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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 939330775

AMERICAN FUNDS WASHINGTON MUTUAL F3

15 institutions · $4.0M total · 78,337 shares

#ManagerSharesValue% of TotalPeriod
1RiverFront Investment Group, LLC17,945$1.1M22.90%2025-06-30
2TUCKER ASSET MANAGEMENT LLC11,421$734.7K14.57%2024-12-31
3Vermillion Wealth Management, Inc.6,622$443.2K8.45%2025-09-30
4GREAT LAKES ADVISORS, LLC5,890$376.0K7.51%2025-06-30
5Wall Street Access Asset Management, LLC4,750$309.4K6.06%2025-12-31
6Ethos Financial Group, LLC4,166$271.4K5.31%2025-12-31
7Laffer Tengler Investments4,970$259.9K6.34%2023-06-30
8ORG Partners LLC2,946$177.9K3.76%2024-06-30
9Kohmann Bosshard Financial Services, LLC2,480$161.5K3.16%2025-12-31
10Garton & Associates Financial Advisors LLC1,469$95.7K1.87%2025-12-31
11MFA Wealth Advisors, LLC713$43.1K0.91%2024-06-30
12Game Plan Financial Advisors, LLC29$1.9K0.03%2025-12-31
13VIMA LLC22$1.2K0.02%2024-03-31
14ROTHSCHILD INVESTMENT CORP /IL14,622$77118.66%2023-12-31
15Coston, McIsaac & Partners292$190.37%2025-12-31