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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
801
Walled Lake Planning & Wealth Management
Illinois
$226K – – –
HA
802
Hanover Advisors
South Carolina
$226K +$216K +1,676 New
SC
803
Syon Capital
California
$225K +$216K +1,674 New
FFM
804
Forum Financial Management
Illinois
$225K – – –
NW
805
NewEdge Wealth
Pennsylvania
$224K -$65.9K -510 -23%
AIFAIM
806
American Institute for Advanced Investment Management
Arizona
$223K – – –
BO
807
Bank OZK
Arkansas
$222K +$214K +1,653 New
SMC
808
Smith, Moore & Co
Missouri
$222K +$213K +1,649 New
VAS
809
Vestmark Advisory Solutions
Massachusetts
$221K -$1.81K -14 -0.8%
FAN
810
Financial Advisors Network
California
$221K -$4.26K -33 -2%
CWP
811
Core Wealth Partners
California
$220K +$211K +1,637 New
VEA
812
Virtus ETF Advisers
New York
$220K -$31.6K -245 -13%
SWM
813
SeaCrest Wealth Management
New York
$219K -$9.69K -75 -4%
CRI
814
Colonial River Investments
Virginia
$219K +$210K +1,628 New
IA
815
IFG Advisory
Georgia
$217K -$5.68K -44 -3%
HFAS
816
Hummer Financial Advisory Services
Illinois
$217K +$207K +1,600 New
SIC
817
Samalin Investment Counsel
New York
$217K -$45.3K -351 -18%
BCP
818
Blue Chip Partners
Michigan
$216K – – –
PP
819
Paloma Partners
Connecticut
$215K +$207K +1,601 New
BC
820
Broadwater Capital
Massachusetts
$215K +$207K +1,600 New
FFA
821
Farther Finance Advisors
California
$215K +$95.5K +739 +86%
PA
822
PFG Advisors
Arizona
$214K +$206K +1,593 New
BSW
823
Buckingham Strategic Wealth
Missouri
$213K +$205K +1,584 New
SIM
824
Sentry Investment Management
Wisconsin
$213K -$22K -170 -10%
CAMG
825
CWA Asset Management Group
Florida
$210K -$50.1K -388 -20%
31 32
33
34 35