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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
| $19.9M | +$2.18M | +76,246 | +13% |
|
|
CM
2
Cornerstone Management
Duluth,
Georgia
| $3.16M | +$98.3K | +3,443 | +3% |
|
|
VA
3
Vident Advisory
Alpharetta,
Georgia
| $2.32M | – | – | – |
|
|
KP
4
Keel Point
Huntsville,
Alabama
| $1.74M | +$907K | +31,749 | +117% |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $1.42M | +$1.42M | +49,550 | New |
|
|
BTI
6
Blue Trust Inc
Alpharetta,
Georgia
| $790K | – | – | – |
|
|
AC
7
AIFG Consultants
Halfmoon,
New York
| $557K | +$555K | +19,452 | New |
|
|
VA
8
Valmark Advisers
Akron,
Ohio
| $456K | -$1.12M | -39,226 | -71% |
|
|
AWA
9
Arete Wealth Advisors
Chicago,
Illinois
| $447K | +$447K | +15,665 | New |
|
|
AI
10
Atria Investments
Charlotte,
North Carolina
| $312K | +$311K | +10,897 | New |
|
|
SPIA
11
Steward Partners Investment Advisory
New York
| $2.86K | – | – | – |
|
|
WWP
12
WR Wealth Planners
Columbia,
Missouri
| $2.15K | – | – | – |
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$270K | -9,089 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$16.4K | -552 | Closed |
|