G
|
Financial Statements
|
|
NORTH POINT PORTFOLIO MANAGERS CORP/OH
|
13F-HR
|
|
|
Exeter Automobile Receivables Trust 2023-2
|
ABS-EE
|
|
|
3650R 2021-PF1 Commercial Mortgage Trust
|
ABS-EE
|
|
|
VARIABLE ANNUITY-2 SERIES ACCOUNT
|
497VPU
|
|
|
TOWER SEMICONDUCTOR LTD
|
6-K
|
Financial Statements
|
|
Exeter Automobile Receivables Trust 2023-1
|
ABS-EE
|
|
|
NEUBERGER BERMAN EQUITY FUNDS
|
NPORT-P
|
|
|
Arjuna Capital
|
13F-HR
|
|
|
AETOS MULTI-STRATEGY ARBITRAGE FUND LLC
|
497AD
|
|
|
Variable Annuity-2 Series Account
|
497VPU
|
|
|
Pope Daniel M
|
144
|
|
|
TYLER TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
Stephens Consulting, LLC
|
13F-HR
|
|
|
Cedar Mountain Advisors, LLC
|
N-PX
|
|
|
Exeter Automobile Receivables Trust 2022-6
|
ABS-EE
|
|
|
Columbia ETF Trust I
|
497
|
|
|
VARIABLE ANNUITY-2 SERIES ACCOUNT
|
497
|
|
|
Variable Annuity-2 Series Account
|
497
|
|
|
Sowa Financial Group, Inc.
|
13F-HR
|
|
|
Exeter Automobile Receivables Trust 2022-5
|
ABS-EE
|
|
|
VARIABLE ANNUITY I SER ACC OF GRT WEST LI & ANNU INS CO OF NY
|
497VPU
|
|
|
TWEEDY, BROWNE FUND INC.
|
485BPOS
|
|
|
VARIABLE ANNUITY 1 SERIES ACCOUNT
|
497VPU
|
|
|
Federated Hermes Institutional Trust
|
497J
|
|
|
Tidal Trust II
|
497K
|
|
|
Exeter Automobile Receivables Trust 2022-4
|
ABS-EE
|
|
|
SmartStory Technologies, Inc.
|
D
|
|
|
Axim Planning & Wealth
|
13F-HR
|
|
|
SCG South Salt Lake Portfolio, LLC
|
D
|
|
|
Tidal ETF Trust
|
497K
|
|
|
Neuberger Berman ETF Trust
|
NPORT-P
|
|
|
VARIABLE ANNUITY I SER ACC OF GRT WEST LI & ANNU INS CO OF NY
|
497
|
|
|
VARIABLE ANNUITY 1 SERIES ACCOUNT
|
497
|
|
|
Anchorage Credit Opportunities Offshore Fund IX
|
D
|
|
|
CORE firms fund I LP
|
D
|
|
|
Antares Unitholder Investment LLC
|
D/A
|
|
|
SARATOGA ADVANTAGE TRUST
|
NPORT-P
|
|
|
Exeter Automobile Receivables Trust 2022-3
|
ABS-EE
|
|
|
Series Portfolios Trust
|
24F-2NT
|
|
|
Your Advocates Ltd., LLP
|
13F-HR
|
|
|
Antares Holdings LP
|
D/A
|
|
|
Destiny Wealth Partners, LLC
|
N-PX
|
|
|
Happy Grub Inc.
|
C
|
|
|
FIRST FINANCIAL BANKSHARES INC
|
8-K
|
Financial Statements
|
|
McCarthy Grittinger Financial Group, LLC
|
N-PX
|
|
|
Ameritas Advisory Services, LLC
|
13F-HR
|
|
|
Mitsubishi UFJ Asset Management
|
N-PX
|
|
|
Adela, Inc.
|
D/A
|
|
|
Benchmark 2023-V4 Mortgage Trust
|
10-D
|
|
|
XCHG Ltd
|
F-1/A
|
|
|
Arbor Investment Advisors, LLC
|
N-PX
|
|
|
Benchmark 2023-V4 Mortgage Trust
|
ABS-EE
|
|
|
Ming Shing Group Holdings Ltd
|
NT 20-F
|
|
|
BNY Mellon Intermediate Municipal Bond Fund, Inc.
|
N-CSR
|
|
|
NB Strategic Capital Offshore EU II SCSp
|
D
|
|
|
Riggs Asset Managment Co. Inc.
|
13F-HR
|
|
|
Benchmark 2024-V6 Mortgage Trust
|
10-D
|
|
|
COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York
|
497VPU
|
|
|
ARKANSAS FINANCIAL GROUP, INC.
|
N-PX
|
|
|
COERENTE CAPITAL MANAGEMENT
|
N-PX
|
|
|
Benchmark 2024-V6 Mortgage Trust
|
ABS-EE
|
|
|
STATESMAN LLC
|
D
|
|
|
COLI VUL 2 SERIES ACCOUNT
|
497VPU
|
|
|
REPUBLIC OF CHILE
|
18-K/A
|
|
|
COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York
|
497
|
|
|
COLI VUL 2 SERIES ACCOUNT
|
497
|
|
|
Benchmark 2022-B33 Mortgage Trust
|
10-D
|
|
|
Pocha Noodle Co Inc
|
D
|
|
|
Ultimate Analytics Holding Co
|
D
|
|
|
Datum One Series Trust
|
497K
|
|
|
Jones David Andrew
|
5/A
|
|
|
COMMUNITY TRUST BANCORP INC /KY/
|
5/A
|
|
|
McCarthy Grittinger Financial Group, LLC
|
13F-HR
|
|
|
Ridgewood Investments LLC
|
13F-HR
|
|
|
ICM Opportunity Fund I, LLC
|
D/A
|
|
|
TORONTO DOMINION BANK
|
FWP
|
Financial Statements
|
|
Benchmark 2022-B33 Mortgage Trust
|
ABS-EE
|
|
|
SIGNATUREFD, LLC
|
13F-HR
|
|
|
UNIFIED SERIES TRUST
|
NPORT-P
|
|
|
Capitol Series Trust
|
NPORT-P
|
|
|
Natixis Funds Trust II
|
NPORT-P
|
|
|
HALLIBURTON CO
|
10-Q
|
Financial Statements
|
|
EA Series Trust
|
485BXT
|
|
|
GT EMERGING MARKETS
|
D/A
|
|
|
Fidelity Private Credit Fund
|
8-K
|
|
|
Deane Retirement Strategies, Inc.
|
N-PX
|
|
|
NORIAS INSTITUTIONAL LP
|
D
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
13F-HR
|
|
|
Tellken Capital Fund LP
|
D/A
|
|
|
Exeter Automobile Receivables Trust 2022-2
|
ABS-EE
|
|
|
Yelin Lapidot Mutual Funds Management Ltd
|
13F-NT
|
|
|
Benchmark 2023-B39 Mortgage Trust
|
10-D
|
|
|
Yelin Lapidot Provident Funds Management Ltd
|
13F-NT
|
|
|
PROTECTIVE VARIABLE LIFE SEPARATE ACCOUNT
|
497VPU
|
|
|
Benchmark 2023-B39 Mortgage Trust
|
ABS-EE
|
|
|
SECURITY FEDERAL CORP
|
8-K
|
|
|
Federated Hermes International Series, Inc.
|
N-CSRS
|
|
|
Zurcher Kantonalbank Osterreich AG
|
13F-NT
|
|
|
Benchmark 2023-V2 Mortgage Trust
|
10-D
|
|
|
BNY Mellon Strategic Funds, Inc.
|
497
|
|
|
Lutz Financial Services LLC
|
13F-HR
|
|
|
PROTECTIVE VARIABLE LIFE SEPARATE ACCOUNT
|
497VPI
|
|
|
Citigroup Commercial Mortgage Trust 2022-GC48
|
10-D
|
|
|
Zurcher Kantonalbank
|
13F-HR
|
|
|
Great Point Wealth Advisors, LLC
|
13F-HR
|
|
|
Benchmark 2023-V2 Mortgage Trust
|
ABS-EE
|
|
|
PROTECTIVE VARIABLE LIFE SEPARATE ACCOUNT
|
497
|
|
|
Citigroup Commercial Mortgage Trust 2022-GC48
|
ABS-EE
|
|
|
Benchmark 2022-B37 Mortgage Trust
|
10-D
|
|
|
ORGANIGRAM HOLDINGS INC.
|
6-K
|
|
