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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EP Wealth Advisors
California
$842K +$158K +3,515 +26%
MAM
777
Morse Asset Management
Connecticut
$842K -$1.13M -24,984 -60%
WC
778
Weil Company
California
$840K -$480K -10,646 -39%
RWM
779
Ritholtz Wealth Management
New York
$834K -$4.42K -98 -0.6%
TA
780
TruWealth Advisors
Louisiana
$831K +$56.2K +1,246 +8%
BP
781
Ballentine Partners
Massachusetts
$827K +$13.1K +291 +2%
CWP
782
Curated Wealth Partners
California
$809K +$1.13K +25 +0.2%
DAS
783
Diversify Advisory Services
Utah
$805K -$248K -5,503 -25%
EHWM
784
Eads & Heald Wealth Management
Georgia
$801K -$80.2K -1,780 -10%
DFCM
785
Dark Forest Capital Management
Puerto Rico
$794K +$717K +15,907 New
CIP
786
Convergence Investment Partners
Florida
$792K -$65.8K -1,460 -8%
NB
787
NBT Bank
New York
$791K -$17.2K -382 -2%
TYCC
788
Texas Yale Capital Corp
Florida
$790K +$84.7K +1,880 +13%
MGIA
789
Moneta Group Investment Advisors
Missouri
$790K -$38K -844 -5%
JCM
790
Jacobi Capital Management
Pennsylvania
$782K +$58.5K +1,298 +9%
SCM
791
Semanteon Capital Management
Massachusetts
$781K -$419K -9,297 -37%
MFIM
792
Mesirow Financial Investment Management
Illinois
$781K +$12.6K +279 +2%
MIP
793
Marietta Investment Partners
Wisconsin
$780K -$266K -5,900 -27%
GC
794
Guidance Capital
Kentucky
$778K +$33.8K +750 +5%
ZIMP
795
Zimmermann Investment Management & Planning
Pennsylvania
$777K -$8.43K -187 -1%
IAMOG
796
Investors Asset Management of Georgia
Georgia
$775K -$4.24K -94 -0.6%
QCG
797
Quadrant Capital Group
Ohio
$774K +$7.89K +175 +1%
GSEP
798
Golden State Equity Partners
California
$774K +$102K +2,262 +17%
RA
799
Ransom Advisory
Rhode Island
$769K – – –
LC
800
Landaas & Company
Wisconsin
$768K – – –
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