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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
601
Peoples Bank (Ohio)
Ohio
$251K – – –
GWM
602
Gitterman Wealth Management
New Jersey
$251K +$235K +615 New
QC
603
Quent Capital
New York
$251K +$2.68K +7 +1%
KOC
604
Koss-Olinger Consulting
Florida
$250K -$383 -1 -0.2%
FFA
605
Farther Finance Advisors
California
$248K +$41.3K +108 +22%
CWM
606
Challenger Wealth Management
California
$247K +$1.53K +4 +0.7%
CLA
607
Carnegie Lake Advisors
New Jersey
$245K – – –
CAMG
608
CWA Asset Management Group
Florida
$242K -$10.3K -27 -4%
BFIM
609
Beese Fulmer Investment Management
Ohio
$242K – – –
PCM
610
Parsons Capital Management
Rhode Island
$242K – – –
ECM
611
Evergreen Capital Management
Washington
$241K +$11.5K +30 +5%
DOA
612
D'Orazio & Associates
Virginia
$240K -$38.3K -100 -15%
PFM
613
Patton Fund Management
Texas
$240K +$225K +588 New
NG
614
Norden Group
Utah
$238K +$8.04K +21 +4%
CAM
615
Claret Asset Management
Quebec, Canada
$238K +$222K +581 New
SBFM
616
S-Bank Fund Management
Finland
$237K -$201K -524 -47%
PP
617
PDS Planning
Ohio
$237K +$222K +579 New
IWM
618
IHT Wealth Management
Illinois
$235K +$766 +2 +0.3%
WPC
619
Wedmont Private Capital
Pennsylvania
$235K +$223K +582 New
EP
620
Edgestream Partners
New Jersey
$234K -$2.73M -7,129 -93%
MOS
621
MGO One Seven
Ohio
$234K +$219K +572 New
AFT
622
Alpha Family Trust
California
$233K – – –
PIA
623
Powell Investment Advisors
Florida
$233K +$9.57K +25 +5%
SWM
624
Sculati Wealth Management
Michigan
$231K – – –
WAM
625
Walker Asset Management
Missouri
$230K – – –
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