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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1026
Stone House Investment Management
Pennsylvania
$2.16K +$2.12K +15 New
QPBE
1027
Quintet Private Bank (Europe)
Luxembourg
$2.15K +$1.84K +13 New
T
1028
Tidemark
California
$2.02K – – –
VCM
1029
Versant Capital Management
Arizona
$2.02K – – –
TCM
1030
Tradewinds Capital Management
Washington
$1.58K – – –
PCMC
1031
Planning Capital Management Corporation
Pennsylvania
$1.44K +$1.41K +10 New
FCAS
1032
First Command Advisory Services
Texas
$1.44K +$1.41K +10 New
JWA
1033
JFS Wealth Advisors
Pennsylvania
$1.3K – – –
TFM
1034
TFC Financial Management
Massachusetts
$1.15K +$141 +1 +14%
AIC
1035
Archer Investment Corporation
Indiana
$1.15K – – –
MIA
1036
MeadowBrook Investment Advisors
Michigan
$1.15K – – –
A
1037
AlphaQuest
New York
$1.01K +$989 +7 New
CAL
1038
Capital Advisors Ltd
Ohio
$1K +$989 +7 +350%
CPG
1039
Cornerstone Planning Group
New Jersey
$882 +$848 +6 New
SS
1040
Sunbelt Securities
Texas
$864 -$6.5K -46 -88%
CAM
1041
ClariVest Asset Management
California
$719 – – –
BFA
1042
BBJS Financial Advisors
Washington
$588 -$7.63K -54 -93%
PCWA
1043
Pacific Capital Wealth Advisors
California
$576 +$565 +4 New
SRCM
1044
Signature Resources Capital Management
California
$538 – – –
JWM
1045
Janiczek Wealth Management
Colorado
$289 -$141 -1 -33%
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145 – – –
DWM
1047
Dogwood Wealth Management
Kansas
$4 – – –
CIM
1048
Confluence Investment Management
Missouri
– -$99.7M -740,988 Closed
ZIG
1049
Zurich Insurance Group
Switzerland
– -$27.5M -204,369 Closed
NSLI
1050
Nan Shan Life Insurance
Taiwan
– -$20.1M -149,068 Closed
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42
43 44