| Company Name |
Form Type |
SEC Filings |
|
|
|
|
TCI Wealth Advisors, Inc.
|
13F-HR
|
|
|
Centaur Bio Inc.
|
D
|
|
|
UBS Commercial Mortgage Trust 2017-C5
|
10-D
|
|
|
Aidentified Inc.
|
D
|
|
|
Wenick Mark J
|
4
|
|
|
FIDELITY REVERE STREET TRUST
|
POS AMI
|
|
|
CULBERTSON A N & CO INC
|
13F-HR
|
|
|
EQ ADVISORS TRUST
|
497K
|
|
|
DIAMOND HILL FUNDS
|
485APOS
|
|
|
Annapolis Financial Services, LLC
|
N-PX
|
|
|
UBS Commercial Mortgage Trust 2017-C3
|
10-D
|
|
|
UBS Commercial Mortgage Trust 2019-C16
|
10-D
|
|
|
EQ ADVISORS TRUST
|
497
|
|
|
AVSF - Fides 2024, LLC
|
D
|
|
|
UBS Commercial Mortgage Trust 2017-C3
|
ABS-EE
|
|
|
UBS Commercial Mortgage Trust 2019-C16
|
ABS-EE
|
|
|
RBB Fund Trust
|
NPORT-P
|
|
|
Federal Home Loan Bank of Chicago
|
8-K
|
|
|
DIAGEO PLC
|
6-K
|
Financial Statements
|
|
Heritage Growth Fund LLC
|
D/A
|
|
|
Acorn Wealth Advisors, LLC
|
13F-HR
|
|
|
Bank of Marin Bancorp
|
8-K
|
Financial Statements
|
|
UBS Commercial Mortgage Trust 2017-C7
|
10-D
|
|
|
Stith Thomas A. III
|
144
|
|
|
OLD DOMINION FREIGHT LINE, INC.
|
144
|
Financial Statements
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
Almanac Horizon Fund LLC
|
D
|
|
|
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
N-CSRS
|
|
|
Magnetar Financial LLC
|
SC 13D
|
|
|
TELLURIAN INC. /DE/
|
SC 13D
|
Financial Statements
|
|
J. Safra Sarasin Holding AG
|
13F-HR
|
|
|
Star Gold Corp.
|
NT 10-K
|
|
|
UBS Commercial Mortgage Trust 2018-C12
|
10-D
|
|
|
Vistara Technology Growth Fund
|
D
|
|
|
Vistara Technology Growth Fund V, LLC
|
D
|
|
|
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
|
N-CSRS
|
|
|
UBS Commercial Mortgage Trust 2018-C12
|
ABS-EE
|
|
|
JLLX North Andover Apartments, DST
|
D/A
|
|
|
Lapco Holdings Limited/ADR
|
F-6
|
|
|
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
N-CSRS
|
|
|
BANK OF NEW YORK / ADR DIVISION
|
F-6
|
|
|
Veralto Corp
|
144
|
|
|
Honeycutt Jennifer
|
144
|
|
|
SoNo 1420 Artisan Distillers, Inc.
|
C
|
|
|
Boiter Cynthia
|
4
|
|
|
Perma-Pipe International Holdings, Inc.
|
4
|
Financial Statements
|
|
FIDELITY SALEM STREET TRUST
|
497K
|
|
|
FIDELITY SALEM STREET TRUST
|
497
|
|
|
Brown David B
|
4
|
|
|
AMERICAN BEACON FUNDS
|
NPORT-P
|
|
|
GILLIGAN J KEVIN
|
144
|
|
|
GRACO INC
|
144
|
Financial Statements
|
|
Cambria ETF Trust
|
485BXT
|
|
|
MCDONNELL PADRAIG
|
4
|
|
|
AGILENT TECHNOLOGIES, INC.
|
4
|
Financial Statements
|
|
FinTech Evolution Acquisition Group
|
SC 13G/A
|
|
|
BANK OF NOVA SCOTIA
|
SC 13G/A
|
Financial Statements
|
|
Learn EV, Inc.
|
C/A
|
|
|
PHINIA INC.
|
10-Q
|
|
|
Almanac Horizon Sidecar LLC
|
D
|
|
|
Capitalworks Emerging Markets Acquisition Corp
|
SC 13G/A
|
|
|
FLAHERTY & CRUMRINE TOTAL RETURN FUND INC
|
N-CSRS
|
|
|
Bridge Investment Group Holdings Inc.
|
SC 13G/A
|
Financial Statements
|
|
Apollo Strategic Growth Capital II
|
SC 13G/A
|
|
|
Zapata Computing Holdings Inc.
|
SC 13G/A
|
|
|
Archer-Daniels-Midland Co
|
8-K
|
Financial Statements
|
|
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
N-CSRS
|
|
|
MOULTON WEALTH MANAGEMENT, INC
|
N-PX
|
|
|
Target Global Acquisition I Corp.
|
SC 13G/A
|
|
|
Roadzen Inc.
|
SC 13G/A
|
|
|
PowerUp Acquisition Corp.
|
SC 13G/A
|
|
|
Heritage Private Fund, L.P. - Series 2
|
D
|
|
|
Pontem Corp
|
SC 13G/A
|
|
|
Toro Neurovascular, Inc.
|
D
|
|
|
GUTHART GARY S
|
144
|
|
|
INTUITIVE SURGICAL INC
|
144
|
Financial Statements
|
|
UBS Commercial Mortgage Trust 2018-C8
|
ABS-EE
|
|
|
Jaguar Global Growth Corp I
|
SC 13G/A
|
|
|
TILIA FIDUCIARY PARTNERS, INC.
|
N-PX
|
|
|
BBCMS Mortgage Trust 2018-C2
|
10-D
|
|
|
HE35 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Top Tier Venture Velocity Fund 5, L.P.
|
D
|
|
|
GOLDMAN SACHS GROUP INC
|
FWP
|
Financial Statements
|
|
BBCMS 2023-C20
|
10-D
|
|
|
CARDINAL ADVISOR SERIES-INTERNATIONAL VALUE EQUITY LTD
|
D/A
|
|
|
J. W. Coons Advisors, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2018-C2
|
ABS-EE
|
|
|
Toyota Auto Receivables 2024-C Owner Trust
|
8-K
|
|
|
TOYOTA AUTO FINANCE RECEIVABLES LLC
|
8-K
|
|
|
Heartwood Wealth Advisors LLC
|
N-PX
|
|
|
BARCLAYS BANK PLC
|
424B2
|
|
|
WATERSHED PRIVATE WEALTH LLC
|
13F-HR
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
GS Finance Corp.
|
FWP
|
|
|
BBCMS 2023-C20
|
ABS-EE
|
|
|
HSBC USA INC /MD/
|
FWP
|
|
|
FORUM FUNDS II
|
497
|
|
|
Schmidt Paul Gregory
|
144
|
|
|
ASSOCIATED BANC-CORP
|
144
|
Financial Statements
|
|
Monterey Private Wealth, Inc.
|
N-PX
|
|
|
SMB Education Funding, LLC
|
ABS-15G
|
|
|
PUTNAM FUNDS TRUST
|
N-CSRS
|
|
|
Stellex TriplePoint Co-Invest LP
|
D
|
|
|
NBT BANK N A /NY
|
13F-HR
|
|
|
MSS Series Trust
|
NPORT-P
|
|
|
BBCMS Mortgage Trust 2019-C5
|
10-D
|
|
|
Mirae Asset Global Investments
|
13F-NT
|
|
|
KIM CHARLES G
|
144
|
|
|
COMMERCE BANCSHARES INC /MO/
|
144
|
Financial Statements
|
|
20TSQ Hana One LLC
|
D
|
|
|
EAGLE BANCORP INC
|
8-K
|
Financial Statements
|
|
WASSERMAN YUVAL
|
144
|
|
|
FARO TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
PUTNAM OHIO TAX EXEMPT INCOME FUND
|
N-CSR
|
|
|
Ciel Creative Space LLC
|
C/A
|
|
|
BBCMS Mortgage Trust 2019-C5
|
ABS-EE
|
|
|
Wealth Alliance Advisory Group, LLC
|
13F-HR
|
|
|
Lorey Brandon Craig
|
4
|
|
|
EAGLE FINANCIAL SERVICES INC
|
4
|
|
|
POFFINBERGER AARON M
|
4
|
|
|
Flores Shawn David
|
4
|
|
|
PAR PACIFIC HOLDINGS, INC.
|
4
|
Financial Statements
|
|
BBCMS Mortgage Trust 2023-C19
|
10-D
|
|
|
PURRINGTON DEBRA L
|
4
|
|
|
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND
|
N-CSR
|
|
|
GEORGE JAMES S II
|
4
|
|
|
Scapa James Ralph
|
4
|
|
|
Altair Engineering Inc.
|
4
|
Financial Statements
|
|
Sheaff Brock Investment Advisors, LLC
|
N-PX
|
|
|
ZMITROVICH JOSEPH T
|
4
|
|
|
Crosen Kaley Ann
|
4
|
|
|
Foyston, Gordon, & Payne Inc
|
13F-HR
|
|
|
IFG Advisory, LLC
|
13F-HR
|
|
|
Transwestern Strategic Partners Fund IV, L.P.
|
D
|
|
|
Tidal Trust II
|
NPORT-P
|
|
|
CROSON KATHLEEN S
|
4
|
|
|
BBCMS Mortgage Trust 2023-C19
|
ABS-EE
|
|
|
JRS Investments LLC
|
4
|
|
|
SCHMIDT MARIANNE
|
4
|
|
|
UBS AG
|
424B2
|
|
|
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME FUND/MA/
|
N-CSR
|
|
|
TORONTO DOMINION BANK
|
424B3
|
Financial Statements
|
|
BRAITHWAITE TODD A
|
4
|
|
|
BCGM Wealth Management, LLC
|
13F-HR
|
|
|
FIRST BANCORP /NC/
|
8-K
|
Financial Statements
|
|
Chappell Kathleen J
|
4
|
|
|
BBCMS Mortgage Trust 2024-C26
|
10-D
|
|
|
James R. Scapa Declaration of Trust
|
4
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2013-C7
|
10-D
|
|
|
Kline Hill Partners Offshore Feeder Fund V LP
|
D/A
|
|
|
BBCMS Mortgage Trust 2024-C26
|
ABS-EE
|
|
|
PUTNAM HIGH YIELD FUND
|
N-CSRS
|
|
|
Mutual Advisors, LLC
|
N-PX
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2014-C16
|
10-D
|
|
|
WITHEM JONATHAN
|
3
|
|
|
ALPINE 4 HOLDINGS, INC.
|
3
|
|
|
Couch Christopher
|
4
|
|
|
Mirae Asset Global Investments
|
13F-NT
|
|
|
Cooper-Standard Holdings Inc.
|
4
|
Financial Statements
|
|
DTE ENERGY CO
|
424B2
|
Financial Statements
|
|
Civeo Corp
|
10-Q
|
Financial Statements
|
|
Founders Circle Capital LLC
|
13F-HR
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2014-C18
|
10-D
|
|
|
Kewalramani Reshma
|
144
|
|
|
VERTEX PHARMACEUTICALS INC / MA
|
144
|
Financial Statements
|
|
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND
|
N-CSR
|
|
|
CTT PHARMACEUTICAL HOLDINGS, INC.
|
4
|
|
|
OTH Impact Fund, L.P.
|
D
|
|
|
Avantor, Inc.
|
144
|
Financial Statements
|
|
Couturier Christophe
|
144
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C25
|
10-D
|
|
|
Koito Manufacturing Co., Ltd.
|
SC 13D/A
|
|
|
Cepton, Inc.
|
SC 13D/A
|
|
|
Family First, Inc.
|
D/A
|
|
|
Mutual Advisors, LLC
|
13F-HR
|
|
|
Zernick Thomas Gerard
|
4
|
|
|
BayFirst Financial Corp.
|
4
|
|
|
Cudahy Theresa Ellen
|
4
|
|
|
CuriosityStream Inc.
|
4
|
|
|
Bank of America Merrill Lynch Commercial Mortgage Trust 2015-UBS7
|
10-D
|
|
|
NITCHES INC
|
8-K
|
|
|
TASTYTRADE, INC.
|
X-17A-5
|
|
|
Mirae Asset Global Investments
|
13F-NT
|
|
|
Blockchain Coinvestors Fund VII-A LP
|
D
|
|
|
BBCMS Mortgage Trust 2019-C4
|
10-D
|
|
|
Collins John DeNeen
|
144
|
|
|
LIVEPERSON INC
|
144
|
Financial Statements
|
|
BANK5 2024-5YR8
|
424B2
|
|
|
Banc of America Merrill Lynch Commercial Mortgage Inc.
|
424B2
|
|
|
Energy Domain, LLC
|
D
|
|
|
BBCMS Mortgage Trust 2019-C4
|
ABS-EE
|
|
|
Neuberger Berman ETF Trust
|
CERT
|
|
|
GARCIA GERRY
|
3
|
|
|
SPITFIRE FUND L.P.
|
D/A
|
|
|
P/E Global LLC
|
13F-HR
|
|
|
STEPH & CO
|
13F-HR
|
|
|
Stinchcomb Clinton Larry
|
4
|
|
|
Traws Pharma, Inc.
|
PRER14A
|
Financial Statements
|
|
Cyndeo Wealth Partners, LLC
|
13F-HR
|
|
|
Wagler Tyson J
|
4/A
|
|
|
GERMAN AMERICAN BANCORP, INC.
|
4/A
|
Financial Statements
|
|
FORBES J M & CO LLP
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2020-C8
|
10-D
|
|
|
SEGER THOMAS W
|
4/A
|
|
|
Ryan Christina M
|
4/A
|
|
|
InMed Pharmaceuticals Inc.
|
8-K
|
|
|
BANK5 2024-5YR8
|
8-K
|
|
|
KELLY JASON M
|
4/A
|
|
|
Ellspermann Susan J
|
4/A
|
|
|
HUNTINGTON BANCSHARES INC /MD/
|
10-Q
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-5C25
|
10-D
|
|
|
BBCMS Mortgage Trust 2017-C1
|
10-D
|
|
|
Bawel Zachary W
|
4/A
|
|
|
Everything Blockchain, Inc.
|
144/A
|
|
|
ROSENBERG PAUL
|
144/A
|
|
|
ETF Series Solutions
|
24F-2NT
|
|
|
Nowtransit Inc
|
10-Q
|
|
|
Connective Portfolio Management, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2024-5C25
|
ABS-EE
|
|
|
BBCMS Mortgage Trust 2017-C1
|
ABS-EE
|
|
|
Seascape Capital Management
|
13F-HR
|
|
|
Empowered Funds, LLC
|
13F-HR
|
|
|
Avery Dennison Corp
|
S-8
|
Financial Statements
|
|
EquityZen Growth Technology Fund LLC - Series 1932
|
D
|
|
|
Grayscale Bitcoin Mini Trust
|
CERT
|
|
|
BBCMS Mortgage Trust 2021-C11
|
10-D
|
|
|
Kline Hill Partners Feeder Fund V LP
|
D/A
|
|
|
Empirical Finance, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2021-C11
|
ABS-EE
|
|
|
Focused Investors LLC
|
13F-HR
|
|
|
Central Pacific Bank - Trust Division
|
13F-HR
|
|
|
SHAW THOMAS J
|
4
|
|
|
RETRACTABLE TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
MBM Wealth Consultants, LLC
|
13F-HR
|
|
|
REGAL REXNORD CORP
|
8-K
|
|
|
137 Holdings MS, LLC - Series 2024-1
|
D
|
|
|
Voya EQUITY TRUST
|
425
|
|
|
Voya MUTUAL FUNDS
|
425
|
|
|
BBCMS Mortgage Trust 2024-C24
|
10-D
|
|
|
BBCMS Mortgage Trust 2020-C7
|
10-D
|
|
|
Brenig Therapeutics, Inc.
|
D
|
|
|
BROWN RONALD D
|
144
|
|
|
SMITH A O CORP
|
144
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-C24
|
ABS-EE
|
|
|
BBCMS Mortgage Trust 2020-C7
|
ABS-EE
|
|
|
CORNWELL W DON
|
144
|
|
|
AMERICAN INTERNATIONAL GROUP, INC.
|
144
|
Financial Statements
|
|
Griffith Curtis C
|
144
|
|
|
SOUTH PLAINS FINANCIAL, INC.
|
144
|
Financial Statements
|
|
Roots Real Estate Investment Community I, LLC
|
1-U
|
|
|
Alpert Marc A
|
144
|
|
|
LOEWS CORP
|
144
|
Financial Statements
|
|
Ineffable Ventures Doti II LLC
|
D
|
|
|
Federated Hermes ETF Trust
|
497J
|
|
|
BBCMS Mortgage Trust 2022-C14
|
10-D
|
|
|
Sander Mark G
|
144
|
|
|
OLD NATIONAL BANCORP /IN/
|
144
|
Financial Statements
|
|
CIM REAL ESTATE FINANCE TRUST, INC.
|
4
|
|
|
RESSLER RICHARD S
|
4
|
|
|
BBCMS Mortgage Trust 2022-C14
|
ABS-EE
|
|
|
FOX RUN MANAGEMENT, L.L.C.
|
N-PX
|
|
|
BUTLER NATIONAL CORP
|
8-K
|
|
|
Clean Royalties Holdings, LLC
|
D
|
|
|
FORUM FUNDS
|
NPORT-P
|
|
|
Global Alts SPV LLC - GROQ AI
|
D
|
|
|
HAWTHORN BANCSHARES, INC.
|
8-K
|
Financial Statements
|
|
World Funds Trust
|
NPORT-P
|
|
|
OS Therapies Inc
|
CERT
|
|
|
G&S Capital LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2023-5C23
|
10-D
|
|
|
BBCMS Mortgage Trust 2023-5C23
|
ABS-EE
|
|
|
Ineffable Ventures Doti LLC
|
D
|
|
|
IB HOLDINGS Co LLC
|
D/A
|
|
|
BBCMS Mortgage Trust 2022-C18
|
10-D
|
|
|
Entergy New Orleans Storm Recovery Funding I, L.L.C.
|
15-15D
|
|
|
BBCMS Mortgage Trust 2022-C18
|
ABS-EE
|
|
|
BBCMS Mortgage Trust 2021-C12
|
10-D
|
|
|
Brown Advisory Funds
|
40-17G
|
|
|
Crusoe Acquisition Partners 2024, LLC
|
D
|
|
|
Galaxy Plus Fund - Cane Kensington Opportunity Master Fund
|
D
|
|
|
Baldwin Investment Management, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2021-C10
|
10-D
|
|
|
Harris John A
|
144
|
|
|
Integer Holdings Corp
|
144
|
Financial Statements
|
|
BBCMS Mortgage Trust 2021-C12
|
ABS-EE
|
|
|
STANLEY BLACK & DECKER, INC.
|
10-Q
|
Financial Statements
|
|
Knights of Columbus Asset Advisors LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2021-C10
|
ABS-EE
|
|
|
Halpern Financial, Inc.
|
N-PX
|
|
|
Vector Capital Special Situations Private Credit Fund, L.P.
|
D
|
|
|
Moloney Securities Asset Management, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2022-C16
|
10-D
|
|
|
OS Therapies Inc
|
8-A12B
|
|
|
HOEY INVESTMENTS, INC
|
N-PX
|
|
|
BBCMS Mortgage Trust 2022-C16
|
ABS-EE
|
|
|
Mizuho Mortgage Securities LLC
|
ABS-15G
|
|
|
m funds Trust
|
497J
|
|
|
Hicks Zackery A
|
4
|
|
|
Gupta Anirma
|
4
|
|
|
Unity Software Inc.
|
4
|
Financial Statements
|