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Charter Communications
CHTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1001
Level Four Advisory Services
Texas
– -$369K -677 Closed
BRWA
1002
B. Riley Wealth Advisors
Florida
– -$339K -622 Closed
BFPW
1003
BOK Financial Private Wealth
Colorado
– -$292K -535 Closed
CWAG
1004
Compton Wealth Advisory Group
Virginia
– -$280K -513 Closed
PM
1005
Parametrica Management
Hong Kong
– -$277K -508 Closed
GA
1006
Geller Advisors
New York
– -$274K -503 Closed
QT
1007
Quantamental Technologies
New York
– -$270K -495 Closed
CWP
1008
Curated Wealth Partners
California
– -$316K -483 Closed
AAS
1009
Avantax Advisory Services
Texas
– -$248K -455 Closed
SWA
1010
Stratos Wealth Advisors
Ohio
– -$248K -454 Closed
AWM
1011
Axxcess Wealth Management
California
– -$244K -447 Closed
FA
1012
Fortis Advisors
Pennsylvania
– -$238K -437 Closed
I
1013
INVST
Indiana
– -$203K -437 Closed
CIAS
1014
Capital Investment Advisory Services
North Carolina
– -$232K -425 Closed
B
1015
Barings
North Carolina
– -$231K -423 Closed
PVH
1016
Psagot Value Holdings
Israel
– -$231K -423 Closed
SAM
1017
Silvercrest Asset Management
New York
– -$230K -422 Closed
CIP
1018
Convergence Investment Partners
Florida
– -$224K -411 Closed
RWB
1019
RMR Wealth Builders
New Jersey
– -$224K -411 Closed
PCA
1020
Personal Capital Advisors
California
– -$223K -408 Closed
RCG
1021
Regatta Capital Group
California
– -$222K -407 Closed
LA
1022
Latitude Advisors
Florida
– -$218K -399 Closed
ECM
1023
Evergreen Capital Management
Washington
– -$214K -393 Closed
MG
1024
Mather Group
Illinois
– -$214K -392 Closed
JDR
1025
Jay D. Rosenbaum
– -$208K -382 Closed
39 40
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