MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 350 $52.4K 0.03% -390 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 346 $51.9K <0.01% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 344 $51.6K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 338 $50.7K 0.01% +111 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 332 $49.8K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 311 $46.6K <0.01% -348 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 302 $45.3K 0.02% -275 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 302 $45.3K 0.02% +2 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $45K 0.02% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 300 $45K 0.02% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 297 $44.5K <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 295 $44.2K 0.03% -11 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 266 $39.9K <0.01% -550 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 265 $39.8K <0.01% -5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 256 $38K <0.01% -11 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 250 $37.5K 0.02% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 249 $37.4K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 247 $37K 0.02% -72 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 247 $37K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 245 $36.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 242 $36.3K <0.01% -135 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 242 $36.3K <0.01% -72 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 239 $36K <0.01% -127 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 237 $36K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 236 $35.3K <0.01% +29 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 226 $33.9K <0.01% -86 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 223 $33.5K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 222 $33.3K <0.01% +155 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 220 $33K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 212 $32K <0.01% -28 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 210 $31.5K <0.01% +49 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 205 $30.8K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 201 $30.1K <0.01% +65 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 200 $30K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 200 $30K 0.01% -200 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $30K 0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 200 $30K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 194 $29.1K <0.01% new 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 187 $28.3K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 180 $27K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 178 $26.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 174 $26.1K <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 174 $26.1K 0.01% -5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 172 $25.8K 0.01% +75 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 171 $25.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 166 $24.9K <0.01% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 160 $24.1K <0.01% +1 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 150 $23K <0.01% +26 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 152 $22.8K 0.02% +34 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 150 $22.7K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 150 $22.5K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 148 $22.2K <0.01% -6,503 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 143 $21K 0.01% -56 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 134 $20.1K <0.01% +9 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 130 $19.5K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 129 $19.4K 0.02% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 125 $19K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 124 $18.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 124 $18.6K <0.01% +7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 121 $18.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 119 $18K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 119 $17.9K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 119 $17.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 119 $17.8K <0.01% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 114 $17.7K <0.01% +17 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 117 $17.6K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $17.2K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 112 $16.8K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 110 $16.5K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 110 $16.5K <0.01% +29 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 109 $16.4K 0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 106 $15.9K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. 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Advisory Services LLC 100 $15K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 92 $13.8K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 91 $13.7K 0.01% +10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 86 $12.9K <0.01% -50 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 85 $12.8K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 85 $12.7K 0.01% +1 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 83 $12.5K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 83 $12.4K <0.01% +12 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 83 $12.4K <0.01% +12 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80 $12K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 78 $11.7K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 76 $11.4K <0.01% +44 13F-HR Timeline Trust Co More: the full row for Trust Co 75 $11.2K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 75 $11.2K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 75 $11.2K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 75 $11.2K <0.01% -100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 72 $10.8K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 70 $10.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 70 $10.5K <0.01% +47 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 69 $10.3K <0.01% +10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 69 $10.3K <0.01% +8 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 65 $9.75K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 62 $9.3K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 60 $9.06K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 63 $9K <0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 61 $9K 0.01% -46 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 60 $9K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 59 $8.85K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 59 $8.81K <0.01% +55 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 56 $8.4K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $8.4K <0.01% +8 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 55 $8.25K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 54 $8.1K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 53 $7.95K 0.01% +16 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 53 $7.89K <0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $7.85K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 52 $7.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 51 $7.65K <0.01% -6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 50 $7.5K <0.01% 0 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 50 $7.5K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 50 $7.5K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 50 $7.5K <0.01% +20 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 49 $7.35K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 48 $7.23K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 45 $6.75K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 44 $6.6K <0.01% +6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 42 $6.3K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 41 $6.22K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 41 $6.15K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 41 $6.15K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $6K <0.01% +3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 36 $5.4K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $5.25K <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 35 $5.25K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 35 $5K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $4.8K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for NBT BANK, N.A. 23 $3.45K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 23 $3.45K <0.01% -186 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 22 $3.3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 22 $3.3K <0.01% -13 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 21 $3.15K <0.01% -30 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 21 $3.15K <0.01% +18 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20 $3.15K <0.01% -632 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $3K <0.01% +14 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 20 $3K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 20 $3K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 18 $2.7K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 18 $2.7K <0.01% -7 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 18 $2.7K <0.01% -3,216 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $2.55K <0.01% +15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $2.55K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16 $2.4K <0.01% -42 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 16 $2.4K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 16 $2.4K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $2.25K <0.01% +7 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $2.1K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15 $2K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 13 $1.96K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.92K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12 $1.8K <0.01% -115 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.8K <0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $1.65K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $1.65K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $1.5K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 10 $1.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.5K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10 $1.5K <0.01% new 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10 $1.5K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 10 $1.5K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 11 $1.49K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 9 $1.38K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 8 $1.2K <0.01% 0 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $1.05K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7 $1.05K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 7 $1.05K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $1.05K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 5 $1K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $900 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $900 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $900 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6 $900 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 6 $900 <0.01% +5 13F-HR Timeline BARRETT & COMPANY, INC. 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