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Digital Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
801
Badgley Phelps Wealth Managers
Washington
$323K -$46.2K -284 -11%
MGAM
802
McGowan Group Asset Management
Texas
$320K
FFBTD
803
First Financial Bank - Trust Division
Ohio
$319K -$103K -636 -22%
RIP
804
Reliant Investment Partners
North Carolina
$319K -$163 -1 -0%
TWM
805
Trueblood Wealth Management
Ohio
$317K +$20.5K +126 +6%
AFG
806
Atomi Financial Group
New York
$316K +$17.1K +105 +5%
IWM
807
Iams Wealth Management
Nebraska
$315K
CT
808
Caldwell Trust
Florida
$313K +$22.9K +141 +7%
QFW
809
QTR Family Wealth
Florida
$312K +$354K +2,177 New
JWCA
810
J.W. Cole Advisors
Florida
$310K +$352K +2,162 New
HKIMG
811
Hutchens & Kramer Investment Management Group
Indiana
$307K +$10.7K +66 +3%
SAM
812
Silvercrest Asset Management
New York
$307K +$24.4K +150 +8%
SMA
813
Sage Mountain Advisors
Georgia
$307K -$14.6K -90 -4%
RBI
814
Raiffeisen Bank International
Austria
$307K -$347K -2,136 -50%
APP
815
Avantax Planning Partners
Iowa
$307K -$5.37K -33 -2%
GL
816
Gerber LLC
Ohio
$307K
HIC
817
Holderness Investments Company
North Carolina
$307K +$97.4K +599 +39%
MPM
818
MBB Public Markets
Illinois
$301K +$342K +2,103 New
CTC
819
Cetera Trust Company
Minnesota
$297K
IBOK
820
Independence Bank of Kentucky
Kentucky
$297K +$6.67K +41 +2%
SIC
821
Samalin Investment Counsel
New York
$297K +$337K +2,071 New
SWP
822
Sagespring Wealth Partners
Tennessee
$296K +$19.5K +120 +6%
CPA
823
Capital Performance Advisors
California
$294K +$59.5K +366 +22%
CA
824
Clearstead Advisors
Ohio
$294K +$13.8K +85 +4%
ORC
825
O'Rourke & Company
Massachusetts
$292K +$19.7K +121 +6%