Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 02072L474

EA SERIES TRUST

18 institutions · $8.4M total · 333,789 shares

#ManagerSharesValue% of TotalPeriod
1NAPA WEALTH MANAGEMENT142,413$4.9M42.66%2025-09-30
2IFP Advisors, Inc29,220$1.0M8.75%2025-12-31
3MILESTONE ASSET MANAGEMENT, LLC17,770$616.5K5.32%2025-12-31
4Foundations Investment Advisors, LLC14,885$378.0K4.45%2023-12-31
5Worth Asset Management, LLC8,796$302.1K2.63%2025-09-30
6Kingsview Wealth Management, LLC7,937$246.9K2.37%2025-03-31
7GTS SECURITIES LLC6,987$242.4K2.09%2025-12-31
8SUSQUEHANNA INTERNATIONAL GROUP, LLP7,068$219.9K2.11%2025-03-31
9GOLDMAN SACHS GROUP INC6,079$208.8K1.82%2025-09-30
10Atomi Financial Group, Inc.6,438$203.0K1.92%2024-12-31
11Nelson, Van Denburg & Campbell Wealth Management Group, LLC511$16.1K0.15%2024-12-31
12MORGAN STANLEY225$7.0K0.06%2025-03-31
13HARBOUR INVESTMENTS, INC.190$6.6K0.05%2025-12-31
14JONES FINANCIAL COMPANIES LLLP194$6.1K0.05%2024-12-31
15Coppell Advisory Solutions LLC95$3.0K0.02%2024-12-31
16Cambridge Investment Research Advisors, Inc.84,972$2.9K25.45%2025-12-31
17UBS Group AG9$3090.00%2025-09-30
18CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30