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Name Holding Trade Value Shares
Change 		Change in
Stake
TT
676
Tiedemann Trust
Delaware
$329K – – –
IB
677
Intrust Bank
Kansas
$322K -$39.1K -295 -12%
IUAM
678
Itau USA Asset Management
New York
$316K -$225K -1,700 -44%
ACI
679
Alpha Cubed Investments
California
$314K +$289K +2,181 New
CIA
680
CCM Investment Advisers
South Carolina
$311K -$260K -1,960 -47%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$309K +$26.5K +200 +10%
BTNA
682
Bremer Trust National Association
Minnesota
$306K – – –
WF
683
Welch & Forbes
Massachusetts
$303K -$2.65K -20 -0.9%
USGIU
684
U.S. Global Investors (USGI)
Texas
$302K +$132K +1,000 +91%
UGIF
685
US Global Investors Funds
Maine
$302K +$278K +2,100 New
SNT
686
Security National Trust
West Virginia
$301K -$6.62K -50 -2%
WB
687
Webster Bank
Connecticut
$297K – – –
ARMT
688
Amica Retiree Medical Trust
Rhode Island
$295K +$272K +2,052 New
BHWM
689
Bar Harbor Wealth Management
New Hampshire
$291K – – –
DG
690
Davidson & Garrard
Virginia
$290K – – –
BIA
691
Biondo Investment Advisors
Pennsylvania
$288K -$331K -2,500 -56%
CW
692
Cabot-Wellington
Massachusetts
$288K – – –
ESBC
693
E.S. Barr & Co
Kentucky
$288K – – –
PHS
694
Pekin Hardy Strauss
Illinois
$288K – – –
WAM
695
Wolverine Asset Management
Illinois
$287K -$1.48M -11,200 -85%
ICAS
696
Investors Capital Advisory Services
Massachusetts
$287K +$266K +2,008 New
KIA
697
KCM Investment Advisors
California
$286K -$397 -3 -0.2%
TIA
698
Tiemann Investment Advisors
California
$283K +$260K +1,966 New
WA
699
Waverly Advisors
Alabama
$278K +$4.5K +34 +2%
WTC
700
WhitTier Trust Company
Nevada
$273K – – –
26 27
28
29 30