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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
726
Orion Portfolio Solutions
Nebraska
$8K +$8.12K +66 New
CI
727
CX Institutional
Indiana
$7K – – –
EFSCE
728
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
CFGS
729
Concourse Financial Group Securities
Alabama
$7K +$6.77K +55 New
AA
730
Advisory Alpha
Michigan
$6.59K -$1.35K -11 -17%
BC
731
Barnett & Company
Tennessee
$6K +$4.43K +36 +300%
BWP
732
Baldwin Wealth Partners
Massachusetts
$6K +$6.15K +50 New
EI
733
Ellevest Inc
New York
$6K +$6.15K +50 New
SMFS
734
Squar Milner Financial Services
California
$6K +$7.14K +58 New
CHAM
735
Clear Harbor Asset Management
Connecticut
$5.63K +$5.78K +47 New
AIC
736
Ameritas Investment Company
Nebraska
$5K – – –
LFG
737
LifePlan Financial Group
Ohio
$5K – – –
FCA
738
FinTrust Capital Advisors
South Carolina
$5K +$5.54K +45 New
SFG
739
Sowa Financial Group
Rhode Island
$5K +$5.54K +45 New
IFAM
740
Institutional & Family Asset Management
Colorado
$4K -$37.5K -305 -91%
FIB
741
First Interstate Bank
Montana
$4K – – –
EWA
742
Evolution Wealth Advisors
Florida
$4K +$123 +1 +3%
TWA
743
TCI Wealth Advisors
Arizona
$4K +$1.23K +10 +42%
LGWM
744
Litman Gregory Wealth Management
California
$4K +$4.06K +33 New
TL
745
TrueWealth LLC
Georgia
$4K +$4.43K +36 New
PO
746
Private Ocean
California
$3K -$28.6K -232 -92%
BWM
747
Baystate Wealth Management
Massachusetts
$3K – – –
FEG
748
Financial Enhancement Group
Indiana
$3K – – –
LWA
749
Lowe Wealth Advisors
Maryland
$3K – – –
RWM
750
Raffa Wealth Management
District of Columbia
$2.15K – – –
28 29
30
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