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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$340K -$88.8K -117 -20%
WDA
727
Wendell David Associates
New Hampshire
$335K – – –
CI
728
CX Institutional
Indiana
$334K -$38.7K -51 -10%
CWM
729
Connecticut Wealth Management
Connecticut
$333K +$10.6K +14 +3%
CA
730
Clearstead Advisors
Ohio
$332K +$64.5K +85 +23%
PP
731
Palladium Partners
Virginia
$330K +$22.8K +30 +7%
FPS
732
Fieldpoint Private Securities
Connecticut
$325K +$9.11K +12 +3%
HB
733
Homrich & Berg
Georgia
$324K – – –
AC
734
Abbrea Capital
California
$323K +$19K +25 +6%
FCI
735
Financial Counselors Inc
Kansas
$322K +$336K +443 New
VCG
736
Vantage Consulting Group
Virginia
$319K -$38.7K -51 -10%
BFPW
737
BOK Financial Private Wealth
Colorado
$316K +$45.5K +60 +16%
Q
738
QVR
California
$316K +$329K +434 New
EW
739
Evoke Wealth
California
$314K +$253K +334 +341%
CIP
740
Convergence Investment Partners
Florida
$313K -$10.6K -14 -3%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$311K -$5.31K -7 -2%
ECM
742
Evergreen Capital Management
Washington
$308K +$5.31K +7 +2%
SAM
743
Silvercrest Asset Management
New York
$307K – – –
RPWA
744
Regent Peak Wealth Advisors
Georgia
$307K +$2.28K +3 +0.7%
KIA
745
KCM Investment Advisors
California
$304K – – –
FNBOO
746
First National Bank of Omaha
Nebraska
$303K -$63.7K -84 -17%
MYIA
747
Mount Yale Investment Advisors
Colorado
$300K -$835K -1,100 -73%
RWB
748
RMR Wealth Builders
New Jersey
$299K – – –
VCM
749
Vigilant Capital Management
Maine
$298K – – –
PFA
750
Professional Financial Advisors
Nebraska
$298K +$311K +410 New
28 29
30
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