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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 353496300

FRANKLIN INCOME A1

16 institutions · $6.3M total · 2,888,990 shares

#ManagerSharesValue% of TotalPeriod
1Livelsberger Financial Advisory2,530,315$5.9M87.58%2024-03-31
2WEST MICHIGAN ADVISORS, LLC52,336$119.3K1.81%2023-09-30
3Arvest Bank Trust Division44,584$111.5K1.54%2025-12-31
4NORTH STAR ASSET MANAGEMENT INC27,612$69.0K0.95%2025-12-31
5Ethos Financial Group, LLC22,051$54.0K0.76%2024-09-30
6Jackson Wealth Management, LLC12,540$31.0K0.43%2025-12-31
7Strategic Investment Solutions, Inc. /IL10,112$23.1K0.35%2023-09-30
8TUCKER ASSET MANAGEMENT LLC7,468$18.3K0.25%2024-12-31
9Financially Speaking Inc6,779$16.9K0.23%2025-12-31
10Laffer Tengler Investments2,040$4.8K0.07%2024-06-30
11CANANDAIGUA NATIONAL BANK & TRUST CO75,761$1742.62%2023-06-30
12CANANDAIGUA NATIONAL CORP75,761$1722.62%2023-03-31
13GOFEN & GLOSSBERG LLC /IL/21,615$490.74%2023-03-31
14Financial Gravity Companies, Inc.8$190.00%2024-09-30
15Financial Gravity Asset Management, Inc.8$180.00%2024-06-30
16Luminist Capital LLC0$10.00%2024-12-31