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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 316389303

FIDELITY BLUE CHIP GROWTH

16 institutions · $9.6M total · 43,869 shares

#ManagerSharesValue% of TotalPeriod
1Garton & Associates Financial Advisors LLC17,726$4.7M40.40%2025-12-31
2SILVERCREST ASSET MANAGEMENT GROUP LLC7,654$1.7M17.44%2024-06-30
3CARRET ASSET MANAGEMENT, LLC4,691$1.3M10.69%2025-12-31
4Williams Jones Wealth Management, LLC.4,491$1.2M10.23%2025-12-31
5Fulton Bank, N.A.2,365$631.6K5.39%2025-12-31
6Financial Gravity Asset Management, Inc.359$96.0K0.81%2025-12-31
7TUCKER ASSET MANAGEMENT LLC33$7.3K0.07%2024-06-30
8Luminist Capital LLC20$5.2K0.04%2025-09-30
9Oakworth Capital, Inc.6$1.5K0.01%2025-09-30
10Fairfield Financial Advisors, LTD4$1.0K0.00%2024-12-31
11ATLAS CAPITAL ADVISORS LLC4$8520.00%2024-09-30
12NEVILLE RODIE & SHAW INC1,989$5314.53%2025-12-31
13Coston, McIsaac & Partners1,885$5034.29%2025-12-31
14Lester Murray Antman dba SimplyRich1,156$2732.63%2025-06-30
15Grassi Investment Management975$2312.22%2025-06-30
16RE Dickinson Investment Advisors, LLC511$801.16%2023-09-30