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Charter Communications

Name Holding Trade Value Shares
Change
Change in
Stake
WW
451
Winnow Wealth
Texas
$624K +$726K +2,008 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$617K +$18.1K +50 +3%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$596K +$180K +499 +40%
ETC
454
Exchange Traded Concepts
Oklahoma
$593K -$18.1K -50 -3%
NAAA
455
New Age Alpha Advisors
New York
$593K +$625K +1,729 New
KAS
456
Kestra Advisory Services
Texas
$591K +$68K +188 +12%
CA
457
Clearstead Advisors
Ohio
$589K -$231K -639 -27%
VI
458
Vestcor Inc
New Brunswick, Canada
$580K -$1.08K -3 -0.2%
AFM
459
Armstrong Fleming & Moore
District of Columbia
$577K
PWMG
460
Prestige Wealth Management Group
New Jersey
$577K -$60.7K -168 -9%
QC
461
Quantessence Capital
New York
$576K +$607K +1,679 New
HWM
462
HB Wealth Management
Georgia
$569K +$45.6K +126 +8%
SRL
463
Scientech Research LLC
New Jersey
$560K -$1.98M -5,481 -77%
IFWM
464
Institute for Wealth Management
Colorado
$545K -$79.9K -221 -12%
PAM
465
Panagora Asset Management
Massachusetts
$514K -$1.26M -3,494 -70%
AG
466
AlTi Global
New York
$512K -$362 -1 -0.1%
LSA
467
Leonteq Securities AG
Switzerland
$496K +$356K +984 +213%
ACA
468
Atlas Capital Advisors
Wyoming
$495K +$496K +1,373 +1,961%
WT
469
Whittier Trust
California
$492K -$183K -507 -26%
APG Asset Management
470
APG Asset Management
Netherlands
$491K
MSA
471
MUFG Securities Americas
New York
$489K +$516K +1,428 New
AAIS
472
ABN AMRO Investment Solutions
$484K -$471K -1,302 -48%
EML
473
Eos Management LP
New York
$480K
KeyBank National Association
474
KeyBank National Association
Ohio
$477K +$12.7K +35 +3%
AWM
475
Apollon Wealth Management
South Carolina
$470K +$22.4K +62 +5%