Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Direxion Daily S&P 500 Bear 3 X Shares
2.01K
New
N/A
2.01K $0
HQI
Hire Quest, Inc.

Industrials
3
+ 150.0%
$9.12 - $10.53 $27.4 - $31.6
5 $0
EPSN
Epsilon Energy Ltd.

Energy
122
New
$4.93 - $7.52 $601 - $917
122 $0
SUPV
Grupo Supervielle S.A.

Financial Services
14
New
$5.02 - $11.89 $70.3 - $166
14 $0
MFIN
Medallion Financial Corp

Financial Services
1
+ 1.61%
$9.29 - $10.79 $9.29 - $10.8
63 $0
Global Med Reit Inc Com New
445
New
N/A
445 $0
ASIX
Advan Six Inc.

Basic Materials
23
+ 11.62%
$18.03 - $25.29 $415 - $582
221 $4K
PVBC
Provident Bancorp, Inc.

Financial Services
13
+ 433.33%
$12.14 - $12.97 $158 - $169
16 $0
CBFV
Cb Financial Services, Inc.

Financial Services
3
New
$27.56 - $33.96 $82.7 - $102
3 $0
TZOO
Travelzoo

Communication Services
44
New
N/A
44 $0
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
3
New
$15.4 - $19.14 $46.2 - $57.4
3 $0
VALU
Value Line Inc

Financial Services
3
+ 150.0%
$36.74 - $39.73 $110 - $119
5 $0
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
12
+ 2.67%
$11.56 - $16.01 $139 - $192
461 $5K
Synchronoss Technologies Inc Com New
34
New
N/A
34 $0
CZWI
Citizens Community Bancorp Inc.

Financial Services
18
New
$14.0 - $16.69 $252 - $300
18 $0
TRVG
Trivago N.V.

Communication Services
26
New
$3.17 - $4.85 $82.4 - $126
26 $0
Super Micro Computer Inc Com New
747
+ 21.47%
N/A
4.23K $0
NWFL
Norwood Financial Corp

Financial Services
12
+ 109.09%
$23.93 - $27.06 $287 - $325
23 $0
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2
+ 0.89%
$26.88 - $27.78 $53.8 - $55.6
227 $6K
EPM
Evolution Petroleum Corp

Energy
123
+ 1366.67%
$4.65 - $5.47 $572 - $673
132 $0
FCBC
First Community Bankshares Inc

Financial Services
15
+ 115.38%
$34.52 - $41.79 $518 - $627
28 $0
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
69
New
$10.95 - $15.24 $756 - $1.05K
69 $0
Ni Hldgs Inc Com
24
+ 171.43%
N/A
38 $0
HESM
Hess Midstream LP

Energy
7
New
$34.55 - $43.53 $242 - $305
7 $0
Te Connectivity PLC Ord Shs
270
+ 14.51%
N/A
2.13K $0
ERII
Energy Recovery, Inc.

Industrials
4
+ 10.81%
$12.72 - $15.42 $50.9 - $61.7
41 $0
Zymeworks Inc Com
1
+ 0.55%
N/A
182 $0
FRD
Friedman Industries Inc

Basic Materials
5
New
$14.69 - $22.7 $73.5 - $114
5 $0
Penguin Solutions Inc Com
40
+ 8.13%
N/A
532 $0
SSTI
Shotspotter, Inc

Technology
67
New
$11.0 - $14.17 $737 - $949
67 $0
MYO
Myomo, Inc.

Healthcare
201
New
$0.82 - $2.21 $165 - $444
201 $0
ATUS
Altice Usa, Inc.

Communication Services
277
+ 54.64%
$2.05 - $2.95 $568 - $817
784 $1K
Altisource Portfolio Solutions Shs New
94
New
N/A
94 $0
AVGE
American Centy ETF Tr Avantis
141
+ 5.56%
N/A
2.68K $0
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
65
+ 24.81%
$7.86 - $9.72 $511 - $632
327 $2K
Greystone Housing Impact Inves Ben Unit Ctf
750
+ 8.59%
N/A
9.48K $0
ZLAB
Zai Lab LTD

Healthcare
14
+ 8.64%
$28.4 - $40.51 $398 - $567
176 $5K
GCBC
Greene County Bancorp Inc

Financial Services
25
+ 166.67%
$22.49 - $25.75 $562 - $644
40 $0
BR
Broadridge Financial Solutions, Inc.

Technology
14
+ 1.69%
$233.75 - $266.89 $3.27K - $3.74K
844 $201K
AQN
Algonquin Power & Utilities Corp.

Utilities
91
+ 20.78%
$5.37 - $6.11 $489 - $556
529 $2K
Four Seasons Ed Cayman Inc Spon Ads
553
+ 26.66%
N/A
2.63K $0
MCB
Metropolitan Bank Holding Corp.

Financial Services
2
+ 10.53%
$67.93 - $80.7 $136 - $161
21 $1K
Ishares Esg Aware Msci Usa Value ETF
5.88K
New
N/A
5.88K $0
SCPH
Sc Pharmaceuticals Inc.

Healthcare
4
+ 6.78%
$3.86 - $5.84 $15.4 - $23.4
63 $0
Paramount Skydance Corp Com Cl B
639
New
N/A
639 $0
Core Natural Resources Inc Com Shs
223
+ 53.61%
N/A
639 $0
LFVN
Lifevantage Corp

Consumer Defensive
11
New
$9.73 - $14.51 $107 - $160
11 $0
NKSH
National Bankshares Inc

Financial Services
4
+ 133.33%
$27.11 - $31.6 $108 - $126
7 $0
KT
Kt Corp

Communication Services
414
+ 6.25%
$19.32 - $21.38 $8K - $8.85K
7.04K $137K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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