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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
701
Vantage Consulting Group
Virginia
$354K +$76.7K +114 +30%
NIMI
702
Natixis Investment Managers International
France
$344K -$8.08K -12 -2%
FFA
703
First Foundation Advisors
California
$338K +$24.2K +36 +8%
ONGA
704
O'Neil Global Advisors
California
$338K +$315K +468 New
CWP
705
Curated Wealth Partners
California
$337K -$102K -152 -25%
FPS
706
Fieldpoint Private Securities
Connecticut
$333K -$57.2K -85 -16%
WDA
707
Wendell David Associates
New Hampshire
$333K +$12.8K +19 +4%
QC
708
QCM Cayman
Texas
$332K +$310K +460 New
BWP
709
BSW Wealth Partners
Colorado
$331K +$34.3K +51 +13%
CWM
710
Chesapeake Wealth Management
Virginia
$328K -$13.5K -20 -4%
SGI
711
Summit Global Investments
Utah
$325K -$1.01M -1,494 -77%
PCAP
712
Pratt Collard Advisory Partners
New York
$325K – – –
JPG
713
Jordan Park Group
California
$325K +$303K +450 New
CPO
714
Cerity Partners OCIO
New York
$324K +$76.1K +113 +34%
CIP
715
Convergence Investment Partners
Florida
$321K -$13.5K -20 -4%
HB
716
Homrich & Berg
Georgia
$321K +$54.5K +81 +22%
CWM
717
Connecticut Wealth Management
Connecticut
$320K -$31K -46 -9%
PGFC
718
Peapack-Gladstone Financial Corp
New Jersey
$314K +$2.69K +4 +0.9%
RPWA
719
Regent Peak Wealth Advisors
Georgia
$312K +$46.4K +69 +20%
EN1L
720
Engine No 1 LLC
California
$312K +$291K +432 New
FNBOO
721
First National Bank of Omaha
Nebraska
$309K – – –
AF
722
Alerus Financial
North Dakota
$308K -$1.46M -2,173 -84%
PP
723
Palladium Partners
Virginia
$305K +$1.35K +2 +0.5%
SAM
724
Silvercrest Asset Management
New York
$304K – – –
KIA
725
KCM Investment Advisors
California
$302K -$3.37K -5 -1%
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