| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Morgan Stanley Capital I Trust 2016-UBS11
|
10-D
|
|
|
Ausdal Financial Partners, Inc.
|
13F-HR
|
|
|
Loose Christopher R.
|
144
|
|
|
VANGUARD WORLD FUND
|
NPORT-P
|
|
|
VANGUARD SCOTTSDALE FUNDS
|
NPORT-P
|
|
|
VANGUARD WELLINGTON FUND
|
NPORT-P
|
|
|
VANGUARD OHIO TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD CALIFORNIA TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD ADMIRAL FUNDS
|
NPORT-P
|
|
|
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS
|
NPORT-P
|
|
|
POMPA MARK A
|
4
|
|
|
VANGUARD NEW JERSEY TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD NEW YORK TAX-FREE FUNDS
|
NPORT-P
|
|
|
VANGUARD PENNSYLVANIA TAX-FREE FUNDS
|
NPORT-P
|
|
|
FundX Investment Trust
|
NPORT-P
|
|
|
Levine Alan D.
|
SC 13D
|
|
|
United Homes Group, Inc.
|
SC 13D
|
|
|
Aristotle Funds Series Trust
|
497J
|
|
|
Polaris Capital Management, LLC
|
13F-HR
|
|
|
Guzzi Anthony
|
4
|
|
|
Listed Funds Trust
|
25-NSE
|
|
|
NYSE ARCA, INC.
|
25-NSE
|
|
|
Veda Investors Fund L.P.
|
D/A
|
|
|
Princeton Everest Fund
|
486BPOS
|
|
|
PANAMA REPUBLIC OF
|
S-B
|
|
|
A/D Investors Fund L.P.
|
D/A
|
|
|
VERUS CAPITAL PARTNERS, LLC
|
13F-HR
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
Krane Shares Trust
|
497K
|
|
|
CBRE MINKE INFRASTRUCTURE INVESTMENTS, LP
|
D
|
|
|
BARNES GROUP INC
|
10-Q
|
Financial Statements
|
|
Mutual Fund & Variable Insurance Trust
|
497
|
|
|
Apollo Origination Partnership II
|
D
|
|
|
Blackstone Real Estate Debt Strategies V L.P.
|
D/A
|
|
|
Apollo Origination Partnership II
|
D
|
|
|
Callahan Advisors, LLC
|
13F-HR
|
|
|
McMullen Michael R.
|
4
|
|
|
AGILENT TECHNOLOGIES, INC.
|
4
|
Financial Statements
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C22
|
10-D
|
|
|
IVY DENVER7 HOLDINGS, LLC
|
D
|
|
|
Laxton Stephen D
|
144
|
|
|
NUCOR CORP
|
144
|
Financial Statements
|
|
Blue Ivy Ventures Fund 8Q, LLC
|
D
|
|
|
BANK OF MONTREAL /CAN/
|
424B2
|
Financial Statements
|
|
Samsara Vision, Inc
|
SEC STAFF ACTION
|
|
|
Anschell Jonathan
|
144
|
|
|
MATTEL INC /DE/
|
144
|
Financial Statements
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C30
|
10-D
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C23
|
10-D
|
|
|
H/D Investors Fund L.P.
|
D/A
|
|
|
Dreamy Properties, LLC
|
D
|
|
|
Alaska Permanent Fund Corp
|
13F-HR
|
|
|
Blue Ivy Ventures Fund 8, LLC
|
D
|
|
|
J.P. Morgan Real Estate Income Trust, Inc.
|
8-K
|
|
|
Feliciano Javier
|
144
|
|
|
Meritage Homes CORP
|
144
|
Financial Statements
|
|
Brickstone at Woodlawn, LLC
|
D
|
|
|
Silbert Barry E.
|
144
|
|
|
Grayscale Decentraland Trust
|
144
|
|
|
Stellar Wealth Partners India Fund I, LP
|
D/A
|
|
|
HSBC BANK PLC
|
424B8
|
|
|
SAVILLE PAUL C
|
4
|
|
|
NVR INC
|
4
|
Financial Statements
|
|
SENGSTACK GREGG C
|
144
|
|
|
FRANKLIN ELECTRIC CO INC
|
144
|
Financial Statements
|
|
Sondhi Jason R
|
4
|
|
|
FIRST MERCHANTS CORP
|
4
|
Financial Statements
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C21
|
10-D
|
|
|
Vanderbilt University
|
13F-HR
|
|
|
Towerview Ventures Fund 5, LLC
|
D
|
|
|
Ardian US LLC
|
13F-NT
|
|
|
Ultimus Managers Trust
|
N-CSRS
|
|
|
Point Olema U.S. Venture Capital Portfolio, L.P.
|
D/A
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C29
|
10-D
|
|
|
Sandborn William J.
|
144
|
|
|
Ventyx Biosciences, Inc.
|
144
|
Financial Statements
|
|
Ardian France SA
|
13F-HR
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2014-C15
|
10-D
|
|
|
Silbert Family Investments LLC
|
144
|
|
|
DEFENSE TECHNOLOGIES INTERNATIONAL CORP.
|
NT 10-K
|
|
|
Texas Pacific Land Corp
|
4/A
|
|
|
STAHL MURRAY
|
4/A
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4/A
|
|
|
Paquin Natalye
|
4
|
|
|
UNIVEST FINANCIAL Corp
|
4
|
Financial Statements
|
|
ANDERSON JOSEPH B JR
|
144
|
|
|
GENTEX CORP
|
144
|
Financial Statements
|
|
STRATS
|
8-K
|
|
|
UBS AG
|
424B2
|
|
|
SEI INVESTMENTS CO
|
8-K
|
Financial Statements
|
|
FUNDRISE GROWTH EREIT VII, LLC
|
253G2
|
|
|
Capital Group Core Equity ETF
|
497K
|
|
|
FUNDRISE GROWTH EREIT VII, LLC
|
1-U
|
|
|
Capital Group Growth ETF
|
497K
|
|
|
TRENT TAMMY M
|
4
|
|
|
LEGGETT & PLATT INC
|
4
|
Financial Statements
|
|
ETF Series Solutions
|
NPORT-P
|
|
|
Fundrise Growth eREIT II, LLC
|
253G2
|
|
|
Capital Group Growth ETF
|
485BPOS
|
|
|
Forge Group, Inc.
|
1-U
|
|
|
CSAIL 2019-C15 Commercial Mortgage Trust
|
10-D
|
|
|
LEMOS MARCELO
|
3/A
|
|
|
Janover Inc.
|
3/A
|
|
|
Natural Resource Holdings, Inc.
|
10-K
|
|
|
Invesco Real Estate Income Trust Inc.
|
8-K
|
|
|
Fundrise Growth eREIT II, LLC
|
1-U
|
|
|
Advisors Preferred Trust
|
24F-2NT
|
|
|
PTASINSKI CHRISTINA
|
4
|
|
|
CSAIL 2019-C15 Commercial Mortgage Trust
|
ABS-EE
|
|
|
Capital Group Core Equity ETF
|
485BPOS
|
|
|
MCAP-Madison 2 Joint Venture
|
D/A
|
|
|
Fundrise Growth eREIT III, LLC
|
1-U
|
|
|
Opus Capital Group, LLC
|
13F-HR
|
|
|
LPL Financial LLC
|
13F-HR
|
|
|
EA Series Trust
|
CERT
|
|
|
MCCOY SUSAN R
|
4
|
|
|
HUBBARD TODD R
|
4
|
|
|
PACCAR INC
|
4
|
Financial Statements
|
|
UNITED BANCORP INC /OH/
|
8-K
|
Financial Statements
|
|
Fundrise Development eREIT, LLC
|
253G2
|
|
|
Fundrise Development eREIT, LLC
|
1-U
|
|
|
Reeves Donald L. III
|
144
|
|
|
ITRON, INC.
|
144
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2021-L7
|
10-D
|
|
|
Wells Fargo Commercial Mortgage Trust 2016-C33
|
10-D
|
|
|
MSWF Commercial Mortgage Trust 2023-1
|
10-D
|
|
|
KLEIBOEKER RYAN MICHAEL
|
4
|
|
|
Curi Wealth Management, LLC
|
13F-HR
|
|
|
FUNDRISE BALANCED EREIT II, LLC
|
1-U
|
|
|
VERIZON COMMUNICATIONS INC
|
424B2
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2021-L7
|
ABS-EE
|
|
|
MSWF Commercial Mortgage Trust 2023-1
|
ABS-EE
|
|
|
BANK 2021-BNK32
|
10-D
|
|
|
HENDERSON STEVEN K
|
4
|
|
|
Fundrise Equity REIT, LLC
|
253G2
|
|
|
BANK 2021-BNK32
|
ABS-EE
|
|
|
Kranich Charles E.
|
4
|
|
|
PENNS WOODS BANCORP INC
|
4
|
Financial Statements
|
|
Fundrise Equity REIT, LLC
|
1-U
|
|
|
HAGALE JAMES TYSON
|
4
|
|
|
Morgan Stanley Capital I Trust 2015-UBS8
|
10-D
|
|
|
Alset Capital Acquisition Corp.
|
8-K
|
|
|
Sonendo, Inc.
|
4
|
Financial Statements
|
|
BERGHEIM OLAV
|
4
|
|
|
Fundrise Midland Opportunistic REIT, LLC
|
1-U
|
|
|
GORMAN RUPP CO
|
10-Q
|
Financial Statements
|
|
PATTERSON UTI ENERGY INC
|
424B3
|
Financial Statements
|
|
HPEC, Inc.
|
C/A
|
|
|
MCAP Link 13-2H Joint Venture
|
D/A
|
|
|
Douglas Scott S
|
4
|
|
|
Fundrise West Coast Opportunistic REIT, LLC
|
1-U
|
|
|
Keefauver David
|
4
|
|
|
HUNT J B TRANSPORT SERVICES INC
|
4
|
Financial Statements
|
|
AGRI-FINTECH HOLDINGS, INC.
|
4
|
|
|
Tingo Group, Inc.
|
4
|
Financial Statements
|
|
Rampolla Javier
|
4
|
|
|
Sensus Healthcare, Inc.
|
4
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2019-L2
|
10-D
|
|
|
BANK OF NOVA SCOTIA
|
424B2
|
Financial Statements
|
|
Fundrise East Coast Opportunistic REIT, LLC
|
253G2
|
|
|
3DOS Inc
|
C/A
|
|
|
Morgan Stanley Capital I Trust 2019-L2
|
ABS-EE
|
|
|
Cyclo Therapeutics, Inc.
|
8-K
|
|
|
DOLLOFF J MITCHELL
|
4
|
|
|
Fundrise East Coast Opportunistic REIT, LLC
|
1-U
|
|
|
Morgan Stanley Capital I Trust 2016-BNK2
|
10-D
|
|
|
Nutter Tina
|
4
|
|
|
PREMIER FINANCIAL CORP
|
4
|
|
|
i9 Fund II LLC
|
D
|
|
|
ETF Series Solutions
|
497K
|
|
|
NatWest Group plc
|
6-K
|
Financial Statements
|
|
Notre Dame Federal Credit Union
|
D/A
|
|
|
FS Credit Opportunities Corp.
|
NPORT-P
|
|
|
USEDC 2023 Drilling Fund LP
|
D/A
|
|
|
GSK plc
|
6-K
|
Financial Statements
|
|
FIRST TRUST COMBINED SERIES 360
|
485BPOS
|
|
|
BURNS BENJAMIN MICHAEL
|
4
|
|
|
PIXIE DUST TECHNOLOGIES, INC.
|
CERT
|
|
|
Morgan Stanley Capital I Trust 2020-L4
|
10-D
|
|
|
Morgan Stanley Capital I Trust 2016-UBS9
|
10-D
|
|
|
Morgan Stanley Capital I Trust 2017-H1
|
10-D
|
|
|
Illini Angels LLC - Series 5110
|
D
|
|
|
FIRST TRUST COMBINED SERIES 359
|
485BPOS
|
|
|
Collectable Sports Assets, LLC
|
CT ORDER
|
|
|
Morgan Stanley Capital I Trust 2020-L4
|
ABS-EE
|
|
|
Nine Alliance Science & Technology Group
|
10-Q
|
|
|
FUTALEUFU PARTNERS IV LLC
|
D
|
|
|
Morgan Stanley Capital I Trust 2017-H1
|
ABS-EE
|
|
|
McKim Scott Joseph
|
3
|
|
|
BayFirst Financial Corp.
|
3
|
|
|
EAGLE BANCORP INC
|
8-K
|
Financial Statements
|
|
COMPUTER PROGRAMS & SYSTEMS INC
|
8-K
|
Financial Statements
|
|
BIOXYTRAN, INC
|
10-Q
|
|
|
ROANOKE ASSET MANAGEMENT CORP/ NY
|
13F-HR
|
|
|
JABODON PT CO
|
13F-HR
|
|
|
Retirement Systems of Alabama
|
13F-HR
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
10-K
|
Financial Statements
|
|
MCAP S-Federal 1A Joint Venture
|
D
|
|
|
BANK 2021-BNK35
|
10-D
|
|
|
AIM INVESTMENT SECURITIES FUNDS
|
NPORT-P
|
|
|
Invesco Bond Fund
|
NPORT-P
|
|
|
INVESCO HIGH INCOME 2023 TARGET TERM FUND
|
NPORT-P
|
|
|
Invesco High Income Trust II
|
NPORT-P
|
|
|
Invesco High Income 2024 Target Term Fund
|
NPORT-P
|
|
|
World Omni Auto Receivables Trust 2023-C
|
ABS-15G
|
|
|
WORLD OMNI AUTO RECEIVABLES LLC
|
ABS-15G
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2012-C6
|
10-D
|
|
|
HIGHWAY HOLDINGS LTD
|
6-K
|
Financial Statements
|
|
USEDC 2023 Auxiliary Fund LP
|
D/A
|
|
|
BANK 2021-BNK35
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2019-H7
|
10-D
|
|
|
Greenwich Wealth Management LLC
|
13F-HR
|
|
|
AMP-20 Sterling Limited Partnership
|
D
|
|
|
Antonetti Capital Management LLC
|
13F-HR
|
|
|
Stretford End, LP - C2
|
D
|
|
|
Morgan Stanley Capital I Trust 2019-H7
|
ABS-EE
|
|
|
MOLINA HEALTHCARE, INC.
|
144
|
Financial Statements
|
|
BRASIER BARBARA L
|
144
|
|
|
Paperclip Opportunity Fund I, LP
|
D
|
|
|
Redona Therapeutics, Inc.
|
D/A
|
|
|
EcoR1 Capital, LLC
|
3
|
|
|
Mersana Therapeutics, Inc.
|
3
|
Financial Statements
|
|
Redona Therapeutics, Inc.
|
D
|
|
|
NYMOX PHARMACEUTICAL CORP
|
6-K
|
Financial Statements
|
|
Butcher Benjamin S
|
144
|
|
|
STAG Industrial, Inc.
|
144
|
Financial Statements
|
|
JPMorgan Chase Financial Co. LLC
|
424B3
|
|
|
JPMORGAN CHASE & CO
|
424B3
|
Financial Statements
|
|
Redbird Tremont, LLC
|
D
|
|
|
TRUST CO OF VIRGINIA /VA
|
13F-HR
|
|
|
Largo Inc.
|
6-K
|
|
|
Infinity BAM Fund, LLC
|
D/A
|
|
|
Hyduro, Inc
|
C-U
|
|
|
One World Products, Inc.
|
RW
|
|
|
Petrie Michael F.
|
144
|
|
|
Merchants Bancorp
|
144
|
Financial Statements
|
|
BANK 2017-BNK8
|
10-D
|
|
|
ROYAL BANK OF CANADA
|
424B2
|
Financial Statements
|
|
Electriq Power Holdings, Inc.
|
CERT
|
|
|
BANK 2017-BNK8
|
ABS-EE
|
|
|
AIMCOV200 Fund, LP
|
D
|
|
|
Lloyds Banking Group plc
|
6-K
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2021-L5
|
10-D
|
|
|
PANAMA REPUBLIC OF
|
18-K/A
|
|
|
Rachel Zoe Ventures Access Fund, LP - B4
|
D
|
|
|
North Haven Ashbridge Co-investment Opportunity A LP
|
D
|
|
|
Morgan Stanley Capital I Trust 2021-L5
|
ABS-EE
|
|
|
Johnson Financial Group, LLC
|
13F-HR
|
|
|
Morgan Stanley Capital I Trust 2019-H6
|
10-D
|
|
|
CAPITAL WORLD GROWTH & INCOME FUND
|
N-CSRS
|
|
|
JFG Wealth Management, LLC
|
13F-HR
|
|
|
Morgan Stanley Capital I Trust 2020-HR8
|
10-D
|
|
|
NEW ECONOMY FUND
|
N-CSRS
|
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
Morgan Stanley Capital I Trust 2019-H6
|
ABS-EE
|
|
|
AMERICAN FUNDS INFLATION LINKED BOND FUND
|
N-CSRS
|
|
|
Morgan Stanley Capital I Trust 2020-HR8
|
ABS-EE
|
|
|
DUALITY ADVISERS, LP
|
13F-HR
|
|
|
Bledsoe Elizabeth
|
4
|
|
|
MSC INDUSTRIAL DIRECT CO INC
|
4
|
Financial Statements
|
|
AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
|
N-CSRS
|
|
|
Wayfinding Financial, LLC
|
13F-HR
|
|
|
Frost Investment Advisors, LLC
|
13F-NT
|
|
|
HSBC BANK PLC
|
424B2
|
|
|
Hancock Park Corporate Income, Inc.
|
8-K
|
|
|
Capital Group International Focus Equity ETF
|
N-CSR
|
|
|
Yatra Online, Inc.
|
NT 20-F
|
Financial Statements
|
|
GS Finance Corp.
|
FWP
|
|
|
Capital Group Core Equity ETF
|
N-CSR
|
|
|
Tower Wealth Partners, Inc.
|
13F-HR
|
|
|
Valley Brook Capital Group, Inc.
|
13F-HR
|
|
|
CITIZENS HOLDING CO /MS/
|
8-K
|
Financial Statements
|
|
Capital Group Growth ETF
|
N-CSR
|
|
|
GOLDMAN SACHS GROUP INC
|
FWP
|
Financial Statements
|
|
Dutch Oven Gold Group Inc.
|
10-Q
|
|
|
Capital Group Global Growth Equity ETF
|
N-CSR
|
|
|
FootPrint Coalition Ventures Early Stage Fund, LP - C3
|
D
|
|
|
Capital Group Dividend Value ETF
|
N-CSR
|
|
|
AIM TAX-EXEMPT FUNDS
|
NPORT-P
|
|
|
MS YOUNG ADVENTURE ENTERPRISE, INC.
|
10-Q
|
|
|
Capital Group Central Fund Series II
|
N-CSR
|
|
|
Evergreen Advisors, LLC
|
13F-HR
|
|
|
Timperman Jurgen
|
144
|
|
|
CARRIER GLOBAL Corp
|
144
|
|
|
F/M Investments LLC
|
13F-HR
|
|
|
Husted Amy D.
|
4
|
|
|
KIRBY CORP
|
4
|
Financial Statements
|
|
AMERICAN FUNDS CORPORATE BOND FUND
|
N-CSR
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2013-C9
|
10-D
|
|
|
Global Aditus Fund - Kotak Short Duration Fund - II
|
D/A
|
|
|
Klingman & Associates, LLC
|
13F-HR
|
|
|
Gutter Capital Fund II-A, LP
|
D
|
|
|
Gutter Capital Fund II, LP
|
D
|
|
|
Kumar Raj
|
4
|
|
|
Fortune Bliss Ventures Ltd
|
SC 13D/A
|
|
|
Playtika Holding Corp.
|
SC 13D/A
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2021-L6
|
10-D
|
|
|
Sovereign Financial Group, Inc.
|
13F-HR
|
|
|
Kingdom Financial Group LLC.
|
13F-HR
|
|
|
Sweater Cashmere Fund
|
N-23C3A
|
|
