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Sovereign's Capital Flourish Fund
SOVF
SOVF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $15.7M | +$3.14M | +110,934 | +24% |
|
|
CM
2
Cornerstone Management
Duluth,
Georgia
| $3.18M | -$6.74K | -238 | -0.2% |
|
|
VA
3
Vident Advisory
Alpharetta,
Georgia
| $2.41M | – | – | – |
|
|
VA
4
Valmark Advisers
Akron,
Ohio
| $1.64M | +$1.56M | +55,143 | New |
|
|
KP
5
Keel Point
Huntsville,
Alabama
| $808K | +$425K | +14,993 | +123% |
|
|
BTI
6
Blue Trust Inc
Alpharetta,
Georgia
| $790K | +$752K | +26,557 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | +$257K | +9,089 | New |
|
8
UBS Group
Zurich,
Switzerland
| $16.4K | +$15.6K | +552 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $2.98K | – | – | – |
|
|
WWP
10
WR Wealth Planners
Columbia,
Missouri
| $2.23K | +$2.12K | +75 | New |
|