| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Evernest Financial Advisors, LLC
|
13F-HR
|
|
|
Mercer Trust Co LLC
|
13F-NT
|
|
|
Columbia Funds Series Trust II
|
N-CEN
|
|
|
COLUMBIA FUNDS SERIES TRUST
|
N-CEN
|
|
|
Hoya Capital Real Estate, LLC
|
13F-HR
|
|
|
Ajay Focus Fund, LP
|
D/A
|
|
|
StepStone Private Infrastructure Fund
|
N-23C3A
|
|
|
LV-DP-OpenAI May 2024 a Series of CGF2021 LLC
|
D
|
|
|
DriveWealth ETF Trust
|
497K
|
|
|
Kepos Partners LLC
|
13F-NT
|
|
|
PICKLE DEBBIE L.
|
4
|
|
|
MACKENZIE FINANCIAL CORP
|
13F-HR
|
|
|
WILLIAMS COMPANIES, INC.
|
4
|
Financial Statements
|
|
Kepos Capital LP
|
13F-HR
|
|
|
Hartz Capital, Inc.
|
13F-HR
|
|
|
Sanders Capital, LLC
|
13F-HR
|
|
|
Anthropic Series D NMJFF Apr 2024 a Series of CGF2021 LLC
|
D
|
|
|
DriveWealth ETF Trust
|
497
|
|
|
EISENBREY JOHN R JR
|
4
|
|
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
|
13F-HR
|
|
|
Y-Intercept
|
13F-HR
|
|
|
KRUPP CASH PLUS LTD PARTNERSHIP
|
REVOKED
|
|
|
Contrarius Investment Management
|
13F-NT
|
|
|
LIQUIDATION WORLD INC
|
REVOKED
|
|
|
Blue World Acquisition Corp
|
DEFM14A
|
|
|
Contrarius Investment Management Ltd
|
13F-HR
|
|
|
DRAGONEER GLOBAL OFFSHORE FEEDER II, L.P.
|
D/A
|
|
|
Almacenes Exito S.A.
|
6-K
|
|
|
HGVC Renegade LLC a Series of CGF2021 LLC
|
D
|
|
|
Van Leeuwen & Company, LLC
|
13F-HR
|
|
|
HALSTEAD ENERGY CORP
|
REVOKED
|
|
|
HIGHBRIDGE CAPITAL MANAGEMENT LLC
|
13F-HR
|
|
|
Main Street Capital CORP
|
10-Q
|
Financial Statements
|
|
Cardiff Lexington Corp
|
10-Q
|
|
|
Dallas Akard Townhomes LLC
|
D
|
|
|
DEMOTT ANDREW D JR
|
4
|
|
|
SUPERIOR GROUP OF COMPANIES, INC.
|
4
|
Financial Statements
|
|
MKP Capital Management, L.L.C.
|
13F-HR
|
|
|
Clearstead Trust, LLC
|
13F-HR
|
|
|
ICTS INTERNATIONAL N V
|
20-F
|
|
|
North Square Investments, LLC
|
13F-NT
|
|
|
METTLER TOLEDO INTERNATIONAL INC/
|
10-Q
|
Financial Statements
|
|
GREENWOODS INVESTMENTS SG PTE. LTD.
|
13F-NT
|
|
|
Nectero Medical Inc
|
D
|
|
|
Conine Steven
|
144
|
|
|
Ultimus Managers Trust
|
N-CEN
|
|
|
NB Bancorp, Inc.
|
10-Q
|
|
|
McAfee Matthew
|
4
|
|
|
FRP HOLDINGS, INC.
|
4
|
Financial Statements
|
|
Taylor Janet E
|
4
|
|
|
HAVERTY FURNITURE COMPANIES INC
|
4
|
Financial Statements
|
|
JONES FINANCIAL COMPANIES LLLP
|
10-Q
|
|
|
MUTUAL FUND SERIES TRUST
|
DEFR14A
|
|
|
BIEDERMAN KENNETH R
|
4
|
|
|
Spencer Loreen M
|
4
|
|
|
SMITH CLARENCE H
|
4
|
|
|
PHYSICIANS FINANCIAL SERVICES, INC.
|
13F-HR
|
|
|
British American Tobacco p.l.c.
|
6-K
|
Financial Statements
|
|
LCS Management Holding Company, LLC
|
D
|
|
|
WALTON WILLIAM H III
|
4
|
|
|
United Bank
|
13F-HR
|
|
|
HARVEY CAPITAL MANAGEMENT INC
|
13F-HR
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
Beaumont Capital Management, LLC
|
13F-HR
|
|
|
Principal Alternative Credit Fund Carry Vehicle, LLC
|
D
|
|
|
Knights of Columbus Asset Advisors LLC
|
13F-HR
|
|
|
DRAGONEER GLOBAL FUND II, L.P.
|
D/A
|
|
|
Weill David
|
144
|
|
|
TransMedics Group, Inc.
|
144
|
Financial Statements
|
|
SnapDNA Corp
|
C-AR
|
|
|
PARKER JENNY H
|
4
|
|
|
Lattmann Susan E.
|
4
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
|
13F-HR
|
|
|
Kearns & Associates LLC
|
13F-HR
|
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
SECURITY FEDERAL CORP
|
10-Q
|
|
|
Hare Richard B
|
4
|
|
|
Wetherbee Margaret B.
|
4
|
|
|
T. Rowe Price Tax-Free Short-Intermediate Fund, Inc.
|
N-CEN
|
|
|
Exeter Automobile Receivables Trust 2024-3
|
ABS-15G
|
|
|
EFCAR, LLC
|
ABS-15G
|
|
|
Wealth Alliance
|
13F-HR
|
|
|
Fields Venita Elaine
|
4
|
|
|
T. Rowe Price Tax-Free Income Fund, Inc.
|
N-CEN
|
|
|
Gill John Linwood
|
4
|
|
|
BlackRock Inc.
|
SC 13G/A
|
Financial Statements
|
|
CORPAY, INC.
|
SC 13G/A
|
Financial Statements
|
|
T. Rowe Price Tax-Free High Yield Fund, Inc.
|
N-CEN
|
|
|
Green Leaf Financial Services LLC
|
D
|
|
|
Adventist Health System/ West
|
13F-HR
|
|
|
TCG Advisory Services, LLC
|
13F-HR
|
|
|
BOSTON PROPERTIES LTD PARTNERSHIP
|
10-Q
|
|
|
BOSTON PROPERTIES INC
|
10-Q
|
Financial Statements
|
|
PCO 37, a Series of Patricof Co. Master, LLC
|
D
|
|
|
Fladger Kelly Allen
|
4
|
|
|
SevenBridge Financial Group, LLC
|
13F-HR
|
|
|
T. Rowe Price Tax-Exempt Money Fund, Inc.
|
N-CEN
|
|
|
WESTPAC BANKING CORP
|
424B5
|
|
|
T. Rowe Price Tax-Efficient Funds, Inc.
|
N-CEN
|
|
|
Liontrust Investment Partners LLP
|
13F-HR
|
|
|
Direxion Shares ETF Trust
|
8-A12B
|
|
|
Syntegra Private Wealth Group, LLC
|
13F-HR
|
|
|
T. Rowe Price State Tax-Free Funds, Inc.
|
N-CEN
|
|
|
Parseable Inc
|
D
|
|
|
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT M
|
497
|
|
|
WEATHERLOW FUND I LP
|
D/A
|
|
|
OV Management LLC
|
13F-HR
|
|
|
SIEGEL TODD E
|
4
|
|
|
Thomas Nicole B.
|
4
|
|
|
Francisco Ma. Fatima
|
4
|
|
|
PROCTER & GAMBLE Co
|
4
|
Financial Statements
|
|
ALDER KENTON K
|
4
|
|
|
SEEDS INVESTOR LLC
|
13F-HR
|
|
|
Mudrick Distressed Opportunity Fund, L.P.
|
D/A
|
|
|
T. Rowe Price Multi-Sector Account Portfolios, Inc.
|
N-CEN
|
|
|
AMERICAN ELECTRIC POWER CO INC
|
S-8
|
Financial Statements
|
|
Insight Wealth Partners, LLC
|
13F-HR
|
|
|
CLARY J EDWARD
|
4
|
|
|
Crosby Advisors LLC
|
13F-NT
|
|
|
TrimTabs ETF Trust
|
497
|
|
|
CNH Industrial Capital LLC
|
10-Q
|
|
|
M&G INVESTMENTS
|
13F-NT
|
|
|
Sargent Investment Group, LLC
|
13F-HR
|
|
|
T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc.
|
N-CEN
|
|
|
Mudrick Distressed Opportunity Fund Offshore, Ltd.
|
D/A
|
|
|
Surface John S
|
4
|
|
|
CAMECO CORP
|
6-K
|
Financial Statements
|
|
Riverstone Advisors, LLC
|
13F-HR
|
|
|
CIBC Private Wealth Advisors, Inc.
|
13F-NT
|
|
|
BURDETTE STEVEN G
|
4
|
|
|
Super Copper Corp.
|
D
|
|
|
Mudrick Stressed Credit Fund Ltd.
|
D/A
|
|
|
PIMCO Dynamic Income Strategy Fund
|
4
|
|
|
Weinstein Boaz
|
4
|
|
|
Saba Capital Management, L.P.
|
4
|
|
|
Eyas Medical Imaging, Inc.
|
D
|
|
|
Summit Midstream Partners, LP
|
144
|
Financial Statements
|
|
PETERS JERRY L
|
144
|
|
|
LEAFBUYER TECHNOLOGIES, INC.
|
8-K
|
|
|
Otter Creek Advisors, LLC
|
13F-HR
|
|
|
Kiromic Biopharma, Inc.
|
10-Q
|
Financial Statements
|
|
Ali Wajid
|
4
|
|
|
Meridian Wealth Advisors, LLC
|
13F-HR
|
|
|
Mellini Paul V
|
4
|
|
|
Kazarian Paul Charles
|
3
|
|
|
ASA Gold & Precious Metals Ltd
|
3
|
Financial Statements
|
|
M&G INVESTMENT MANAGEMENT LTD
|
13F-NT
|
|
|
Princeton Bancorp, Inc.
|
4
|
Financial Statements
|
|
TUCHMAN MARTIN
|
4
|
|
|
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
|
13F-HR
|
|
|
Bautista Helen Berry
|
4
|
|
|
INFINITY CORE ALTERNATIVE FUND
|
SC TO-I/A
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
STEIN MARTIN E JR
|
4
|
|
|
Mudrick Stressed Credit Fund, L.P.
|
D/A
|
|
|
Meridian Wealth Partners, LLC
|
13F-HR
|
|
|
McMonagle Ryan
|
4
|
|
|
Custom Truck One Source, Inc.
|
4
|
|
|
Wellington-CIS Fixed Income Fund, L.P.
|
D/A
|
|
|
Nuveen Core Plus Impact Fund
|
4
|
|
|
CIBC National Trust Co
|
13F-NT
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Global Clean Energy Holdings, Inc.
|
8-K
|
|
|
CROSBY Co OF NEW HAMPSHIRE LLC
|
13F-HR
|
|
|
Jordan Park Group LLC
|
13F-HR
|
|
|
abrdn Life Sciences Investors
|
4
|
Financial Statements
|
|
Gyrodyne, LLC
|
10-Q
|
|
|
MorphoSys AG
|
6-K
|
Financial Statements
|
|
NATIONAL HEALTHCARE CORP
|
8-K
|
Financial Statements
|
|
CIBC Private Wealth Group, LLC
|
13F-HR
|
|
|
Virios Therapeutics, Inc.
|
10-Q
|
Financial Statements
|
|
LOWERY THOMAS, LLC
|
13F-HR
|
|
|
abrdn Global Infrastructure Income Fund
|
4
|
|
|
Rubric Capital Management LP
|
13F-HR
|
|
|
Wingstop Inc.
|
SC 13G/A
|
Financial Statements
|
|
TWILIO INC
|
SC 13G/A
|
Financial Statements
|
|
CHART INDUSTRIES INC
|
SC 13G/A
|
Financial Statements
|
|
VANGUARD GROUP INC
|
SC 13G/A
|
|
|
DVC CABIN INVESTMENTS LLC
|
D
|
|
|
PREDEX
|
24F-2NT
|
|
|
Lifeworks Advisors, LLC
|
13F-HR
|
|
|
Ali Wajid
|
3
|
|
|
TTM TECHNOLOGIES INC
|
3
|
Financial Statements
|
|
WealthCollab, LLC
|
13F-HR
|
|
|
Targa Resources Corp.
|
144
|
Financial Statements
|
|
REDD ERSHEL C JR
|
144
|
|
|
BROWN BROTHERS HARRIMAN & CO
|
13F-HR
|
|
|
CBL & ASSOCIATES PROPERTIES INC
|
8-K
|
Financial Statements
|
|
Pampa Energy Inc.
|
6-K
|
Financial Statements
|
|
Oak Grove Capital LLC
|
13F-HR
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
13F-HR
|
|
|
Dimensional Ireland Ltd
|
13F-NT
|
|
|
Brinker Capital Destinations Trust
|
24F-2NT
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
13F-HR
|
|
|
Ecosphere Ventures Fund I, LP
|
D/A
|
|
|
AJOVista, LLC
|
13F-HR
|
|
|
Legacy Capital Wealth Partners, LLC
|
13F-HR
|
|
|
ENVIRI Corp
|
SD
|
Financial Statements
|
|
Dimensional Fund Advisors Pte. Ltd.
|
13F-NT
|
|
|
GLEN BURNIE BANCORP
|
8-K
|
Financial Statements
|
|
CITIGROUP INC
|
13F-HR
|
Financial Statements
|
|
VIDEOTRON LTEE
|
6-K
|
|
|
International Private Wealth Advisors LLC
|
13F-HR
|
|
|
PORTER JONATHAN
|
4
|
|
|
REINSURANCE GROUP OF AMERICA INC
|
4
|
Financial Statements
|
|
Dimensional Fund Advisors Ltd.
|
13F-NT
|
|
|
NUVEEN INVESTMENTS, INC
|
13F-NT
|
|
|
Nuveen Fund Advisors, LLC
|
13F-NT
|
|
|
CBL & ASSOCIATES PROPERTIES INC
|
10-Q
|
Financial Statements
|
|
TIAA CREF INVESTMENT MANAGEMENT LLC
|
13F-NT
|
|
|
Dickstein Adam J.
|
3
|
|
|
CROWN HOLDINGS, INC.
|
3
|
Financial Statements
|
|
WELLS FARGO & COMPANY/MN
|
13F-HR
|
Financial Statements
|
|
BIENAIME JEAN JACQUES
|
144
|
|
|
BIOMARIN PHARMACEUTICAL INC
|
144
|
Financial Statements
|
|
Imprint Wealth LLC
|
13F-HR
|
|
|
TEACHERS ADVISORS, LLC
|
13F-NT
|
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
FIDELITY COVINGTON TRUST
|
SC 13G/A
|
|
|
FMR LLC
|
SC 13G/A
|
|
|
Thomas L'Quentus
|
4
|
|
|
DIAMOND HILL INVESTMENT GROUP INC
|
4
|
Financial Statements
|
|
Conduit Ag, Inc.
|
D
|
|
|
HARRELL INVESTMENT PARTNERS, LLC
|
13F-HR
|
|
|
Victory Capital Holdings, Inc.
|
10-Q
|
Financial Statements
|
|
St. Pierre Nicole Renee
|
4
|
|
|
DFA Australia Ltd.
|
13F-NT
|
|
|
POPE MARIA M
|
144
|
|
|
PORTLAND GENERAL ELECTRIC CO /OR/
|
144
|
Financial Statements
|
|
Citigroup Global Markets Ltd
|
13F-NT
|
|
|
Meyer Paula R
|
4
|
|
|
Bulldog Investors, LLP
|
13F-HR
|
|
|
SEPARATE ACCOUNT A OF PACIFIC LIFE & ANNUITY CO
|
497VPI
|
|
|
COMMERZBANK AKTIENGESELLSCHAFT /FI
|
13F-HR
|
|
|
MFS SERIES TRUST XIII
|
N-CEN
|
|
|
DIMENSIONAL FUND ADVISORS LP
|
13F-HR
|
|
|
HILL ISLAND FINANCIAL LLC
|
13F-HR
|
|
|
Bison Wealth, LLC
|
13F-HR
|
|
|
Citigroup Global Markets Inc.
|
13F-NT
|
|
|
Cerevel Therapeutics Holdings, Inc.
|
SC 13G/A
|
|
|
Vasta Platform Ltd
|
SC 13G/A
|
Financial Statements
|
|
BRP Inc.
|
SC 13G
|
Financial Statements
|
|
Lovesac Co
|
SC 13G/A
|
Financial Statements
|
|
Vertiv Holdings Co
|
SC 13G/A
|
|
|
Allbirds, Inc.
|
SC 13G/A
|
Financial Statements
|
|
Great Ajax Corp.
|
SC 13G/A
|
Financial Statements
|
|
Fidelity Merrimack Street Trust
|
SC 13G
|
|
|
Warby Parker Inc.
|
SC 13G/A
|
Financial Statements
|
|
Cartesian Therapeutics, Inc.
|
SC 13G/A
|
Financial Statements
|
|
Five9, Inc.
|
SC 13G/A
|
Financial Statements
|
|
iShares, Inc.
|
SC 13G
|
|
|
FMR LLC
|
SC 13G
|
|
|
TEREX CORP
|
SC 13G
|
Financial Statements
|
|
ORMAT TECHNOLOGIES, INC.
|
10-Q
|
Financial Statements
|
|
Cooley Richard Scott
|
4
|
|
|
Lianhe Sowell International Group Ltd
|
F-1
|
|
|
Citigroup Global Markets Holdings Inc.
|
13F-NT
|
|
|
Nuveen Global Cities REIT, Inc.
|
10-Q
|
|
|
Aeluma, Inc.
|
10-Q
|
|
|
G2 CAPITAL MANAGEMENT, LLC / OH
|
13F-HR
|
|
|
Wells Fargo Securities, LLC
|
13F-NT
|
|
|
Citigroup Global Markets Holdings Bahamas Ltd
|
13F-NT
|
|
|
SEPARATE ACCOUNT A OF PACIFIC LIFE INSURANCE CO
|
497VPI
|
|
|
Western Alternative Strategies, L.P.- Active Equity Series
|
D/A
|
|
|
Citigroup Global Markets Europe AG
|
13F-NT
|
|
|
ESCO TECHNOLOGIES INC
|
SD
|
Financial Statements
|
|
Grove III 2024-1 Depositor LLC
|
ABS-15G
|
|
|
WELLS FARGO INVESTMENT INSTITUTE, INC.
|
13F-NT
|
|
|
ING GROEP NV
|
13F-HR
|
Financial Statements
|
|
Citigroup Financial Products Inc.
|
13F-NT
|
|
|
Fusion Family Wealth LLC
|
13F-HR
|
|
|
Huizenga Digital Assets, LLC
|
D/A
|
|
|
WELLS FARGO DELAWARE TRUST CO, N.A.
|
13F-NT
|
|
|
Citicorp Trust South Dakota
|
13F-NT
|
|
|
SEPARATE ACCOUNT A OF PACIFIC LIFE & ANNUITY CO
|
497
|
|
|
Hancock Park Corporate Income, Inc.
|
10-Q
|
|
|
Jackson Credit Opportunities Fund
|
N-23C3A
|
|
|
Frost Bank - FWA
|
13F-NT
|
|
|
WELLS FARGO CLEARING SERVICES, LLC
|
13F-NT
|
|
|
Open Prairie Rural Opportunities Fund II, LP
|
D
|
|
|
NFANT Labs, Inc.
|
D/A
|
|
|
Invesco Exchange-Traded Fund Trust II
|
485BXT
|
|
|
Citicorp Trust Delaware, National Association
|
13F-NT
|
|
|
WELLS FARGO BANK N A
|
13F-NT
|
|
|
Construction Partners, Inc.
|
10-Q
|
Financial Statements
|
|
Guidance Point Advisors, LLC
|
13F-HR
|
|
|
Smead Capital Management, Inc.
|
13F-HR
|
|
|
PNC Ohio Trust Co
|
13F-NT
|
|
|
Empirical Asset Management, LLC
|
13F-HR
|
|
|
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
|
13F-NT
|
|
|
PNC Investments LLC
|
13F-NT
|
|
|
Invesco Exchange-Traded Self-Indexed Fund Trust
|
485BXT
|
|
|
NextGen Limbix LLC
|
D/A
|
|
|
SEPARATE ACCOUNT A OF PACIFIC LIFE INSURANCE CO
|
497
|
|
|
FIFTH KHAGAN, LP
|
D/A
|
|
|
Pantarei Asset Management Ltd
|
D
|
|
|
PNC Delaware Trust Co
|
13F-NT
|
|
