| Company Name |
Form Type |
SEC Filings |
|
|
|
|
Franklin Templeton ETF Trust
|
40-17F2
|
|
|
Franklin Custodian Funds
|
40-17F2
|
|
|
City Center Advisors, LLC
|
13F-HR
|
|
|
FRANKLIN STRATEGIC SERIES
|
40-17F2
|
|
|
RAYMUND STEVEN A
|
144
|
|
|
JABIL INC
|
144
|
Financial Statements
|
|
Capital Factory Ventures, LP - D3
|
D
|
|
|
Morphoceuticals, Inc.
|
D
|
|
|
Bio Essence Corp
|
10-Q/A
|
|
|
SONIDA SENIOR LIVING, INC.
|
8-K
|
|
|
Comvest Credit Managers, LLC
|
40-APP/A
|
|
|
AMG Comvest Senior Lending Fund
|
40-APP/A
|
|
|
FRANKLIN STRATEGIC MORTGAGE PORTFOLIO
|
40-17F2
|
|
|
ERG SpA/ADR
|
F-6EF
|
|
|
Citibank,N.A./ADR
|
F-6EF
|
|
|
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
|
SC 13G/A
|
|
|
South Dakota Investment Council
|
N-PX
|
|
|
Blackhawk Capital Partners LLC.
|
N-PX
|
|
|
VANGUARD MUNICIPAL BOND FUNDS
|
N-MFP3
|
|
|
Frens Capital L.P.
|
D/A
|
|
|
IRONWOOD WEALTH MANAGEMENT, INC.
|
13F-HR
|
|
|
Premier Construction Management PROS Inc.
|
D
|
|
|
Equitybee 22-68338, a Series of Equitybee cFund Master LLC
|
D
|
|
|
EDGEHILL 405 BROADWAY ALTO CAPITAL SPV A SERIES OF MASTER FUND I LLC
|
D
|
|
|
THREADGILL FINANCIAL, LLC
|
13F-HR
|
|
|
ALEXANDER TECH CORP
|
10-K
|
|
|
FRANKLIN REAL ESTATE SECURITIES TRUST
|
40-17F2
|
|
|
NEOS ETF Trust
|
485BPOS
|
|
|
Security National Bank
|
13F-HR
|
|
|
BlackRock Funds III
|
497K
|
|
|
WASATCH FUNDS TRUST
|
40-17G
|
|
|
Energy 11, L.P.
|
8-K
|
|
|
Goldman Sachs Real Estate Finance Trust Inc
|
8-K
|
|
|
FRANKLIN MANAGED TRUST
|
40-17F2
|
|
|
BlackRock Funds III
|
497
|
|
|
GMO TRUST
|
485APOS
|
|
|
SineWave Ventures Direct 4B, L.P.
|
D/A
|
|
|
BurklandSaaS.vc, LP - C4
|
D
|
|
|
Morgan Stanley Finance LLC
|
FWP
|
|
|
Connexa Sports Technologies Inc.
|
8-K
|
Financial Statements
|
|
GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2437
|
487
|
|
|
FRANKLIN LTD DURATION INCOME TRUST
|
40-17F2
|
|
|
MORGAN STANLEY
|
FWP
|
Financial Statements
|
|
PlatinumCare Investors LLC
|
D
|
|
|
Kure Advisory, LLC
|
13F-HR
|
|
|
GUGGENHEIM DEFINED PORTFOLIOS, SERIES 2438
|
487
|
|
|
Hodgson Curtis Drew
|
144
|
|
|
Legacy Housing Corp
|
144
|
Financial Statements
|
|
CC&L Q International Small Cap Equity Fund LP
|
D/A
|
|
|
Franklin Investors Securities Trust
|
40-17F2
|
|
|
Masterworks 289, LLC
|
1-U
|
|
|
Masterworks 288, LLC
|
1-U
|
|
|
Masterworks 282, LLC
|
1-U
|
|
|
Masterworks 283, LLC
|
1-U
|
|
|
Masterworks 285, LLC
|
1-U
|
|
|
Masterworks 284, LLC
|
1-U
|
|
|
Masterworks 287, LLC
|
1-U
|
|
|
Masterworks 275, LLC
|
1-U
|
|
|
Masterworks 276, LLC
|
1-U
|
|
|
Masterworks 278, LLC
|
1-U
|
|
|
Masterworks 277, LLC
|
1-U
|
|
|
Masterworks 279, LLC
|
1-U
|
|
|
Masterworks 280, LLC
|
1-U
|
|
|
Masterworks 269, LLC
|
1-U
|
|
|
Masterworks 270, LLC
|
1-U
|
|
|
Masterworks 271, LLC
|
1-U
|
|
|
Masterworks 272, LLC
|
1-U
|
|
|
Masterworks 273, LLC
|
1-U
|
|
|
Masterworks 267, LLC
|
1-U
|
|
|
Masterworks 268, LLC
|
1-U
|
|
|
Masterworks 264, LLC
|
1-U
|
|
|
Masterworks 265, LLC
|
1-U
|
|
|
Masterworks 266, LLC
|
1-U
|
|
|
Masterworks 263, LLC
|
1-U
|
|
|
Global Financial Private Client, LLC
|
13F-HR
|
|
|
Romilly Event Fund, LP
|
D
|
|
|
New England Research & Management, Inc.
|
13F-HR
|
|
|
Masters Michael Willingham
|
4
|
|
|
Venus Concept Inc.
|
4
|
Financial Statements
|
|
EWG Elevate Inc.
|
13F-HR
|
|
|
Ascribe Bioscience Inc.
|
D
|
|
|
Mock James M
|
144
|
|
|
Moderna, Inc.
|
144
|
Financial Statements
|
|
IAMGOLD CORP
|
6-K
|
Financial Statements
|
|
Marathon Strategic Advisors, LLC
|
13F-HR
|
|
|
Worthy Property Bonds, Inc.
|
253G2
|
|
|
Erin Technologies, Inc.
|
D
|
|
|
Master Trust
|
N-MFP3
|
|
|
EA Series Trust
|
N-CSRS
|
|
|
PACE SELECT ADVISORS TRUST
|
N-MFP3
|
|
|
Green Alpha Advisors, LLC
|
13F-HR
|
|
|
AGENUS INC
|
4
|
Financial Statements
|
|
ARMEN GARO H
|
4
|
|
|
Perplexity F7 Fund I LP
|
D
|
|
|
Sara-Bay Financial
|
13F-HR
|
|
|
UBS Series Funds
|
N-MFP3
|
|
|
Bedrock Succession, LLC
|
D
|
|
|
Shattuck Katherine W
|
4
|
|
|
CITIZENS & NORTHERN CORP
|
4
|
Financial Statements
|
|
Pellegrino Frank G
|
4
|
|
|
Bank of New Hampshire
|
13F-HR
|
|
|
Advisor Managed Portfolios
|
N-MFP3
|
|
|
JNL INVESTORS SERIES TRUST
|
N-MFP3
|
|
|
Luca Mining Corp.
|
D
|
|
|
CITY NATIONAL ROCHDALE FUNDS
|
N-MFP3
|
|
|
SPRINGVIEW HOLDINGS LTD
|
F-1MEF
|
|
|
EDWARD JONES MONEY MARKET FUND
|
N-MFP3
|
|
|
Texas Capital Funds Trust
|
N-MFP3
|
|
|
Wimbush Frederick Blair
|
4
|
|
|
Armada Hoffler Properties, Inc.
|
4
|
Financial Statements
|
|
Oxla, Inc.
|
D
|
|
|
Virsik Peter
|
4
|
|
|
ESSA Pharma Inc.
|
4
|
Financial Statements
|
|
Masterworks 261, LLC
|
1-U
|
|
|
Masterworks 262, LLC
|
1-U
|
|
|
Masterworks 257, LLC
|
1-U
|
|
|
Masterworks 255, LLC
|
1-U
|
|
|
Masterworks 256, LLC
|
1-U
|
|
|
Masterworks 259, LLC
|
1-U
|
|
|
Masterworks 258, LLC
|
1-U
|
|
|
Masterworks 260, LLC
|
1-U
|
|
|
Masterworks 253, LLC
|
1-U
|
|
|
Masterworks 251, LLC
|
1-U
|
|
|
Masterworks 252, LLC
|
1-U
|
|
|
Masterworks 250, LLC
|
1-U
|
|
|
Masterworks 249, LLC
|
1-U
|
|
|
Masterworks 248, LLC
|
1-U
|
|
|
Masterworks 244, LLC
|
1-U
|
|
|
Masterworks 246, LLC
|
1-U
|
|
|
Masterworks 245, LLC
|
1-U
|
|
|
Masterworks 247, LLC
|
1-U
|
|
|
Masterworks 243, LLC
|
1-U
|
|
|
Masterworks 242, LLC
|
1-U
|
|
|
JANUS INVESTMENT FUND
|
N-MFP3
|
|
|
JNL SERIES TRUST
|
N-MFP3
|
|
|
Verde Servicos Internacionais S.A.
|
13F-HR
|
|
|
Grass Brian
|
4
|
|
|
HELEN OF TROY LTD
|
4
|
Financial Statements
|
|
ClearBridge MLP & Midstream Total Return Fund Inc.
|
SCHEDULE 13G/A
|
|
|
PRUDENTIAL FINANCIAL INC
|
SCHEDULE 13G/A
|
Financial Statements
|
|
Greenfield Savings Bank
|
13F-HR
|
|
|
BofA Finance LLC
|
FWP
|
|
|
BANK OF AMERICA CORP /DE/
|
FWP
|
Financial Statements
|
|
NARRON KYLE
|
3
|
|
|
TYSON FOODS, INC.
|
3
|
Financial Statements
|
|
Avlok Capital, LP - E2
|
D
|
|
|
Hendriks Han
|
4
|
|
|
Trinseo PLC
|
4
|
Financial Statements
|
|
DEMCHAK WILLIAM S
|
4
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
4
|
Financial Statements
|
|
FundVantage Trust
|
D/A
|
|
|
FEDERAL SIGNAL CORP /DE/
|
8-K
|
Financial Statements
|
|
GREEN CENTURY FUNDS
|
N-CEN
|
|
|
Universal Invest S.A.
|
D/A
|
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
Heartwood Wealth Advisors LLC
|
13F-HR
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS
|
N-MFP3
|
|
|
Masterworks 241, LLC
|
1-U
|
|
|
Masterworks 240, LLC
|
1-U
|
|
|
Masterworks 237, LLC
|
1-U
|
|
|
Masterworks 236, LLC
|
1-U
|
|
|
Masterworks 239, LLC
|
1-U
|
|
|
Masterworks 238, LLC
|
1-U
|
|
|
Masterworks 232, LLC
|
1-U
|
|
|
Masterworks 231, LLC
|
1-U
|
|
|
Masterworks 233, LLC
|
1-U
|
|
|
Masterworks 234, LLC
|
1-U
|
|
|
Masterworks 235, LLC
|
1-U
|
|
|
Masterworks 226, LLC
|
1-U
|
|
|
Masterworks 225, LLC
|
1-U
|
|
|
Masterworks 227, LLC
|
1-U
|
|
|
Masterworks 230, LLC
|
1-U
|
|
|
Masterworks 224, LLC
|
1-U
|
|
|
Masterworks 229, LLC
|
1-U
|
|
|
Masterworks 228, LLC
|
1-U
|
|
|
Masterworks 222, LLC
|
1-U
|
|
|
Masterworks 223, LLC
|
1-U
|
|
|
VANGUARD NEW YORK TAX-FREE FUNDS
|
N-MFP3
|
|
|
Coastal Canton MF Fund, LLC
|
D/A
|
|
|
Alto Capital Fund I, LLC - Kearny Jackson Series I
|
D
|
|
|
ATWOOD & PALMER INC
|
13F-HR
|
|
|
VANGUARD MONEY MARKET RESERVES
|
N-MFP3
|
|
|
VANGUARD CMT FUNDS
|
N-MFP3
|
|
|
VANGUARD CALIFORNIA TAX-FREE FUNDS
|
N-MFP3
|
|
|
ProFunds
|
N-CSR
|
|
|
Aaron's Company, Inc.
|
4
|
Financial Statements
|
|
PROCACCIANTI HOTEL REIT, INC.
|
DEF 14A
|
|
|
Noe Douglass L
|
4
|
|
|
BSH-Trinity Falls, LLC
|
D
|
|
|
Vestis Corp
|
4
|
|
|
Holloman James Phillip
|
4
|
|
|
Song Hong Fang
|
4
|
|
|
CG Oncology, Inc.
|
4
|
|
|
CRYO CELL INTERNATIONAL INC
|
ARS
|
|
|
EXXON MOBIL CORP
|
424B2
|
Financial Statements
|
|
Falkenstein Russell
|
4
|
|
|
George Rachel G
|
4
|
|
|
Wall Christopher K
|
4
|
|
|
Dream Finders Homes, Inc.
|
4
|
Financial Statements
|
|
Lovett William Radford II
|
4
|
|
|
Virtus ETF Trust II
|
N-CSR
|
|
|
Access One Trust
|
40-17G
|
|
|
PROSHARES TRUST
|
40-17G
|
|
|
ProFunds
|
40-17G
|
|
|
Olsen Stephen W
|
4
|
|
|
Hwang Tim
|
4
|
|
|
FiscalNote Holdings, Inc.
|
4
|
|
|
Jokinen Tracy C
|
4
|
|
|
Ram Ashwath
|
4
|
|
|
CUMMINS INC
|
4
|
Financial Statements
|
|
Kurtenbach Matthew John
|
4
|
|
|
DAKTRONICS INC /SD/
|
4
|
Financial Statements
|
|
Hoffman, Alan N Investment Management
|
13F-HR
|
|
|
Trinseo PLC
|
8-K/A
|
Financial Statements
|
|
Lindsay Douglas A
|
4
|
|
|
Duda Kenneth
|
144
|
|
|
Arista Networks, Inc.
|
144
|
Financial Statements
|
|
LGL GROUP INC
|
ARS
|
Financial Statements
|
|
Tristar Acquisition I Corp.
|
SC 13G/A
|
|
|
CALAMOS INVESTMENT TRUST/IL
|
SC 13G/A
|
|
|
Banzai International, Inc.
|
S-1/A
|
|
|
EDUCATIONAL DEVELOPMENT CORP
|
8-K
|
Financial Statements
|
|
3D SYSTEMS CORP
|
S-8
|
Financial Statements
|
|
Tidal ETF Trust
|
N-CSR
|
|
|
AEON Biopharma, Inc.
|
8-K
|
|
|
RedCo II Master Fund, L.P.
|
SC 13G
|
|
|
Gritstone bio, Inc.
|
SC 13G
|
Financial Statements
|
|
RED ROBIN GOURMET BURGERS INC
|
8-K
|
Financial Statements
|
|
Bowman Consulting Group Ltd.
|
8-K
|
Financial Statements
|
|
Rigel Resource Acquisition Corp.
|
SC 13G/A
|
|
|
CRYO CELL INTERNATIONAL INC
|
DEF 14A
|
|
|
Mulay James
|
4
|
|
|
Pertz Douglas A
|
4
|
|
|
Simons Doyle
|
4
|
|
|
IRON MOUNTAIN INC
|
4
|
Financial Statements
|
|
Fitzgerald Thomas G. Jr.
|
4
|
|
|
CHAIN BRIDGE BANCORP INC
|
4
|
|
|
Burrell Terry-Ann
|
144
|
|
|
Beam Therapeutics Inc.
|
144
|
Financial Statements
|
|
Bellete Ambaw
|
4
|
|
|
Acuitas Group Holdings, LLC
|
4
|
|
|
Ontrak, Inc.
|
4
|
|
|
PEIZER TERREN S
|
4
|
|
|
Kim Hyong
|
144
|
|
|
Alignment Healthcare, Inc.
|
144
|
Financial Statements
|
|
Glimpse Group, Inc.
|
8-K
|
Financial Statements
|
|
Waldencast plc
|
6-K
|
|
|
Verb Technology Company, Inc.
|
8-K
|
|
|
Hour Loop, Inc
|
DEF 14A
|
Financial Statements
|
|
Brennan Joseph L
|
4
|
|
|
FLUOR CORP
|
4
|
Financial Statements
|
|
Foremost Lithium Resource & Technology Ltd.
|
6-K
|
|
|
Acuitas Group Holdings, LLC
|
SC 13D/A
|
|
|
Ontrak, Inc.
|
SC 13D/A
|
|
|
South Bow Corp
|
SEC STAFF ACTION
|
|
|
Learn CW Investment Corp
|
SC 13G/A
|
|
|
JPMorgan Chase Financial Co. LLC
|
424B8
|
|
|
JPMORGAN CHASE & CO
|
424B8
|
Financial Statements
|
|
Neeleman Stephen
|
4
|
|
|
HEALTHEQUITY, INC.
|
4
|
Financial Statements
|
|
CareMax, Inc.
|
8-K
|
|
|
Fitzgerald Andrew J.
|
4
|
|
|
Broadcom Inc.
|
4
|
Financial Statements
|
|
TAN HOCK E
|
4
|
|
|
FutureTech II Acquisition Corp.
|
SC 13G/A
|
|
|
DeFrancesco Lisa
|
3
|
|
|
LEXICON PHARMACEUTICALS, INC.
|
3
|
Financial Statements
|
|
FrontView REIT, Inc.
|
8-K
|
|
|
Chu Mona
|
144
|
|
|
Pure Storage, Inc.
|
144
|
Financial Statements
|
|
Portillo's Inc.
|
8-K
|
Financial Statements
|
|
STERIS plc
|
8-K
|
Financial Statements
|
|
Whitney Mary Anne
|
4
|
|
|
Neeleman Stephen
|
144
|
|
|
HEALTHEQUITY, INC.
|
144
|
Financial Statements
|
|
First Help Financial, LLC
|
ABS-15G
|
|
|
SANTANDER DRIVE AUTO RECEIVABLES LLC
|
ABS-15G
|
|
|
Equify ABS Funding, LLC
|
ABS-15G
|
|
|
Thompson-Byas Benita
|
4
|
|
|
Patterson Joshua F.
|
4
|
|
|
Peachtree Credit Fund IV, LP
|
D
|
|
|
Generation Asia I Acquisition Ltd
|
SC 13G/A
|
|
|
BAILEY CLARK H
|
4
|
|
|
US LAUNDRY INVESTMENTS, LLC
|
D
|
|
|
Goel Amar K.
|
4/A
|
|
|
PubMatic, Inc.
|
4/A
|
|
|
Scholar Rock Holding Corp
|
424B5
|
Financial Statements
|
|
Ensysce Biosciences, Inc.
|
PRE 14A
|
|
|
Fautsch Leslie K.
|
3
|
|
|
Leidos Holdings, Inc.
|
3
|
Financial Statements
|
|
Korsmo Michelle L.
|
4
|
|
|
UrgentPaws Holdco, LLC
|
D
|
|
|
Four Leaf Acquisition Corp
|
SC 13G/A
|
|
|
Ellington Credit Co
|
8-K
|
Financial Statements
|
|
Ellington Financial Inc.
|
8-K
|
Financial Statements
|
|
Pantelick Steven
|
4/A
|
|
|
Click Holdings Ltd.
|
8-A12B
|
|
|
Evergreen Corp
|
SC 13G/A
|
|
|
Lucania James M
|
4
|
|
|
Greenwich LifeSciences, Inc.
|
S-3
|
Financial Statements
|
