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CubeSmart

Name Holding Trade Value Shares
Change
Change in
Stake
Synovus Financial
251
Synovus Financial
Georgia
$8K +$9.31K +310 New
LWM
252
Lenox Wealth Management
Ohio
$6K – – –
Parallel Advisors
253
Parallel Advisors
California
$5K -$5.92K -197 -50%
HWM
254
HighMark Wealth Management
Minnesota
$5K -$3.21K -107 -35%
EWM
255
Edge Wealth Management
New York
$5K – – –
Geneos Wealth Management
256
Geneos Wealth Management
Colorado
$5K – – –
Sowell Financial Services
257
Sowell Financial Services
Arkansas
$5K +$5.04K +168 New
GAM
258
Gemmer Asset Management
California
$5K +$5.25K +175 New
Global Retirement Partners
259
Global Retirement Partners
California
$4K -$1.5K -50 -27%
PCG
260
Private Capital Group
Connecticut
$4K – – –
BCA
261
Berman Capital Advisors
Georgia
$4K +$811 +27 +20%
TL
262
TrueWealth LLC
Georgia
$3K – – –
IFAM
263
Institutional & Family Asset Management
Colorado
$3K +$601 +20 +25%
Orion Portfolio Solutions
264
Orion Portfolio Solutions
Nebraska
$2K -$2.37K -79 -47%
IFP Advisors
265
IFP Advisors
Florida
$2K -$691 -23 -23%
EARNEST Partners
266
EARNEST Partners
Georgia
$2K – – –
SL
267
Savior LLC
Massachusetts
$2K – – –
TFO
268
Tarbox Family Office
California
$2K – – –
ED
269
Exane Derivatives
France
$1.53K – – –
BWM
270
BerganKDV Wealth Management
Minnesota
$1K – – –
Valeo Financial Advisors
271
Valeo Financial Advisors
Indiana
$1K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$120 +4 +13%
Twin Tree Management
273
Twin Tree Management
Texas
$1K +$841 +28 New
EWM
274
Endurance Wealth Management
Rhode Island
$1K +$991 +33 New
TD Private Client Wealth
275
TD Private Client Wealth
New York
$268 -$1.86K -62 -86%