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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 00768Y818

ADVISORSHARES TR

39 institutions · $10.1M total · 85,029 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC8,470$1.1M9.96%2025-12-31
2MORGAN STANLEY7,357$937.4K8.65%2025-12-31
3Waverly Advisors, LLC6,251$796.5K7.35%2025-12-31
4Caerus Investment Advisors, LLC5,920$754.3K6.96%2025-12-31
59258 Wealth Management, LLC5,020$597.6K5.90%2024-09-30
6ADVISOR GROUP HOLDINGS, INC.4,495$573.2K5.28%2025-12-31
7SUSQUEHANNA INTERNATIONAL GROUP, LLP4,144$528.0K4.87%2025-12-31
8Raymond James Financial Services Advisors, Inc.4,347$517.5K5.11%2024-09-30
9SILVERLAKE WEALTH MANAGEMENT LLC3,856$491.4K4.53%2025-12-31
10CITADEL ADVISORS LLC3,764$479.6K4.42%2025-12-31
11Private Advisor Group, LLC3,225$410.9K3.79%2025-12-31
12Belpointe Asset Management LLC4,403$395.4K5.17%2023-06-30
13Busey Wealth Management3,000$382.3K3.52%2025-12-31
14Intrua Financial, LLC2,966$309.9K3.48%2025-03-31
15JONES FINANCIAL COMPANIES LLLP2,162$275.5K2.54%2025-12-31
16Farther Finance Advisors, LLC2,081$265.1K2.44%2025-12-31
17Wealthspire Advisors, LLC1,931$246.1K2.27%2025-12-31
18RAYMOND JAMES FINANCIAL INC1,841$234.6K2.16%2025-12-31
19COMMONWEALTH EQUITY SERVICES, LLC1,702$216.9K2.00%2025-12-31
20Prime Capital Investment Advisors, LLC1,619$206.2K1.90%2025-12-31
21Western Pacific Wealth Management, LP1,000$89.8K1.17%2023-06-30
22Ameritas Advisory Services, LLC620$72.8K0.72%2025-06-30
23Parallel Advisors, LLC488$62.2K0.57%2025-12-31
24Steward Partners Investment Advisory, LLC400$51.0K0.47%2025-12-31
25Royal Bank of Canada382$43.0K0.44%2025-09-30
26PRINCIPAL SECURITIES, INC.281$32.7K0.33%2025-03-31
27Westside Investment Management, Inc.267$31.4K0.31%2025-06-30
28UBS Group AG159$20.3K0.18%2025-12-31
29Federation des caisses Desjardins du Quebec155$14.8K0.18%2024-06-30
30Global Retirement Partners, LLC100$12.7K0.11%2025-12-31
31HARBOUR INVESTMENTS, INC.50$4.5K0.05%2023-06-30
32Asset Dedication, LLC13$1.5K0.01%2024-12-31
33Advisory Services Network, LLC11$9880.01%2023-06-30
34FLOW TRADERS U.S. LLC1,624$2071.90%2025-12-31
35FMR LLC1$1160.00%2024-12-31
36IFP Advisors, Inc600$410.70%2023-03-31
37CWM, LLC324$410.38%2025-12-31
38WELLS FARGO & COMPANY/MN0$160.00%2025-12-31
39CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30