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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 294628201

EQUITY COMWLTH

61 institutions · $74.9M total · 2,977,053 shares

#ManagerSharesValue% of TotalPeriod
1ICON ADVISERS INC/CO748,020$18.9M25.12%2024-09-30
2BlackRock, Inc.443,911$11.2M14.91%2024-09-30
3BlackRock Inc.432,199$10.8M14.51%2024-06-30
4BAR HARBOR WEALTH MANAGEMENT216,620$5.5M7.27%2024-09-30
5GRAHAM CAPITAL WEALTH MANAGEMENT, LLC102,569$2.6M3.44%2024-09-30
6Uniplan Investment Counsel, Inc.98,935$2.5M3.32%2024-09-30
7INFRASTRUCTURE CAPITAL ADVISORS, LLC100,086$2.5M3.36%2023-03-31
8Maren Capital LLC95,507$2.4M3.20%2024-09-30
9DigitalBridge Group, Inc.93,730$2.3M3.14%2024-06-30
10WELLS FARGO & COMPANY/MN75,795$1.9M2.54%2024-09-30
11PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.75,450$1.9M2.53%2024-09-30
12Edgemoor Investment Advisors, Inc.73,928$1.9M2.48%2024-09-30
13BROOKFIELD Corp /ON/64,286$1.6M2.15%2024-09-30
14D.A. DAVIDSON & CO.42,624$1.1M1.43%2024-06-30
15Aurora Investment Counsel37,914$957.3K1.27%2024-09-30
16GOLDMAN SACHS GROUP INC31,580$797.4K1.06%2024-09-30
17ENVESTNET ASSET MANAGEMENT INC29,040$733.3K0.97%2024-09-30
18Nuveen Asset Management, LLC26,387$666.3K0.88%2024-09-30
19MANUFACTURERS LIFE INSURANCE COMPANY, THE26,104$659.1K0.87%2024-09-30
20REDMONT WEALTH ADVISORS LLC18,000$454.5K0.60%2024-09-30
21ADVISORY RESEARCH INC15,000$375.8K0.50%2023-03-31
22Kestra Advisory Services, LLC14,765$372.8K0.49%2024-09-30
23UNITED CAPITAL FINANCIAL ADVISERS, LLC13,000$324.9K0.43%2023-09-30
24ARBOR TRUST WEALTH ADVISORS, LLC10,500$263.1K0.35%2023-03-31
25Private Advisor Group, LLC9,588$242.1K0.32%2024-09-30
26SCHNIEDERS CAPITAL MANAGEMENT LLC8,805$219.3K0.29%2024-06-30
27HB Wealth Management, LLC8,248$206.2K0.27%2024-03-31
28Pine Harbor Wealth Management, LLC8,000$201.0K0.26%2024-03-31
29UBS Group AG6,549$165.4K0.21%2024-09-30
30FRANKLIN RESOURCES INC5,645$140.6K0.18%2024-06-30
31MORGAN STANLEY5,473$138.2K0.18%2025-03-31
321620 INVESTMENT ADVISORS, INC.5,150$130.0K0.17%2024-09-30
33Clearstead Advisors, LLC5,000$127.0K0.16%2023-09-30
34CALDWELL SUTTER CAPITAL, INC.4,200$106.0K0.14%2024-09-30
35FIFTH THIRD BANCORP2,471$62.4K0.08%2024-09-30
36EVERMAY WEALTH MANAGEMENT LLC2,341$59.1K0.07%2024-09-30
37ADVISOR GROUP HOLDINGS, INC.2,150$54.3K0.07%2024-12-31
38HUNTINGTON NATIONAL BANK2,000$50.5K0.06%2024-09-30
39PNC Financial Services Group, Inc.1,994$49.7K0.06%2024-06-30
40Royal Bank of Canada1,844$46.0K0.06%2024-09-30
41Sageworth Trust Co1,700$42.5K0.05%2023-06-30
42Sunbelt Securities, Inc.1,174$29.6K0.03%2024-09-30
43FIRST MANHATTAN CO1,000$25.1K0.03%2023-03-31
44NewEdge Advisors, LLC960$24.4K0.03%2023-09-30
45Phocas Financial Corp.900$22.5K0.03%2023-03-31
46JPMORGAN CHASE & CO770$19.4K0.02%2024-12-31
47BANK OF AMERICA CORP /DE/763$19.3K0.02%2024-09-30
48Parallel Advisors, LLC714$18.1K0.02%2024-03-31
49COMERICA SECURITIES,INC.606$15.2K0.02%2023-03-31
50WOLVERINE ASSET MANAGEMENT LLC586$14.8K0.01%2024-09-30
51Spire Wealth Management500$12.6K0.01%2024-09-30
52Kozak & Associates, Inc.315$8.0K0.01%2024-09-30
53NBT BANK N A /NY100$2.5K0.00%2024-09-30
54US BANCORP \DE\91$2.3K0.00%2024-09-30
55Larson Financial Group LLC91$2.3K0.00%2024-06-30
56TD PRIVATE CLIENT WEALTH LLC62$1.6K0.00%2024-09-30
57Global Retirement Partners, LLC53$1.3K0.00%2024-09-30
58Capital Analysts, LLC1,000$250.03%2023-09-30
59Semmax Financial Advisors Inc.160$40.00%2023-03-31
60CWM, LLC100$30.00%2023-12-31
61CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2024-09-30