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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
776
C.M. Bidwell & Associates
Hawaii
$259K +$270K +356 New
HHGA
777
Halbert Hargrove Global Advisors
California
$254K -$759 -1 -0.3%
VVP
778
Venture Visionary Partners
Ohio
$253K – – –
JIC
779
Johnson Investment Counsel
Ohio
$252K +$3.04K +4 +1%
OPCM
780
Osborne Partners Capital Management
California
$250K – – –
LCS
781
Levin Capital Strategies
New York
$249K – – –
WF
782
WoodTrust Financial
Wisconsin
$249K – – –
LNC
783
Lincoln National Corp
Pennsylvania
$245K +$27.3K +36 +12%
DDC
784
DF Dent & Co
Maryland
$244K – – –
SW
785
SteelPeak Wealth
California
$243K +$253K +334 New
MIC
786
Meridian Investment Counsel
California
$242K – – –
RWP
787
RWA Wealth Partners
Massachusetts
$242K +$3.79K +5 +2%
SMA
788
Sage Mountain Advisors
Georgia
$241K – – –
JCM
789
Jacobi Capital Management
Pennsylvania
$240K +$180K +237 +255%
SWA
790
Stratos Wealth Advisors
Ohio
$239K +$3.04K +4 +1%
FOA
791
Five Oceans Advisors
California
$239K +$249K +328 New
SAM
792
Synergy Asset Management
Washington
$238K – – –
KP
793
Keel Point
Alabama
$238K +$6.83K +9 +3%
LFF
794
Level Four Financial
Texas
$238K +$248K +327 New
RCAG
795
Rehmann Capital Advisory Group
Michigan
$236K -$3.04K -4 -1%
AC
796
Avestar Capital
New York
$236K – – –
WA
797
WealthTrust Axiom
Pennsylvania
$236K – – –
HI
798
Humankind Investments
New York
$235K -$651K -858 -73%
MNBTD
799
Moody National Bank Trust Division
Texas
$234K – – –
MAFM
800
Mid Atlantic Financial Management
Pennsylvania
$233K -$14.4K -19 -6%
30 31
32
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