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CubeSmart
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
401
Private Capital Management (Florida)
Florida
$10.8K -$209K -5,500 -95%
SWM
402
Spire Wealth Management
Virginia
$10.8K -$304 -8 -3%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$9.7K +$2.96K +78 +41%
SAM
404
Smartleaf Asset Management
Massachusetts
$9.29K -$152 -4 -2%
WTC
405
WhitTier Trust Company
Nevada
$8.64K -$532 -14 -6%
WT
406
Whittier Trust
California
$8.6K – – –
CTC
407
Central Trust Company
Missouri
$8.36K +$456 +12 +5%
GC
408
Gould Capital
Washington
$7.21K – – –
HWA
409
Heritage Wealth Advisors
Virginia
$7.21K – – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$7.1K – – –
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$6.96K -$8.21K -216 -53%
RF
412
Roxbury Financial
New Jersey
$6.73K +$76 +2 +1%
CFD
413
Creative Financial Designs
Indiana
$6.65K -$152 -4 -2%
BIA
414
Bell Investment Advisors
California
$6.34K +$1.06K +28 +19%
RIL
415
Rothschild Investment LLC
Illinois
$6.2K +$3.12K +82 +91%
SC
416
SouthState Corp
Florida
$5.95K +$4.41K +116 +237%
RTL
417
Red Tortoise LLC
Georgia
$5.52K – – –
HI
418
Harbour Investments
Wisconsin
$4.87K +$1.1K +29 +27%
EP
419
Essential Partners
California
$4.72K +$4.71K +124 +1,771%
SL
420
Salomon & Ludwin
Virginia
$4.65K +$4.98K +131 New
SHIM
421
Stone House Investment Management
Pennsylvania
$4.22K +$4.45K +117 New
AA
422
Addison Advisors
Vermont
$3.93K -$2.13K -56 -34%
RF
423
Rossby Financial
Florida
$3.82K +$4.03K +106 New
MIM
424
MTM Investment Management
South Carolina
$3.75K – – –
CWIG
425
Chung Wu Investment Group
Texas
$3.6K – – –
15 16
17
18 19