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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 453320822

AMERICAN FUNDS INCOME FUND OF AMER F2

15 institutions · $7.5M total · 296,593 shares

#ManagerSharesValue% of TotalPeriod
1Wall Street Access Asset Management, LLC164,141$4.3M55.34%2025-12-31
2WEST MICHIGAN ADVISORS, LLC46,280$1.1M15.60%2023-09-30
3ORG Partners LLC29,920$719.3K10.08%2024-06-30
4ENCOMPASS WEALTH ADVISORS, LLC23,087$598.6K7.78%2024-09-30
5ORG Wealth Partners, LLC16,768$426.3K5.65%2025-03-31
6Register Financial Advisors LLC3,649$82.5K1.23%2023-03-31
7TUCKER ASSET MANAGEMENT LLC3,054$74.5K1.02%2024-12-31
8Laffer Tengler Investments3,198$72.3K1.07%2023-03-31
9Strategic Investment Solutions, Inc. /IL2,381$55.3K0.80%2023-12-31
10VIMA LLC1,964$44.4K0.66%2024-03-31
11Transce3nd, LLC1,390$37.7K0.46%2025-12-31
12Garton & Associates Financial Advisors LLC433$11.3K0.14%2025-12-31
13Financial Gravity Companies, Inc.135$3.6K0.04%2025-06-30
14Financial Gravity Asset Management, Inc.134$3.4K0.04%2025-03-31
15ADIRONDACK TRUST CO59$1.6K0.01%2025-06-30