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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
726
Gerber Kawasaki Wealth & Investment Management
California
$226K +$11.7K +95 +5%
B
727
Bailard
California
$225K +$229K +1,863 New
GW
728
GW & Wade
Massachusetts
$223K -$19.2K -156 -8%
AIA
729
Arrow Investment Advisors
Maryland
$220K +$223K +1,818 New
RIA
730
Realta Investment Advisors
Delaware
$220K – – –
NB
731
NBT Bank
New York
$220K – – –
TIA
732
Trust Investment Advisors
Indiana
$218K +$222K +1,805 New
GCM
733
Graham Capital Management
Connecticut
$218K +$221K +1,802 New
CA
734
Cornerstone Advisors
North Carolina
$218K -$147K -1,200 -40%
CCM
735
Carderock Capital Management
Maryland
$218K – – –
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$216K -$614 -5 -0.3%
SIM
737
Sentry Investment Management
Wisconsin
$213K -$1.47K -12 -0.7%
T
738
TOBAM
France
$213K – – –
DWP
739
Daymark Wealth Partners
Ohio
$212K -$2.7K -22 -1%
OIA
740
OneDigital Investment Advisors
Kansas
$212K -$7.49K -61 -3%
SWM
741
SeaCrest Wealth Management
New York
$212K +$215K +1,750 New
TIA
742
Tiemann Investment Advisors
California
$209K -$6.14K -50 -3%
RIA
743
Regal Investment Advisors
Michigan
$209K +$212K +1,729 New
FBT
744
First Bank & Trust
South Dakota
$208K -$122K -992 -37%
CIP
745
Convergence Investment Partners
Florida
$205K +$208K +1,691 New
WLPWM
746
Walled Lake Planning & Wealth Management
Illinois
$203K +$206K +1,678 New
OP
747
ORG Partners
Indiana
$203K -$53.9K -439 -21%
FAN
748
Financial Advisors Network
California
$202K +$205K +1,672 New
FFM
749
Forum Financial Management
Illinois
$202K +$205K +1,669 New
FAFN
750
First Affirmative Financial Network
Colorado
$201K -$18.4K -150 -8%
28 29
30
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