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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1226
Patrick M. Sweeney & Associates
Illinois
$203K +$169K +4,443 New
FI
1227
Finivi Inc
Massachusetts
$203K +$178K +4,679 New
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$202K +$177K +4,670 New
PCH
1229
PGIM Custom Harvest
New Jersey
$202K -$47.7K -1,256 -21%
BBW
1230
Blue Barn Wealth
Utah
$202K -$40K -1,054 -18%
AC
1231
ASB Consultores
Florida
$201K +$176K +4,640 New
LCWP
1232
Legacy Capital Wealth Partners
Arkansas
$201K +$176K +4,638 New
HBT
1233
Heartland Bank & Trust
Illinois
$201K -$290K -7,625 -62%
AWM
1234
Accel Wealth Management
Iowa
$200K +$176K +4,623 New
FPB
1235
First PREMIER Bank
South Dakota
$195K – – –
FWM
1236
Focused Wealth Management
New York
$194K -$74.5K -1,962 -30%
AUB
1237
Atlantic Union Bankshares
Virginia
$193K +$169K +4,449 New
IWA
1238
Icon Wealth Advisors
Texas
$193K +$12K +316 +8%
MPWT
1239
MassMutual Private Wealth & Trust
Connecticut
$190K -$29.9K -786 -15%
WTC
1240
WhitTier Trust Company
Nevada
$187K -$1.86K -49 -1%
GBT
1241
Grove Bank & Trust
Florida
$186K -$36.3K -957 -18%
AC
1242
AlphaCore Capital
California
$185K +$162K +4,270 New
FMII
1243
Farmers & Merchants Investments Inc
Nebraska
$184K – – –
MSE
1244
MUFG Securities EMEA
United Kingdom
$184K +$161K +4,234 New
CH
1245
Cromwell Holdings
Wyoming
$176K -$5.13K -135 -3%
OC
1246
Oakworth Capital
Alabama
$175K – – –
QWM
1247
Quaker Wealth Management
New Jersey
$174K +$153K +4,023 New
BLC
1248
Brown, Lisle/Cummings
Rhode Island
$169K – – –
PFG
1249
Putney Financial Group
California
$165K +$140K +3,685 +2,835%
HI
1250
Hoey Investments
Pennsylvania
$165K +$144K +3,800 New
48 49
50
51 52