Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,851 $590K <0.01% +3,167 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,777 $583K 0.01% +2,712 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,576 $563K 0.06% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,365 $541K 0.01% -13 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,343 $539K <0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,295 $534K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,222 $527K <0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,202 $525K 0.01% -392 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,174 $522K 0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,005 $504K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,939 $498K 0.01% +666 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,893 $494K <0.01% -3,747 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,771 $481K 0.36% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,760 $480K <0.01% -973 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,737 $478K 0.06% +503 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,670 $471K 0.03% +6 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,664 $471K 0.01% -38 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,526 $456K 0.07% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,504 $455K <0.01% -141,926 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,467 $451K 0.12% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,291 $433K 0.02% -1,425 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,267 $431K 0.02% +1,215 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,219 $426K 0.02% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,146 $418K 0.16% +60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,021 $406K 0.01% +2,367 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,007 $404K <0.01% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,966 $400K 0.26% -1,602 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,953 $399K 0.05% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,925 $396K <0.01% +132 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,880 $392K 0.1% -725 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,840 $388K -810 Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,831 $387K 0.01% +100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,768 $380K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,714 $375K <0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,624 $366K <0.01% +125 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,589 $362K 0.04% +1,105 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,372 $340K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,338 $337K <0.01% +38 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,329 $336K <0.01% new 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,264 $329K 0.04% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,161 $319K <0.01% -320 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,937 $296K 0.02% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,876 $290K 0.12% -85 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,081 $287K 0.08% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,835 $286K <0.01% +174 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,830 $286K <0.01% -310 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,829 $286K <0.01% +69 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,813 $284K 0.09% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,731 $276K 0.23% -3 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,675 $270K <0.01% -15,123 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,646 $267K <0.01% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,560 $258K 0.09% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,517 $254K 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,515 $254K 0.01% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,528 $252K 0.08% +37 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,489 $251K <0.01% +1 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,454 $248K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,472 $246K <0.01% +1,055 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,411 $243K 0.01% +54 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,397 $242K 0.13% -224 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,266 $229K 0.01% -27 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,237 $226K 0.01% +1,695 13F-HR/A Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,235 $226K 0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,225 $225K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,197 $222K 0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,184 $220K <0.01% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,101 $212K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,086 $211K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 2,081 $210K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,813 $183K 0.01% -7,193 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,800 $182K <0.01% +525 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,554 $157K <0.01% -138 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,295 $131K 0.01% -153,301 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,294 $131K <0.01% +52 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,249 $126K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,208 $122K 0.01% -57 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,079 $109K 0.02% -354 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,062 $107K 0.01% +57 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,004 $101K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 956 $96.5K <0.01% -20 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 921 $93K <0.01% +59 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 915 $92.3K <0.01% +193 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 873 $88.1K <0.01% -122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 747 $75.3K <0.01% +90 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 254 $64.7K 0.01% +248 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 612 $61.8K <0.01% +159 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 590 $59.5K -3,512 Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 541 $54.6K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 424 $43K <0.01% +58 13F-HR Timeline Group Bares Capital Management, Inc. More: the full row for Bares Capital Management, Inc. 402 $40.6K <0.01% -99,500 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 370 $37.3K <0.01% -80 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 364 $36.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 300 $30.3K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 302 $30K <0.01% -1,113 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 281 $28.4K <0.01% +280 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 269 $27.1K <0.01% +27 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 264 $26.6K <0.01% +242 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 243 $24.5K <0.01% +232 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 231 $23.3K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 215 $21.7K <0.01% +130 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 213 $21.5K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 212 $21.4K <0.01% +68 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $20.2K <0.01% 0 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 200 $20.2K <0.01% -38 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 194 $19.6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 189 $19K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 163 $16.4K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 163 $16.4K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 153 $15.4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 153 $15.4K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 148 $14.9K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 145 $14.6K <0.01% +4 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 144 $14.5K <0.01% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 140 $14.1K <0.01% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 132 $13.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 132 $13.3K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 127 $13K <0.01% -28 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 127 $12.8K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 115 $11.6K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 111 $11.2K <0.01% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 103 $10.4K <0.01% -33 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $10.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 100 $10.1K <0.01% +64 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $10.1K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 91 $9.18K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 85 $8K <0.01% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 74 $7.47K <0.01% -17 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 67 $6.76K <0.01% +49 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 62 $6.26K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $5.96K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 52 $5K <0.01% +29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 46 $4.64K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40 $4.04K <0.01% +8 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 40 $4.04K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 40 $4.04K <0.01% +9 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 39 $3.66K <0.01% -7 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $3.63K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 36 $3.63K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 32 $3.23K <0.01% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $2.93K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $2.73K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 22 $2.22K <0.01% -11 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 21 $2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19 $1.92K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $1.61K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $1.51K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $1.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $1.12K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.01K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $1.01K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $1.01K <0.01% -53 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $909 <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6 $606 <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $606 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $505 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $404 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $303 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $302 <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $101 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $101 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $101 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.