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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1001
Merrion Investment Management
New Jersey
$240K – – –
NCM
1002
Novare Capital Management
North Carolina
$240K – – –
EFMC
1003
Empire Financial Management Company
New York
$240K +$229K +6,000 New
LCM
1004
Lazari Capital Management
California
$240K +$229K +5,999 New
SIMG
1005
Sonora Investment Management Group
Arizona
$238K +$227K +5,958 New
EWA
1006
EverSource Wealth Advisors
Alabama
$237K +$107K +2,819 +91%
RMAM
1007
Raab & Moskowitz Asset Management
New Jersey
$237K -$14.9K -390 -6%
QI
1008
Qtron Investments
Massachusetts
$234K – – –
LWM
1009
Laidlaw Wealth Management
New York
$234K +$1.26K +33 +0.6%
SI
1010
Sprott Inc
Ontario, Canada
$232K +$13.7K +360 +7%
CA
1011
Claro Advisors
Massachusetts
$232K +$1.18K +31 +0.5%
RSWM
1012
Robertson Stephens Wealth Management
California
$231K +$229 +6 +0.1%
BL
1013
Balentine LLC
Georgia
$231K -$270K -7,096 -55%
PIA
1014
Perennial Investment Advisors
California
$231K +$8.08K +212 +4%
CIP
1015
Convergence Investment Partners
Florida
$231K +$220K +5,781 New
CFP
1016
Catalyst Financial Partners
Massachusetts
$231K +$20.3K +532 +10%
SWS
1017
SYSTM Wealth Solutions
Illinois
$230K +$219K +5,745 New
WTC
1018
WhitTier Trust Company
Nevada
$229K +$8.38K +220 +4%
FPFS
1019
First Personal Financial Services
North Carolina
$228K -$30.5K -800 -12%
WB
1020
WesBanco Bank
West Virginia
$227K -$10.2K -268 -5%
EWA
1021
Exencial Wealth Advisors
Oklahoma
$226K +$8K +210 +4%
IDBONY
1022
Israel Discount Bank of New York
New York
$226K -$45.2K -1,187 -17%
PTC
1023
Private Trust Company
Ohio
$225K +$53.2K +1,396 +33%
LBC
1024
Lowe Brockenbrough & Co
Virginia
$224K -$1.75K -46 -0.8%
SIA
1025
Schear Investment Advisers
Ohio
$223K -$10.4K -273 -5%
39 40
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