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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$368K +$19.7K +29 +5%
ICP
702
Ironvine Capital Partners
Nebraska
$367K – – –
IA
703
IFP Advisors
Florida
$365K -$139K -204 -27%
SWA
704
SFMG Wealth Advisors
Texas
$365K – – –
PWMG
705
Prestige Wealth Management Group
New Jersey
$365K +$28.6K +42 +8%
AC
706
Abbrea Capital
California
$361K +$74.2K +109 +25%
AWM
707
Apollon Wealth Management
South Carolina
$361K +$105K +154 +39%
EHC
708
Everett Harris & Co
California
$359K – – –
HDIM
709
Hanson & Doremus Investment Management
Vermont
$357K +$372K +547 New
PA
710
Pinnacle Associates
New York
$357K +$372K +547 New
RWA
711
Roberts Wealth Advisors
California
$356K -$47.7K -70 -11%
RG
712
Rathbones Group
United Kingdom
$355K +$18.4K +27 +5%
DT
713
Diversified Trust
Tennessee
$351K -$42.9K -63 -10%
TCOV
714
Trust Company of Vermont
Vermont
$342K -$50.4K -74 -12%
VDI
715
Vaughan David Investments
Illinois
$342K – – –
EAM
716
Erste Asset Management
Austria
$342K +$355K +521 New
HWM
717
HB Wealth Management
Georgia
$341K +$356K +523 New
ICP
718
Interchange Capital Partners
Pennsylvania
$339K +$354K +520 New
CQS
719
Credential Qtrade Securities
$336K -$81K -119 -19%
BWM
720
BerganKDV Wealth Management
Minnesota
$329K – – –
BFPW
721
BOK Financial Private Wealth
Colorado
$329K +$47.7K +70 +16%
WFI
722
West Family Investments
California
$327K -$57.9K -85 -15%
LBC
723
Lowe Brockenbrough & Co
Virginia
$326K – – –
PHS
724
Pekin Hardy Strauss
Illinois
$325K -$20.4K -30 -6%
IAN
725
Integrated Advisors Network
Texas
$324K -$675K -991 -67%
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