1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,940 $820K 0.04% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 7,048 $820K 0.01% +500 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 6,926 $819K 0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,905 $816K 0.08% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,782 $813K 0.66% +247 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,848 $810K 0.03% -47,217 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,841 $809K 0.2% -152 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,836 $808K -149 Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,816 $806K 0.09% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 6,771 $800K 0.02% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,730 $796K 0.45% +20 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,706 $793K 0.05% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,696 $792K 0.29% +777 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 6,680 $790K 0.67% +2,290 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,668 $788K 0.06% +781 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,653 $786K 0.03% -2,630 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,634 $784K 0.07% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,507 $769K 0.32% +170 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,471 $765K 0.44% +204 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,456 $763K <0.01% -138,075 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,447 $762K 0.01% +70 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,401 $757K <0.01% -294 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,394 $756K 0.03% -258 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,378 $754K 0.09% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,338 $749K 0.09% -1,878 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,340 $745K 0.02% +2,086 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 6,300 $745K 0.39% -2,500 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,296 $744K 0.04% -14,340 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 6,275 $742K <0.01% -3,780 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,239 $738K 0.03% +2,445 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,239 $738K 0.02% +2,856 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,220 $735K 0.04% +630 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,212 $734K 0.3% +491 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,210 $734K 0.07% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,200 $733K 0.38% +75 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 6,168 $729K 0.05% -51,579 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,129 $725K 0.02% +4,732 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,030 $713K 0.27% -701 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,019 $712K 0.19% -372 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,976 $706K 0.1% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,956 $704K 0.03% +296 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 5,928 $701K 0.27% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,886 $696K 0.01% +159 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,862 $693K 0.14% +1,282 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 5,835 $690K 0.38% -2,014 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 5,816 $688K 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,753 $680K 0.11% +435 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,746 $679K 0.02% +515 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,723 $677K 0.06% 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,714 $675K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,362 $675K 0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,704 $674K 0.17% +208 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,700 $674K 0.02% +5,100 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,683 $672K 0.27% +1,669 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,560 $658K 0.29% -5,022 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,553 $656K 0.04% -3,889 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 5,097 $650K 0.23% -2,077 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,484 $648K 0.05% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,478 $648K 0.13% +1,962 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,929 $647K 0.41% +125 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,449 $644K 0.03% +3,709 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,448 $644K 0.19% -3,666 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,404 $639K 0.2% -257 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 5,398 $638K 0.21% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,392 $637K 0.03% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 5,387 $637K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,373 $635K 0.09% -74 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,331 $630K 0.07% -1,076 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,289 $625K 0.03% +292 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,265 $622K 0.04% -1,855 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,255 $621K 0.02% +677 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,240 $619K 0.1% -75 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,227 $618K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,226 $618K <0.01% +1,396 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,223 $617K 0.08% +1,395 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 5,216 $617K 0.28% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,184 $613K 0.14% -150 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,163 $610K 0.12% +1,670 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,120 $605K 0.08% +160 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,106 $604K 0.02% -211 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,101 $603K <0.01% -526 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,116 $600K <0.01% -6,463 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,074 $600K 0.1% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,136 $598K 0.02% +425 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,040 $596K 0.04% -100 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,002 $591K 0.01% +705 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,000 $591K 0.04% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,996 $591K 0.06% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,960 $586K 0.03% +603 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,928 $583K 0.04% -9,272 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,913 $581K 0.01% -877 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,904 $580K 0.03% -2 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,903 $580K 0.53% +458 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 4,878 $577K -1,810 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,885 $573K 0.04% +973 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,846 $573K 0.01% -1,735 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,798 $567K 0.14% +835 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,763 $563K 0.23% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,736 $560K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,727 $559K 0.01% -1,251 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,709 $557K <0.01% -394,000 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,698 $555K 0.29% +102 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,693 $555K 0.13% -310 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,676 $553K 0.23% +2,072 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,656 $550K 0.01% -74 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,635 $548K 0.12% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,629 $547K 0.01% -1,002 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,624 $547K 0.36% +135 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,606 $544K 0.32% +167 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 4,595 $543K 0.03% -4,605 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,593 $543K 0.04% -123 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,590 $543K 0.1% +750 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,585 $542K 0.01% -8,147 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 4,583 $542K 0.37% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,580 $541K 0.04% -549 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,567 $540K 0.01% -3,234 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,556 $539K 0.04% +1,041 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,537 $536K 0.06% -235 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,511 $533K 0.01% -69,207 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRUST POINT INC. More: the full row for TRUST POINT INC. 4,500 $532K 0.05% +1,668 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,495 $531K 0.25% +180 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,492 $531K 0.22% +75 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 4,486 $530K 0.55% +1,226 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,447 $526K 0.02% +1,206 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,430 $524K 0.02% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,496 $523K <0.01% -85 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,420 $522K 0.39% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,413 $522K 0.02% +258 13F-HR Timeline S&CO INC More: the full row for S&CO INC 4,410 $521K 0.03% -414 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,393 $519K 0.2% +787 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,378 $518K 0.09% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,371 $517K 0.07% -35 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,361 $516K 0.01% -1,639 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,337 $513K 0.04% -184 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,321 $511K 0.06% -1,457 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,301 $508K 0.01% +857 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,279 $506K 0.04% -946 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,254 $503K 0.8% -686 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,250 $502K 0.02% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,231 $500K 0.32% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,210 $498K 0.03% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,210 $498K 0.26% +73 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,188 $495K 0.01% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,175 $494K 0.08% -162 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,168 $493K 0.17% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,166 $492K 0.02% -97 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,162 $492K 0.17% -3,331 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,127 $488K 0.01% -846 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,071 $481K 0.2% -73 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,062 $480K 0.24% +1,710 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,057 $480K 0.14% -291 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,040 $478K 0.39% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,032 $477K 0.01% +238 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,011 $474K 0.05% -455 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 3,981 $471K 0.21% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,966 $469K 0.03% -45 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,952 $467K 0.11% -126 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,947 $467K 0.1% -4,057 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,907 $462K 0.1% +3,873 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,888 $460K 0.03% -48 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,888 $460K 0.02% -2,279 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,882 $459K 0.29% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,871 $458K 0.2% -70 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,841 $454K 0.14% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,830 $453K 0.03% +890 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,830 $453K 0.09% +21 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,816 $451K 0.38% -35 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,771 $446K 0.01% -19,288 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,763 $445K 0.13% +798 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,763 $445K 0.03% -3,775 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,757 $444K 0.07% -2,742 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,750 $443K 0.07% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,690 $436K 0.3% -1,176 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,688 $436K <0.01% -114,638 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,828 $436K 0.03% -12,774 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,680 $435K 0.01% -78 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,692 $429K 0.03% -674 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,622 $428K 0.03% -512 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,619 $428K +1,059 Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,611 $427K 0.06% -241 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,600 $426K 0.04% -1,542 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,575 $423K 0.41% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,500 $414K 0.38% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,493 $413K 0.01% +561 13F-HR Timeline Wallace Capital Management Inc. 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