Clearstead Advisors, LLC Incresed Positions in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NAT
Nordic American Tankers LTD

Industrials
100
+ 6.0%
N/A
1.77K $7K
RPRX
Royalty Pharma PLC

Healthcare
37
+ 1233.33%
$34.9 - $37.91 $1.29K - $1.4K
40 $1K
BWB
Bridgewater Bancshares Inc

Financial Services
2
+ 5.56%
$15.16 - $17.66 $30.3 - $35.3
38 $0
BFA
Brown Forman Corp Cl A
141
+ 587.5%
N/A
165 $0
BFB
Brown Forman Corp Cl B
192
+ 1.41%
N/A
13.8K $0
BFLY
Butterfly Network, Inc.

Healthcare
1
+ 0.06%
$1.33 - $2.17 $1.33 - $2.17
1.75K $3K
LAW
Cs Disco, Inc.

Technology
25
+ 31.65%
$3.97 - $6.75 $99.3 - $169
104 $0
Cava Group Inc
252
+ 23.49%
N/A
1.33K $0
CHMG
Chemung Financial Corp

Financial Services
4
+ 400.0%
$49.14 - $55.0 $197 - $220
5 $0
Circle Internet Group Inc
149
+ 596.0%
N/A
174 $0
CIVB
Civista Bancshares, Inc.

Financial Services
43
+ 1075.0%
$19.28 - $25.08 $829 - $1.08K
47 $0
CYH
Community Health Systems Inc

Healthcare
9
+ 16.98%
$2.44 - $3.88 $22 - $34.9
62 $0
Community West Bancshares Ne
1
+ 6.25%
N/A
17 $0
EIG
Employers Holdings, Inc.

Financial Services
40
+ 18.78%
$39.13 - $47.77 $1.57K - $1.91K
253 $10K
Fidelity Wise Origin Bitcoin
3.49K
+ 18.41%
N/A
22.5K $0
INBK
First Internet Bancorp

Financial Services
4
+ 100.0%
$21.46 - $28.0 $85.8 - $112
8 $0
SRCE
1 St Source Corp

Financial Services
12
+ 17.39%
$58.3 - $65.7 $700 - $788
81 $4K
FLR
Fluor Corp

Industrials
276
+ 20.94%
$39.99 - $56.77 $11K - $15.7K
1.59K $67K
Forrester Resh Inc
23
+ 43.4%
N/A
76 $0
GOOD
Gladstone Commercial Corp

Real Estate
53
+ 481.82%
$12.21 - $14.62 $647 - $775
64 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.04%
N/A
5.37K $169K
Grayscale Ethereum Trust ETF
97
+ 3.01%
N/A
3.32K $0
HRTX
Heron Therapeutics, Inc.

Healthcare
1.56K
+ 48.78%
$1.21 - $2.23 $1.89K - $3.48K
4.76K $6K
HTBI
Home Trust Bancshares, Inc.

Financial Services
1
+ 1.43%
N/A
71 $2K
Ibotta Inc
13
+ 29.55%
N/A
57 $0
KFY
Korn Ferry

Industrials
1
+ 100.0%
$69.05 - $76.46 $69.1 - $76.5
2 $0
Labcorp Holdings Inc
249
+ 2.64%
N/A
9.68K $0
Lam Research Corp
3.53K
+ 21.98%
N/A
19.6K $0
Liberty Media Corp Del
95
+ 3.46%
N/A
2.84K $0
Liberty Media Corp Del
187
+ 1.87%
N/A
10.2K $0
Liberty Media Corp Del
92
+ 1.47%
N/A
6.35K $0
LWAY
Lifeway Foods, Inc.

Consumer Defensive
5
+ 100.0%
$24.41 - $33.82 $122 - $169
10 $0
MTW
Manitowoc CO Inc

Industrials
64
+ 66.67%
$9.14 - $13.39 $585 - $857
160 $1K
MTRX
Matrix Service CO

Industrials
68
+ 1133.33%
$12.27 - $15.74 $834 - $1.07K
74 $0
Millrose Pptys Inc
1
+ 0.8%
N/A
126 $0
NSSC
Napco Security Technologies, Inc

Industrials
10
+ 200.0%
$29.42 - $43.66 $294 - $437
15 $0
Flagstar Financial Inc
55
+ 26.96%
N/A
259 $0
NEWT
Newtek Business Services Corp.

Financial Services
67
+ 64.42%
$11.16 - $12.53 $748 - $840
171 $1K
NECB
North East Community Bancorp, Inc.

Financial Services
6
+ 35.29%
$20.11 - $24.68 $121 - $148
23 $0
OSBC
Old Second Bancorp Inc

Financial Services
24
+ 9.68%
$16.56 - $19.08 $397 - $458
272 $4K
OFLX
Omega Flex, Inc.

Industrials
13
+ 162.5%
$31.19 - $36.37 $405 - $473
21 $0
PGC
Peapack Gladstone Financial Corp

Financial Services
16
+ 3.39%
$24.75 - $30.42 $396 - $487
488 $13K
PBFS
Pioneer Bancorp, Inc.

Financial Services
1
+ 3.33%
$11.89 - $13.58 $11.9 - $13.6
31 $0
PBI
Pitney Bowes Inc

Industrials
42
+ 140.0%
$10.92 - $12.79 $459 - $537
72 $0
RWT
Redwood Trust Inc

Real Estate
1
+ 0.05%
$5.46 - $6.37 $5.46 - $6.37
1.86K $10K
SLQT
Select Quote, Inc.

Financial Services
23
+ 3.88%
$1.74 - $2.69 $40 - $61.9
616 $1K
SHBI
Shore Bancshares Inc

Financial Services
49
+ 700.0%
$15.18 - $17.45 $744 - $855
56 $0
Siriusxm Holdings Inc
677
+ 1.65%
N/A
41.8K $0
SKYW
Skywest Inc

Industrials
2
+ 5.88%
$100.62 - $123.72 $201 - $247
36 $3K
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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