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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
LCA
2001
Legend Capital Advisors
New York
– -$95.8K -1,630 Closed
MWC
2002
MBM Wealth Consultants
Missouri
– -$94.2K -1,602 Closed
SIS
2003
Sound Income Strategies
Florida
– -$83.1K -1,357 Closed
TPWA
2004
Twin Peaks Wealth Advisors
California
– -$66.7K -1,134 Closed
DI
2005
DAGCO Inc
Ohio
– -$64.7K -1,100 Closed
WA
2006
Whipplewood Advisors
Colorado
– -$62.5K -1,064 Closed
WPA
2007
Wealth Preservation Advisors
Tennessee
– -$59.8K -1,017 Closed
HIIFS
2008
Harel Insurance Investments & Financial Services
Israel
– -$39K -660 Closed
WG
2009
Wellington Group
Indiana
– -$35.6K -606 Closed
IAAG
2010
Innovative Asset Advisors Group
Connecticut
– -$32K -544 Closed
TGY2IT
2011
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$29.9K -508 Closed
BOJHT
2012
Bank of Jackson Hole Trust
Wyoming
– -$26K -442 Closed
RMC
2013
Resources Management Corp
Connecticut
– -$21K -350 Closed
ORAM
2014
One River Asset Management
Connecticut
– -$8.46K -144 Closed
RCM
2015
Richardson Capital Management
Wisconsin
– -$7.05K -120 Closed
RFG
2016
REAP Financial Group
Texas
– -$5.88K -100 Closed
TLFA
2017
True Link Financial Advisors
California
– -$5.88K -100 Closed
CFG
2018
Clayton Financial Group
Missouri
– -$5.23K -89 Closed
DIP
2019
DT Investment Partners
Pennsylvania
– -$5.06K -86 Closed
RCM
2020
Raleigh Capital Management
North Carolina
– -$4.94K -84 Closed
CT
2021
Coastline Trust
Rhode Island
– -$4.06K -69 Closed
PWA
2022
Portus Wealth Advisors
North Carolina
– -$2.35K -40 Closed
DWP
2023
Destiny Wealth Partners
Florida
– -$2.12K -36 Closed
WCM
2024
Winthrop Capital Management
Indiana
– -$2K -32 Closed
IWS
2025
Intentional Wealth Strategies
Colorado
– -$1.29K -22 Closed
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