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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
651
City Holding Co
West Virginia
$75K – – –
CAW
652
Cornerstone Advisors (Washington)
Washington
$73K +$4.5K +12 +7%
TFS
653
TrustCore Financial Services
Tennessee
$73K +$57.7K +154 +497%
QT
654
Quantamental Technologies
New York
$72K +$68.2K +182 New
YWP
655
YorkBridge Wealth Partners
New York
$70K – – –
WTC
656
WhitTier Trust Company
Nevada
$68K – – –
CIM
657
Contravisory Investment Management
Massachusetts
$66K +$62.6K +167 New
SWA
658
Sutton Wealth Advisors
Florida
$64.4K +$3.75K +10 +7%
TCM
659
Tradewinds Capital Management
Washington
$64K – – –
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$1.12K +3 +2%
SIAP
661
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
SLF
662
Sun Life Financial
Ontario, Canada
$55K -$58.5K -156 -53%
PFBT
663
Parkside Financial Bank & Trust
Missouri
$55K +$3K +8 +6%
HNB
664
Huntington National Bank
Ohio
$53K – – –
MRCM
665
M&R Capital Management
New Jersey
$49K – – –
TA
666
TCG Advisors
Texas
$49K – – –
IWA
667
IBEX Wealth Advisors
New Jersey
$49K +$47.2K +126 New
PFO
668
Pathstone Family Office
New Jersey
$46K – – –
AF
669
Allworth Financial
California
$45K – – –
BWP
670
Baldwin Wealth Partners
Massachusetts
$45K – – –
PW
671
Price Wealth
Texas
$43K +$4.12K +11 +11%
MCM
672
Manchester Capital Management
Vermont
$42K – – –
RCAG
673
Rehmann Capital Advisory Group
Michigan
$41.1K -$749 -2 -2%
VCM
674
Versant Capital Management
Arizona
$41K -$8.99K -24 -19%
LWM
675
Lenox Wealth Management
Ohio
$38K – – –
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