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CubeSmart

Name Holding Trade Value Shares
Change
Change in
Stake
S
501
Sachetta
Massachusetts
$875
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$835
LI
503
LRI Investments
Florida
$795
PWMG
504
Private Wealth Management Group
New Jersey
$637
BGAI
505
Bruce G. Allen Investments
Colorado
$636
TFM
506
TFC Financial Management
Massachusetts
$597
DFA
507
DHJJ Financial Advisors
Illinois
$597 +$597 +15 New
NSIM
508
North Star Investment Management
Illinois
$557
DF
509
Dunhill Financial
United Kingdom
$532
SC
510
SouthState Corp
Florida
$518 -$4.34K -109 -89%
HWP
511
Highline Wealth Partners
California
$517 +$517 +13 New
PS
512
Planning Strategies
Pennsylvania
$358 +$358 +9 New
QWM
513
Quaker Wealth Management
New Jersey
$319
ACA
514
American Capital Advisory
Idaho
$199
PMFA
515
Plante Moran Financial Advisors
Michigan
$159 +$159 +4 New
CCWM
516
Cassaday & Co Wealth Management
Virginia
$40
CIAM
517
Caitong International Asset Management
Hong Kong
$40 +$40 +1 New
Point72 Asset Management
518
Point72 Asset Management
Connecticut
-$32.1M -874,666 Closed
DIA
519
Davidson Investment Advisors
Montana
-$16.4M -447,155 Closed
LPC
520
Long Pond Capital
New York
-$16M -435,429 Closed
Holocene Advisors
521
Holocene Advisors
New York
-$13.4M -365,906 Closed
NWM
522
Nicola Wealth Management
British Columbia, Canada
-$11.3M -309,000 Closed
LP
523
LMR Partners
United Kingdom
-$10.1M -276,311 Closed
DG
524
DigitalBridge Group
Florida
-$9.2M -251,050 Closed
CG
525
Carlyle Group
District of Columbia
-$8.08M -220,500 Closed