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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 53656F797

LISTED FD TR

21 institutions · $7.3M total · 269,241 shares

#ManagerSharesValue% of TotalPeriod
1TrueMark Investments, LLC111,653$3.5M41.46%2025-06-30
2Weaver Consulting Group55,054$1.7M20.44%2025-06-30
3OLD MISSION CAPITAL LLC17,349$490.7K6.44%2024-03-31
4FSR Wealth Management Ltd.12,206$354.4K4.53%2025-03-31
5CreativeOne Wealth, LLC10,513$316.2K3.90%2024-12-31
6Outlook Wealth Advisors, LLC10,797$313.5K4.01%2025-03-31
7Atria Wealth Solutions, Inc.10,114$305.1K3.75%2024-09-30
8Capital Investment Advisory Services, LLC5,739$180.7K2.13%2025-06-30
9Lord & Richards Wealth Management, LLC533$15.5K0.19%2025-03-31
10AE Wealth Management LLC304$9.6K0.11%2025-06-30
11Quest 10 Wealth Builders, Inc.267$7.8K0.09%2025-03-31
12DHJJ Financial Advisors, Ltd.210$6.6K0.07%2025-06-30
13Park Square Financial Group, LLC117$3.4K0.04%2025-03-31
14ADVISOR GROUP HOLDINGS, INC.51$1.3K0.01%2023-12-31
15COMMONWEALTH EQUITY SERVICES, LLC20,000$6307.42%2025-06-30
16WOLVERINE TRADING, LLC14,320$3435.31%2023-06-30
17Capital A Wealth Management, LLC6$1740.00%2025-03-31
18UBS Group AG5$1150.00%2023-03-31
19Transce3nd, LLC2$580.00%2025-03-31
20MORGAN STANLEY1$350.00%2024-06-30
21CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30