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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 02072L771

EA SERIES TRUST

25 institutions · $46.7M total · 1,267,879 shares

#ManagerSharesValue% of TotalPeriod
1Revolve Wealth Partners, LLC792,783$29.4M62.52%2025-12-31
2Philip James Wealth Mangement, LLC268,087$9.9M21.14%2025-12-31
3Proficio Capital Partners LLC43,335$1.6M3.41%2025-12-31
4NewEdge Advisors, LLC38,469$1.4M3.03%2025-12-31
5WEALTH EFFECTS LLC22,471$832.3K1.77%2025-12-31
6Atomi Financial Group, Inc.14,344$531.2K1.13%2025-12-31
7SUSQUEHANNA INTERNATIONAL GROUP, LLP14,199$525.9K1.11%2025-12-31
8Womack Financial LLC11,923$441.6K0.94%2025-12-31
9Resources Investment Advisors, LLC.10,460$387.4K0.82%2025-12-31
10Signature Wealth Management Group10,460$387.4K0.82%2025-12-31
11SAX WEALTH ADVISORS, LLC8,064$279.9K0.63%2025-09-30
12Bravias Capital Group, LLC7,452$276.0K0.58%2025-12-31
13CLUNE & ASSOCIATES, LTD.7,052$244.8K0.55%2025-09-30
14CITADEL ADVISORS LLC7,701$229.3K0.60%2025-03-31
15Royal Bank of Canada4,748$176.0K0.37%2025-12-31
16AlphaCore Capital LLC887$32.9K0.06%2025-12-31
17Inlight Wealth Management, LLC774$28.7K0.06%2025-12-31
18Noble Wealth Management PBC650$24.1K0.05%2025-12-31
19AdvisorNet Financial, Inc277$8.4K0.02%2024-09-30
20JPMORGAN CHASE & CO158$5.9K0.01%2025-12-31
21Retirement Group, LLC142$3.3K0.01%2023-12-31
22UBS Group AG31$1.1K0.00%2025-12-31
23Tradition Wealth Management, LLC3,411$800.26%2023-12-31
24MORGAN STANLEY1$600.00%2025-09-30
25CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30