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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
476
Shufro Rose & Co
New York
$1.77M – – –
UCFA
477
United Capital Financial Advisors
Texas
$1.76M -$56.9K -75 -3%
WJWM
478
Williams Jones Wealth Management
New York
$1.74M +$111K +146 +7%
GG
479
Gofen & Glossberg
Illinois
$1.7M +$41K +54 +2%
TI
480
Tidal Investments
Wisconsin
$1.69M +$417K +549 +31%
DF
481
Donoghue Forlines
Massachusetts
$1.68M +$1.75M +2,307 New
CCP
482
Corient Capital Partners
California
$1.68M -$13.7K -18 -0.8%
ACA
483
Atlas Capital Advisors
Wyoming
$1.66M – – –
FMT
484
First Mercantile Trust
Tennessee
$1.65M -$121K -159 -7%
DADC
485
D.A. Davidson & Co
Montana
$1.65M +$43.2K +57 +3%
ACM
486
Argyle Capital Management
Pennsylvania
$1.64M – – –
P
487
Pitcairn
Pennsylvania
$1.63M -$96.4K -127 -5%
AT
488
Arden Trust
Delaware
$1.62M -$9.11K -12 -0.5%
CA
489
CSM Advisors
Pennsylvania
$1.62M +$114K +150 +7%
CFG
490
Citizens Financial Group
Rhode Island
$1.61M +$1.24M +1,630 +279%
CAM
491
Cresset Asset Management
Illinois
$1.6M +$150K +198 +10%
VIA
492
Vident Investment Advisory
Georgia
$1.6M +$438K +577 +36%
LSA
493
L & S Advisors
California
$1.58M -$12.1K -16 -0.7%
JSC
494
Jackson Square Capital
California
$1.57M – – –
CCM
495
Cohen Capital Management
California
$1.56M – – –
CPA
496
Capital Planning Advisors
California
$1.55M +$31.9K +42 +2%
ARMT
497
Amica Retiree Medical Trust
Rhode Island
$1.53M -$435K -573 -21%
WANY
498
Wealthspire Advisors (New York)
New York
$1.5M +$1.57M +2,065 New
EFM
499
E Fund Management
China
$1.5M +$1.56M +2,062 New
FTDI
500
First Trust Direct Indexing
Massachusetts
$1.43M +$85.7K +113 +6%
18 19
20
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