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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
Woodline Partners
California
$338K +$396K +8,863 New
MWM
1027
Massachusetts Wealth Management
Massachusetts
$337K -$17.9K -400 -4%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$336K -$14.7K -328 -4%
CGL
1029
Clarius Group LLC
Washington
$336K +$44.7K +999 +13%
PFA
1030
Petra Financial Advisors
Colorado
$335K -$1.3K -29 -0.3%
QCIG
1031
Quad-Cities Investment Group
Iowa
$334K -$9.17K -205 -2%
SW
1032
SVB Wealth
Massachusetts
$333K +$391K +8,747 New
WMA
1033
West Michigan Advisors
Michigan
$333K +$47.6K +1,064 +14%
LC
1034
Lindbrook Capital
California
$332K +$31.8K +710 +9%
CHAM
1035
Clear Harbor Asset Management
Connecticut
$332K +$389K +8,706 New
PPWP
1036
Premier Path Wealth Partners
New Jersey
$330K -$40.8K -912 -10%
ITIM
1037
Indiana Trust & Investment Management
Indiana
$329K -$184K -4,121 -32%
SIC
1038
Sage Investment Counsel
Tennessee
$329K +$386K +8,635 New
HWP
1039
Highline Wealth Partners
California
$327K +$5.5K +123 +1%
BBA
1040
Baader Bank Aktiengesellschaft
Germany
$324K +$380K +8,500 New
LSIA
1041
LaSalle St. Investment Advisors
Illinois
$321K +$21K +470 +6%
SAM
1042
Smartleaf Asset Management
Massachusetts
$321K +$123K +2,751 +49%
LSAG
1043
Lake Street Advisors Group
New Hampshire
$319K -$51.5K -1,152 -12%
PGFC
1044
Peapack-Gladstone Financial Corp
New Jersey
$312K -$22.5K -504 -6%
AP
1045
Americana Partners
Texas
$310K -$5.41K -121 -1%
GSWM
1046
Golden State Wealth Management
California
$310K +$364K +8,142 New
SCM
1047
Shelton Capital Management
Colorado
$309K -$16.5K -368 -4%
B
1048
Bellecapital
Switzerland
$309K – – –
CMMS
1049
Comprehensive Money Management Services
Florida
$308K +$362K +8,091 New
WIM
1050
Westside Investment Management
California
$308K +$9.84K +220 +3%
40 41
42
43 44