| Company Name |
Form Type |
SEC Filings |
|
|
|
|
MOODYS CORP /DE/
|
144
|
Financial Statements
|
|
Saba Capital Management, L.P.
|
SC 13D/A
|
|
|
Invesco Municipal Opportunity Trust
|
SC 13D/A
|
|
|
Interchange Capital Partners, LLC
|
13F-HR
|
|
|
PE Premier ASF IX Onshore Feeder LP
|
D/A
|
|
|
Silver Coast Investments LLC
|
13F-HR
|
|
|
Nushares ETF Trust
|
24F-2NT
|
|
|
Values Added Financial LLC
|
13F-HR
|
|
|
Comstock Brian J
|
144
|
|
|
GREENBRIER COMPANIES INC
|
144
|
Financial Statements
|
|
Wade Financial Advisory, Inc
|
13F-HR
|
|
|
Lebenthal Diversified Asset Management Inc.
|
13F-NT
|
|
|
Lebenthal Global Advisors, LLC
|
13F-HR
|
|
|
TPG Advisors LLC
|
13F-HR
|
|
|
Nuveen Managed Accounts Portfolios Trust
|
24F-2NT
|
|
|
DODGE & COX FUNDS
|
497
|
|
|
PE Premier Apollo Investment Fund X Onshore Feeder LP
|
D/A
|
|
|
FirstCash Holdings, Inc.
|
10-Q
|
Financial Statements
|
|
ABSHER WEALTH MANAGEMENT, LLC
|
13F-HR
|
|
|
NUVEEN INVESTMENT TRUST II
|
24F-2NT
|
|
|
Sociate Element Capital LLC
|
D/A
|
|
|
DEMCHAK WILLIAM S
|
4
|
|
|
PNC FINANCIAL SERVICES GROUP, INC.
|
4
|
Financial Statements
|
|
Haverford Financial Services, Inc.
|
13F-HR
|
|
|
Sensible Financial Planning & Management, LLC.
|
13F-HR
|
|
|
ORLANDO STEVEN J
|
144
|
|
|
MOLINA HEALTHCARE, INC.
|
144
|
Financial Statements
|
|
O'Hara Laura P.
|
144
|
|
|
M&T BANK CORP
|
144
|
Financial Statements
|
|
Owens Gary M
|
144
|
|
|
MESA LABORATORIES INC /CO/
|
144
|
Financial Statements
|
|
PE Premier Apollo Investment Fund X Offshore Feeder LP
|
D/A
|
|
|
2023 ETF Series Trust II
|
485BPOS
|
|
|
PetIQ, Inc.
|
4
|
Financial Statements
|
|
Glasman Zvi
|
4
|
|
|
Huff Scott
|
4
|
|
|
Telman Deborah H
|
4
|
|
|
GILEAD SCIENCES, INC.
|
4
|
Financial Statements
|
|
NML VARIABLE ANNUITY ACCT C OF NORTHWESTERN MUT LIFE INS CO
|
497
|
|
|
Aira Technologies, Inc.
|
D
|
|
|
HOWELL DOUGLAS K
|
144
|
|
|
Arthur J. Gallagher & Co.
|
144
|
Financial Statements
|
|
William Howard & Co Financial Advisors Inc
|
13F-HR
|
|
|
F&M BANK CORP
|
8-K
|
|
|
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.
|
497K
|
|
|
Outrider Technologies, Inc.
|
D
|
|
|
NML VARIABLE ANNUITY ACCOUNT B
|
497
|
|
|
iSHARES TRUST
|
497J
|
|
|
Nadler Financial Group, Inc.
|
13F-HR
|
|
|
Fidelity Private Credit Fund
|
SC TO-I/A
|
|
|
FEARON RICHARD H
|
4
|
|
|
Protective COLI PPVUL
|
D/A
|
|
|
Above: Space Development Corp
|
C-AR
|
|
|
Funk Andrea J.
|
4
|
|
|
OTV Allocate, L.P.
|
D
|
|
|
HAGGE STEPHEN J
|
4
|
|
|
NML VARIABLE ANNUITY ACCOUNT A
|
497
|
|
|
Pop Venture Fund
|
N-2/A
|
|
|
MILLER JAMES H
|
4
|
|
|
GlobeStar Therapeutics Corp
|
8-K
|
|
|
CULLEN FUNDS TRUST
|
497K
|
|
|
Keystone Financial Planning, Inc.
|
13F-HR
|
|
|
Owens B Craig
|
4
|
|
|
Breathe BioMedical Inc.
|
RW
|
|
|
Lyon Chad D.
|
4
|
|
|
Advisors Disciplined Trust 2249
|
497J
|
|
|
MINERALS TECHNOLOGIES INC
|
S-8
|
Financial Statements
|
|
Federated Hermes ETF Trust
|
N-CSRS
|
|
|
Snyder Angela M
|
4
|
|
|
EDNITION, INC.
|
D
|
|
|
Sweitzer Caesar F
|
4
|
|
|
Jefferies Financial Group Inc.
|
424B2
|
Financial Statements
|
|
TACONY INVESTMENT PARTNERSHIP LP
|
D/A
|
|
|
Accordant ODCE Index Fund
|
486BPOS
|
|
|
WILLIAMS MARSHA C
|
4
|
|
|
AFFINITY INVESTMENT ADVISORS, LLC
|
13F-HR
|
|
|
OSP Gannett Holdings, LLC
|
D/A
|
|
|
TAYLOR DEVICES, INC.
|
8-K
|
Financial Statements
|
|
Ghost Town Oats, Inc.
|
C
|
|
|
Sparx Holdings Group, Inc.
|
1-K
|
|
|
Kelpy Matthew B.
|
4
|
|
|
NVR INC
|
4
|
Financial Statements
|
|
CRESUD INC
|
6-K
|
Financial Statements
|
|
TAIWAN FUND INC
|
NPORT-P
|
|
|
Parkwood Crossing 2024 Investors, LLC
|
D
|
|
|
Chapman Investment Management, LLC
|
13F-HR
|
|
|
MVM Partners, LLC
|
SC 13D/A
|
|
|
MDxHealth SA
|
SC 13D/A
|
Financial Statements
|
|
Comrit Investments 1, LP
|
SC TO-T/A
|
|
|
NorthStar Healthcare Income, Inc.
|
SC TO-T/A
|
|
|
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST
|
497J
|
|
|
Fisher William C.
|
4
|
|
|
WINNEBAGO INDUSTRIES INC
|
4
|
Financial Statements
|
|
Carter William J.
|
4
|
|
|
CacheTech Inc.
|
13F-HR
|
|
|
Whitefield Asian Opportunities Fund VCC
|
D/A
|
|
|
Decheng Capital Global Healthcare Fund
|
D/A
|
|
|
Smart Response Technologies, Inc.
|
D
|
|
|
Monteagle Funds
|
NPORT-P
|
|
|
EMC Capital Management
|
13F-HR
|
|
|
Golub Capital Direct Lending Unlevered Corp
|
4
|
|
|
Golub David
|
4
|
|
|
EADS & HEALD WEALTH MANAGEMENT
|
13F-HR
|
|
|
FIRST MARK L
|
4
|
|
|
Golub Lawrence E
|
4
|
|
|
Ace Management Global Ltd.
|
13F-HR
|
|
|
OMC Financial Services LTD
|
13F-HR
|
|
|
Adams Wealth Management
|
13F-HR
|
|
|
Golub Capital Direct Lending Unlevered Corp
|
8-K
|
|
|
Capital Group International Core Equity ETF
|
NPORT-P
|
|
|
Capital Group Core Equity ETF
|
NPORT-P
|
|
|
Capital Group New Geography Equity ETF
|
NPORT-P
|
|
|
Capital Group Dividend Growers ETF
|
NPORT-P
|
|
|
Capital Group International Equity ETF
|
NPORT-P
|
|
|
Capital Group International Focus Equity ETF
|
NPORT-P
|
|
|
Capital Group Global Equity ETF
|
NPORT-P
|
|
|
Capital Group Conservative Equity ETF
|
NPORT-P
|
|
|
Capital Group Growth ETF
|
NPORT-P
|
|
|
Capital Group Dividend Value ETF
|
NPORT-P
|
|
|
Capital Group Global Growth Equity ETF
|
NPORT-P
|
|
|
Protective BOLI PPVUL
|
D/A
|
|
|
Oloughlin Sheryl
|
4
|
|
|
JPMorgan Trust I
|
497K
|
|
|
Smith Michael A
|
4
|
|
|
Invesco High Income 2024 Target Term Fund
|
SC 13G/A
|
|
|
Bulldog Investors, LLP
|
SC 13G/A
|
|
|
Bastian Edward H
|
144
|
|
|
DELTA AIR LINES, INC.
|
144
|
Financial Statements
|
|
Addis & Hill, Inc
|
13F-HR
|
|
|
Woodie Edison Kermit III
|
3
|
|
|
ServisFirst Bancshares, Inc.
|
3
|
Financial Statements
|
|
Listed Funds Trust
|
497K
|
|
|
Nalanda India Fund LTD
|
13F-HR
|
|
|
VANU, INC.
|
D
|
|
|
BESSETTE ANDY F
|
144
|
|
|
TRAVELERS COMPANIES, INC.
|
144
|
Financial Statements
|
|
Juran David B.
|
144
|
|
|
Bridgewater Bancshares Inc
|
144
|
Financial Statements
|
|
Campbell Wealth Management
|
13F-HR
|
|
|
Christensen McCord
|
4
|
|
|
Natixis Funds Trust II
|
NPORT-P
|
|
|
AMERICAN CENTURY MUNICIPAL TRUST
|
NPORT-P
|
|
|
AMERICAN CENTURY WORLD MUTUAL FUNDS INC
|
NPORT-P
|
|
|
AMERICAN CENTURY CALIFORNIA TAX FREE & MUNICIPAL FUNDS
|
NPORT-P
|
|
|
AMERICAN CENTURY ETF TRUST
|
NPORT-P
|
|
|
Nalanda India Equity Fund Ltd
|
13F-HR
|
|
|
IRSA INVESTMENTS & REPRESENTATIONS INC
|
6-K
|
Financial Statements
|
|
LOWE BROCKENBROUGH & CO INC
|
13F-HR
|
|
|
Lefko Kimberly
|
4
|
|
|
CAMBIAR INVESTORS LLC
|
13F-HR
|
|
|
Kanu Vanessa
|
3
|
|
|
APTARGROUP, INC.
|
3
|
Financial Statements
|
|
ROANOKE ASSET MANAGEMENT CORP/ NY
|
13F-HR
|
|
|
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC.
|
497J
|
|
|
Juniper Hill Capital Management LP
|
13F-HR
|
|
|
PIMCO Flexible Emerging Markets Income Fund
|
486BPOS
|
|
|
P.A.W. CAPITAL CORP
|
13F-HR
|
|
|
PIMCO Flexible Credit Income Fund
|
486BPOS
|
|
|
Walker Kenneth C.
|
4
|
|
|
Protective COLI PPVUL SV
|
D/A
|
|
|
Black Hammer Brewing LLC
|
C
|
|
|
Ares Pathfinder Core Fund
|
D/A
|
|
|
Ares Pathfinder Core Fund, L.P.
|
D/A
|
|
|
Holland C Malcolm III
|
144
|
|
|
Veritex Holdings, Inc.
|
144
|
Financial Statements
|
|
Cohen & Steers Future of Energy Fund, INC
|
NPORT-P
|
|
|
NORTHERN LIGHTS FUND TRUST III
|
24F-2NT
|
|
|
HIGHLINE WEALTH PARTNERS LLC
|
13F-HR
|
|
|
Prieur Marc
|
144
|
|
|
APTARGROUP, INC.
|
144
|
Financial Statements
|
|
SuMa Monde QOZ Fund III LLC
|
D
|
|
|
DIXIE GROUP INC
|
10-Q
|
Financial Statements
|
|
Atlas Financial Advisors, Inc.
|
13F-HR
|
|
|
Platinum Bird C 2024 RSC Ltd
|
3
|
|
|
AGL Private Credit Income Fund
|
3
|
|
|
Platinum Falcon B 2018 RSC Ltd
|
3
|
|
|
Platinum International Investment Holding RSC Ltd
|
3
|
|
|
Abu Dhabi Investment Authority
|
3
|
|
|
Pearson John Paul
|
4
|
|
|
JLLX Woodside Trumbull Apartments, DST
|
D/A
|
|
|
Entrex Production & Installation Co Inc.
|
1-A
|
|
|
ZenaTech, Inc.
|
6-K
|
|
|
UBS AG
|
424B2
|
|
|
Princeton Bancorp, Inc.
|
4
|
Financial Statements
|
|
Dietzler Edward J
|
4
|
|
|
ILS Fixed Horizon LLC
|
1-A/A
|
|
|
ASSET MANAGEMENT FUND
|
485BPOS
|
|
|
PFS FUNDS
|
485BPOS
|
|
|
Reticulate Micro, Inc.
|
253G2
|
|
|
Artia Global Alpha Offshore Fund LP
|
D/A
|
|
|
Strategic Financial Partners, Ltd.
|
13F-HR
|
|
|
Riegel Mark O
|
4
|
|
|
Rocky Mountain Chocolate Factory, Inc.
|
4
|
Financial Statements
|
|
QND2, a series of The Garage Syndicate Master LLC
|
D
|
|
|
Arnold Charles B
|
4
|
|
|
Vesta Hospitality Fund II, LLC
|
D/A
|
|
|
SuMa Monde Real Estate Income Fund II LLC
|
D
|
|
|
Mint Home Technologies, Inc.
|
D
|
|
|
Craig Steven Lynn
|
4
|
|
|
Hall Allan
|
4
|
|
|
BIOHARVEST SCIENCES INC.
|
8-A12B
|
|
|
KEY TRONIC CORP
|
DEF 14A
|
Financial Statements
|
|
JOHNSON STARLETTE B
|
4
|
|
|
Topercer Benjamin James
|
4
|
|
|
ENERPAC TOOL GROUP CORP
|
4
|
|
|
Minnesota Medical Technologies Corp
|
D
|
|
|
Artia Global Alpha Fund LP
|
D/A
|
|
|
Advanced Health Intelligence Ltd
|
6-K
|
|
|
Sternlieb Paul
|
4
|
|
|
GLOBAL EAGLE CHINA LIFE TECHNOLOGY CO.,LIMITED
|
DRS
|
|
|
Denis James
|
4
|
|
|
BasiGo Inc.
|
D
|
|
|
Jubilee Development Co LLC
|
D
|
|
|
Benchmark 2024-V11 Mortgage Trust
|
FWP
|
|
|
DEUTSCHE MORTGAGE & ASSET RECEIVING CORP
|
FWP
|
|
|
Sternlieb Paul
|
4/A
|
|
|
ENERPAC TOOL GROUP CORP
|
4/A
|
|
|
SB FINANCIAL GROUP, INC.
|
8-K
|
Financial Statements
|
|
AGL Private Credit Income Fund
|
SC 13D
|
|
|
Abu Dhabi Investment Authority
|
SC 13D
|
|
|
Cordyceps Sunshine Biotech Holdings Co., Ltd.
|
20-F/A
|
|
|
Marquie Group, Inc.
|
S-1/A
|
|
|
Denis James
|
4/A
|
|
|
TVC IPXX - The Venture Collective Holdings LLC
|
D
|
|
|
JLLX Chandler Distribution Center, DST
|
D/A
|
|
|
Kozik Darren Matthew
|
3
|
|
|
ENERPAC TOOL GROUP CORP
|
3
|
|
|
Martin William Scott
|
144
|
|
|
BANCFIRST CORP /OK/
|
144
|
Financial Statements
|
|
BANK OF MONTREAL /CAN/
|
FWP
|
Financial Statements
|
|
J.P. Morgan Exchange-Traded Fund Trust
|
25-NSE
|
|
|
Cboe BZX Exchange, Inc.
|
25-NSE
|
|
|
FRONTIER FUNDS, INC.
|
485BPOS
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
FWP
|
Financial Statements
|
|
STRATEGY ASSET MANAGERS LLC
|
N-PX
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
424B2
|
Financial Statements
|
|
Times Square 711 Voco LLC
|
D
|
|
|
TRIO-TECH INTERNATIONAL
|
DEFA14A
|
Financial Statements
|
|
Berman Scott D
|
4
|
|
|
Inspirato Inc
|
4
|
|
|
SOUTHERN FIRST BANCSHARES INC
|
8-K
|
Financial Statements
|
|
PROVIDENT FINANCIAL HOLDINGS INC
|
8-K
|
Financial Statements
|
|
BANK OF HAWAII CORP
|
8-K
|
Financial Statements
|
|
O'ROURKE & COMPANY, Inc
|
13F-HR
|
|
|
CINCINNATI BELL INC
|
8-K
|
|
|
SRH Total Return Fund, Inc.
|
N-PX/A
|
|
|
Ferrovial SE
|
6-K
|
|
|
Goehring & Rozencwajg Investment Funds
|
NPORT-P
|
|
|
Cordatus Wealth Management LLC
|
13F-HR
|
|
|
Federated Hermes Short-Term Government Trust
|
N-CSRS
|
|
|
MORRISON SCOTT C
|
4
|
|
|
CACI INTERNATIONAL INC /DE/
|
4
|
Financial Statements
|
|
United Asset Strategies, Inc.
|
13F-HR
|
|
|
Kallery David S
|
4
|
|
|
GoodHaven Funds Trust
|
NPORT-P
|
|
|
TRUST FOR PROFESSIONAL MANAGERS
|
NPORT-P
|
|
|
Citigroup Global Markets Holdings Inc.
|
FWP
|
|
|
Whelan Financial
|
13F-HR
|
|
|
CITIGROUP INC
|
FWP
|
Financial Statements
|
|
Cellular Longevity, Inc.
|
D
|
|
|
MORRISON SCOTT C
|
3
|
|
|
CACI INTERNATIONAL INC /DE/
|
3
|
Financial Statements
|
|
DUPREE MUTUAL FUNDS
|
485BPOS
|
|
|
Taylor John R.
|
144
|
|
|
Titan Legacy Systematic Fund, L.P.
|
D/A
|
|
|
AustralianSuper Pty Ltd
|
13F-HR
|
|
|
Titan Harbor, LP
|
D/A
|
|
|
Rosenberg Matthew Hamilton
|
13F-HR
|
|
|
SMX
|
424B3
|
|
|
Blue Gate PCB Marina Investors, LLC
|
D
|
|
|
Sunnoo, Inc
|
C/A
|
|
|
Cutting Edge Superconductors, Inc.
|
C/A
|
|
|
U.S. BANCORP INVESTMENTS, INC.
|
13F-NT
|
|
|
US BANK NATIONAL ASSOCIATION
|
13F-NT
|
|
|
PEOPLES BANCORP INC
|
8-K
|
Financial Statements
|
|
U.S. BANCORP ADVISORS, LLC
|
13F-NT
|
|
|
PFM Asset Management LLC
|
13F-NT
|
|
|
Fidelity Private Credit Fund
|
8-K
|
|
|
US BANCORP \DE\
|
13F-HR
|
Financial Statements
|
|
GUINNESS ATKINSON FUNDS
|
24F-2NT
|
|
|
Velocity Capital Investors Fund I LP
|
D/A
|
|
|
Peters James W
|
144
|
|
|
WHIRLPOOL CORP /DE/
|
144
|
Financial Statements
|
|
GOLISANO B THOMAS
|
144
|
|
|
PAYCHEX INC
|
144
|
Financial Statements
|
|
AMF Tjanstepension AB
|
13F-HR/A
|
|
|
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
|
13F-HR
|
|
|
KUPPUSAMY KARTHIK
|
144
|
|
|
QUEST DIAGNOSTICS INC
|
144
|
Financial Statements
|
|
ArcelorMittal
|
6-K
|
Financial Statements
|
|
Territorial Bancorp Inc.
|
8-K
|
Financial Statements
|
|
ENTREPRENEURIAL VALUE FUND LP
|
D/A
|
|
|
NUVEEN MULTISTATE TRUST II /MA/
|
NPORT-P
|
|
|
Fairfield Financial Advisors, LTD
|
13F-HR
|
|
|
Investment Managers Series Trust II
|
NPORT-P
|
|
|
Absolute Shares Trust
|
497K
|
|
|
Zhang Weiliang
|
SC 13G
|
|
|
Jayud Global Logistics Ltd
|
SC 13G
|
|
|
Knight & Day Group, LLC
|
MA-I/A
|
|
|
Cheng Echo
|
SC 13G
|
|
