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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 353496847

FRANKLIN INCOME ADV

19 institutions · $2.6M total · 1,253,016 shares

#ManagerSharesValue% of TotalPeriod
1ENCOMPASS WEALTH ADVISORS, LLC261,797$636.2K20.89%2024-09-30
2Meadowbrook Wealth Management, LLC244,211$598.3K19.48%2025-09-30
3Vermillion Wealth Management, Inc.173,156$424.2K13.81%2025-09-30
4Register Financial Advisors LLC100,667$226.5K8.03%2023-03-31
5TOWER BRIDGE ADVISORS93,371$220.4K7.45%2025-03-31
6MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC80,287$180.6K6.40%2023-03-31
7WEST MICHIGAN ADVISORS, LLC52,551$118.8K4.19%2023-09-30
8Atlas Wealth LLC34,144$78.9K2.72%2024-06-30
9Garton & Associates Financial Advisors LLC18,033$44.5K1.43%2025-12-31
10Oakworth Capital, Inc.10,481$25.9K0.83%2025-12-31
11Ethos Financial Group, LLC9,754$22.8K0.77%2024-12-31
12ORG Partners LLC6,327$14.6K0.50%2024-06-30
13TUCKER ASSET MANAGEMENT LLC5,988$14.0K0.47%2024-12-31
14Financial Gravity Companies, Inc.5,182$12.4K0.41%2025-06-30
15Financial Gravity Asset Management, Inc.5,182$12.2K0.41%2025-03-31
16Wall Street Access Asset Management, LLC2,362$5.8K0.18%2025-12-31
17GOFEN & GLOSSBERG LLC /IL/115,549$2609.22%2023-03-31
18Coston, McIsaac & Partners24,699$611.97%2025-12-31
19Motiv8 Investments LLC9,275$230.74%2025-12-31