| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Paul Holly
|
4
|
|
|
FTI CONSULTING, INC
|
4
|
Financial Statements
|
|
Lu Curtis P
|
4
|
|
|
BLACKROCK ALLOCATION TARGET SHARES
|
497K
|
|
|
Gantt Greg C
|
144
|
|
|
Adero Partners, LLC
|
13F-HR
|
|
|
Shaheen Gabriel
|
4
|
|
|
STEEL DYNAMICS INC
|
4
|
Financial Statements
|
|
JPMorgan Chase Financial Co. LLC
|
424B3
|
|
|
JPMORGAN CHASE & CO
|
424B3
|
Financial Statements
|
|
SCHWAB CAPITAL TRUST
|
497J
|
|
|
BBCMS Mortgage Trust 2022-C15
|
10-D
|
|
|
WMG Financial Advisors, LLC
|
13F-HR
|
|
|
HighMark Wealth Management LLC
|
N-PX
|
|
|
Fortune 45 LLC
|
N-PX
|
|
|
BBCMS Mortgage Trust 2022-C15
|
ABS-EE
|
|
|
Fortune 45 LLC
|
13F-HR
|
|
|
CLEMONS V GORDON
|
4
|
|
|
CORVEL CORP
|
4
|
Financial Statements
|
|
FESTA ALFRED E
|
4
|
|
|
NVR INC
|
4
|
Financial Statements
|
|
Exeter Automobile Receivables Trust 2024-4
|
8-K
|
|
|
EFCAR, LLC
|
8-K
|
|
|
Curtis Advisory Group, LLC
|
13F-HR
|
|
|
ALLIED ASSET ADVISORS FUNDS
|
NPORT-P
|
|
|
Jensen Quality Growth Fund Inc
|
NPORT-P
|
|
|
Lord Abbett Bank Loan Trust
|
D/A
|
|
|
CION Grosvenor Infrastructure Fund
|
3
|
|
|
ROMAN STEPHEN
|
3
|
|
|
Hill John W
|
144
|
|
|
COSTAR GROUP, INC.
|
144
|
Financial Statements
|
|
Grey Fox Wealth Advisors, LLC
|
13F-HR
|
|
|
Reisner Michael A
|
3
|
|
|
Manager Directed Portfolios
|
497J
|
|
|
CARDINAL ADVISOR SERIES - INTERNATIONAL VALUE EQUITY LP
|
D/A
|
|
|
GARLAND CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
Invesco BCPL Badger Fund, a series of Invesco Multi Series Funds II, LLC
|
D
|
|
|
GAMING INTELLIGENCE INC.
|
C/A
|
|
|
Gatto Mark
|
3
|
|
|
Blue Owl GP Stakes VI SAI Co-Invest Sidecar LP
|
D
|
|
|
PhysiSens LLC
|
C/A
|
|
|
m funds Trust
|
487
|
|
|
Relevant Gold Corp.
|
D
|
|
|
Rainwater Charitable Foundation
|
13F-HR
|
|
|
Hobart Private Capital, LLC
|
13F-HR
|
|
|
Centerpoint Advisors, LLC
|
13F-HR
|
|
|
HERITAGE WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
Federated Hermes Total Return Series, Inc.
|
N-CSRS
|
|
|
Forum Financial Management, LP
|
13F-HR
|
|
|
DeSantis Robert
|
4
|
|
|
INTUITIVE SURGICAL INC
|
4
|
Financial Statements
|
|
Musubi Inc.
|
D
|
|
|
Over the Top Ladder, LLC
|
C/A
|
|
|
Praetorian Wealth Management, Inc.
|
N-PX
|
|
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC
|
13F-HR
|
|
|
Gaming & Leisure Properties, Inc.
|
144
|
Financial Statements
|
|
Burke Desiree A.
|
144
|
|
|
360 Funds
|
497J
|
|
|
Grifols SA
|
6-K
|
Financial Statements
|
|
Wolfshohl Candace K
|
4
|
|
|
CULLEN/FROST BANKERS, INC.
|
4
|
Financial Statements
|
|
NEOGEN CORP
|
10-K
|
Financial Statements
|
|
Whitegate Investment Counselors, Inc.
|
13F-HR
|
|
|
ImmunoPrecise Antibodies Ltd.
|
D
|
|
|
CARDINAL ADVISOR SERIES - MULTI-MANAGER INTERNATIONAL EQUITY LP
|
D/A
|
|
|
Global Assets Advisory, LLC
|
13F-HR
|
|
|
ALTI PRIVATE EQUITY ACCESS & COMMITMENTS FUND
|
486BPOS
|
|
|
Financial Sense Advisors, Inc.
|
N-PX/A
|
|
|
Carroll Charles Benner Jr
|
4
|
|
|
FRANKLIN FINANCIAL SERVICES CORP /PA/
|
4
|
|
|
QUAN NANCY
|
4
|
|
|
COCA COLA CO
|
4
|
Financial Statements
|
|
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT LLVL
|
497
|
|
|
Lamb Weston Holdings, Inc.
|
PRE 14A
|
Financial Statements
|
|
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT LLVA
|
497
|
|
|
CarMax Auto Owner Trust 2024-3
|
8-K
|
|
|
CARMAX AUTO FUNDING LLC
|
8-K
|
|
|
North Country Investment Advisers, Inc.
|
13F-NT
|
|
|
Sunna Ventures I, L.P.
|
D
|
|
|
Invesco Dynamic Credit Opportunity Fund
|
NPORT-P
|
|
|
Transit Pro Tech Inc.
|
10-12G/A
|
|
|
Andrews Paul
|
144
|
|
|
MONARCH CASINO & RESORT INC
|
144
|
Financial Statements
|
|
Investment Managers Series Trust II
|
NPORT-P
|
|
|
Private Credit Opportunities II, LP
|
D
|
|
|
HERITAGE INVESTORS MANAGEMENT CORP
|
13F-HR
|
|
|
ARROW FINANCIAL CORP
|
13F-HR
|
Financial Statements
|
|
Federal Home Loan Bank of New York
|
8-K
|
|
|
NexPoint Storage V DST
|
D/A
|
|
|
Flutter Entertainment plc
|
8-K
|
|
|
Federal Home Loan Bank of San Francisco
|
8-K
|
|
|
GLENS FALLS NATIONAL BANK & TRUST CO /NY
|
13F-NT
|
|
|
OXBRIDGE RE HOLDINGS Ltd
|
4
|
Financial Statements
|
|
MARTIN ALLAN S.
|
4
|
|
|
Baxter Nathan Eric
|
4/A
|
|
|
SCOTTS MIRACLE-GRO CO
|
4/A
|
Financial Statements
|
|
BMO 2024-C8 Mortgage Trust
|
10-D
|
|
|
RB Knoxville Holdings LLC
|
D/A
|
|
|
Wealthgate Family Office, LLC
|
N-PX
|
|
|
ForgePoint Cyber Affiliates Fund III, L.P.
|
D
|
|
|
KELLY SERVICES INC
|
8-K/A
|
Financial Statements
|
|
BMO 2024-C8 Mortgage Trust
|
ABS-EE
|
|
|
CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LTD
|
D/A
|
|
|
HouseAmp Inc.
|
D
|
|
|
Lord Abbett Institutional Core Plus Total Return Trust
|
D
|
|
|
BENCHMARK 2021-B31 MORTGAGE TRUST
|
10-D
|
|
|
FreeUp Storage Beaufort SC-128, LLC
|
D
|
|
|
NORWITT RICHARD ADAM
|
4
|
|
|
AMPHENOL CORP /DE/
|
4
|
Financial Statements
|
|
Koilpillai Mano S
|
144
|
|
|
ARGAN INC
|
144
|
Financial Statements
|
|
Litman Gregory Wealth Management LLC
|
13F-HR
|
|
|
Russell Investments Strategic Credit Fund
|
N-2
|
|
|
HLV Generation Fund III LLC
|
D
|
|
|
BENCHMARK 2021-B31 MORTGAGE TRUST
|
ABS-EE
|
|
|
Isometry Saudi Long-Only Offshore Fund, Ltd.
|
D
|
|
|
AMG Comvest Senior Lending Fund
|
8-K
|
|
|
Edgehill Endowment Partners, LLC
|
13F-HR
|
|
|
Avery Dennison Corp
|
10-Q
|
Financial Statements
|
|
BENCHMARK 2021-B27 MORTGAGE TRUST
|
10-D
|
|
|
Helikon Investments Ltd
|
13F-HR
|
|
|
AQR Funds
|
497K
|
|
|
Federal Home Loan Bank of Dallas
|
8-K
|
|
|
BENCHMARK 2021-B27 MORTGAGE TRUST
|
ABS-EE
|
|
|
WALTER LUC
|
4
|
|
|
PEGASYSTEMS INC
|
8-K
|
Financial Statements
|
|
Federal Home Loan Bank of Topeka
|
8-K
|
|
|
Eagle Point Institutional Income Fund
|
SC TO-I/A
|
|
|
NEXTERA ENERGY INC
|
8-K
|
Financial Statements
|
|
FLORIDA POWER & LIGHT CO
|
8-K
|
|
|
BENCHMARK 2021-B23 MORTGAGE TRUST
|
10-D
|
|
|
D'AMICO LANCE E
|
4
|
|
|
BENCHMARK 2021-B23 MORTGAGE TRUST
|
ABS-EE
|
|
|
AQR Funds
|
497
|
|
|
DAYMARK WEALTH PARTNERS, LLC
|
N-PX
|
|
|
Kings Path Partners LLC
|
13F-HR
|
|
|
BENCHMARK 2020-B19 MORTGAGE TRUST
|
10-D
|
|
|
ATWOOD & PALMER INC
|
N-PX
|
|
|
BENCHMARK 2020-B19 MORTGAGE TRUST
|
ABS-EE
|
|
|
Powell Max Ltd
|
F-1/A
|
|
|
Keating Ashley M.
|
144
|
|
|
Medpace Holdings, Inc.
|
144
|
Financial Statements
|
|
BD02023 Fund 1, a series of Ventioneers Advised Funds, LP
|
D
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC
|
NPORT-P/A
|
|
|
OLD REPUBLIC INTERNATIONAL CORP
|
N-PX
|
Financial Statements
|
|
CITIGROUP COMMERCIAL MORTGAGE TRUST 2020-GC46
|
10-D
|
|
|
Mitchill Neil G. JR
|
144
|
|
|
RTX Corp
|
144
|
|
|
North Carolina Growth 1 DST
|
D/A
|
|
|
CRONIN JANE M.
|
144
|
|
|
SHERWIN WILLIAMS CO
|
144
|
Financial Statements
|
|
CITIGROUP COMMERCIAL MORTGAGE TRUST 2020-GC46
|
ABS-EE
|
|
|
Xylem Inc.
|
10-Q
|
Financial Statements
|
|
CARDINAL ADVISOR SERIES - INTERNATIONAL GROWTH EQUITY LP
|
D/A
|
|
|
GoalVest Advisory LLC
|
13F-HR
|
|
|
PG&E Recovery Funding LLC
|
10-D
|
|
|
Darwin Global Management, Ltd.
|
N-PX
|
|
|
CSAIL 2015-C2 Commercial Mortgage Trust
|
10-D
|
|
|
CITIGROUP COMMERCIAL MORTGAGE TRUST 2019-C7
|
10-D
|
|
|
Oliver Robin Leigh
|
4
|
|
|
CITIGROUP COMMERCIAL MORTGAGE TRUST 2019-C7
|
ABS-EE
|
|
|
First Phosphate Corp.
|
6-K
|
|
|
FrameTec USA LLC
|
D/A
|
|
|
ACADEMY CAPITAL MANAGEMENT
|
N-PX
|
|
|
Bennett Associates Wealth Management
|
N-PX
|
|
|
TFB Advisors LLC
|
13F-HR
|
|
|
Stein David L
|
144
|
|
|
Invesco Senior Income Trust
|
NPORT-P
|
|
|
Invesco Senior Loan Fund
|
NPORT-P
|
|
|
JAAG Enterprises Ltd.
|
8-K
|
|
|
DELLA VOLPE VINCENT
|
4
|
|
|
URANIUM ENERGY CORP
|
4
|
Financial Statements
|
|
Cedar Breaks Partnership, LP
|
D/A
|
|
|
WeGro Co, Inc.
|
C
|
|
|
Stable Farming Fund LP
|
D
|
|
|
COLLECTIVE FAMILY OFFICE LLC
|
N-PX
|
|
|
MILLINGTON SECURITIES, LLC
|
13F-NT
|
|
|
360 Funds
|
NPORT-P
|
|
|
BENCHMARK 2019-B15 MORTGAGE TRUST
|
10-D
|
|
|
325 CAPITAL LLC
|
SC 13D/A
|
|
|
MOTORCAR PARTS OF AMERICA INC
|
SC 13D/A
|
Financial Statements
|
|
BENCHMARK 2019-B15 MORTGAGE TRUST
|
ABS-EE
|
|
|
NextGen Hone LLC
|
D/A
|
|
|
WBI INVESTMENTS, LLC
|
13F-HR
|
|
|
CF 2019-CF2 Mortgage Trust
|
10-D
|
|
|
ALPINE 4 HOLDINGS, INC.
|
8-K
|
|
|
Q3 Asset Management
|
13F-HR
|
|
|
Creative Capital Management Investments LLC
|
N-PX
|
|
|
CF 2019-CF2 Mortgage Trust
|
ABS-EE
|
|
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
|
13F-HR
|
|
|
Dishman William
|
144
|
|
|
Stock Yards Bancorp, Inc.
|
144
|
Financial Statements
|
|
TRIMAS CORP
|
10-Q
|
Financial Statements
|
|
DERMODY PROPERTIES INDUSTRIAL FEEDER FUND III
|
D
|
|
|
BARTH KEVIN G
|
144
|
|
|
BENCHMARK 2019-B12 MORTGAGE TRUST
|
10-D
|
|
|
DELOITTE CORPORATE FINANCE LLC
|
X-17A-5
|
|
|
DERMODY PROPERTIES INDUSTRIAL FUND IV L.P.
|
D/A
|
|
|
Platform Technology Partners
|
13F-HR
|
|
|
GenNx360 Gear Fund, L.P.
|
D
|
|
|
Cardinal AlternativeFocus TT Emerging Markets Fund LP
|
D/A
|
|
|
DPIF IV LGT PRE FEEDER LLC
|
D
|
|
|
Chicago Wealth Management, Inc.
|
N-PX
|
|
|
BENCHMARK 2019-B12 MORTGAGE TRUST
|
ABS-EE
|
|
|
HOPPER PHILIP M
|
144
|
|
|
O REILLY AUTOMOTIVE INC
|
144
|
Financial Statements
|
|
Maple Capital Management, Inc.
|
13F-HR
|
|
|
NextGen Geosite LLC
|
D/A
|
|
|
Galaxy Plus Fund LLC - Cane Kensington Opportunity Feeder Fund
|
D
|
|
|
HAGEDORN JAMES
|
4
|
|
|
SCOTTS MIRACLE-GRO CO
|
4
|
Financial Statements
|
|
Outlook Wealth Advisors, LLC
|
N-PX
|
|
|
SEAWEED BATH CO.
|
D
|
|
|
CF 2019-CF1 Mortgage Trust
|
10-D
|
|
|
Stone Ridge Trust V
|
NPORT-P
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Dishman William
|
4
|
|
|
CF 2019-CF1 Mortgage Trust
|
ABS-EE
|
|
|
Arctaris Opportunity Zone Fund 2024, LLC
|
D
|
|
|
CATALYST FINANCIAL PARTNERS LLC
|
N-PX
|
|
|
Rallybio Corp
|
SC 13G/A
|
Financial Statements
|
|
Canaan XI L.P.
|
SC 13G/A
|
|
|
JONES DAVID A /WI
|
144
|
|
|
PENTAIR plc
|
144
|
Financial Statements
|
|
Emerson Fiducia Inc.
|
D
|
|
|
NextGen Statt LLC
|
D/A
|
|
|
RYDEX SERIES FUNDS
|
497K
|
|
|
WEYERS ROBERT J
|
4
|
|
|
NICOLET BANKSHARES INC
|
4
|
Financial Statements
|
|
BENCHMARK 2019-B9 MORTGAGE TRUST
|
10-D
|
|
|
Banco Santander, S.A.
|
424B5
|
Financial Statements
|
|
Hatteras Lower Middle Market Buyouts Fund
|
N-8F
|
|
|
Sheaff Brock Investment Advisors, LLC
|
13F-HR
|
|
|
BENCHMARK 2019-B9 MORTGAGE TRUST
|
ABS-EE
|
|
|
Voya Separate Portfolios Trust
|
POS AMI
|
|
|
Voya FUNDS TRUST
|
POS AMI
|
|
|
HETZEL ANDREW F JR
|
4
|
|
|
BAYTEX ENERGY CORP.
|
6-K
|
|
|
Federated Hermes Adviser Series
|
497J
|
|
|
NextGen Clear Street LLC
|
D/A
|
|
|
Direxion Shares ETF Trust
|
25-NSE
|
|
|
Cavanal Hill Funds
|
NPORT-P
|
|
|
GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2414
|
497J
|
|
|
TRUST FOR PROFESSIONAL MANAGERS
|
NPORT-P
|
|
|
ACRES Mortgage Fund Ltd.
|
D/A
|
|
|
LONG DONALD J JR
|
4
|
|
|
Testa Daniel M.
|
144
|
|
|
FVCBankcorp, Inc.
|
144
|
Financial Statements
|
|
IIP Land, Ltd.
|
D
|
|
|
HORIZON FINANCIAL SERVICES, LLC
|
13F-HR
|
|
|
JOHNSON BRENDA L
|
4
|
|
|
Poindexter Philip
|
4
|
|
|
Spurinna Capital Fund, LP
|
D/A
|
|
|
Meeder Funds
|
N-MFP3/A
|
|
|
Leeward Financial Partners, LLC
|
13F-HR
|
|
|
RIVERVIEW BANCORP INC
|
8-K
|
Financial Statements
|
|
ATWELL ROBERT BRUCE
|
4
|
|
|
THOMPSON IM FUNDS INC
|
N-CSRS
|
|
|
PRENTISS SMITH & CO INC
|
N-PX
|
|
|
NextGen Datazoom LLC
|
D/A
|
|
|
FT 11543
|
487
|
|
|
POOL CORP
|
10-Q
|
Financial Statements
|
|
NORTHERN LIGHTS FUND TRUST II
|
485BXT
|
|
|
HEINTZMAN DAVID P
|
4
|
|
|
Asset Management Group, Inc.
|
N-PX
|
|
|
Tailwind Endowment Alternatives Fund
|
N-8F
|
|
|
Dykema John Nicholas
|
4
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VIII
|
485BXT
|
|
|
UNIVEST FINANCIAL Corp
|
10-Q
|
Financial Statements
|
|
KARPAS STRATEGIES, LLC
|
13F-HR
|
|
|
RESTON WEALTH MANAGEMENT LLC
|
13F-HR
|
|
|
Nikulski Financial, Inc.
|
N-PX
|
|
|
Nikulski Financial, Inc.
|
13F-HR
|
|
|
Red Oak Capital Fund Series, LLC
|
1-U
|
|
|
Ferrari N.V.
|
6-K
|
Financial Statements
|
|
ALEXANDER LABRUNERIE & CO., INC.
|
13F-HR
|
|
|
TURNER WILLIAM V
|
4
|
|
|
GREAT SOUTHERN BANCORP, INC.
|
4
|
Financial Statements
|
|
HSBC HOLDINGS PLC
|
6-K
|
Financial Statements
|
|
IPC Alternative Real Estate Income Trust, Inc.
|
8-K
|
|
|
Tanda Stephan B.
|
4
|
|
|
APTARGROUP, INC.
|
4
|
Financial Statements
|
|
Series One, A Series of Performance Marketing Investors LLC
|
D
|
|
|
CD 2017-CD5 MORTGAGE TRUST
|
10-D
|
|
|
TC ENERGY CORP
|
6-K
|
Financial Statements
|
|
ABG Acquisition Corp. I
|
SC 13G/A
|
Financial Statements
|
|
CD 2017-CD5 MORTGAGE TRUST
|
ABS-EE
|
|
|
CSAIL 2018-C14 Commercial Mortgage Trust
|
10-D
|
|
|
YHN Acquisition I Ltd
|
S-1/A
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
13F-HR
|
|
|
Fenworks, Inc.
|
D/A
|
|
|
4th Avenue Partners, LLC
|
D
|
|
|
LifePlan Financial, LLC
|
N-PX
|
|
|
Hampr, Inc.
|
D/A
|
|
|
MERZ MARK JOSEPH
|
144
|
|
|
CITIGROUP COMMERCIAL MORTGAGE TRUST 2017-P7
|
10-D
|
|
|
CSAIL 2018-C14 Commercial Mortgage Trust
|
ABS-EE
|
|
|
ACT Advisors, LLC.
|
N-PX
|
|
|
Wallaroo Labs, Inc.
|
D
|
|
|
UBS Commercial Mortgage Trust 2018-C9
|
10-D
|
|
