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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 552983694

MFS VALUE I

16 institutions · $2.3M total · 54,798 shares

#ManagerSharesValue% of TotalPeriod
1RiverFront Investment Group, LLC14,752$761.5K26.92%2025-06-30
2FIRST MERCHANTS CORP12,423$625.9K22.67%2025-12-31
3Fulton Bank, N.A.10,724$540.3K19.57%2025-12-31
4PSI Advisors, LLC3,309$167.0K6.03%2025-03-31
5Register Financial Advisors LLC1,273$60.8K2.32%2023-03-31
6Oakworth Capital, Inc.1,071$54.0K1.95%2025-12-31
7Financial Gravity Asset Management, Inc.549$27.6K1.00%2024-06-30
8Strategic Investment Solutions, Inc. /IL473$23.6K0.86%2023-12-31
9Bull Oak Capital, LLC422$22.9K0.77%2024-09-30
10Garton & Associates Financial Advisors LLC329$16.6K0.60%2025-12-31
11Brooklyn Investment Group137$7.1K0.25%2025-06-30
12ORG Partners LLC136$6.4K0.24%2023-12-31
13TUCKER ASSET MANAGEMENT LLC77$3.8K0.14%2024-12-31
14ROTHSCHILD INVESTMENT CORP /IL5,675$26410.35%2023-12-31
15Coston, McIsaac & Partners2,647$1334.83%2025-12-31
16DIVIDEND ASSETS CAPITAL, LLC801$371.46%2023-12-31