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CubeSmart

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$1K – – –
S
502
Sachetta
Massachusetts
$875 – – –
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$835 – – –
BLC
504
Brown, Lisle/Cummings
Rhode Island
$835 +$836 +21 New
LI
505
LRI Investments
Florida
$795 – – –
PWMG
506
Private Wealth Management Group
New Jersey
$637 – – –
BGAI
507
Bruce G. Allen Investments
Colorado
$636 – – –
TFM
508
TFC Financial Management
Massachusetts
$597 – – –
DFA
509
DHJJ Financial Advisors
Illinois
$597 +$597 +15 New
NSIM
510
North Star Investment Management
Illinois
$557 – – –
DF
511
Dunhill Financial
United Kingdom
$532 – – –
SC
512
SouthState Corp
Florida
$518 -$4.34K -109 -89%
HWP
513
Highline Wealth Partners
California
$517 +$517 +13 New
PS
514
Planning Strategies
Pennsylvania
$358 +$358 +9 New
QWM
515
Quaker Wealth Management
New Jersey
$319 – – –
ACA
516
American Capital Advisory
Idaho
$199 – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$159 +$159 +4 New
CCWM
518
Cassaday & Co Wealth Management
Virginia
$40 – – –
CIAM
519
Caitong International Asset Management
Hong Kong
$40 +$40 +1 New
Point72 Asset Management
520
Point72 Asset Management
Connecticut
– -$32.1M -874,666 Closed
DIA
521
Davidson Investment Advisors
Montana
– -$16.4M -447,155 Closed
LPC
522
Long Pond Capital
New York
– -$16M -435,429 Closed
Holocene Advisors
523
Holocene Advisors
New York
– -$13.4M -365,906 Closed
NWM
524
Nicola Wealth Management
British Columbia, Canada
– -$11.3M -309,000 Closed
LP
525
LMR Partners
United Kingdom
– -$10.1M -276,311 Closed