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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
526
Raymond James Trust
Florida
$491K +$88.5K +217 +21%
TPI
527
Trust Point Inc
Wisconsin
$489K +$513K +1,259 New
TAM
528
Trust Asset Management
Texas
$473K – – –
DWM
529
Defined Wealth Management
Oregon
$470K +$816 +2 +0.2%
BFS
530
Bradley Foster & Sargent
Connecticut
$463K -$48.9K -120 -9%
CCA
531
Checchi Capital Advisers
California
$461K +$2.04K +5 +0.4%
IFWM
532
Institute for Wealth Management
Colorado
$457K +$17.1K +42 +4%
SMH
533
Sanders Morris Harris
Texas
$455K -$1.63K -4 -0.3%
MJRIC
534
Mogy Joel R Investment Counsel
California
$454K -$5.3K -13 -1%
CI
535
CX Institutional
Indiana
$452K -$8.97K -22 -2%
BCV
536
Banque Cantonale Vaudoise
Switzerland
$445K -$238K -584 -34%
PFA
537
Pure Financial Advisors
California
$442K -$85.6K -210 -16%
QCG
538
Quadrant Capital Group
Ohio
$440K -$27.7K -68 -6%
LSAG
539
Lake Street Advisors Group
New Hampshire
$438K +$460K +1,127 New
DPIM
540
Duff & Phelps Investment Management
Illinois
$437K – – –
EH
541
Equitable Holdings
New York
$435K +$457K +1,120 New
SIA
542
Schechter Investment Advisors
Michigan
$433K -$4.49K -11 -1%
SP
543
Symmetry Partners
Connecticut
$431K +$192K +472 +75%
AC
544
AXQ Capital
New Jersey
$428K +$449K +1,100 New
DMBA
545
Deseret Mutual Benefit Administrators
Utah
$427K +$104K +256 +30%
FFM
546
Forum Financial Management
Illinois
$423K – – –
OAM
547
Ostrum Asset Management
France
$421K -$247K -605 -36%
BRWA
548
B. Riley Wealth Advisors
Florida
$417K +$22.4K +55 +5%
VFA
549
Valeo Financial Advisors
Indiana
$417K -$10.2K -25 -2%
CI
550
Cigna Investments
Connecticut
$414K -$10.6K -26 -2%
20 21
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