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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 01877C408

AB LARGE CAP GROWTH ADVI

9 institutions · $3.1M total · 27,555 shares

#ManagerSharesValue% of TotalPeriod
1Garton & Associates Financial Advisors LLC17,147$1.9M62.22%2025-12-31
2SPIRIT OF AMERICA MANAGEMENT CORP/NY4,137$476.0K15.01%2025-12-31
3Oakworth Capital, Inc.3,677$415.4K13.34%2025-12-31
4ORG Partners LLC785$87.5K2.84%2024-06-30
5Financial Gravity Companies, Inc.579$63.3K2.10%2024-12-31
6Financial Gravity Asset Management, Inc.579$58.0K2.10%2025-03-31
7TUCKER ASSET MANAGEMENT LLC240$22.2K0.87%2024-03-31
8Bull Oak Capital, LLC119$13.4K0.43%2024-09-30
9Coston, McIsaac & Partners292$331.05%2025-12-31