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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
501
EP Wealth Advisors
California
$339K -$49.8K -155 -12%
DPIM
502
Duff & Phelps Investment Management
Illinois
$338K +$11.9K +37 +3%
FWIA
503
Fort Washington Investment Advisors
Ohio
$337K -$71K -221 -16%
IFWM
504
Institute for Wealth Management
Colorado
$334K -$7.71K -24 -2%
WI
505
Wintrust Investments
Illinois
$334K +$370K +1,150 New
ASN
506
Advisory Services Network
Georgia
$334K -$582K -1,810 -61%
PFA
507
Pure Financial Advisors
California
$329K -$1.61K -5 -0.4%
FM
508
Foster & Motley
Ohio
$328K +$122K +378 +50%
CCM
509
Chiron Capital Management
Florida
$321K +$355K +1,105 New
AWM
510
Axxcess Wealth Management
California
$320K +$142K +441 +67%
SP
511
Symmetry Partners
Connecticut
$319K – – –
FFM
512
Forum Financial Management
Illinois
$316K -$321 -1 -0.1%
CW
513
CreativeOne Wealth
Kansas
$314K +$130K +403 +60%
CI
514
Cigna Investments
Connecticut
$312K +$2.89K +9 +0.8%
LSAG
515
Lake Street Advisors Group
New Hampshire
$312K -$17.7K -55 -5%
CCA
516
Checchi Capital Advisers
California
$310K -$38.9K -121 -10%
AG
517
AlTi Global
New York
$308K +$130K +404 +62%
RIL
518
Rothschild Investment LLC
Illinois
$307K +$281K +873 +474%
AT
519
Arden Trust
Delaware
$306K -$180K -561 -35%
DWM
520
Defined Wealth Management
Oregon
$305K -$51.4K -160 -13%
PIM
521
Plato Investment Management
Australia
$301K +$263K +818 +374%
BP
522
BBR Partners
New York
$300K +$332K +1,033 New
MAS
523
Meeder Advisory Services
Ohio
$300K -$96.8K -301 -23%
BWM
524
Biltmore Wealth Management
Arizona
$299K – – –
EWA
525
Exencial Wealth Advisors
Oklahoma
$299K -$14M -43,674 -98%
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