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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
626
Simplicity Solutions
Minnesota
$379K -$295K -2,984 -47%
SW
627
SteelPeak Wealth
California
$378K +$328K +3,316 New
WT
628
Whittier Trust
California
$377K -$120K -1,213 -27%
BRWA
629
B. Riley Wealth Advisors
Florida
$374K +$39.4K +398 +14%
PMA
630
Prudent Man Advisors
Illinois
$371K – – –
GT
631
Greenleaf Trust
Michigan
$370K -$30K -303 -9%
AA
632
ALPS Advisors
Colorado
$367K -$48.1K -486 -13%
CPC
633
Consolidated Planning Corp
Georgia
$364K +$316K +3,195 New
VVP
634
Venture Visionary Partners
Ohio
$363K -$32K -323 -9%
CA
635
Clearstead Advisors
Ohio
$361K -$23.8K -241 -7%
BFS
636
Bard Financial Services
Connecticut
$360K -$54.4K -550 -15%
IFG
637
Independent Financial Group
California
$359K +$6.43K +65 +2%
SA
638
Syntax Advisors
New York
$356K -$17.8K -180 -5%
VCG
639
Vantage Consulting Group
Virginia
$356K -$17.8K -180 -5%
VAM
640
Verity Asset Management
North Carolina
$351K -$215K -2,169 -41%
BCM
641
BTC Capital Management
Iowa
$348K – – –
OFW
642
Omnia Family Wealth
Florida
$342K – – –
CA
643
Cornerstone Advisors
North Carolina
$342K +$297K +3,000 New
VWA
644
Visionary Wealth Advisors
Illinois
$342K -$17.3K -175 -6%
AIS
645
American Investment Services
Massachusetts
$337K – – –
DC
646
DeDora Capital
California
$332K -$38.2K -386 -12%
ATC
647
Argent Trust Co
Tennessee
$330K -$86.4K -873 -23%
HKIMG
648
Hutchens & Kramer Investment Management Group
Indiana
$328K -$32.1K -324 -10%
PCIA
649
Prime Capital Investment Advisors
Kansas
$325K +$283K +2,858 New
TNA
650
True North Advisors
Texas
$318K +$276K +2,792 New
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