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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
751
Trivium Point Advisory
Connecticut
$757K -$64.4K -1,684 -8%
DAS
752
Diversify Advisory Services
Utah
$756K +$113K +2,943 +17%
MWM
753
Mattern Wealth Management
Kansas
$755K -$19.1K -500 -2%
IAA
754
Independent Advisor Alliance
North Carolina
$745K +$9.64K +252 +1%
AWM
755
AE Wealth Management
Kansas
$742K +$63.6K +1,661 +9%
AM
756
AGF Management
Ontario, Canada
$741K +$545K +14,237 +267%
MYLI
757
Meiji Yasuda Life Insurance
Japan
$735K -$32.8K -856 -4%
BAM
758
Byrne Asset Management
New Jersey
$731K -$739K -19,325 Closed
BCV
759
Banque Cantonale Vaudoise
Switzerland
$731K +$738K +19,298 New
EFS
760
Essex Financial Services
Connecticut
$726K +$21.5K +561 +3%
FTWA
761
Fifth Third Wealth Advisors
Ohio
$725K -$129K -3,368 -15%
QI
762
Qtron Investments
Massachusetts
$725K – – –
RWM
763
Ritholtz Wealth Management
New York
$719K +$39.8K +1,041 +6%
CNC
764
Citizens & Northern Corp
Pennsylvania
$718K +$1.88K +49 +0.3%
NW
765
NewEdge Wealth
Pennsylvania
$712K -$674K -17,621 -48%
AC
766
Avestar Capital
New York
$707K +$231K +6,042 +48%
BBA
767
Baader Bank Aktiengesellschaft
Germany
$699K +$435K +11,380 +134%
VCP
768
Verus Capital Partners
Arizona
$699K -$958K -25,025 -58%
QP
769
Quilter Plc
United Kingdom
$696K -$20.9K -545 -3%
PCA
770
Pallas Capital Advisors
Massachusetts
$695K +$703K +18,368 New
WBWA
771
William B. Walkup & Associates
South Carolina
$694K +$52.3K +1,366 +8%
MSFS
772
Main Street Financial Solutions
Pennsylvania
$693K +$701K +18,309 New
GCM
773
Gables Capital Management
Florida
$693K – – –
NSIM
774
North Star Investment Management
Illinois
$689K -$1.97M -51,562 -74%
ACS
775
Archford Capital Strategies
Illinois
$689K +$2.87K +75 +0.4%
29 30
31
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