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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 00777X561

ADVISOR MANAGED PORTFOLIOS

15 institutions · $4.4M total · 158,871 shares

#ManagerSharesValue% of TotalPeriod
1AVANTAX ADVISORY SERVICES, INC.25,082$865.6K15.78%2025-06-30
2LPL Financial LLC25,842$857.6K16.26%2025-12-31
3SUSQUEHANNA INTERNATIONAL GROUP, LLP25,256$838.2K15.89%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC15,540$515.7K9.78%2025-12-31
5JANE STREET GROUP, LLC13,519$466.6K8.50%2025-06-30
6OLD MISSION CAPITAL LLC10,777$373.9K6.78%2025-09-30
7NewEdge Advisors, LLC7,075$245.4K4.45%2025-09-30
8Mills Wealth Advisors LLC6,700$222.3K4.21%2025-12-31
9ADVISOR GROUP HOLDINGS, INC.400$13.3K0.25%2025-12-31
10Crewe Advisors LLC254$8.4K0.15%2025-12-31
11EVERMAY WEALTH MANAGEMENT LLC126$4.0K0.07%2025-03-31
12UBS Group AG101$3.4K0.06%2025-12-31
13HARBOR INVESTMENT ADVISORY, LLC40$1.4K0.02%2025-06-30
14Janney Montgomery Scott LLC28,159$97717.72%2025-09-30
15CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30