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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 09630D407

BLUEROCK TOTAL INCOME R

14 institutions · $7.9M total · 390,396 shares

#ManagerSharesValue% of TotalPeriod
1GREENUP STREET WEALTH MANAGEMENT LLC208,666$7.0M53.44%2023-09-30
2ORG Partners LLC9,972$277.4K2.55%2024-06-30
3TUCKER ASSET MANAGEMENT LLC5,155$142.8K1.32%2024-12-31
4VIMA LLC3,122$106.3K0.79%2024-03-31
5Fairfield Financial Advisors, LTD3,323$89.0K0.85%2024-12-31
6Financial Gravity Asset Management, Inc.3,211$82.2K0.82%2025-09-30
7Strategic Investment Solutions, Inc. /IL1,957$66.7K0.50%2023-06-30
8Financial Gravity Companies, Inc.1,327$34.5K0.33%2025-06-30
9Vermillion Wealth Management, Inc.894$22.9K0.22%2025-09-30
10Transce3nd, LLC507$19.5K0.12%2025-09-30
11Anderson Financial Strategies, LLC696$18.6K0.17%2024-12-31
12GOFEN & GLOSSBERG LLC /IL/144,996$5.2K37.14%2023-03-31
13TRUST CO OF VERMONT97$2.5K0.02%2025-09-30
14RE Dickinson Investment Advisors, LLC6,473$2171.65%2023-09-30