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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 808516702

TOTAL MARKET EQUITY INDE

8 institutions · $2.1M total · 55,314 shares

#ManagerSharesValue% of TotalPeriod
1FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,708$876.2K28.39%2024-12-31
2NORTH STAR ASSET MANAGEMENT INC11,762$763.4K21.26%2025-12-31
3Kohmann Bosshard Financial Services, LLC3,655$237.2K6.60%2025-12-31
4ATLAS CAPITAL ADVISORS LLC2,472$131.0K4.46%2025-03-31
5Game Plan Financial Advisors, LLC1,677$108.9K3.03%2025-12-31
6MFA Wealth Advisors, LLC378$20.6K0.68%2024-09-30
7HANTZ FINANCIAL SERVICES, INC.9,415$61117.02%2025-12-31
8Garde Capital, Inc.10,247$57218.52%2024-12-31