Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,814 $144K 0.01% -200 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,789 $143K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10,755 $143K 0.03% -300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,711 $142K 0.01% -294 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 10,687 $142K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,937 $141K 0.01% -2,814 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,502 $139K 0.01% new 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,500 $139K 0.12% +1,000 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 10,444 $139K 0.03% -1,898 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10,427 $138K 0.1% -5,463 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 10,182 $138K 0.09% +182 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,368 $138K 0.03% 0 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 10,365 $138K -1,256,286 Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,161 $135K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9,550 $134K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,080 $134K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 10,068 $134K 0.02% 0 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,000 $133K 0.05% -1,300 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 10,000 $133K 0.06% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 10,000 $133K 0.11% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,570 $127K 0.07% +9,470 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,500 $126K 0.1% +1,000 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 9,400 $125K <0.01% +3,300 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,794 $117K <0.01% -372 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,509 $113K <0.01% +6,221 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,452 $112K <0.01% +274 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,215 $109K <0.01% +3,653 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 7,608 $101K <0.01% -5,724 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,431 $98.7K <0.01% -4,261 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,872 $91.3K <0.01% +764 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,677 $88.7K <0.01% +287 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,656 $88.4K 0.01% -24 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,170 $82K <0.01% +2,267 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,152 $81.7K <0.01% -71 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,000 $79.7K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,509 $73K 0.01% -22,613 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,250 $69.7K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,000 $66.4K 0.03% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,427 $58.8K 0.02% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,070 $54K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,915 $52K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,725 $49.5K <0.01% -1,200 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,600 $47.8K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,486 $46.3K 0.02% +718 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,312 $44.4K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,309 $43.9K <0.01% +3,200 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,100 $41.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,040 $40.4K 0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,715 $36.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,654 $35.2K <0.01% +695 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,640 $35.1K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,558 $34K <0.01% -3 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,512 $33.4K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,461 $32.7K <0.01% +1,855 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,221 $29.5K <0.01% +1,200 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,045 $27.2K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,000 $26.8K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,000 $26.6K 0.01% -1,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,990 $26.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,921 $25.5K <0.01% +427 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,008 $24.6K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,700 $22.6K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,517 $20.1K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,500 $19.9K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,381 $18K <0.01% -274 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,304 $17.3K <0.01% -1,380 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,300 $17.3K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,296 $17K <0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,280 $17K 0.01% -64 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,259 $16.7K <0.01% +274 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,250 $16.6K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,246 $16.5K <0.01% +209 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,200 $15.9K <0.01% -40 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,172 $15.6K <0.01% +40 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,081 $14.5K <0.01% +533 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,033 $13.7K <0.01% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,032 $13.7K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,027 $13.6K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,004 $13.3K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,001 $13.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 999 $13.3K <0.01% +293 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 997 $13.2K <0.01% -40 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 943 $12.5K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 910 $12.1K <0.01% +883 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 910 $12.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 841 $11.2K <0.01% -10,500 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 759 $10.1K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 766 $10K 0.01% -2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 699 $9.28K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 692 $9.19K <0.01% +71 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 652 $9.13K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 668 $8.87K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 642 $8.53K <0.01% +75 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 640 $8.5K <0.01% +600 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 615 $8.17K 0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 614 $8.15K <0.01% -300 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 602 $7.99K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 600 $7.97K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 590 $7.83K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 590 $7.83K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 581 $7.72K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 575 $7.64K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 514 $6.83K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $6.64K <0.01% -300 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 500 $6.64K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 487 $6.47K <0.01% -1,403 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 460 $6.11K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $5.91K <0.01% +40 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 440 $5.84K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 425 $5.64K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 420 $5.58K <0.01% +167 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 405 $5.38K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 393 $5.22K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $5K <0.01% 0 13F-HR/A Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 390 $5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 372 $4.94K <0.01% -9 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 358 $4.75K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 355 $4.71K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 345 $4.58K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 341 $4.53K <0.01% -109 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 335 $4.45K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 290 $3.85K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 285 $3.79K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 276 $3.67K <0.01% +200 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 254 $3.37K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 250 $3.32K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 243 $3.23K <0.01% +242 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 218 $2.9K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $2.66K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 182 $2.42K <0.01% -37 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 160 $2.12K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 150 $2.04K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 150 $1.99K <0.01% -190 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $1.99K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 124 $1.65K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $1.33K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 100 $1.33K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $1.33K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $1.33K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 100 $1.33K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $1.33K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 90 $1.2K <0.01% +10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 88 $1.17K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 84 $1.12K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 100 $1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $857 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $704 <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 48 $638 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 48 $637 <0.01% +8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 47 $624 <0.01% -1,244 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 46 $611 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 30 $399 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 25 $332 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 19 $253 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17 $226 <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 13 $173 <0.01% -1,887 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $154 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10 $133 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $129 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $93 <0.01% new 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 7 $93 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $66 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $40 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $27 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1 $13 <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% -9 13F-HR Timeline Value filed as zero, left out of ratios.