X0708 D/A LIVE 0002000692 Clearlane Capital Fund LLC ONE POST OFFICE SQUARE BOSTON MA MASSACHUSETTS 02109 617-482-8260 DELAWARE None None Limited Liability Company true 2022 N/A Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Promoter Manager Deidre S. Walsh c/o Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Executive Officer Executive Officer of Funds Manager, Eaton Vance Management A. John Murphy c/o Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Executive Officer Executive Officer of Funds Manager, Eaton Vance Management Drew Frenette c/o Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Executive Officer Executive Officer of Funds Manager, Eaton Vance Management James Kirchner c/o Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Executive Officer Executive Officer of Funds Manager, Eaton Vance Management Yana S. Barton c/o Eaton Vance Management One Post Office Square Boston MA MASSACHUSETTS 02109 Executive Officer Executive Officer of Funds Manager, Eaton Vance Management Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.7 true 0000945621-24-000281 2024-02-15 true true false 500000 American Portfolios Financial Services 18487 None None 4250 Veterans Memorial Hwy 4th Fl Holbrook NY NEW YORK 11741 All States false Ameriprise Financial Services Inc. 6363 None None 5221 Ameriprise Financial Center Minneapolis MN MINNESOTA 55474 All States false CHARLES SCHWAB & CO., INC. 5393 None None 3000 Schwab Way Westlake TX TEXAS 76262 All States false Glenmede Trust Company 108165 Glenmede Advisers None 1650 Market Street Suite 1200 Philadelphia PA PENNSYLVANIA 19103 All States false NORTHERN TRUST SECURITIES, INC 7927 None None 50 South LaSalle St. Chicago IL ILLINOIS 60603 All States false Osaic Institutions 35371 None None 538 Preston Avenue Meriden CT CONNECTICUT 06450 All States false Osaic Wealth 23131 None None 10 Exchange Place Suite 1410 Jersey City NJ NEW JERSEY 07302 All States false Robert W. Baird & Co. Inc. 8158 None None 777 E. Wisconsin Ave. Miliwaukee WI WISCONSIN 53202 All States false Rockefeller Financial LLC 291361 None None 45 Rockefeller Plaza 5th Floor New York NY NEW YORK 10111 All States false Sentry Advisors 174042 None None 100 Pine Street Suite 1250 San Francisco CA CALIFORNIA 94111 CA CALIFORNIA CO COLORADO DC DISTRICT OF COLUMBIA NY NEW YORK TX TEXAS VA VIRGINIA WY WYOMING false American Portfolio Financial Services, Inc. 18487 None None 4250 VETERANS MEMORIAL HIGHWAY 4TH FLOOR EAST HOLBROOK NY NEW YORK 11741 All States false Arkadios Capital 282710 None None 2827 Peachtree Rd NE Suite 510 Atlanta GA GEORGIA 30305 All States false Caprock Group, Inc. 124272 None None 800 West Main St. Bouse ID IDAHO 83702 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA ID IDAHO IL ILLINOIS MI MICHIGAN NJ NEW JERSEY NY NEW YORK SC SOUTH CAROLINA TX TEXAS UT UTAH WA WASHINGTON WI WISCONSIN false Cresset Asset Management, LLC 288566 None None 444 West Lake St. Suite 4700 Chicago IL ILLINOIS 60606 All States false NewEdge Wealth LLC 307771 None None 2200 Atlantic St. Suite 200 Stamford CT CONNECTICUT 06902 All States false Oarsman Capital, Inc. 109993 None None 759 North Milwaukee St Suite 605 Milwaukee WI WISCONSIN 53202 AZ ARIZONA CA CALIFORNIA FL FLORIDA IL ILLINOIS IN INDIANA IA IOWA MN MINNESOTA NC NORTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Partners Capital Investment Group, LLP 120663 None None 600 Atlantic Ave 30th Floor Boston MA MASSACHUSETTS 02110 CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NY NEW YORK TX TEXAS false Plante Moran Financial Advisors 112158 None None 3000 Town Center Suite 100 Southfield MI MICHIGAN 48075 AL ALABAMA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA PR PUERTO RICO SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN false Ted Buchan & Company 140722 None None 12396 World Trade Drive Suite 112 San Diego CA CALIFORNIA 92128 CA CALIFORNIA GA GEORGIA TX TEXAS false &Partners LLC 3767 None None 40 Burton Hills Blvd Suite 350 Nashville TN TENNESSEE 37215 All States false American Portfolios Inc. (Osaic) 23131 None None 18700 N Hayden Rd Suite 255 Scottsdale AZ ARIZONA 85255 All States false Apollon Wealth Management, LLC 291902 None None 111 Coleman Blvd Suite 402 Mt Pleasant SC SOUTH CAROLINA 29464 All States false Appleton Partners, Inc. 110049 None None One Post Office Square 5th Floor Boston MA MASSACHUSETTS 02109 All States false Arkadios Wealth LLC 288863 None None 2827 Peachtree Rd NE Suite 510 Atlanta GA GEORGIA 30305 All States false Baker Street Advisors, LLC 128066 None None 575 Market St. Suite 600 San Francisco CA CALIFORNIA 94105 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA LA LOUISIANA MA MASSACHUSETTS NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON false Balboa Wealth Partners, Inc. 282329 None None 6263 North Scottsdale Rd. Suite 265 Scottsdale AZ ARIZONA 85250 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS NE NEBRASKA NV NEVADA NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Balentine LLC 152511 None None 3344 Peachtree Rd NE Suite 2200 Atlanta GA GEORGIA 30325 AL ALABAMA AR ARKANSAS FL FLORIDA GA GEORGIA IL ILLINOIS LA LOUISIANA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS VA VIRGINIA false BluePointe Capital Management, LLC 140262 None None 1300 El Camino Real Suite 100 Menlo Park CA CALIFORNIA 94025 CA CALIFORNIA false BMO Family Office, LLC 110264 None None 320 South Canal St. Floor 12 CHICAGO IL ILLINOIS 60606 CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS MA MASSACHUSETTS MN MINNESOTA NH NEW HAMPSHIRE OR OREGON TX TEXAS false Cambridge Investment Research 39543 None None 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556 All States false CapFinancial Partners, LLC dba CAPTRUST 175112 None None 4208 Six Forks Rd, Suite 1700 Raleigh NC NORTH CAROLINA 27609 All States false CapFinancial Securities, LLC 126291 None None 4208 Six Forks Rd, Suite 1700 Raleigh NC NORTH CAROLINA 27609 All States false Cetera Advisor Networks LLC 13572 None None 2301 ROSECRANS AVE #5100 EL SEGUNDO CA CALIFORNIA 90245 All States false Cetera Advisors LLC 10299 None None 5299 DTC BLVD #800 GREENWOOD VILLAGE CO COLORADO 80111 All States false Cetera Financial Specialists LLC 10358 None None 1450 AMERICAN LANE Suite 650 Schaumburg IL ILLINOIS 60173 All States false Cetera Investment Services LLC 15340 None None 400 FIRST ST. S. SUITE 300 ST. CLOUD MN MINNESOTA 56301 All States false Cherrydale Wealth Management, LLC 171541 None None 221 River Street 9th Floor Hoboken NJ NEW JERSEY 07030 CA CALIFORNIA NJ NEW JERSEY NY NEW YORK TX TEXAS false Citigroup Global Markets, Inc. 7059 None None 388 Greenwich St New York NY NEW YORK 10013 All States false ClarFeld (dba Citizens Private Wealth) 106743 None None 520 White Plains Road 3rd Floor Tarrytown NY NEW YORK 10591 All States false Commonwealth Equity Services, LLC, dba Commonwealth Financial Network 8032 None None 29 SAWYER ROAD Waltham MA MASSACHUSETTS 02453 All States false Concurrent Investment Advisors, LLC 323135 None None 100 S. Ashley Drive Suite 830 Tampa FL FLORIDA 33602 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA PR PUERTO RICO RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Corient Private Wealth LLC 319448 None None 830 Brickell Plaza Suite 4800 Miami FL FLORIDA 33131 All States false D.A. Davidson & Co. 199 None None 8 Third Street North Great Falls MT MONTANA 59401 All States false Deutsche Bank Securities, Inc. 2525 None None One Columbus Circle New York NY NEW YORK 10019 All States false Element Pointe Advisors, LLC (element point family office) 282750 None None 333 SE 2nd Ave Suite 2520 Miami FL FLORIDA 33131 CA CALIFORNIA CT CONNECTICUT DE DELAWARE FL FLORIDA TX TEXAS false Everest Management Corp 142945 None None 10080 N. Wolfe RD. Suite SW3-200 Cupertino CA CALIFORNIA 95014 CA CALIFORNIA TX TEXAS false Evoke Wealth, LLC 300856 None None 10635 Santa Monica Blvd Suite 240 Los Angeles CA CALIFORNIA 90025 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA KS KANSAS MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MT MONTANA NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN WY WYOMING false First Foundation Advisors 106075 None None 1810 Von Karman Ave Suite 700 Irvine CA CALIFORNIA 92612 AL ALABAMA AK ALASKA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MN MINNESOTA MO MISSOURI NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Fortis Capital Management, LLC 172198 None None 3600 136th Pl SE Suite 270 Bellevue WA WASHINGTON 98006 CA CALIFORNIA TX TEXAS WA WASHINGTON false Goldman Sachs Custody Solutions (Folio Investments, Inc) 48015 None None 8180 GREENSBORO DR 8th Floor MCLEAN VA VIRGINIA 22102 All States false Goldman Sachs & Co LLC 361 None None 200 West St. New York NY NEW YORK 10282 All States false Greenwood Family Advisors, LLC 304820 None None 1395 Brickell Ave Suite 800 Miami FL FLORIDA 33131 FL FLORIDA false GW&K Investment Management, LLC 121942 None None 222 Berkeley St. 15th Fl Boston MA MASSACHUSETTS 02116 All States false Harbor Investment Advisory, LLC 151085 None None 2330 W. Joppa Rd Suite 160 Lutherville MD MARYLAND 21093 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA IA IOWA LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA false HB Wealth Management, LLC (Homrich Berg) 316731 None None 3550 Lenox Rd Suite 2700 Atlanta GA GEORGIA 30326 All States false Hightower Advisors, LLC 145323 None None 200 W. Madison St. Suite 2500 Chicago IL ILLINOIS 60606 All States false Hirtle, Callaghan & Co., LLC 105403 None None 300 Barr Harbor Dr 5th Floor West Conshohocken PA PENNSYLVANIA 19428 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WY WYOMING false Hudson Valley Investment Advisors, Inc 107387 None None 117 Grand St. 2nd Fl Goshen NY NEW YORK 10924 CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA LA LOUISIANA MD MARYLAND MA MASSACHUSETTS NE NEBRASKA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VT VERMONT VA VIRGINIA false Huntleigh Advisors, Inc 113412 None None 7800 Forsyth Blvd. 5th Floor St. Louis MO MISSOURI 63105 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO DE DELAWARE FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON false iCapital Markets LLC, Institutional Capital Network, Inc 118219 None None 60 EAST 42ND STREET 26TH FLOOR New York NY NEW YORK 10165 All States false ICONIQ Capital 159198 None None 20 Beale St. Suite 2300 San Francisco CA CALIFORNIA 94105 CA CALIFORNIA FL FLORIDA NY NEW YORK TX TEXAS false IEQ Capital 301819 None None 950 Tower Lane Suite 1800 Foster City CA CALIFORNIA 94404 LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN WY WYOMING false Independent Financial Group (IFG) 7717 None None 12571 High Vluff Dr. Suite 200 San Diego CA CALIFORNIA 92130 All States false John Moore & Associates, Inc. 109791 None None 8220 San Pedro Dr. NE Suite 310 Scottsdale AZ ARIZONA 87113 AZ ARIZONA CA CALIFORNIA CO COLORADO GA GEORGIA LA LOUISIANA NM NEW MEXICO NC NORTH CAROLINA OR OREGON TX TEXAS false Kestra Investment Services, LLC 42046 None None 5707 Southwest Parkway Building 2, Suite 400 Austin TX TEXAS 78735 All States false Kukui Tree Capital Management 330374 None None 545 Middlefield Rd Suite 205 Menlo Park CA CALIFORNIA 94025 CA CALIFORNIA false Legacy Capital Wealth Partners, LLC 291960 None None 8315 Cantrell RD Suite 200 Little Rock AR ARKANSAS 72227 AR ARKANSAS IL ILLINOIS LA LOUISIANA MS MISSISSIPPI TX TEXAS false Leo Wealth, LLC 283891 None None 860 Airport Freeway Suite 402 Hurst, TX TX TEXAS 76054 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA IN INDIANA IA IOWA LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OK OKLAHOMA PA PENNSYLVANIA TX TEXAS VA VIRGINIA false LPL Financial LLC 6413 None None 1055 LPL WAY FORT MILL SC SOUTH CAROLINA 29715 All States false MDRN Capital 325950 None None 1997 Annapolic Exchange Parkway Suite 300 Annapolis MD MARYLAND 21401 FL FLORIDA LA LOUISIANA MD MARYLAND MI MICHIGAN MO MISSOURI NC NORTH CAROLINA OH OHIO PA PENNSYLVANIA TX TEXAS UT UTAH VA VIRGINIA false Monarch Wealth Strategies 136029 None None 222 East Carillo St. Suite 208 Santa Barbara CA CALIFORNIA 93101 AZ ARIZONA CA CALIFORNIA LA LOUISIANA NH NEW HAMPSHIRE TX TEXAS false Morling Financial Advisors, LLC 111819 None None 39355 California St Suite 201A Fremont CA CALIFORNIA 94598 CA CALIFORNIA TN TENNESSEE TX TEXAS WA WASHINGTON false NRI Wealth Management, LLC 162234 None None 5201 Great America Pkwy Suite 350 Santa Clara CA CALIFORNIA 95404 CA CALIFORNIA TX TEXAS false Palo Alto Wealth Advisors, LLC 285326 None None 715 Colorado Avenue Suite A Palo Alto CA CALIFORNIA 94303 CA CALIFORNIA TX TEXAS false Paradigm Wealth Management 148662 None None 159 Crocker Park Blvd Suite 100 Westlake OH OHIO 44145 FL FLORIDA IL ILLINOIS IN INDIANA OH OHIO false Paragon Capital Management, LLC 105147 None None 999 18th St Suite 1401 Denver CO COLORADO 80202 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA NH NEW HAMPSHIRE WA WASHINGTON false Poinciana Advisors Group, LLC 137423 None None 3300 PGA Blvd Suite 200 Palm Beach Gardens FL FLORIDA 33410 FL FLORIDA TX TEXAS false Private Wealth Asset Management 315819 None None 1100 Capitol Ave. Suite 200 Omaha NE NEBRASKA 68102 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS IA IOWA LA LOUISIANA MI MICHIGAN MN MINNESOTA NE NEBRASKA NH NEW HAMPSHIRE SC SOUTH CAROLINA TN TENNESSEE TX TEXAS WY WYOMING false Promethium Advisors, LLC 329565 None None 7272 Wisconsin Ave 10-105 Bethesda MD MARYLAND 20814 DC DISTRICT OF COLUMBIA MD MARYLAND NY NEW YORK VA VIRGINIA false Prospero Wealth LLC 289966 None None 7724 35th Ave NE #15170 Seattle WA WASHINGTON 98115 CA CALIFORNIA OR OREGON TX TEXAS WA WASHINGTON false Purshe Kaplan Sterling Investments 35747 None None 80 STATE STREET Albany NY NEW YORK 12207 All States false JP Morgan Private Wealth Advisors LLC 108559 None None 1 Front Street San Francisco CA CALIFORNIA 94111 All States false Reshape LLC 330582 None None 65 Bay Street Suite 3403 Jersey City NJ NEW JERSEY 07032 CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK TX TEXAS false Salem Partners Wealth Management, LLC 131359 None None 11111 Santa Monica Blvd Suite 2250 Los Angeles CA CALIFORNIA 90025 CA CALIFORNIA TX TEXAS false Sanctuary Advisors, LLC 226606 Sanctuary Securities, Inc 205 3815 River Crossing Pkwy Suite 200 Indianapolis IN INDIANA 46240 All States false Sapient Capital, LLC 324899 None None 401 Pennsylvania Pkwy Suite100 Indianapolis IN INDIANA 46280 AZ ARIZONA CA CALIFORNIA CO COLORADO DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN NE NEBRASKA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false Seven Post Investment Office LP 157435 None None One Montgomery St Suite 3150 San Francisco CA CALIFORNIA 94105 AL ALABAMA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA HI HAWAII ME MAINE NV NEVADA NY NEW YORK OH OHIO OR OREGON PA PENNSYLVANIA SD SOUTH DAKOTA TX TEXAS WA WASHINGTON WY WYOMING false Signature Estate and Investment Advisors LLC 108163 None None 2121 Avenue of the Stars Suite 1600 Los Angeles CA CALIFORNIA 90067 All States false SpirePoint Private Client 327350 None None 830 Azalea Lane West Vero Beach FL FLORIDA 32963 FL FLORIDA IL ILLINOIS LA LOUISIANA NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA TX TEXAS false Stevens Capital Partners Inc. 317517 None None 15514 Spaulding Plaza Suite D02 Omaha NE NEBRASKA 68116 CA CALIFORNIA FL FLORIDA GA GEORGIA IL ILLINOIS IA IOWA MN MINNESOTA NE NEBRASKA NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA TX TEXAS false Steward Partners Investment Solutions, LLC 283004 None None 140 E. 45th St 36th Floor New York NY NEW YORK 10017 All States false Summit Trail Advisors, LLC 220519 None None 140 E. 45th St 28th Floor New York NY NEW YORK 10017 FL FLORIDA GA GEORGIA HI HAWAII IL ILLINOIS IN INDIANA LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA PR PUERTO RICO RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN WY WYOMING false Summit Trail Securities, LLC 285784 None None 140 E. 45th St New York NY NEW YORK 10017 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IA IOWA LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WI WISCONSIN false The Portfolio Strategy Group, LLC 166593 None None 50 Maine St. Suite 1280 White Plains NY NEW YORK 10606 CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS LA LOUISIANA MD MARYLAND MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK PA PENNSYLVANIA TX TEXAS false Tiedemann Advisors, LLC 147189 None None 22 Vanderbilt Avenue 27th Floor New York NY NEW YORK 10017 AK ALASKA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA IL ILLINOIS LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MN MINNESOTA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Truist Investment Services, Inc.?(FKA Suntrust Investment Services) 17499 None None 303 Peachtree St 2nd Floor Atlanta GA GEORGIA 30308 All States false UBS Financial Services, Inc. 8174 None None 1200 Harbor Blvd Weehawken NJ NEW JERSEY 07086 All States false Wells Fargo Advisors Financial Network, LLC 11025 None None One North Jeffferson Ave H0004-05C St Louis MO MISSOURI 63103 All States false Wells Fargo Clearing Services, LLC 19616 None None One North Jeffferson Ave H0004-05C St Louis MO MISSOURI 63103 All States false Indefinite 1262917511 Indefinite false 1038 7020857 0 Clarification of Item 12: The recipients listed are in addition to those reported in the filing submitted on 3.4.2024 with the exception of Securities Americas, Inc., Triad Advisors, LLC and Woodbury Financial Services who were intentionally removed. 0 false Clearlane Capital Fund LLC /s/ A. John Murphy A. John Murphy Vice President 2025-03-03