| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Zalatoris II Acquisition Corp
|
DEFA14A
|
|
|
Zalatoris II Acquisition Corp
|
425
|
|
|
Silchester International Investors LLP
|
N-PX
|
|
|
WHITENER CAPITAL MANAGEMENT, INC.
|
N-PX
|
|
|
Zalatoris II Acquisition Corp
|
8-K
|
|
|
Highbridge Strategic Credit Fund II
|
D/A
|
|
|
SCP Investment, LP
|
N-PX
|
|
|
EA Series Trust
|
497J
|
|
|
Astor Investment Management LLC
|
13F-HR
|
|
|
EA Series Trust
|
497K
|
|
|
LMG NH GP CLUB I LLC
|
D
|
|
|
Nicholson Susan A
|
4
|
|
|
S&T BANCORP INC
|
4
|
Financial Statements
|
|
Highbridge Strategic Credit Fund II
|
D/A
|
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
Iowa State Bank
|
N-PX
|
|
|
DoubleLine Funds Trust
|
POS AMI
|
|
|
MIZUHO SECURITIES USA LLC
|
13F-HR
|
|
|
Tech Tonic Group Corp.
|
S-1
|
|
|
Mizuho Markets Cayman LP
|
13F-HR
|
|
|
OIKOS HOLDINGS LLC
|
13F-HR
|
|
|
Sferruzza Hilla
|
144
|
|
|
Meritage Homes CORP
|
144
|
Financial Statements
|
|
Innovator ETFs Trust
|
CERT
|
|
|
Reliant Holdings, Inc.
|
8-K/A
|
|
|
TWIN PEAKS WEALTH ADVISORS, LLC
|
13F-HR
|
|
|
BROWN RONALD D
|
4
|
|
|
PENSKE AUTOMOTIVE GROUP, INC.
|
8-K
|
Financial Statements
|
|
Dreyfus Institutional Liquidity Funds
|
N-CSRS/A
|
|
|
Zenkyoren Asset Management of America Inc.
|
13F-NT
|
|
|
FISHMAN JAY A LTD/MI
|
13F-HR
|
|
|
Kelman-Lazarov, Inc.
|
N-PX
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
13F-HR
|
|
|
Dennen Richard S
|
4
|
|
|
FIRST FINANCIAL BANCORP /OH/
|
4
|
Financial Statements
|
|
EQT Exeter Real Estate Income Trust, Inc.
|
8-K
|
|
|
CMWA Capital Appreciation Fund LLC
|
D
|
|
|
WARPSPEED TAXI INC.
|
8-K
|
|
|
FT 11586
|
487
|
|
|
BORGWARNER INC
|
10-Q
|
Financial Statements
|
|
Wells Richard J.
|
13F-NT
|
|
|
FT 11649
|
487
|
|
|
BARTEL HOLGER
|
144
|
|
|
TRAVELZOO
|
144
|
Financial Statements
|
|
FT 11612
|
487
|
|
|
FT 11585
|
487
|
|
|
FT 11584
|
487
|
|
|
Schoor Kalman
|
13F-NT
|
|
|
Elishis Isser
|
13F-NT
|
|
|
DuPont de Nemours, Inc.
|
10-Q
|
Financial Statements
|
|
KASSAR RICHARD A
|
144
|
|
|
Greenville Surgery Center, LLC
|
D
|
|
|
SunCoke Energy, Inc.
|
10-Q
|
Financial Statements
|
|
Waterton Global Resource Management, Inc.
|
13F-HR
|
|
|
HIVE Digital Technologies Ltd.
|
6-K
|
Financial Statements
|
|
AMERICAN FUNDS CORPORATE BOND FUND
|
497K
|
|
|
INGALLS & SNYDER LLC
|
13F-HR
|
|
|
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT D
|
N-30B-2
|
|
|
VALMONT INDUSTRIES INC
|
10-Q
|
Financial Statements
|
|
Alternative Strategies Income Fund
|
N-PX
|
|
|
URSULA CAPITAL PARTNERS L P
|
D
|
|
|
ML OF NEW YORK VARIABLE ANNUITY SEPARATE ACCOUNT D
|
N-30B-2
|
|
|
AMERICAN FUNDS CORPORATE BOND FUND
|
485BPOS
|
|
|
Galaxy Diagnostics, Inc.
|
D/A
|
|
|
DUNCKER STREETT & CO INC
|
13F-HR
|
|
|
Pye John
|
4
|
|
|
Wealthstream Advisors, Inc.
|
N-PX
|
|
|
AFL CIO HOUSING INVESTMENT TRUST
|
497
|
|
|
TEREX CORP
|
10-Q
|
Financial Statements
|
|
LXP Industrial Trust
|
10-Q
|
|
|
BNY Mellon Sustainable U.S. Equity Fund, Inc.
|
N-CSR
|
|
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
|
N-PX
|
|
|
Lafayette Investments, Inc.
|
13F-HR
|
|
|
GL-Buyout 1, LP
|
D/A
|
|
|
BYLINE BANCORP, INC.
|
4
|
Financial Statements
|
|
Barkidjija John
|
4
|
|
|
Capital Group Central Fund Series II
|
POS AMI
|
|
|
Stone Susan Ann
|
4
|
|
|
CNA FINANCIAL CORP
|
4
|
Financial Statements
|
|
Pope Daniel M
|
4
|
|
|
TYLER TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
Catholic Responsible Investments Funds
|
497K
|
|
|
Phillips Scott A.
|
4
|
|
|
FIRST BUSEY CORP /NV/
|
4
|
Financial Statements
|
|
EAGLE CAPITAL PARTNERS, L.P.
|
D/A
|
|
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV
|
13F-HR
|
|
|
Viera Lake City 208, LLC
|
D
|
|
|
KINETICS PORTFOLIOS TRUST
|
NPORT-P/A
|
|
|
Puckett Jeffrey David
|
144
|
|
|
TYLER TECHNOLOGIES INC
|
144
|
Financial Statements
|
|
BMO 2023-5C2 Mortgage Trust
|
10-D
|
|
|
AtriCure, Inc.
|
10-Q
|
Financial Statements
|
|
Big Oak Partners Fund, LP
|
D/A
|
|
|
VOX ROYALTY CORP.
|
6-K
|
|
|
Olano Maria Sherylle A
|
4
|
|
|
Nunley Kevin M.
|
4
|
|
|
HomeTrust Bancshares, Inc.
|
4
|
Financial Statements
|
|
Gs Investments, Inc.
|
13F-HR
|
|
|
BMO 2023-5C2 Mortgage Trust
|
ABS-EE
|
|
|
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC
|
497K
|
|
|
Laurel Wealth Advisors LLC
|
13F-HR
|
|
|
CPR Investments Inc.
|
N-PX
|
|
|
Insight Select Income Fund
|
N-PX
|
|
|
Conquer CH DIF III LLC
|
D
|
|
|
Mass General Brigham, Inc
|
13F-HR
|
|
|
Lowe Carol P
|
4
|
|
|
EMCOR Group, Inc.
|
4
|
Financial Statements
|
|
CAP Garland, LLC
|
D
|
|
|
LANDSTAR SYSTEM INC
|
10-Q
|
Financial Statements
|
|
Capital Group Dividend Growers ETF
|
497K
|
|
|
AMERICAN CENTURY GROWTH FUNDS, INC.
|
497K
|
|
|
Capital Group Growth ETF
|
497K
|
|
|
YOUSIF CAPITAL MANAGEMENT, LLC
|
13F-HR
|
|
|
Love Corn USA, Inc.
|
D
|
|
|
ABS Long/Short Strategies Fund
|
SC TO-I
|
|
|
Marathon Capital, LLC
|
D
|
|
|
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.
|
497K
|
|
|
Capital Group Dividend Growers ETF
|
485BPOS
|
|
|
Capital Group Growth ETF
|
485BPOS
|
|
|
UNIVERSAL STAINLESS & ALLOY PRODUCTS INC
|
10-Q
|
Financial Statements
|
|
Austin Wealth Management, LLC
|
13F-HR
|
|
|
TWO HARBORS INVESTMENT CORP.
|
10-Q
|
Financial Statements
|
|
VAN ECK ASSOCIATES CORP
|
13F-HR
|
|
|
NEIMAN FUNDS
|
485APOS
|
|
|
ALLSPRING FUNDS TRUST
|
485BPOS
|
|
|
Schwab Charles R.
|
144
|
|
|
SCHWAB CHARLES CORP
|
144
|
Financial Statements
|
|
Walker-Lee Robin A
|
4
|
|
|
MUFG Securities EMEA plc
|
13F-HR
|
|
|
Equita Financial Network, Inc.
|
13F-HR
|
|
|
Moneda S.A. Administradora General de Fondos
|
13F-HR
|
|
|
General Fluidics Corp
|
D
|
|
|
Advantage Solutions Inc.
|
8-K
|
|
|
Spire Wealth Management
|
13F-HR
|
|
|
MARRIOTT INTERNATIONAL INC /MD/
|
10-Q
|
Financial Statements
|
|
NEIMAN FUNDS
|
497J
|
|
|
AVANOS MEDICAL, INC.
|
10-Q
|
Financial Statements
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Johnson Ronald L
|
4
|
|
|
Court Place Advisors, LLC
|
N-PX
|
|
|
WEATHERLY ASSET MANAGEMENT L. P.
|
13F-HR
|
|
|
Arrive Technology Inc.
|
C/A
|
|
|
Altmeyer John W
|
4
|
|
|
Capital Group Core Equity ETF
|
497K
|
|
|
Keystone Private Income Fund
|
SC TO-I
|
|
|
Cutter & CO Brokerage, Inc.
|
13F-HR
|
|
|
Capital Group International Equity ETF
|
497K
|
|
|
JONES DAVID A /WI
|
144
|
|
|
PENTAIR plc
|
144
|
Financial Statements
|
|
Progressive Ventures Fund I, LP
|
D
|
|
|
Siyata Mobile Inc.
|
6-K
|
|
|
Capital Group International Equity ETF
|
485BPOS
|
|
|
TASEKO MINES LTD
|
6-K
|
Financial Statements
|
|
PFS FUNDS
|
497J
|
|
|
Reid William P
|
4
|
|
|
VODAFONE GROUP PUBLIC LTD CO
|
6-K
|
Financial Statements
|
|
Nalbandian Jason R
|
4
|
|
|
TrueWealth Advisors, LLC
|
N-PX
|
|
|
FIRST NATIONAL BANK SIOUX FALLS
|
13F-HR
|
|
|
MACATAWA BANK CORP
|
8-K
|
Financial Statements
|
|
Mauricio Maxine Lum
|
4
|
|
|
Capital Group Global Growth Equity ETF
|
497K
|
|
|
Guzzi Anthony
|
4
|
|
|
Bugh John M
|
4
|
|
|
GREAT SOUTHERN BANCORP, INC.
|
4
|
Financial Statements
|
|
Capital Group Core Equity ETF
|
485BPOS
|
|
|
AMERICAN CENTURY MUNICIPAL TRUST
|
497K
|
|
|
Capital Group Global Growth Equity ETF
|
485BPOS
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
Banque Cantonale Vaudoise
|
13F-HR
|
|
|
Stellus Private Credit BDC
|
8-K
|
|
|
Sage Mountain Advisors LLC
|
13F-HR
|
|
|
Rivonia Road Offshore Fund, Ltd.
|
D
|
|
|
Voya EQUITY TRUST
|
497J
|
|
|
BEL FUSE INC /NJ
|
10-Q
|
Financial Statements
|
|
Catalytic Wealth RIA, LLC
|
13F-HR
|
|
|
Soviero Asset Management, LP
|
N-PX
|
|
|
WEITZ FUNDS
|
497J
|
|
|
Anfield Capital Management, LLC
|
13F-HR
|
|
|
Capital Group Dividend Value ETF
|
497K
|
|
|
AMERICAN CENTURY WORLD MUTUAL FUNDS INC
|
497K
|
|
|
LOIM Plastic Circularity Fund SCSp
|
D
|
|
|
ENI SPA
|
6-K
|
Financial Statements
|
|
CF VENTURE PARTNERS XV
|
D/A
|
|
|
Capital Group Dividend Value ETF
|
485BPOS
|
|
|
Legion Partners Asset Management, LLC
|
N-PX
|
|
|
Arco Technologies Inc.
|
C/A
|
|
|
ORANGEKLOUD TECHNOLOGY INC.
|
F-1MEF
|
|
|
AMERICAN ASSETS INC
|
13F-HR
|
|
|
Wells Fargo Commercial Mortgage Trust 2016-C33
|
10-D
|
|
|
ISRAEL, STATE OF
|
FWP
|
|
|
ZP Chantilly Park LLC
|
D
|
|
|
CF VENTURE PARTNERS
|
D/A
|
|
|
Kohlberg N Sidecar, L.P.
|
D
|
|
|
Capital Group International Focus Equity ETF
|
497K
|
|
|
BMO 2024-5C3 Mortgage Trust
|
10-D
|
|
|
CF VENTURE PARTNERS XV
|
D/A
|
|
|
American Assets Investment Management, LLC
|
13F-HR
|
|
|
Keystone Financial Group
|
13F-HR
|
|
|
Stirling Hotels & Resorts, Inc.
|
8-K
|
|
|
NORTHERN INSTITUTIONAL FUNDS
|
497J
|
|
|
EVERLAKE FINANCIAL ADVISORS SEPARATE ACCOUNT I
|
497
|
|
|
CF VENTURE PARTNERS XV, L.P.
|
D/A
|
|
|
EDMP, INC.
|
13F-HR
|
|
|
BMO 2024-5C3 Mortgage Trust
|
ABS-EE
|
|
|
DAVIDSON TRUST CO
|
13F-HR
|
|
|
Entero Therapeutics, Inc.
|
8-K
|
|
|
Summit Wealth Group, LLC
|
13F-HR
|
|
|
American Assets Capital Advisers, LLC
|
13F-HR
|
|
|
MDS 2024-Shale Development, LP
|
D/A
|
|
|
STRYKER CORP
|
10-Q
|
Financial Statements
|
|
WILTON REASSURANCE LIFE CO OF NEW YORK SEPARATE ACCOUNT A
|
497
|
|
|
Green Star Products, Inc.
|
C/A
|
|
|
Westfall Nicholas Michael
|
4
|
|
|
CHEMED CORP
|
4
|
Financial Statements
|
|
Skaana Management L.P.
|
13F-HR
|
|
|
Capital Group International Focus Equity ETF
|
485BPOS
|
|
|
AMERICAN CENTURY INTERNATIONAL BOND FUNDS
|
497K
|
|
|
Vartanian Nishan J.
|
4
|
|
|
Invitational Partners Retirement Fund LP
|
D/A
|
|
|
Primega Group Holdings Ltd
|
NT 20-F
|
|
|
PRUCO LIFE OF NEW JERSEY FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT
|
497
|
|
|
Advisor Managed Portfolios
|
497J
|
|
|
MCDONALD PARTNERS LLC
|
N-PX
|
|
|
LINCOLN BENEFIT LIFE VARIABLE ANNUITY ACCOUNT
|
497
|
|
|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC
|
497K
|
|
|
CITIZENS & NORTHERN CORP
|
8-K
|
Financial Statements
|
|
Federated Hermes Investment Series Funds, Inc.
|
N-CSRS
|
|
|
AMERICAN CENTURY MUTUAL FUNDS, INC.
|
497K
|
|
|
Doshi Systematic Strategy Fund, LP
|
D/A
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
13F-HR
|
|
|
WARNER FINANCIAL, INC
|
N-PX
|
|
|
Delivered Inc.
|
D
|
|
|
Tinto Melanie J
|
144
|
|
|
WEX Inc.
|
144
|
Financial Statements
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT
|
497
|
|
|
Fernwood Investment Management, LLC
|
13F-HR
|
|
|
DANA INC
|
10-Q
|
Financial Statements
|
|
AIM ETF Products Trust
|
CERT
|
|
|
Allaire Bella Loykhter
|
144
|
|
|
RAYMOND JAMES FINANCIAL INC
|
144
|
Financial Statements
|
|
North Dallas Surgical Center, LLC
|
D
|
|
|
Federated Hermes Adviser Series
|
N-CSRS
|
|
|
Raleigh Capital Management Inc.
|
13F-HR
|
|
|
Invitational Partners Fund LP
|
D/A
|
|
|
MAINSTAY FUNDS
|
N-MFP2/A
|
|
|
CRITERION CAPITAL ADVISORS, LLC
|
13F-HR
|
|
|
Stockman Wealth Management, Inc.
|
13F-HR
|
|
|
Fifth District Bancorp, Inc.
|
8-A12B
|
|
|
BMO 2023-C4 Mortgage Trust
|
10-D
|
|
|
Wine Joel M
|
144
|
|
|
Matson, Inc.
|
144
|
Financial Statements
|
|
BMO 2024-5C4 Mortgage Trust
|
10-D
|
|
|
Fruitwalk LLC
|
D
|
|
|
Fidelity Rutland Square Trust II
|
497J
|
|
|
FISHMAN JAY A LTD/MI
|
N-PX
|
|
|
BMO 2023-C4 Mortgage Trust
|
ABS-EE
|
|
|
FT 11707
|
S-6
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
13F-HR
|
|
|
BMO 2024-5C4 Mortgage Trust
|
ABS-EE
|
|
|
OLD NATIONAL BANCORP /IN/
|
10-Q
|
Financial Statements
|
|
FT 11706
|
S-6
|
|
|
FT 11705
|
S-6
|
|
|
BMO 2022-C2 Mortgage Trust
|
10-D
|
|
|
Plano Co-investment II L.P.
|
D
|
|
|
Long Path Partners Offshore Fund, LP
|
D
|
|
|
BGO Industrial Real Estate Income Trust, Inc.
|
8-K
|
|
|
BMO 2022-C2 Mortgage Trust
|
ABS-EE
|
|
|
MCNALLY KATHLEEN
|
144
|
|
|
RICHARDSON ELECTRONICS, LTD.
|
144
|
Financial Statements
|
|
Mastercard Inc
|
IRANNOTICE
|
Financial Statements
|
|
Invitational Opportunity Fund LLC
|
D/A
|
|
|
NorthWestern Energy Group, Inc.
|
8-K
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
N-PX
|
|
|
Thaxton Kirk W
|
144
|
|
|
FIRST FINANCIAL BANKSHARES INC
|
144
|
Financial Statements
|
|
Sawyer & Company, Inc
|
13F-HR
|
|
|
CAPITAL ADVISORS INC/OK
|
13F-HR
|
|
|
Johnson Controls International plc
|
10-Q
|
Financial Statements
|
|
Mastercard Inc
|
10-Q
|
Financial Statements
|
|
GraniteShares ETF Trust
|
AW
|
|
|
BMO 2022-C3 Mortgage Trust
|
10-D
|
|
|
SAN BLAS SECURITIES LLC
|
X-17A-5
|
|
|
BMO 2023-5C1 Mortgage Trust
|
10-D
|
|
|
FCT OL STADCO
|
D
|
|
|
Klaas Financial Asset Advisors, LLC
|
13F-HR
|
|
|
FIDELITY SUMMER STREET TRUST
|
497J
|
|
|
BMO 2022-C3 Mortgage Trust
|
ABS-EE
|
|
|
BMO 2023-5C1 Mortgage Trust
|
ABS-EE
|
|
|
Cerepak Brad M
|
144
|
|
|
DOVER Corp
|
144
|
Financial Statements
|
|
FOXO TECHNOLOGIES INC.
|
PRE 14A
|
|
|
INVITATIONAL INVESTORS RETIREMENT FUND LP
|
D/A
|
|
|
HelioFlux, Inc.
|
C
|
|
|
BMO 2022-C1 Mortgage Trust
|
10-D
|
|
|
Hummingbird Holding Company, Inc.
|
D
|
|
