Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BANF Bancfirst Corp	$3.6B	$3,000 0.0% of portfolio	26	Q4 2024 Added 30.0%
BUSE First Busey Corp	$1.2B	$3,000 0.0% of portfolio	130	Q4 2024 New
ASB Associated Banc Corp	$3.37B	$3,000 0.0% of portfolio	134	Q4 2024 New
CAC Camden National Corp	$591M	$2,000 0.0% of portfolio	54	Q4 2024 Added 63.64%
BPOP Popular, Inc.	$6.71B	$2,000 0.0% of portfolio	27	Q4 2024 Reduced 66.67%
MSBI Midland States Bancorp, Inc.	$382M	$2,000 0.0% of portfolio	95	Q4 2024 New
PEBO Peoples Bancorp Inc	$840M	$2,000 0.0% of portfolio	69	Q4 2024 New
PFBC Preferred Bank	$1.21B	$2,000 0.0% of portfolio	32	Q4 2024 New
SFST Southern First Bancshares Inc	$266M	$2,000 0.0% of portfolio	70	Q2 2024 Added 34.62%
THFF First Financial Corp	$590M	$2,000 0.0% of portfolio	62	Q4 2024 New
EBC Eastern Bankshares, Inc.	$2.9B	$2,000 0.0% of portfolio	126	Q4 2024 Reduced 19.75%
NBTB Nbt Bancorp Inc	$1.85B	$2,000 0.0% of portfolio	44	Q4 2024 Added 69.23%
FFBC First Financial Bancorp	$2.37B	$2,000 0.0% of portfolio	86	Q4 2024 Added 104.76%
BHLB Berkshire Hills Bancorp Inc	$1.18B	$2,000 0.0% of portfolio	83	Q4 2024 Added 97.62%
FFIC Flushing Financial Corp	$380M	$2,000 0.0% of portfolio	160	Q4 2024 Added 86.05%
AX Axos Financial, Inc.	$3.81B	$2,000 0.0% of portfolio	32	Q4 2024 Reduced 50.0%
SYBT Stock Yards Bancorp, Inc.	$2B	$1,000 0.0% of portfolio	15	Q4 2024 New
FBK Fb Financial Corp	$2.21B	$1,000 0.0% of portfolio	23	Q4 2024 Added 64.29%
HFWA Heritage Financial Corp	$847M	$1,000 0.0% of portfolio	41	Q4 2024 New
FLIC First Of Long Island Corp	$281M	$1,000 0.0% of portfolio	158	Q4 2024 Added 6.76%
CIB Bancolombia Sa	$9.67B	$1,000 0.0% of portfolio	53	Q4 2024 Reduced 75.12%
SRCE 1 St Source Corp	$1.49B	$1,000 0.0% of portfolio	19	Q4 2024 New
FRME First Merchants Corp	$2.39B	$1,000 0.0% of portfolio	37	Q4 2024 Reduced 24.49%
MCBS Metro City Bankshares, Inc.	$697M	$1,000 0.0% of portfolio	39	Q4 2024 Added 69.57%
CTBI Community Trust Bancorp Inc	$911M	$1,000 0.0% of portfolio	34	Q4 2024 New
STBA S&T Bancorp Inc	$1.45B	$1,000 0.0% of portfolio	44	Q4 2024 New
CATY Cathay General Bancorp	$3.13B	$1,000 0.0% of portfolio	37	Q4 2024 Added 48.0%
GABC German American Bancorp, Inc.	$1.11B	$1,000 0.0% of portfolio	39	Q4 2024 New
MVBF Mvb Financial Corp	$218M	$1,000 0.0% of portfolio	85	Q2 2023 Reduced 43.33%
EFSC Enterprise Financial Services Corp	$2B	$1,000 0.0% of portfolio	30	Q4 2024 Added 130.77%
TCBI Texas Capital Bancshares Inc	$3.68B	$1,000 0.0% of portfolio	14	Q4 2024 New
NBHC National Bank Holdings Corp	$1.44B	$1,000 0.0% of portfolio	30	Q4 2024 New
NECB North East Community Bancorp, Inc.	$382M	$1,000 0.0% of portfolio	51	Q4 2024 Added 75.86%
CUBI Customers Bancorp, Inc.	$1.63B	$1,000 0.0% of portfolio	21	Q4 2024 New
FFWM First Foundation Inc.	$279M	$1,000 0.0% of portfolio	252	Q1 2024 Reduced 67.06%
TBK Triumph Bancorp, Inc.	$1.57B	$1,000 0.0% of portfolio	19	Q4 2024 Added 18.75%
UVSP Univest Financial Corp	$838M	$1,000 0.0% of portfolio	49	Q4 2024 New
BRKL Brookline Bancorp Inc	$838M	$1,000 0.0% of portfolio	142	Q4 2024 Reduced 87.53%
HTLF Heartland Financial Usa Inc	$2.74B	$1,000 0.0% of portfolio	31	Q4 2024 Reduced 27.91%
UBSI United Bankshares Inc	$4.63B	$1,000 0.0% of portfolio	48	Q4 2024 Reduced 23.81%
BRBS Blue Ridge Bankshares, Inc.	$61.7M	$1,000 0.0% of portfolio	466	Q4 2024 Reduced 49.95%
PWOD Penns Woods Bancorp Inc	$199M	$0 0.0% of portfolio	28	Q3 2024 Reduced 72.28%
NRIM Northrim Bancorp Inc	$416M	$0 0.0% of portfolio	2	Q4 2024 New
EQBK Equity Bancshares Inc	$559M	$0 0.0% of portfolio	12	Q4 2024 New
HBCP Home Bancorp, Inc.	$375M	$0 0.0% of portfolio	3	Q4 2024 New
OSBC Old Second Bancorp Inc	$744M	$0 0.0% of portfolio	14	Q4 2024 New
SHBI Shore Bancshares Inc	$269M	$0 0.0% of portfolio	4	Q4 2024 New
WTBA West Bancorporation Inc	$334M	$0 0.0% of portfolio	31	Q1 2024 New
FBIZ First Business Financial Services, Inc.	$404M	$0 0.0% of portfolio	2	Q4 2024 New
FCF First Commonwealth Financial Corp	$1.45B	$0 0.0% of portfolio	52	Q4 2024 New

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