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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
901
Transcend Capital Advisors
New Jersey
$345K -$1.43M -32,285 -82%
SA
902
Syntax Advisors
New York
$345K -$119K -2,677 -28%
VCG
903
Vantage Consulting Group
Virginia
$345K -$119K -2,677 -28%
SIA
904
Soltis Investment Advisors
Utah
$344K +$5.93K +134 +2%
ESB
905
Essex Savings Bank
Connecticut
$344K +$85.3K +1,926 +39%
BJL
906
Brighton Jones LLC
Washington
$339K -$25.1K -567 -8%
PCP
907
Proficio Capital Partners
Massachusetts
$339K +$301K +6,807 New
FWM
908
Focused Wealth Management
New York
$338K -$89.8K -2,027 -23%
BFS
909
Bard Financial Services
Connecticut
$336K +$299K +6,750 New
FCA
910
FinTrust Capital Advisors
South Carolina
$335K +$155K +3,504 +109%
BBHC
911
Brown Brothers Harriman & Co
New York
$335K +$157K +3,534 +111%
MSFS
912
Main Street Financial Solutions
Pennsylvania
$333K -$33.4K -753 -10%
BFPW
913
BOK Financial Private Wealth
Colorado
$333K +$78.4K +1,771 +36%
SIA
914
Sit Investment Associates
Minnesota
$332K -$80.8K -1,825 -21%
MCM
915
Mill Capital Management
North Carolina
$332K – – –
ETIA
916
Epic Trust Investment Advisors
Washington
$332K +$295K +6,669 New
HWM
917
HB Wealth Management
Georgia
$331K +$294K +6,645 New
WWM
918
Western Wealth Management
Colorado
$330K +$293K +6,622 New
AWM
919
Avior Wealth Management
Nebraska
$325K +$26.8K +604 +10%
CAG
920
Csenge Advisory Group
Florida
$324K +$288K +6,511 New
AWM
921
Axxcess Wealth Management
California
$323K +$14.7K +333 +5%
LB
922
Leo Brokerage
Texas
$317K +$282K +6,371 New
SIM
923
SSI Investment Management
California
$316K -$3.54K -80 -1%
FAM
924
Fulcrum Asset Management
United Kingdom
$315K – – –
SP
925
Successful Portfolios
Florida
$315K – – –
35 36
37
38 39