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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIM
701
M&G Investment Management
United Kingdom
$343K – – –
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$342K +$16.5K +28 +5%
SWA
703
SFMG Wealth Advisors
Texas
$340K – – –
VDI
704
Vaughan David Investments
Illinois
$340K – – –
VRM
705
Vectors Research Management
New York
$337K – – –
CFGS
706
Concourse Financial Group Securities
Alabama
$335K +$132K +224 +72%
SCA
707
Spearhead Capital Advisors
Florida
$335K +$316K +536 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$330K – – –
GI
709
Gradient Investments
Minnesota
$330K +$101K +171 +48%
FFA
710
First Foundation Advisors
California
$326K – – –
RG
711
Rathbones Group
United Kingdom
$323K – – –
FNBOO
712
First National Bank of Omaha
Nebraska
$322K – – –
CIM
713
Contravisory Investment Management
Massachusetts
$320K +$114K +194 +61%
SWP
714
Stratos Wealth Partners
Ohio
$317K +$15.3K +26 +5%
PWP
715
Private Wealth Partners
California
$313K – – –
PHS
716
Pekin Hardy Strauss
Illinois
$313K +$5.9K +10 +2%
MHC
717
Meyer Handelman Company
New York
$307K – – –
PHAM
718
Palisades Hudson Asset Management
Florida
$307K – – –
PCP
719
Proficio Capital Partners
Massachusetts
$306K +$4.72K +8 +2%
CWM
720
Connecticut Wealth Management
Connecticut
$306K +$27.7K +47 +11%
VAS
721
Vestmark Advisory Solutions
Massachusetts
$305K +$16.5K +28 +6%
SAM
722
Strategy Asset Managers
California
$304K -$971K -1,646 -77%
MC
723
Moors & Cabot
Massachusetts
$303K -$117K -198 -29%
CBFP
724
Cedar Brook Financial Partners
Ohio
$300K -$39.5K -67 -12%
BRWA
725
B. Riley Wealth Advisors
Florida
$300K -$22.4K -38 -7%
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