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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
651
Barrett Asset Management
New York
$16K – – –
MWM
652
MinichMacGregor Wealth Management
New York
$16K – – –
RWA
653
Ropes Wealth Advisors
Massachusetts
$16K – – –
SSB
654
Sandy Spring Bank
Maryland
$16K – – –
OSNBOA
655
Old Second National Bank of Aurora
Illinois
$16K +$15.3K +50 New
AF
656
Allworth Financial
California
$15K -$1.83K -6 -12%
CWM
657
Cranbrook Wealth Management
Michigan
$14K – – –
KTC
658
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$5.49K +18 +75%
CFA
660
Camarda Financial Advisors
Florida
$13K – – –
HCM
661
Hilton Capital Management
New York
$13K – – –
OIA
662
OneDigital Investment Advisors
Kansas
$13K – – –
SFM
663
Signet Financial Management
New Jersey
$13K +$4.88K +16 +70%
PWAG
664
Polaris Wealth Advisory Group
California
$13K +$12.2K +40 New
WAS
665
WESPAC Advisors SoCal
California
$13K +$12.2K +40 New
MWPCG
666
Measured Wealth Private Client Group
New Hampshire
$13K +$13.1K +43 New
WIM
667
Westside Investment Management
California
$12.9K +$11K +36 +900%
GI
668
Gradient Investments
Minnesota
$12K – – –
NCM
669
Nelson Capital Management
California
$11K – – –
CC
670
Claybrook Capital
Massachusetts
$10K – – –
IP
671
Intellectus Partners
California
$10K – – –
SFG
672
SevenBridge Financial Group
Pennsylvania
$10K – – –
TL
673
TrueWealth LLC
Georgia
$10K – – –
TFS
674
TrustCore Financial Services
Tennessee
$10K – – –
CAG
675
Csenge Advisory Group
Florida
$10K +$10.4K +34 New
25 26
27
28 29