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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 00170K588

AMG YACKTMAN I

9 institutions · $1.9M total · 89,592 shares

#ManagerSharesValue% of TotalPeriod
1Livelsberger Financial Advisory58,706$1.4M65.52%2024-03-31
2ORG Partners LLC8,598$210.4K9.59%2024-06-30
3CENTRAL BANK & TRUST CO7,867$200.7K8.78%2024-09-30
4Register Financial Advisors LLC2,936$62.0K3.27%2023-03-31
5Financial Gravity Asset Management, Inc.2,312$52.4K2.58%2025-03-31
6Financial Gravity Companies, Inc.1,078$25.9K1.20%2025-06-30
7Strategic Investment Solutions, Inc. /IL700$16.4K0.78%2023-12-31
8RE Dickinson Investment Advisors, LLC5,780$1296.45%2023-09-30
9Coston, McIsaac & Partners1,615$351.80%2023-12-31