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Digital Realty Trust
DLR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1101
HM Payson & Co
Maine
$91.4K – – –
OWP
1102
ORG Wealth Partners
Texas
$90.8K – – –
GEA
1103
Glen Eagle Advisors
New Jersey
$90.1K – – –
CT
1104
Coastline Trust
Rhode Island
$89.8K – – –
PB
1105
Prosperity Bancshares
Texas
$86.9K +$14.7K +77 +19%
CCA
1106
Catalyst Capital Advisors
New York
$84K -$1.34K -7 -1%
HFM
1107
Harvest Fund Management
China
$83K +$21.6K +113 +32%
WETS
1108
Wealth Enhancement Trust Services
South Dakota
$80.8K -$3.06K -16 -3%
CFO
1109
CVA Family Office
Colorado
$80.5K – – –
FP
1110
Financial Perspectives
Minnesota
$76.9K – – –
CWM
1111
Copia Wealth Management
Oregon
$75.6K +$1.34K +7 +2%
HWA
1112
HHM Wealth Advisors
Tennessee
$75.4K – – –
CIP
1113
Convergence Investment Partners
Florida
$75.3K -$1.53M -8,007 -95%
SIM
1114
Synergy Investment Management
Florida
$75K -$2.3K -12 -3%
TSMHT
1115
Thurston Springer Miller Herd & Titak
Indiana
$74.9K -$2.49K -13 -3%
GWS
1116
Greykasell Wealth Strategies
California
$74.3K – – –
DF
1117
Dunhill Financial
United Kingdom
$73.5K -$192 -1 -0.2%
FHC
1118
First Horizon Corporation
Tennessee
$73.4K +$6.7K +35 +9%
HBW
1119
Hazlett, Burt & Watson
West Virginia
$72K +$1.15K +6 +2%
BC
1120
Broadwater Capital
Massachusetts
$71.8K -$46K -240 -38%
TWIM
1121
TIAA Wealth Investment Management
New York
$70.9K +$9.38K +49 +14%
EWM
1122
Evermay Wealth Management
Virginia
$67.9K +$31.2K +163 +76%
SSG
1123
Summit Securities Group
New York
$67.5K +$61.9K +323 +609%
SC
1124
SouthState Corp
Florida
$67.3K – – –
HNW
1125
High Note Wealth
Minnesota
$66.4K -$12.8K -67 -15%
43 44
45
46 47