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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
951
Keudell/Morrison Wealth Management
Oregon
$280K +$45.5K +1,095 +19%
IDBONY
952
Israel Discount Bank of New York
New York
$279K +$2.08K +50 +0.7%
WJA
953
Willis Johnson & Associates
Texas
$279K +$32.7K +787 +13%
CFGS
954
Concourse Financial Group Securities
Alabama
$278K +$5.53K +133 +2%
HIA
955
Harbor Investment Advisory
Maryland
$278K +$9.82K +236 +4%
PMG
956
ProVise Management Group
Florida
$276K -$22.9K -550 -8%
SA
957
Syntax Advisors
New York
$275K -$87.3K -2,099 -24%
VCG
958
Vantage Consulting Group
Virginia
$275K -$87.3K -2,099 -24%
WPC
959
White Pine Capital
Minnesota
$274K -$119K -2,850 -30%
WIM
960
Westside Investment Management
California
$273K -$20.8K -499 -7%
MCM
961
Mill Capital Management
North Carolina
$273K – – –
FW
962
FirstPurpose Wealth
Utah
$271K -$50.9K -1,224 -16%
IGGA
963
Iron Gate Global Advisors
Utah
$270K – – –
MW
964
Marcum Wealth
Ohio
$269K +$13.1K +316 +5%
ORAM
965
One River Asset Management
Connecticut
$268K +$21.8K +524 +9%
9WM
966
9258 Wealth Management
Ohio
$268K -$1.54K -37 -0.6%
LAM
967
Lakewood Asset Management
Illinois
$267K +$499 +12 +0.2%
FPFS
968
First Personal Financial Services
North Carolina
$266K -$440K -10,566 -62%
1WM
969
1900 Wealth Management
Texas
$265K – – –
IAS
970
Insigneo Advisory Services
Florida
$265K +$48.8K +1,174 +22%
BC
971
Brookfield Corp
Ontario, Canada
$264K +$269K +6,465 New
SOS
972
Silver Oak Securities
Tennessee
$264K +$269K +6,455 New
FCM
973
Fourpath Capital Management
Oklahoma
$263K -$3.95K -95 -1%
SWA
974
SFMG Wealth Advisors
Texas
$262K +$2.95K +71 +1%
IMOV
975
Investment Management of Virginia
Virginia
$261K – – –
37 38
39
40 41