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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Segment Wealth Management
Texas
$322K +$6.24K +38 +2%
PPW
802
Pasadena Private Wealth
California
$322K -$241K -1,468 -41%
APP
803
Avantax Planning Partners
Iowa
$322K – – –
LAM
804
Lewis Asset Management
California
$319K – – –
EI
805
Ellevest Inc
New York
$317K -$51.6K -314 -13%
TSS
806
Two Sigma Securities
New York
$317K +$336K +2,047 New
CTC
807
Cetera Trust Company
Minnesota
$316K – – –
PE
808
PCM Encore
Colorado
$314K +$333K +2,028 New
DCBT
809
Dakota Community Bank & Trust
North Dakota
$314K +$19.5K +119 +6%
RBI
810
Raiffeisen Bank International
Austria
$314K -$65.8K -401 -17%
CGL
811
Clarius Group LLC
Washington
$313K +$10.3K +63 +3%
RAM
812
Ramirez Asset Management
New York
$312K – – –
SFG
813
Seamount Financial Group
Colorado
$310K +$15.6K +95 +5%
DC
814
DeDora Capital
California
$309K – – –
RCA
815
Ranch Capital Advisors
Florida
$308K -$3.28K -20 -1%
IAN
816
Integrated Advisors Network
Texas
$307K +$12.6K +77 +4%
CPA
817
Capital Performance Advisors
California
$307K -$493 -3 -0.2%
TP
818
Tranquility Partners
Tennessee
$304K – – –
DP
819
Dearborn Partners
Illinois
$304K – – –
EWA
820
EverSource Wealth Advisors
Alabama
$300K -$17.9K -109 -5%
BA
821
Bridgewater Associates
Connecticut
$297K -$532K -3,237 -63%
BTI
822
Blue Trust Inc
Georgia
$295K -$60.8K -370 -16%
OIA
823
OneDigital Investment Advisors
Kansas
$295K +$53.4K +325 +21%
PI
824
Pettee Investors
Connecticut
$294K – – –
TWM
825
Trueblood Wealth Management
Ohio
$292K -$58.1K -354 -16%
31 32
33
34 35