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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 939330825

AMERICAN FUNDS WASHINGTON MUTUAL F2

23 institutions · $7.6M total · 128,990 shares

#ManagerSharesValue% of TotalPeriod
1WEST MICHIGAN ADVISORS, LLC58,307$3.2M45.20%2023-09-30
2SPIRIT OF AMERICA MANAGEMENT CORP/NY7,985$531.6K6.19%2025-12-31
3ORG Wealth Partners, LLC7,607$468.2K5.89%2025-03-31
4ORG Partners LLC7,620$459.9K5.90%2024-06-30
5ENCOMPASS WEALTH ADVISORS, LLC6,948$446.7K5.38%2024-09-30
6Fulton Bank, N.A.6,357$413.8K4.92%2025-12-31
7Financial Gravity Companies, Inc.5,936$378.7K4.60%2025-06-30
8Wall Street Access Asset Management, LLC5,638$367.0K4.37%2025-12-31
9Financial Gravity Asset Management, Inc.5,622$366.0K4.35%2025-12-31
10TOWER BRIDGE ADVISORS4,977$332.8K3.85%2025-09-30
11FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,958$304.7K3.84%2025-03-31
12Register Financial Advisors LLC2,350$122.0K1.82%2023-03-31
13TUCKER ASSET MANAGEMENT LLC1,509$92.8K1.16%2024-12-31
14Transce3nd, LLC1,207$80.3K0.93%2025-12-31
15Oakworth Capital, Inc.560$36.4K0.43%2025-12-31
16VIMA LLC426$22.3K0.33%2024-03-31
17Vermillion Wealth Management, Inc.306$20.5K0.23%2025-09-30
18RICHARDSON FINANCIAL SERVICES INC.169$10.7K0.13%2025-12-31
19Garton & Associates Financial Advisors LLC68$4.4K0.05%2025-12-31
20Livelsberger Financial Advisory67$3.8K0.05%2024-03-31
21Strategic Investment Solutions, Inc. /IL52$2.8K0.04%2023-12-31
22Motiv8 Investments LLC315$210.24%2025-12-31
23Coston, McIsaac & Partners6$00.00%2023-06-30