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Charter Communications

Name Holding Trade Value Shares
Change
Change in
Stake
CC
726
Chicago Capital
Illinois
$323K
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$323K +$19.1K +28 +6%
PHAM
728
Palisades Hudson Asset Management
Florida
$321K
FFA
729
First Foundation Advisors
California
$320K
MHC
730
Meyer Handelman Company
New York
$320K
PCA
731
Personal Capital Advisors
California
$319K +$61.3K +90 +23%
CIA
732
Cladis Investment Advisory
Montana
$319K +$333K +489 New
WPW
733
Waldron Private Wealth
Pennsylvania
$317K +$2.04K +3 +0.6%
CWP
734
Curated Wealth Partners
California
$316K +$9.53K +14 +3%
GL
735
Graypoint LLC
New York
$310K -$137K -201 -30%
AG
736
AlphaSimPlex Group
Massachusetts
$310K
WDA
737
Wendell David Associates
New Hampshire
$309K +$8.85K +13 +3%
AWM
738
Axxcess Wealth Management
California
$305K +$319K +468 New
ECM
739
Evergreen Capital Management
Washington
$303K +$27.2K +40 +9%
AAS
740
Avantax Advisory Services
Texas
$302K -$38.8K -57 -11%
PTC
741
Petrus Trust Company
Texas
$301K +$314K +461 New
IWC
742
Integrated Wealth Concepts
Massachusetts
$300K -$120K -176 -28%
BWP
743
BSW Wealth Partners
Colorado
$300K -$53.8K -79 -15%
CI
744
CX Institutional
Indiana
$299K
CWM
745
Connecticut Wealth Management
Connecticut
$298K
Carson Wealth (CWM LLC)
746
Carson Wealth (CWM LLC)
Nebraska
$296K +$309K +454 New
PP
747
Palladium Partners
Virginia
$295K
LA
748
LVW Advisors
New York
$292K +$47K +69 +18%
IPAM
749
ICICI Prudential Asset Management
India
$288K +$301K +442 New
PFA
750
Professional Financial Advisors
Nebraska
$287K +$20.4K +30 +7%