Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMNR
Limoneira CO

Consumer Defensive
89
+ 17.91%
$14.68 - $16.52 $1.31K - $1.47K
586 $8K
SBSI
Southside Bancshares Inc

Financial Services
51
+ 5.39%
$28.25 - $31.39 $1.44K - $1.6K
998 $28K
GENC
Gencor Industries Inc

Industrials
57
+ 228.0%
$13.84 - $16.68 $789 - $951
82 $1K
ALCO
Alico, Inc.

Consumer Defensive
13
+ 3.87%
$32.06 - $34.87 $417 - $453
349 $11K
FPI
Farmland Partners Inc.

Real Estate
173
+ 10.59%
$10.47 - $11.59 $1.81K - $2.01K
1.81K $19K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
116
+ 14.61%
$4.59 - $5.64 $532 - $654
910 $4K
ADTN
Adtran Inc

Technology
45
+ 8.88%
$8.09 - $10.61 $364 - $477
552 $5K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
14
+ 53.85%
$30.3 - $40.15 $424 - $562
40 $1K
CAMT
Camtek LTD

Technology
12
+ 13.95%
$82.04 - $98.93 $984 - $1.19K
98 $8K
IPAR
Inter Parfums Inc

Consumer Defensive
84
+ 35.9%
$98.38 - $138.55 $8.26K - $11.6K
318 $31K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
35
+ 2.91%
$12.48 - $14.83 $437 - $519
1.24K $16K
AJX
Great Ajax Corp.

Real Estate
165
+ 29.26%
N/A
729 $2K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
19
+ 8.23%
$11.54 - $15.0 $219 - $285
250 $3K
KAI
Kadant Inc

Industrials
4
+ 44.44%
$297.58 - $358.61 $1.19K - $1.43K
13 $3K
CSWI
Csw Industrials, Inc.

Industrials
1
+ 1.11%
$289.31 - $293.0 $289 - $293
91 $26K
OMFS
Invesco Exchange Traded Self I

ETFs
1
+ 3.85%
$39.64 - $44.73 $39.6 - $44.7
27 $1K
GHG
Green Tree Hospitality Group Ltd.

Consumer Cyclical
306
+ 711.63%
$2.01 - $2.59 $615 - $793
349 $0
GCO
Genesco Inc

Consumer Cyclical
1
+ 1.69%
$21.39 - $35.26 $21.4 - $35.3
60 $1K
Natures Sunshine Prods Inc Com
95
+ 104.4%
N/A
186 $0
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
11
+ 68.75%
$25.8 - $41.03 $284 - $451
27 $0
EGAN
Egain Corp

Technology
34
+ 680.0%
$5.58 - $9.3 $190 - $316
39 $0
BHB
Bar Harbor Bankshares

Financial Services
5
+ 1.25%
$28.64 - $32.84 $143 - $164
406 $12K
Bgc Group Inc Cl A
4.69K
+ 174.28%
N/A
7.38K $0
Corpay Inc Com Shs
22
+ 1.97%
N/A
1.14K $0
FSP
Franklin Street Properties Corp

Real Estate
86
+ 1720.0%
$1.56 - $1.78 $134 - $153
91 $0
Thomson Reuters Corp Com
35
+ 2.98%
N/A
1.21K $0
CVLG
Covenant Logistics Group, Inc.

Industrials
22
+ 183.33%
$21.54 - $26.21 $474 - $577
34 $0
Atlanta Braves Hldgs Inc Com Ser A
25
+ 4.87%
N/A
538 $0
HQI
Hire Quest, Inc.

Industrials
3
+ 150.0%
$9.12 - $10.53 $27.4 - $31.6
5 $0
MFIN
Medallion Financial Corp

Financial Services
1
+ 1.61%
$9.29 - $10.79 $9.29 - $10.8
63 $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
Annaly Capital Management Inc Com New
557
+ 8.9%
N/A
6.81K $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
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
Ni Hldgs Inc Com
24
+ 171.43%
N/A
38 $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
Penguin Solutions Inc Com
40
+ 8.13%
N/A
532 $0
ATUS
Altice Usa, Inc.

Communication Services
277
+ 54.64%
$2.05 - $2.95 $568 - $817
784 $1K
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
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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