Ever Source Wealth Advisors, LLC Sells in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNTY
Unity Bancorp Inc

Financial Services
-7
- 87.5%
$39.98 - $50.05 $280 - $350
1 $0
RKT
Rocket Companies, Inc.

Financial Services
-65
- 5.33%
$10.28 - $15.77 $668 - $1.03K
1.15K $13K
BFB
Brown Forman Corp Cl B
-1.48K
- 35.01%
N/A
2.74K $0
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-8
- 6.06%
$32.18 - $40.46 $257 - $324
124 $4K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
-155
- 52.01%
$6.16 - $7.85 $955 - $1.22K
143 $1K
CTBI
Community Trust Bancorp Inc

Financial Services
-11
- 32.35%
$49.72 - $56.88 $547 - $626
23 $1K
FNB
Fnb Corp

Financial Services
-1
- 1.52%
$13.08 - $15.95 $13.1 - $16
65 $0
OSUR
Orasure Technologies Inc

Healthcare
-46
- 90.2%
$3.06 - $4.11 $141 - $189
5 $0
KRO
Kronos Worldwide Inc

Basic Materials
-72
- 78.26%
$7.38 - $10.03 $531 - $722
20 $0
Root Inc Cl A New
-1
- 25.0%
N/A
3 $0
THRY
Thryv Holdings, Inc.

Communication Services
-6
- 22.22%
$12.81 - $20.12 $76.9 - $121
21 $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-5
- 3.05%
N/A
159 $0
CASH
Meta Financial Group Inc

Financial Services
-10
- 90.91%
$69.94 - $81.54 $699 - $815
1 $0
Paysafe Limited Shs
-4
- 16.0%
N/A
21 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
-3
- 1.4%
$17.72 - $33.8 $53.2 - $101
212 $4K
VUSB
Vanguard Bd Index Fds
-6.16K
- 25.5%
N/A
18K $0
LCTD
Blackrock ETF World Ex Us Carb
-734
- 14.77%
N/A
4.24K $0
SWIM
Latham Group, Inc.

Industrials
-5
- 41.67%
$5.46 - $7.53 $27.3 - $37.7
7 $0
IAS
Integral Ad Science Holding Corp.

Communication Services
-19
- 55.88%
$8.06 - $10.77 $153 - $205
15 $0
NWPX
Northwest Pipe CO

Industrials
-4
- 40.0%
$40.07 - $53.13 $160 - $213
6 $0
HLMN
Hillman Solutions Corp.

Industrials
-25
- 26.04%
$8.69 - $10.5 $217 - $263
71 $0
MLNK
Meridian Link, Inc.

Technology
-2
- 7.69%
$18.1 - $21.49 $36.2 - $43
24 $0
SWI
Solar Winds Corp

Technology
-7
- 12.5%
$13.53 - $18.46 $94.7 - $129
49 $0
Mac Copper Limited Ord Shs
-23
- 46.94%
N/A
26 $0
GOOD
Gladstone Commercial Corp

Real Estate
-19
- 8.3%
$14.73 - $16.42 $280 - $312
210 $3K
QTOC
Innovator Etfs Tr Growth Accel
-800
- 66.61%
N/A
401 $0
SEAT
Vivid Seats Inc.

Communication Services
-40
- 76.92%
$2.68 - $4.85 $107 - $194
12 $0
ENFN
Enfusion, Inc.

Technology
-33
- 82.5%
$9.85 - $11.5 $325 - $380
7 $0
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-1
- 0.13%
$7.72 - $9.45 $7.72 - $9.45
750 $6K
IAG
Iamgold Corp

Basic Materials
-151
- 12.96%
$5.11 - $6.61 $772 - $998
1.01K $6K
ATNI
Atn International, Inc.

Communication Services
-11
- 17.19%
$15.09 - $23.13 $166 - $254
53 $1K
ACLX
Arcellx, Inc.

Healthcare
-3
- 14.29%
$60.26 - $79.13 $181 - $237
18 $1K
FTCS
First Trust Capital Strength E

ETFs
-1
- 1.96%
$86.39 - $91.35 $86.4 - $91.4
50 $4K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
-2
- 66.67%
$23.31 - $28.35 $46.6 - $56.7
1 $0
TPHE
Timothy Plan High Divid Stk En

ETFs
-128
- 2.69%
$24.66 - $26.13 $3.16K - $3.34K
4.64K $118K
Healthcare Rlty Tr Cl A Com
-8.17K
- 65.85%
N/A
4.24K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-66
- 4.02%
N/A
1.58K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-2
- 0.44%
N/A
456 $0
HY
Hyster Yale Materials Handling, Inc.

Industrials
-4
- 80.0%
$41.54 - $54.76 $166 - $219
1 $0
DRS
Leonardo Drs, Inc.
-54
- 73.97%
N/A
19 $0
CRK
Comstock Resources Inc

Energy
-1
- 0.45%
$16.92 - $21.52 $16.9 - $21.5
219 $4K
Dimensional Us Large Cap Value ETF
-2.56K
- 64.56%
N/A
1.41K $0
Skyward Specialty Ins Group In Com
-6
- 15.0%
N/A
34 $0
CPF
Central Pacific Financial Corp

Financial Services
-23
- 95.83%
$26.39 - $30.61 $607 - $704
1 $0
MNKD
Mannkind Corp

Healthcare
-30
- 27.78%
$4.92 - $6.6 $148 - $198
78 $0
RGLS
Regulus Therapeutics Inc.

Healthcare
-36
- 43.9%
$0.97 - $1.75 $34.9 - $63
46 $0
Madison Square Garden Entmt Com Cl A
-3
- 18.75%
N/A
13 $0
Teekay Corporation LTD Shs
-75
- 7.78%
N/A
889 $0
WTI
W&T Offshore Inc

Energy
-100
- 26.6%
$1.44 - $1.89 $144 - $189
276 $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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