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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
901
L2 Asset Management
Massachusetts
$358K +$27K +141 +8%
SW
902
SVB Wealth
Massachusetts
$358K -$67.6K -353 -15%
M
903
MOTCO
Texas
$357K -$1.92K -10 -0.5%
CB
904
CNB Bank
Pennsylvania
$355K -$38.1K -199 -9%
RCA
905
Ranch Capital Advisors
Florida
$355K +$192 +1 +0.1%
FFM
906
Forum Financial Management
Illinois
$354K -$3.83K -20 -1%
TP
907
Tranquility Partners
Tennessee
$353K – – –
DCBT
908
Dakota Community Bank & Trust
North Dakota
$353K -$5.55K -29 -1%
LAM
909
Lewis Asset Management
California
$352K +$2.3K +12 +0.6%
EWA
910
EverSource Wealth Advisors
Alabama
$347K -$41.2K -215 -10%
TCWA
911
Turtle Creek Wealth Advisors
Texas
$345K +$27.8K +145 +8%
DP
912
Dearborn Partners
Illinois
$342K +$383 +2 +0.1%
SAM
913
Silvercrest Asset Management
New York
$341K -$2.11K -11 -0.6%
CAL
914
Capital Analysts LLC
Pennsylvania
$340K +$192 +1 +0.1%
ANB
915
Amarillo National Bank
Texas
$340K – – –
CPA
916
Capital Performance Advisors
California
$339K -$17.8K -93 -5%
OIA
917
OneDigital Investment Advisors
Kansas
$339K +$31K +162 +9%
TWM
918
Trueblood Wealth Management
Ohio
$337K +$766 +4 +0.2%
CCM
919
Cohen Capital Management
California
$337K – – –
SFG
920
Seamount Financial Group
Colorado
$336K -$16.1K -84 -4%
SIS
921
Sound Income Strategies
Florida
$333K -$20.2M -105,357 -98%
PI
922
Pettee Investors
Connecticut
$332K -$9.58K -50 -3%
PP
923
PDS Planning
Ohio
$332K +$2.3K +12 +0.7%
CTC
924
Cetera Trust Company
Minnesota
$330K – – –
WLPWM
925
Walled Lake Planning & Wealth Management
Illinois
$328K +$2.3K +12 +0.7%
35 36
37
38 39