| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 457,712 | 443,752 | +13,960 | 1.36 | 1.29 | 0.00 | sell |
| Cambridge Investment Research Advisors, Inc. | 161,980 | 167,897 | +5,917 | 0.02 | 0.02 | -0.00 | buy |
| Merk Investments LLC | 18,063 | 14,525 | +3,538 | 0.30 | 0.21 | 0.00 | sell |
| Cadence Bank | 30,536 | 28,967 | +1,569 | 0.05 | 0.05 | 0.00 | sell |
| Global Retirement Partners, LLC | 8,926 | 7,531 | +1,395 | 0.01 | 0.01 | 0.00 | sell |
| THOMPSON DAVIS & CO., INC. | 12,815 | 12,315 | +500 | 0.32 | 0.26 | 0.00 | sell |
| Castleview Partners, LLC | 2,149 | 2,115 | +34 | 0.04 | 0.04 | 0.00 | sell |
| OPPENHEIMER & CO INC | 82,238 | 73,890 | -8,348 | 0.03 | 0.03 | -0.01 | sell |