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Freeport-McMoran
FCX

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2001
Resources Management Corp
Connecticut
– -$21K -350 Closed
ORAM
2002
One River Asset Management
Connecticut
– -$8.46K -144 Closed
RCM
2003
Richardson Capital Management
Wisconsin
– -$7.05K -120 Closed
RFG
2004
REAP Financial Group
Texas
– -$5.88K -100 Closed
TLFA
2005
True Link Financial Advisors
California
– -$5.88K -100 Closed
CFG
2006
Clayton Financial Group
Missouri
– -$5.23K -89 Closed
DIP
2007
DT Investment Partners
Pennsylvania
– -$5.06K -86 Closed
RCM
2008
Raleigh Capital Management
North Carolina
– -$4.94K -84 Closed
CT
2009
Coastline Trust
Rhode Island
– -$4.06K -69 Closed
PWA
2010
Portus Wealth Advisors
North Carolina
– -$2.35K -40 Closed
DWP
2011
Destiny Wealth Partners
Florida
– -$2.12K -36 Closed
WCM
2012
Winthrop Capital Management
Indiana
– -$2K -32 Closed
IWS
2013
Intentional Wealth Strategies
Colorado
– -$1.29K -22 Closed
LWMI
2014
Legacy Wealth Management (Idaho)
Idaho
– -$1.18K -20 Closed
TWM
2015
TopTier Wealth Management
Wisconsin
– -$999 -17 Closed
VR
2016
Vision Retirement
New Jersey
– -$823 -14 Closed
WA
2017
Walsh & Associates
Florida
– -$353 -6 Closed
SA
2018
Scarborough Advisors
Maryland
– -$235 -4 Closed
EA
2019
Evolution Advisers
Virginia
– +$129 +2 New
NWM
2020
Navigoe Wealth Management
California
– +$836 +13 New
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