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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
976
Personal CFO Solutions
New Jersey
$261K +$19K +99 +7%
BRWA
977
B. Riley Wealth Advisors
Florida
$261K +$28.3K +148 +12%
FWI
978
Facet Wealth Inc
Maryland
$261K +$4.6K +24 +2%
BFPW
979
BOK Financial Private Wealth
Colorado
$261K -$103K -539 -27%
EWS
980
Evergreen Wealth Solutions
Pennsylvania
$261K +$252K +1,318 New
AT
981
Adelphi Trust
Florida
$260K +$42.7K +223 +18%
CI
982
Conning Inc
Connecticut
$259K – – –
NB
983
NBT Bank
New York
$259K -$65.1K -340 -19%
LFG
984
Larson Financial Group
Missouri
$257K -$20.5K -107 -7%
HFS
985
Hantz Financial Services
Michigan
$256K +$80.8K +422 +42%
OL
986
one8zero8 LLC
North Carolina
$256K – – –
OPW
987
Oxler Private Wealth
New York
$255K +$1.53K +8 +0.6%
RIP
988
Reliant Investment Partners
North Carolina
$254K -$4.79K -25 -2%
MCWA
989
Meadow Creek Wealth Advisors
Georgia
$253K +$16.9K +88 +7%
MWA
990
MN Wealth Advisors
Kansas
$252K +$11.5K +60 +4%
DG
991
Dala Group
Illinois
$252K -$78.9K -412 -23%
PPW
992
Pasadena Private Wealth
California
$250K -$41.8K -218 -14%
AIFAIM
993
American Institute for Advanced Investment Management
Arizona
$250K +$2.87K +15 +1%
GIA
994
Gateway Investment Advisers
Ohio
$250K -$177K -923 -40%
IAS
995
Insigneo Advisory Services
Florida
$249K +$3.64K +19 +1%
FG
996
Fiduciary Group
Georgia
$247K – – –
RPWA
997
Regent Peak Wealth Advisors
Georgia
$241K -$3.45K -18 -1%
TCIIS
998
TIAA-CREF Individual & Institutional Services
New York
$241K -$10.3K -54 -4%
WAM
999
Walker Asset Management
Missouri
$236K +$1.72K +9 +0.7%
BCM
1000
Bourgeon Capital Management
Connecticut
$235K +$192 +1 +0.1%
38 39
40
41 42