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Digital Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1301
Financial Consulate
Maryland
$1.08K – – –
PMFA
1302
Plante Moran Financial Advisors
Michigan
$1.08K +$383 +2 +50%
DF
1303
Downshift Financial
Colorado
$1.08K +$1.15K +6 New
LF
1304
LifeSteps Financial
California
$1.08K +$1.15K +6 New
LAM
1305
Lummis Asset Management
Texas
$1.08K +$1.15K +6 New
RBC
1306
Roble Belko & Company
Pennsylvania
$1K – – –
HHGA
1307
Halbert Hargrove Global Advisors
California
$990 +$1.15K +6 New
SG
1308
Sankala Group
Colorado
$980 +$958 +5 New
BLC
1309
Brown, Lisle/Cummings
Rhode Island
$898 – – –
T
1310
Tidemark
California
$718 – – –
PWA
1311
Provenance Wealth Advisors
Florida
$718 +$766 +4 New
MCA
1312
McGuire Capital Advisors
Oklahoma
$571 – – –
APW
1313
Atlantic Private Wealth
North Carolina
$539 – – –
BIM
1314
Breakwater Investment Management
Washington
$539 – – –
CIAM
1315
Caitong International Asset Management
Hong Kong
$539 – – –
FC
1316
Fairscale Capital
New Hampshire
$539 – – –
GFA
1317
Godfrey Financial Associates
New York
$539 – – –
JWA
1318
JFS Wealth Advisors
Pennsylvania
$539 – – –
NWM
1319
Nova Wealth Management
Florida
$539 – – –
PJC
1320
Phillip James Consulting
Minnesota
$539 – – –
AIM
1321
Axiom Investment Management
New York
$539 +$575 +3 New
BWS
1322
Buck Wealth Strategies
Colorado
$539 +$575 +3 New
NEWAS
1323
N.E.W. Advisory Services
Wisconsin
$539 +$575 +3 New
RPA
1324
Redwood Park Advisors
California
$360 – – –
QL
1325
Quarry LP
New York
$359 +$383 +2 New