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CubeSmart

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$67K -$10.4K -348 -14%
WT
252
Washington Trust
Rhode Island
$65K +$60.6K +2,022 New
IDBONY
253
Israel Discount Bank of New York
New York
$51K – – –
HNB
254
Huntington National Bank
Ohio
$39K – – –
SWA
255
Sutton Wealth Advisors
Florida
$26.2K – – –
HFM
256
Harvest Fund Management
China
$26K -$8.99K -300 -27%
CHP
257
Cable Hill Partners
Oregon
$16K – – –
ASN
258
Advisory Services Network
Georgia
$15K – – –
RCAG
259
Rehmann Capital Advisory Group
Michigan
$13.5K -$839 -28 -6%
S
260
SignatureFD
Georgia
$13K +$1.11K +37 +10%
NSIM
261
North Star Investment Management
Illinois
$10K – – –
B
262
Bridgeworth
Alabama
$10K +$9.32K +311 New
IUHSA
263
Itau Unibanco Holding S.A.
Brazil
$7K +$6.86K +229 New
GWM
264
Geneos Wealth Management
Colorado
$6K – – –
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$5.32K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.92K +64 +74%
PA
267
Parallel Advisors
California
$3K -$1.92K -64 -38%
IFAM
268
Institutional & Family Asset Management
Colorado
$3K – – –
QCG
269
Quadrant Capital Group
Ohio
$3K – – –
TFO
270
Tarbox Family Office
California
$3K – – –
TL
271
TrueWealth LLC
Georgia
$3K – – –
VFA
272
Valeo Financial Advisors
Indiana
$3K +$2.52K +84 +271%
RFC
273
Regions Financial Corp
Alabama
$2K -$30.9K -1,030 -94%
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$2K -$9.44K -315 -83%
SPIA
275
Steward Partners Investment Advisory
New York
$2K -$1.11K -37 -41%