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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Claro Advisors
Massachusetts
$15K +$14.4K +46 New
ATC
677
Adirondack Trust Company
New York
$14K -$4.08K -13 -21%
BAM
678
Barrett Asset Management
New York
$14K – – –
RWA
679
Ropes Wealth Advisors
Massachusetts
$14K – – –
SSB
680
Sandy Spring Bank
Maryland
$14K – – –
KTC
681
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$314 +1 +2%
LWM
683
Liberty Wealth Management
California
$12K +$13.5K +43 New
WIM
684
Westside Investment Management
California
$11.4K – – –
OSNBOA
685
Old Second National Bank of Aurora
Illinois
$11K -$3.76K -12 -24%
HCM
686
Hilton Capital Management
New York
$11K – – –
WAS
687
WESPAC Advisors SoCal
California
$11K – – –
SIAG
688
Signet Investment Advisory Group
Rhode Island
$11K +$12.5K +40 New
NCM
689
Nelson Capital Management
California
$10K – – –
FWM
690
Focused Wealth Management
New York
$10K +$3.76K +12 +52%
EWM
691
Executive Wealth Management
Michigan
$10K +$10.7K +34 New
BGIM
692
Brandywine Global Investment Management
Pennsylvania
$10K +$11K +35 New
TL
693
TrueWealth LLC
Georgia
$9K – – –
TFS
694
TrustCore Financial Services
Tennessee
$9K – – –
APC
695
Aspire Private Capital
North Carolina
$9K +$9.41K +30 New
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9.72K +31 New
NIM
697
NuWave Investment Management
New Jersey
$9K +$10.4K +33 New
RA
698
Rational Advisors
New York
$9K +$10.4K +33 New
GI
699
Gradient Investments
Minnesota
$8K -$2.2K -7 -19%
FA
700
Fortis Advisors
Pennsylvania
$8K – – –
26 27
28
29 30