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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 70336F203

PATRIOT NATL BANCORP INC

96 institutions · $27.5M total · 15,711,063 shares

#ManagerSharesValue% of TotalPeriod
1Angel Oak Capital Advisors, LLC3,292,840$6.0M20.95%2025-12-31
2BlackRock, Inc.2,240,344$4.1M14.25%2025-12-31
3GEODE CAPITAL MANAGEMENT, LLC1,389,974$2.5M8.84%2025-12-31
4VANGUARD GROUP INC1,276,017$2.3M8.12%2025-12-31
5Curated Wealth Partners LLC881,297$1.6M5.60%2025-12-31
6NORTHERN TRUST CORP787,155$1.4M5.01%2025-12-31
7Russell Investments Group, Ltd.684,009$1.2M4.35%2025-12-31
8STATE STREET CORP661,454$1.2M4.21%2025-12-31
9Miracle Mile Advisors, LLC434,748$791.2K2.76%2025-12-31
10HighTower Advisors, LLC295,000$536.9K1.87%2025-12-31
11AXXCESS WEALTH MANAGEMENT, LLC213,334$388.3K1.35%2025-12-31
12Lido Advisors, LLC275,385$358.0K1.75%2025-12-31
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC168,909$307.4K1.07%2025-12-31
14Nuveen, LLC126,620$230.4K0.80%2025-12-31
15Rinkey Investments121,828$221.7K0.77%2025-12-31
16AQR Arbitrage LLC110,411$209.8K0.70%2024-09-30
17BOOTHBAY FUND MANAGEMENT, LLC110,464$206.6K0.70%2024-06-30
18JANE STREET GROUP, LLC107,547$195.7K0.68%2025-12-31
19BARCLAYS PLC107,513$195.7K0.68%2025-12-31
20Beacon Pointe Advisors, LLC104,000$189.3K0.66%2025-12-31
21Bank of New York Mellon Corp103,818$188.9K0.66%2025-12-31
22Nelson, Van Denburg & Campbell Wealth Management Group, LLC100,000$182.0K0.63%2025-12-31
23CALDWELL SUTTER CAPITAL, INC.148,401$172.1K0.94%2025-03-31
24SILVERCREST ASSET MANAGEMENT GROUP LLC126,597$164.6K0.80%2025-09-30
25Falcon Wealth Planning85,000$154.7K0.54%2025-12-31
26Siguler Guff Advisers, LLC75,929$144.3K0.48%2024-09-30
27WELLS FARGO & COMPANY/MN76,444$139.1K0.48%2025-12-31
28MORGAN STANLEY65,548$119.3K0.41%2025-12-31
29Point72 Asset Management, L.P.65,000$118.3K0.41%2025-12-31
30CITADEL ADVISORS LLC89,309$116.1K0.56%2025-09-30
31GOLDMAN SACHS GROUP INC53,208$96.8K0.33%2025-12-31
32NEW YORK STATE COMMON RETIREMENT FUND49,544$90.2K0.31%2025-12-31
33DEUTSCHE BANK AG\46,768$85.1K0.29%2025-12-31
34BANK OF AMERICA CORP /DE/40,536$73.8K0.25%2025-12-31
35BlackDiamond Wealth Management Inc.50,000$72.0K0.31%2025-12-31
36Focus Partners Wealth39,556$72.0K0.25%2025-12-31
37CI Private Wealth, LLC39,123$71.2K0.24%2025-12-31
38ALLIANCEBERNSTEIN L.P.38,340$69.8K0.24%2025-12-31
39Larson Financial Group LLC37,700$68.6K0.23%2025-12-31
40RHUMBLINE ADVISERS32,870$59.8K0.20%2025-12-31
41DIMENSIONAL FUND ADVISORS LP16,341$59.8K0.10%2024-03-31
42Northeast Financial Consultants Inc39,123$59.5K0.24%2025-06-30
43SUSQUEHANNA INTERNATIONAL GROUP, LLP32,532$59.2K0.20%2025-12-31
44Squarepoint Ops LLC38,116$57.9K0.24%2025-06-30
45MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,817$57.9K0.20%2025-12-31
46Kovitz Investment Group Partners, LLC39,520$51.4K0.25%2025-09-30
47JPMORGAN CHASE & CO27,375$49.8K0.17%2025-12-31
48Elyxium Wealth, LLC25,960$47.2K0.16%2025-12-31
49Police & Firemen's Retirement System of New Jersey24,768$45.1K0.15%2025-12-31
50INTECH INVESTMENT MANAGEMENT LLC22,185$40.4K0.14%2025-12-31
51Blue Sky Capital Consultants Group, Inc.20,500$37.3K0.13%2025-12-31
52Westmount Partners, LLC20,000$36.4K0.12%2025-12-31
53MANUFACTURERS LIFE INSURANCE COMPANY, THE19,876$36.2K0.12%2025-12-31
54Suncoast Equity Management18,115$33.0K0.11%2025-12-31
55Dynamic Advisor Solutions LLC20,590$31.3K0.13%2025-06-30
56Invesco Ltd.16,660$30.3K0.10%2025-12-31
57Sanctuary Advisors, LLC15,019$27.3K0.09%2025-12-31
58BNP PARIBAS ARBITRAGE, SNC14,524$26.4K0.09%2025-12-31
59Voya Investment Management LLC13,263$24.1K0.08%2025-12-31
60ProShare Advisors LLC12,524$22.8K0.07%2025-12-31
61ADVISOR GROUP HOLDINGS, INC.12,500$22.8K0.07%2025-12-31
62Magnus Financial Group LLC14,500$22.0K0.09%2025-06-30
63UBS Group AG10,304$18.8K0.06%2025-12-31
64NewEdge Advisors, LLC11,737$15.3K0.07%2025-09-30
65Legal & General Group Plc7,078$12.9K0.04%2025-12-31
66FMR LLC6,831$12.4K0.04%2025-12-31
67BRIDGEWAY CAPITAL MANAGEMENT, LLC10,182$11.8K0.06%2025-03-31
68Almanack Investment Partners, LLC.10,000$11.6K0.06%2025-03-31
69Tower Research Capital LLC (TRC)6,003$10.9K0.03%2025-12-31
70Ameritas Investment Partners, Inc.4,486$8.2K0.02%2025-12-31
71CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM4,222$7.7K0.02%2025-12-31
72INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,000$7.3K0.02%2025-12-31
73ORG Partners LLC3,700$6.7K0.02%2025-12-31
74Daytona Street Capital LLC2,855$5.2K0.01%2025-12-31
75BlackRock Inc.2,600$4.9K0.01%2024-06-30
76SIGULER GUFF ADVISERS, LLC299,711$3.2K1.90%2023-03-31
77Royal Bank of Canada1,537$3.0K0.00%2025-12-31
78CITIGROUP INC1,551$2.8K0.00%2025-12-31
79Sterling Capital Management LLC329$5990.00%2025-12-31
80SBI Securities Co., Ltd.306$5570.00%2025-12-31
81SRS Capital Advisors, Inc.246$3190.00%2025-09-30
82Farther Finance Advisors, LLC130$2370.00%2025-12-31
83Cornerstone Planning Group LLC100$1600.00%2024-06-30
84PRICE T ROWE ASSOCIATES INC /MD/22,436$410.14%2025-12-31
85SG Americas Securities, LLC16,450$300.10%2025-12-31
86HRT FINANCIAL LP15,713$290.10%2024-06-30
87Virtu Financial LLC17,408$230.11%2025-09-30
88PNC Financial Services Group, Inc.10$180.00%2025-12-31
89EverSource Wealth Advisors, LLC7$130.00%2025-12-31
90True Wealth Design, LLC6$110.00%2025-12-31
91IFP Advisors, Inc4$70.00%2025-12-31
92ROTHSCHILD INVESTMENT LLC2$40.00%2025-12-31
93AMALGAMATED BANK2,153$40.01%2025-12-31
94Allworth Financial LP1$20.00%2025-12-31
95CWM, LLC617$10.00%2025-12-31
96CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30