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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
751
Pacific Center for Financial Services
California
$3K – – –
VNA
752
Valley National Advisers
Pennsylvania
$3K – – –
NIM
753
NuWave Investment Management
New Jersey
$3K +$3.06K +9 New
MFW
754
Mosaic Family Wealth
Missouri
$2K -$32.3K -95 -93%
LC
755
Landaas & Company
Wisconsin
$2K – – –
WWM
756
Willingdon Wealth Management
North Carolina
$2K – – –
AWM
757
Avior Wealth Management
Nebraska
$2K +$1.7K +5 +500%
MSA
758
Marino Stram & Associates
Massachusetts
$2K +$1.7K +5 New
AC
759
Avestar Capital
New York
$2K +$2.04K +6 New
NPP
760
New Potomac Partners
Maryland
$2K +$2.04K +6 New
AWA
761
Acorn Wealth Advisors
Michigan
$2K +$2.38K +7 New
CAC
762
Certified Advisory Corp
Florida
$2K +$2.38K +7 New
DAM
763
Delta Asset Management
Tennessee
$1K -$4.76K -14 -82%
LF
764
Lee Financial
Texas
$1K -$1.36K -4 -50%
BL
765
Balentine LLC
Georgia
$1K – – –
IF
766
Ironwood Financial
Arizona
$1K – – –
LYV
767
Live Your Vision
Pennsylvania
$1K – – –
LWCFA
768
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
NCM
769
New Capital Management
Texas
$1K – – –
SIC
770
Salem Investment Counselors
North Carolina
$1K – – –
WCM
771
Wealthcare Capital Management
Virginia
$1K – – –
CB
772
CNB Bank
Pennsylvania
$1K +$340 +1 New
AWM
773
Aevitas Wealth Management
Massachusetts
$1K +$679 +2 New
NCM
774
Nelson Capital Management
California
$1K +$1.02K +3 New
SCM
775
Suvretta Capital Management
New York
– -$331M -909,571 Closed
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