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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
626
Sound View Wealth Advisors Group
Georgia
$359K +$41.4K +85 +12%
GWM
627
Geneos Wealth Management
Colorado
$358K -$40.5K -83 -10%
SI
628
Stephens Inc
Arkansas
$356K +$17.6K +36 +5%
LS
629
Livforsakringsbolaget Skandia
Sweden
$353K -$244K -500 -40%
ISL
630
Ingalls & Snyder LLC
New York
$346K – – –
VFA
631
Valeo Financial Advisors
Indiana
$345K -$32.7K -67 -8%
VAS
632
Vestmark Advisory Solutions
Massachusetts
$344K -$138K -283 -28%
LHC
633
Little House Capital
Massachusetts
$342K – – –
SA
634
Syntax Advisors
New York
$338K +$69.2K +142 +25%
VCG
635
Vantage Consulting Group
Virginia
$338K +$69.2K +142 +25%
FMLI
636
Fukoku Mutual Life Insurance
Japan
$336K – – –
DOA
637
D'Orazio & Associates
Virginia
$335K +$30.2K +62 +10%
PA
638
Parallel Advisors
California
$333K +$13.7K +28 +4%
DT
639
Diversified Trust
Tennessee
$330K -$7.8K -16 -2%
NP
640
NorthRock Partners
Minnesota
$330K +$110K +225 +47%
AC
641
Annandale Capital
Texas
$328K +$341K +700 New
TI
642
Trexquant Investment
Connecticut
$323K -$748K -1,534 -69%
SAM
643
Steinberg Asset Management
New York
$323K -$9.75K -20 -3%
BAM
644
Belpointe Asset Management
Nevada
$321K -$975 -2 -0.3%
OPS
645
Orion Portfolio Solutions
Nebraska
$320K -$33.6K -69 -9%
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$318K +$331K +679 New
EIP
647
Epoch Investment Partners
New York
$316K -$165K -339 -33%
AF
648
Advisornet Financial
Minnesota
$316K -$105K -215 -24%
AWA
649
Aaron Wealth Advisors
Illinois
$314K -$36.6K -75 -10%
QC
650
Quent Capital
New York
$314K +$9.75K +20 +3%
24 25
26
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