Ever Source Wealth Advisors, LLC Purchases in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HCKT
Hackett Group, Inc.

Technology
8
+ 266.67%
$28.16 - $32.09 $225 - $257
11 $0
BMRC
Bank Of Marin Bancorp

Financial Services
1
+ 0.35%
$21.97 - $25.93 $22 - $25.9
287 $6K
RHI
Robert Half International Inc.

Industrials
224
+ 28.21%
$51.96 - $71.3 $11.6K - $16K
1.02K $55K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
2
+ 6.9%
$17.37 - $25.79 $34.7 - $51.6
31 $0
SEM
Select Medical Holdings Corp

Healthcare
90
+ 16.85%
$16.56 - $20.38 $1.49K - $1.83K
624 $10K
Teekay Tankers LTD Cl A
33
+ 26.4%
N/A
158 $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
3
+ 1.22%
$94.86 - $97.12 $285 - $291
249 $23K
Tko Group Holdings Inc Cl A
39
+ 5.57%
N/A
739 $0
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
53
+ 58.24%
$11.76 - $15.2 $623 - $806
144 $1K
UYM
Proshares Ultra Basic Material
1.4K
New
N/A
1.4K $0
LWAY
Lifeway Foods, Inc.

Consumer Defensive
4
New
$19.69 - $24.91 $78.8 - $99.6
4 $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
136
+ 156.32%
$6.67 - $12.72 $907 - $1.73K
223 $1K
Soleno Therapeutics Inc Com
8
New
N/A
8 $0
DDD
3 D Systems Corp

Technology
143
+ 207.25%
$2.12 - $4.72 $303 - $675
212 $0
MERC
Mercer International Inc.

Basic Materials
52
+ 28.11%
$5.99 - $8.16 $311 - $424
237 $1K
Summit Therapeutics Inc Com
35
+ 8.37%
N/A
453 $0
PWFL
Power Fleet, Inc.

Technology
88
New
N/A
88 $0
LWLG
Lightwave Logic, Inc.

Basic Materials
248
New
$1.01 - $2.42 $250 - $600
248 $0
Skye Bioscience Inc Com New
5
New
N/A
5 $0
CRH.L
Crh PLC

Basic Materials
1.9K
+ 1.65%
N/A
117K $0
XBIT
X Biotech Inc.

Healthcare
13
New
$2.99 - $4.48 $38.9 - $58.2
13 $0
KMPH
Kempharm, Inc

Healthcare
9
+ 180.0%
N/A
14 $0
CIVB
Civista Bancshares, Inc.

Financial Services
28
+ 12.84%
$18.84 - $22.06 $528 - $618
246 $4K
Nextplat Corp Com New
137K
+ 30.97%
N/A
581K $0
BZUN
Baozun Inc.

Consumer Cyclical
73
+ 61.34%
$2.71 - $3.81 $198 - $278
192 $0
CHCT
Community Healthcare Trust Inc

Real Estate
12
New
$17.91 - $20.4 $215 - $245
12 $0
RRBI
Red River Bancshares Inc

Financial Services
2
New
$49.45 - $59.53 $98.9 - $119
2 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
11
New
N/A
11 $0
FFIC
Flushing Financial Corp

Financial Services
55
+ 34.38%
$12.7 - $15.14 $699 - $833
215 $2K
ENR
Energizer Holdings, Inc.

Industrials
83
+ 19.3%
$29.28 - $35.79 $2.43K - $2.97K
513 $15K
Seres Therapeutics Inc Com New
666
New
N/A
666 $0
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
76
+ 194.87%
$6.0 - $7.54 $456 - $573
115 $0
LILA
Liberty Latin America Ltd.

Communication Services
37
+ 72.55%
$6.06 - $7.55 $224 - $279
88 $0
WASH
Washington Trust Bancorp Inc

Financial Services
32
+ 25.0%
$29.16 - $33.96 $933 - $1.09K
160 $4K
UEC
Uranium Energy Corp

Energy
103
+ 29.51%
$4.77 - $8.2 $491 - $845
452 $2K
OOMA
Ooma Inc

Communication Services
20
+ 2000.0%
$12.9 - $15.47 $258 - $309
21 $0
LOB
Live Oak Bancshares, Inc.

Financial Services
1
+ 20.0%
$26.57 - $41.33 $26.6 - $41.3
6 $0
ABUS
Arbutus Biopharma Corp

Healthcare
82
New
$3.06 - $3.59 $251 - $294
82 $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
18
New
$25.24 - $34.09 $454 - $614
18 $0
ESSA
Essa Bancorp, Inc.

Financial Services
1
New
$18.63 - $22.03 $18.6 - $22
1 $0
CBIO
Catalyst Biosciences, Inc.

Healthcare
22
New
N/A
22 $0
SWKH
Swk Holdings Corp

Financial Services
2
New
$15.75 - $17.61 $31.5 - $35.2
2 $0
PJT
Pjt Partners Inc.

Financial Services
10
+ 13.16%
$135.97 - $177.59 $1.36K - $1.78K
86 $11K
SMBK
Smartfinancial Inc.

Financial Services
23
+ 2.29%
$29.39 - $36.82 $676 - $847
1.03K $31K
CSWI
Csw Industrials, Inc.

Industrials
9
+ 24.32%
$283.77 - $396.86 $2.55K - $3.57K
46 $13K
MSGS
Madison Square Garden Sports Corp.

Communication Services
6
+ 9.68%
$185.75 - $223.33 $1.11K - $1.34K
68 $13K
AVXL
Anavex Life Sciences Corp.

Healthcare
33
New
$7.85 - $13.46 $259 - $444
33 $0
PMTS
Cpi Card Group Inc.

Financial Services
4
New
$27.89 - $33.46 $112 - $134
4 $0
ADEA
Adeia Inc.

Technology
53
+ 240.91%
$12.48 - $17.23 $661 - $913
75 $0
Activity Summary
Buys All Purchases 2695 New Holdings 489 Increased Positions 2206 Sells All Sells 1001 Reductions 996 Sold out 5 Options Calls 1 Puts 1
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