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Wednesday, July 29, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
Markets & Finance
Research Reports
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13F
/
CUSIP
/
72348N109
CUSIP 72348N109
PINNACLE FINL PARTNERS INC COM
48 institutions · $127.9M total · 1,397,918 shares
#
Manager
Shares
Value
% of Total
Period
1
BloombergSen Inc.
801,131
$76.4M
57.30%
2025-12-31
2
LEE DANNER & BASS INC
211,897
$20.2M
15.15%
2025-12-31
3
CAPTRUST FINANCIAL ADVISORS
89,587
$8.5M
6.40%
2025-12-31
4
CARY STREET PARTNERS FINANCIAL LLC
48,783
$4.7M
3.48%
2025-12-31
5
YOUSIF CAPITAL MANAGEMENT, LLC
46,456
$4.5M
3.32%
2025-12-31
6
DARK FOREST CAPITAL MANAGEMENT LP
42,822
$4.1M
3.06%
2025-12-31
7
EverSource Wealth Advisors, LLC
17,463
$1.7M
1.24%
2025-12-31
8
Duncan Williams Asset Management, LLC
12,954
$1.3M
0.92%
2025-12-31
9
IRONWOOD INVESTMENT MANAGEMENT LLC
11,327
$1.1M
0.81%
2025-12-31
10
ROTHSCHILD INVESTMENT LLC
10,954
$1.0M
0.78%
2025-12-31
11
GREEN SQUARE CAPITAL ADVISORS LLC
7,159
$683.0K
0.51%
2025-12-31
12
Legacy Financial Advisors, Inc.
4,283
$408.6K
0.30%
2025-12-31
13
Ensign Peak Advisors, Inc
4,171
$398.0K
0.29%
2025-12-31
14
Pinnacle Wealth Management Advisory Group, LLC
4,061
$387.5K
0.29%
2025-12-31
15
Advisory Services Network, LLC
3,933
$375.3K
0.28%
2025-12-31
16
Sunbelt Securities, Inc.
3,819
$364.4K
0.27%
2025-12-31
17
Strategic Blueprint, LLC
3,449
$329.1K
0.24%
2025-12-31
18
Farther Finance Advisors, LLC
2,899
$276.6K
0.20%
2025-12-31
19
Neo Ivy Capital Management
2,582
$246.3K
0.18%
2025-12-31
20
Fifth Third Wealth Advisors LLC
2,387
$227.7K
0.17%
2025-12-31
21
TRANSCEND CAPITAL ADVISORS, LLC
2,357
$224.9K
0.16%
2025-12-31
22
Versant Capital Management, Inc
515
$49.1K
0.03%
2025-12-31
23
Bruce G. Allen Investments, LLC
464
$44.3K
0.03%
2025-12-31
24
Quent Capital, LLC
421
$40.2K
0.03%
2025-12-31
25
Parallel Advisors, LLC
316
$30.2K
0.02%
2025-12-31
26
High Point Wealth Management, LLC
284
$27.1K
0.02%
2025-12-31
27
Westside Investment Management, Inc.
210
$20.0K
0.01%
2025-12-31
28
Torren Management, LLC
204
$19.4K
0.01%
2025-12-31
29
Root Financial Partners, LLC
203
$19.4K
0.01%
2025-12-31
30
CoreCap Advisors, LLC
173
$16.5K
0.01%
2025-12-31
31
Salomon & Ludwin, LLC
164
$15.9K
0.01%
2025-12-31
32
PEREGRINE CAPITAL MANAGEMENT LLC
160
$15.3K
0.01%
2025-12-31
33
Sound Income Strategies, LLC
133
$13.1K
0.00%
2025-12-31
34
LRI Investments, LLC
118
$11.3K
0.00%
2025-12-31
35
Elyxium Wealth, LLC
86
$8.2K
0.00%
2025-12-31
36
CREATIVE FINANCIAL DESIGNS INC /ADV
82
$7.8K
0.00%
2025-12-31
37
North Star Investment Management Corp.
81
$7.7K
0.00%
2025-12-31
38
SRS Capital Advisors, Inc.
70
$6.7K
0.00%
2025-12-31
39
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
66
$6.3K
0.00%
2025-12-31
40
FNY Investment Advisers, LLC
31,332
$3.0K
2.24%
2025-12-31
41
AMALGAMATED BANK
28,309
$2.7K
2.02%
2025-12-31
42
Fortitude Family Office, LLC
16
$1.5K
0.00%
2025-12-31
43
Rossby Financial, LCC
14
$1.3K
0.00%
2025-12-31
44
HIGHLINE WEALTH PARTNERS LLC
9
$859
0.00%
2025-12-31
45
Bay Harbor Wealth Management, LLC
7
$667
0.00%
2025-12-31
46
Bogart Wealth, LLC
6
$572
0.00%
2025-12-31
47
Principia Wealth Advisory, LLC
1
$95
0.00%
2025-12-31
48
Red Tortoise LLC
0
$7
0.00%
2025-12-31