Ever Source Wealth Advisors, LLC Purchases in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REI
Ring Energy, Inc.

Energy
20.8K
+ 1398.45%
$0.74 - $1.17 $15.4K - $24.3K
22.3K $17K
EXP
Eagle Materials Inc

Basic Materials
87
+ 102.35%
$193.68 - $241.95 $16.9K - $21K
172 $34K
SRDX
Surmodics Inc

Healthcare
558
New
$26.76 - $31.1 $14.9K - $17.4K
558 $16K
MLKN
Millerknoll, Inc.

Consumer Cyclical
824
+ 686.67%
$15.47 - $19.82 $12.7K - $16.3K
944 $18K
INT
World Fuel Services Corp

Energy
720
+ 672.9%
N/A
827 $18K
NOK
Nokia Corp

Technology
3.28K
+ 26.19%
$4.65 - $5.43 $15.2K - $17.8K
15.8K $81K
TRS
Trimas Corp

Consumer Cyclical
564
+ 2820.0%
$19.9 - $28.61 $11.2K - $16.1K
584 $16K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
6.71K
+ 1192.01%
$1.85 - $2.65 $12.4K - $17.8K
7.27K $17K
RGP
Resources Connection, Inc.

Industrials
2.98K
+ 2187.5%
$4.94 - $6.65 $14.7K - $19.8K
3.11K $16K
CZFS
Citizens Financial Services Inc

Financial Services
276
+ 9200.0%
$53.5 - $63.28 $14.8K - $17.5K
279 $16K
TMP
Tompkins Financial Corp

Financial Services
256
+ 984.62%
$55.65 - $65.06 $14.2K - $16.7K
282 $17K
CMP
Compass Minerals International Inc

Basic Materials
570
+ 122.06%
$9.12 - $20.29 $5.2K - $11.6K
1.04K $20K
JRVR
James River Group Holdings, Ltd.

Financial Services
2.59K
+ 1354.97%
$3.96 - $6.18 $10.2K - $16K
2.78K $16K
MLR
Miller Industries Inc

Consumer Cyclical
329
+ 66.46%
$38.99 - $47.29 $12.8K - $15.6K
824 $36K
TRN
Trinity Industries Inc

Industrials
676
+ 47.17%
$24.11 - $28.86 $16.3K - $19.5K
2.11K $56K
VRTS
Virtus Investment Partners, Inc.

Financial Services
86
+ 505.88%
$143.2 - $185.33 $12.3K - $15.9K
103 $18K
TD
Toronto Dominion Bank

Financial Services
116
+ 22.7%
$55.71 - $73.45 $6.46K - $8.52K
627 $46K
AZTA
Azenta, Inc.

Healthcare
501
+ 350.35%
$25.03 - $35.41 $12.5K - $17.7K
644 $19K
LRGF
Ishares Tr

ETFs
7
+ 0.3%
$51.37 - $64.13 $360 - $449
2.36K $151K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.41K
+ 108.48%
$11.11 - $14.46 $15.6K - $20.3K
2.7K $33K
KFRC
Kforce Inc

Industrials
367
+ 719.61%
$36.59 - $49.86 $13.4K - $18.3K
418 $17K
CASS
Cass Information Systems Inc

Industrials
334
+ 1590.48%
$39.19 - $44.2 $13.1K - $14.8K
355 $15K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
2.73K
+ 4792.98%
$4.36 - $5.47 $11.9K - $14.9K
2.79K $15K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
501
+ 1318.42%
$24.38 - $30.18 $12.2K - $15.1K
539 $16K
WHD
Cactus, Inc.

Energy
341
+ 811.9%
$35.05 - $47.38 $12K - $16.2K
383 $16K
ARVN
Arvinas, Inc.

Healthcare
2.08K
+ 10968.42%
$6.07 - $9.62 $12.6K - $20K
2.1K $15K
GH
Guardant Health, Inc.

Healthcare
110
+ 11.73%
$37.05 - $52.04 $4.08K - $5.72K
1.05K $54K
STNE
Stone Co Ltd.

Technology
836
+ 291.29%
$10.43 - $16.04 $8.72K - $13.4K
1.12K $18K
VPG
Vishay Precision Group, Inc.

Technology
540
New
$19.2 - $28.25 $10.4K - $15.3K
540 $15K
BWXT
Bwx Technologies, Inc.

Industrials
95
+ 395.83%
$89.24 - $144.06 $8.48K - $13.7K
119 $17K
GSBC
Great Southern Bancorp, Inc.

Financial Services
267
New
$50.54 - $59.35 $13.5K - $15.8K
267 $15K
PHR
Phreesia, Inc.

Healthcare
526
+ 641.46%
$23.25 - $28.49 $12.2K - $15K
608 $17K
KBH
Kb Home

Consumer Cyclical
482
+ 23.54%
$50.15 - $58.93 $24.2K - $28.4K
2.53K $134K
NSSC
Napco Security Technologies, Inc

Industrials
446
+ 259.3%
$19.82 - $29.82 $8.84K - $13.3K
618 $18K
RBCAA
Republic Bancorp Inc

Financial Services
201
+ 2512.5%
$60.5 - $74.04 $12.2K - $14.9K
209 $15K
PWP
Perella Weinberg Partners

Financial Services
780
New
$15.45 - $19.88 $12.1K - $15.5K
780 $15K
INFA
Informatica Inc.

Technology
475
+ 120.56%
$15.86 - $24.35 $7.53K - $11.6K
869 $21K
ALEX
Alexander & Baldwin, Inc.

Real Estate
832
+ 956.32%
$16.0 - $18.38 $13.3K - $15.3K
919 $16K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
1.06K
New
$12.34 - $14.3 $13K - $15.1K
1.06K $15K
CWT
California Water Service Group

Utilities
365
+ 109.94%
$44.67 - $51.36 $16.3K - $18.7K
697 $31K
NECB
North East Community Bancorp, Inc.

Financial Services
645
+ 977.27%
$20.74 - $24.08 $13.4K - $15.5K
711 $16K
PLUS
Eplus Inc

Technology
197
+ 149.24%
$54.77 - $74.09 $10.8K - $14.6K
329 $23K
TFSL
Tfs Financial Corp

Financial Services
1.13K
+ 180.35%
$11.62 - $13.54 $13.1K - $15.3K
1.76K $22K
RAMP
Live Ramp Holdings, Inc.

Technology
381
+ 90.07%
$23.55 - $33.5 $8.97K - $12.8K
804 $26K
KIO
Kkr Income Opportunities Fund

Financial Services
1.24K
New
$10.99 - $12.56 $13.6K - $15.5K
1.24K $15K
PBI
Pitney Bowes Inc

Industrials
1.02K
+ 41.31%
$7.81 - $10.94 $7.93K - $11.1K
3.47K $37K
SAGE
Sage Therapeutics, Inc.

Healthcare
1.4K
+ 101.89%
$6.38 - $9.3 $8.96K - $13.1K
2.78K $25K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
4.15K
+ 1045.84%
$1.42 - $5.48 $5.9K - $22.8K
4.55K $17K
NSIT
Insight Enterprises Inc

Technology
160
+ 26.02%
$128.11 - $147.65 $20.5K - $23.6K
775 $107K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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