| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Financial Sense Advisors, Inc. | 337,378 | 2,422,000 | 73.62% | ||
| 2 | FIRST FOUNDATION ADVISORS | 53,591 | 385,000 | 11.70% | ||
| 3 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 34,880 | 250,000 | 7.60% | ||
| 4 | Beaumont Financial Partners, LLC | 20,420 | 147,000 | 4.47% | ||
| 5 | CHICKASAW CAPITAL MANAGEMENT LLC | 10,000 | 72,000 | 2.19% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2,000 | 14,000 | 0.43% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.