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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
851
Advisors Capital Management
New Jersey
$235K +$213K +1,329 New
OPA
852
Old Port Advisors
Maine
$235K +$234K +1,461 New
TCPWM
853
Traverso Chambers Private Wealth Management
California
$233K +$211K +1,317 New
SC
854
Savant Capital
Illinois
$233K +$211K +1,318 New
SFM
855
Systematic Financial Management
New Jersey
$232K – – –
BCM
856
Bourgeon Capital Management
Connecticut
$230K – – –
BAS
857
Brown Advisory Securities
Maryland
$229K -$90.5K -565 -30%
SWM
858
Segment Wealth Management
Texas
$227K +$206K +1,284 New
AFP
859
Ausdal Financial Partners
Iowa
$226K +$204K +1,275 New
MOS
860
MGO One Seven
Ohio
$223K +$202K +1,261 New
BFS
861
Bradley Foster & Sargent
Connecticut
$221K +$200K +1,250 New
DWT
862
Dorsey & Whitney Trust
South Dakota
$220K +$199K +1,242 New
KWM
863
Keebeck Wealth Management
Illinois
$218K +$196K +1,224 New
ISWM
864
Independent Solutions Wealth Management
New York
$218K -$250K -1,562 -56%
AW
865
ACG Wealth
Georgia
$217K +$196K +1,225 New
WA1
866
Wimmer Associates 1
California
$217K +$196K +1,225 New
SAM
867
SignalPoint Asset Management
Missouri
$217K +$197K +1,228 New
IB
868
Intrust Bank
Kansas
$216K +$195K +1,220 New
PMG
869
ProVise Management Group
Florida
$216K +$196K +1,222 New
WPC
870
Wedmont Private Capital
Pennsylvania
$216K +$219K +1,368 New
JWCA
871
J.W. Cole Advisors
Florida
$213K -$59.9K -374 -24%
RSWM
872
Robertson Stephens Wealth Management
California
$213K +$192K +1,198 New
PI
873
Putnam Investments
Massachusetts
$212K +$192K +1,199 New
A
874
Astrantus
Cyprus
$212K +$192K +1,200 New
OPW
875
Oxler Private Wealth
New York
$212K +$192K +1,200 New
33 34
35
36 37