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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
776
Inverness Counsel
New York
$226K +$3.12K +5 +1%
AC
777
Avestar Capital
New York
$225K -$719K -1,150 -77%
HB
778
Homrich & Berg
Georgia
$225K – – –
FIM
779
Freedom Investment Management
Connecticut
$224K +$227K +364 New
HPWM
780
Highland Private Wealth Management
Washington
$223K -$5K -8 -2%
CIAS
781
Capital Investment Advisory Services
North Carolina
$223K +$14.4K +23 +7%
GWM
782
Gitterman Wealth Management
New Jersey
$222K +$225K +360 New
SFA
783
Sequoia Financial Advisors
Ohio
$222K +$225K +360 New
BWA
784
Burt Wealth Advisors
Maryland
$221K – – –
BAS
785
Brown Advisory Securities
Maryland
$220K +$1.88K +3 +0.8%
SF
786
Synovus Financial
Georgia
$217K +$30K +48 +16%
LSA
787
Leonteq Securities AG
Switzerland
$216K -$781K -1,250 -78%
MAFM
788
Mid Atlantic Financial Management
Pennsylvania
$215K -$151K -241 -41%
RPWA
789
Regent Peak Wealth Advisors
Georgia
$215K +$11.9K +19 +6%
BAM
790
Brave Asset Management
New Jersey
$214K – – –
JIC
791
Johnson Investment Counsel
Ohio
$212K -$8.12K -13 -4%
OPCM
792
Osborne Partners Capital Management
California
$212K – – –
HHGA
793
Halbert Hargrove Global Advisors
California
$212K +$6.25K +10 +3%
VVP
794
Venture Visionary Partners
Ohio
$212K +$215K +344 New
WF
795
WoodTrust Financial
Wisconsin
$211K -$45.6K -73 -18%
LCS
796
Levin Capital Strategies
New York
$211K – – –
DCM
797
Driehaus Capital Management
Illinois
$210K -$142K -227 -40%
WF
798
Welch & Forbes
Massachusetts
$210K – – –
RWP
799
RWA Wealth Partners
Massachusetts
$209K – – –
DDC
800
DF Dent & Co
Maryland
$207K – – –
30 31
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