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CubeSmart

Name Holding Trade Value Shares
Change
Change in
Stake
HP
351
Havemeyer Place
Connecticut
$241K +$252K +6,574 New
AU
352
AlphaGrep UK
$239K -$20.6K -538 -8%
MFS
353
Mattson Financial Services
Michigan
$231K +$242K +6,314 New
OBGC
354
O'Brien Greene & Co
Pennsylvania
$231K +$242K +6,304 New
KFS
355
Kaizen Financial Strategies
California
$230K -$9.44K -246 -4%
VCM
356
Versant Capital Management
Arizona
$230K +$220K +5,747 +1,082%
BHC
357
Bull Harbor Capital
Maryland
$228K +$239K +6,234 New
MCM
358
MAI Capital Management
Ohio
$227K +$224K +5,851 +1,648%
WVP
359
Worth Venture Partners
New Jersey
$227K
BFA
360
Brown Financial Advisors
Ohio
$226K +$237K +6,180 New
EC
361
EntryPoint Capital
New York
$222K
VA
362
VestGen Advisors
Illinois
$222K +$208K +5,422 New
SAM
363
Sagewood Asset Management
New York
$222K +$232K +6,046 New
BAM
364
Belpointe Asset Management
Nevada
$221K +$5.68K +148 +3%
GFWA
365
Grey Fox Wealth Advisors
Delaware
$219K +$230K +5,989 New
PWAM
366
Papamarkou Wellner Asset Management
New York
$218K
IA
367
Inspire Advisors
Idaho
$218K -$24.3K -634 -10%
TI
368
Tidal Investments
Wisconsin
$216K +$228K +5,937 New
FMI
369
Frec Markets Inc
California
$214K +$224K +5,836 New
WA
370
Waddell & Associates
Tennessee
$209K +$219K +5,705 New
EPW
371
Evolve Private Wealth
California
$206K +$216K +5,625 New
KIM
372
Kestra Investment Management
Texas
$205K +$215K +5,594 New
VIA
373
Virtus Investment Advisers
Connecticut
$186K +$19.9K +518 +11%
Mirae Asset Global Investments
374
Mirae Asset Global Investments
South Korea
$172K -$75.5K -1,969 -30%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$172K +$95.3K +2,483 +113%