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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 360802821

AMERICAN FUNDS FUNDAMENT

14 institutions · $5.7M total · 81,832 shares

#ManagerSharesValue% of TotalPeriod
1WEST MICHIGAN ADVISORS, LLC23,743$1.6M29.01%2023-09-30
2STALEY CAPITAL ADVISERS INC14,587$1.3M17.82%2025-12-31
3ORG Partners LLC12,848$1.0M15.70%2024-06-30
4Register Financial Advisors LLC12,143$731.1K14.83%2023-03-31
5ORG Wealth Partners, LLC3,950$309.7K4.82%2025-03-31
6ENCOMPASS WEALTH ADVISORS, LLC3,436$293.4K4.19%2024-09-30
7Marathon Strategic Advisors, LLC2,884$233.9K3.52%2024-06-30
8Strategic Investment Solutions, Inc. /IL1,234$84.7K1.50%2023-12-31
9Wall Street Access Asset Management, LLC183$16.8K0.22%2025-12-31
10Transce3nd, LLC144$13.9K0.17%2025-12-31
11TUCKER ASSET MANAGEMENT LLC145$11.7K0.17%2024-12-31
12GOFEN & GLOSSBERG LLC /IL/6,048$3647.39%2023-03-31
13Coston, McIsaac & Partners487$380.59%2024-03-31
14RE Dickinson Investment Advisors, LLC0$00.00%2023-06-30