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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 53656F672

LISTED FD TR

55 institutions · $32.2M total · 888,521 shares

#ManagerSharesValue% of TotalPeriod
1ACCESS FINANCIAL SERVICES, INC.270,008$9.7M30.38%2025-03-31
2Lloyd Advisory Services, LLC.114,020$4.1M12.83%2025-03-31
3TrueMark Investments, LLC77,591$3.0M8.73%2025-06-30
4B.O.S.S. Retirement Advisors, LLC49,776$1.8M5.60%2025-03-31
5Elevated Capital Advisors, LLC34,020$1.2M3.82%2025-06-30
6SMART Wealth LLC32,601$1.2M3.66%2025-03-31
7FSR Wealth Management Ltd.31,115$1.1M3.50%2025-03-31
8Weaver Consulting Group25,471$979.8K2.86%2025-06-30
9HOWARD BAILEY SECURITIES, LLC27,048$969.4K3.04%2025-12-31
10FWG Investments, LLC.21,986$788.0K2.47%2025-03-31
11GOLDMAN SACHS GROUP INC18,037$670.0K2.03%2024-09-30
12Great Lakes Retirement, Inc.16,791$601.8K1.88%2025-03-31
13Authentikos Wealth Advisory, LLC15,373$569.0K1.73%2024-12-31
14LifeWealth Investments, LLC15,480$554.8K1.74%2025-12-31
15CreativeOne Wealth, LLC14,016$539.2K1.57%2025-06-30
16JANE STREET GROUP, LLC12,225$438.1K1.37%2025-03-31
17Outlook Wealth Advisors, LLC9,518$353.5K1.07%2024-09-30
18OLD MISSION CAPITAL LLC9,480$339.8K1.06%2025-03-31
19Csenge Advisory Group8,899$306.1K1.00%2025-03-31
20Kestra Advisory Services, LLC9,949$286.5K1.11%2023-06-30
21Quest 10 Wealth Builders, Inc.7,915$283.7K0.89%2025-03-31
22AE Wealth Management LLC6,599$253.8K0.74%2025-06-30
23FSA Advisors, Inc.6,976$250.0K0.78%2025-03-31
24WOLVERINE TRADING, LLC6,858$245.2K0.77%2025-03-31
25Capital Investment Advisory Services, LLC6,052$232.8K0.68%2025-06-30
26HARBOUR INVESTMENTS, INC.5,794$219.9K0.65%2025-06-30
27SUSQUEHANNA INTERNATIONAL GROUP, LLP5,477$210.7K0.61%2025-06-30
28INSIGHT 2811, INC.5,683$210.3K0.63%2024-12-31
29GTS SECURITIES LLC5,639$208.7K0.63%2024-12-31
30ADVISOR GROUP HOLDINGS, INC.3,996$148.4K0.44%2024-12-31
31Aptus Capital Advisors, LLC3,413$131.3K0.38%2025-06-30
32UBS Group AG3,291$126.6K0.37%2025-06-30
33POM Investment Strategies, LLC1,480$55.0K0.16%2024-09-30
34Lord & Richards Wealth Management, LLC1,319$47.3K0.14%2025-03-31
35BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,200$46.2K0.13%2025-06-30
36Transce3nd, LLC1,002$35.9K0.11%2025-03-31
37DHJJ Financial Advisors, Ltd.709$27.3K0.07%2025-06-30
38Park Square Financial Group, LLC546$19.6K0.06%2025-03-31
39Coppell Advisory Solutions LLC276$10.2K0.03%2024-12-31
40OLIVER LAGORE VANVALIN INVESTMENT GROUP198$5.9K0.02%2023-12-31
41Pineridge Advisors LLC118$4.5K0.01%2025-06-30
42Decker Retirement Planning Inc.118$4.2K0.01%2025-03-31
43Sound Income Strategies, LLC114$3.9K0.01%2024-03-31
44Ameritas Advisory Services, LLC82$3.2K0.00%2025-06-30
45NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO59$2.2K0.00%2024-09-30
46Richard W. Paul & Associates, LLC45$1.6K0.00%2025-03-31
47BANK OF AMERICA CORP /DE/43$1.6K0.00%2024-09-30
48JPMORGAN CHASE & CO35$1.3K0.00%2025-03-31
49Allworth Financial LP35$1.2K0.00%2025-03-31
50Capital A Wealth Management, LLC18$5740.00%2025-09-30
51TUCKER ASSET MANAGEMENT LLC9$2870.00%2024-03-31
52New Millennium Group LLC6$2150.00%2025-03-31
53MORGAN STANLEY1$680.00%2025-03-31
54CWM, LLC11$00.00%2025-03-31
55CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30