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CubeSmart
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Private Trust Company
Ohio
$15.5K +$17.4K +362 New
CA
402
Centerpoint Advisors
Massachusetts
$15K – – –
GWM
403
Geneos Wealth Management
Colorado
$14.5K +$671 +14 +4%
FFA
404
Farther Finance Advisors
California
$14.1K – – –
MCM
405
MAI Capital Management
Ohio
$14K +$15.6K +326 New
RTC
406
Riverview Trust Company
Washington
$13.7K – – –
SWM
407
Spire Wealth Management
Virginia
$13.3K – – –
NSIM
408
North Star Investment Management
Illinois
$12.9K – – –
SC
409
SouthState Corp
Florida
$12.9K – – –
SAM
410
Smartleaf Asset Management
Massachusetts
$11.4K +$1.44K +30 +13%
WTC
411
WhitTier Trust Company
Nevada
$10.9K -$4.12K -86 -25%
LFG
412
Larson Financial Group
Missouri
$10.2K +$9.25K +193 +429%
CTC
413
Central Trust Company
Missouri
$9.43K – – –
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$8.96K +$3.07K +64 +44%
RF
415
Roxbury Financial
New Jersey
$8.86K +$8.53K +178 New
GC
416
Gould Capital
Washington
$8.57K – – –
HWA
417
Heritage Wealth Advisors
Virginia
$8.57K – – –
PFBT
418
Parkside Financial Bank & Trust
Missouri
$7.93K +$479 +10 +6%
WSFS
419
Wilmington Savings Fund Society
Delaware
$7.76K -$1.44K -30 -14%
QC
420
Quent Capital
New York
$7.54K +$8.44K +176 New
BIA
421
Bell Investment Advisors
California
$6.68K – – –
RTL
422
Red Tortoise LLC
Georgia
$6.56K – – –
MAM
423
Meeder Asset Management
Ohio
$6.47K +$96 +2 +1%
IA
424
IFP Advisors
Florida
$5.65K +$2.54K +53 +67%
CFD
425
Creative Financial Designs
Indiana
$5.23K -$431 -9 -7%
15 16
17
18 19