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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Penserra Capital Management
California
$171K -$80.8K -226 -33%
PS
652
Principal Securities
Iowa
$169K – – –
GBT
653
Grove Bank & Trust
Florida
$158K +$101K +281 +191%
SW
654
SVB Wealth
Massachusetts
$155K -$121K -338 -45%
SAM
655
Smartleaf Asset Management
Massachusetts
$151K +$11.8K +33 +9%
LC
656
Lindbrook Capital
California
$143K +$25.8K +72 +23%
ADL
657
Asset Dedication LLC
California
$138K -$1.79K -5 -1%
OWA
658
Opal Wealth Advisors
New York
$138K +$134K +374 New
C
659
Covestor
United Kingdom
$127K -$14.7K -41 -11%
CF
660
Centaurus Financial
California
$117K +$4.29K +12 +4%
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$107K – – –
CH
662
Cromwell Holdings
Wyoming
$104K +$34.3K +96 +52%
WTC
663
WhitTier Trust Company
Nevada
$104K – – –
SIM
664
Sentry Investment Management
Wisconsin
$102K +$22.5K +63 +26%
MHR
665
Matthew Hamilton Rosenberg
$102K – – –
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$97.3K +$21.5K +60 +29%
AF
667
Allworth Financial
California
$94.8K +$9.66K +27 +11%
GM
668
GeoWealth Management
Illinois
$91.8K -$39.7K -111 -31%
GIA
669
GHP Investment Advisors
Colorado
$91.3K -$12.2K -34 -12%
VCM
670
Versant Capital Management
Arizona
$80.7K – – –
HPC
671
HM Payson & Co
Maine
$79.2K – – –
PK
672
Pflug Koory
Nebraska
$75.2K – – –
ST
673
Smithfield Trust
Pennsylvania
$75K – – –
IA
674
IFP Advisors
Florida
$73.5K -$93.4K -261 -57%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$69.3K +$11.1K +31 +20%
25 26
27
28 29