Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MCBS Metro City Bankshares, Inc.	$695M	$0 0.0% of portfolio	26	Q1 2025 Reduced 33.33%
PLBC Plumas Bancorp	$248M	$0 0.0% of portfolio	3	Q1 2025 New
UNTY Unity Bancorp Inc	$447M	$0 0.0% of portfolio	1	Q1 2025 Reduced 87.5%
FNB Fnb Corp	$4.95B	$0 0.0% of portfolio	65	Q1 2025 Reduced 1.52%
STBA S&T Bancorp Inc	$1.42B	$0 0.0% of portfolio	17	Q1 2025 Reduced 61.36%
RBCAA Republic Bancorp Inc	$1.2B	$0 0.0% of portfolio	8	Q1 2025 Added 100.0%
GABC German American Bancorp, Inc.	$1.12B	$0 0.0% of portfolio	4	Q1 2025 Reduced 89.74%
PFIS Peoples Financial Services Corp.	$341M	$0 0.0% of portfolio	3	Q1 2025 New
CASH Meta Financial Group Inc	$2.21B	$0 0.0% of portfolio	1	Q1 2025 Reduced 90.91%
FRST Primis Financial Corp.	$239M	$0 0.0% of portfolio	69	Q1 2025 Added 6.15%
USCB Uscb Financial Holdings, Inc.	$333M	$0 0.0% of portfolio	1	Q1 2025 New
VABK Virginia National Bankshares Corp	$197M	$0 0.0% of portfolio	4	Q1 2025 New
FDBC Fidelity D & D Bancorp Inc	$229M	$0 0.0% of portfolio	3	Q1 2025 New
TSBK Timberland Bancorp Inc	$253M	$0 0.0% of portfolio	4	Q1 2025 New
FMAO Farmers & Merchants Bancorp Inc	$311M	$0 0.0% of portfolio	1	Q1 2025 Reduced 66.67%
HTBK Heritage Commerce Corp	$561M	$0 0.0% of portfolio	33	Q1 2025 Added 6.45%
CPF Central Pacific Financial Corp	$716M	$0 0.0% of portfolio	1	Q1 2025 Reduced 95.83%
TRST Trustco Bank Corp N Y	$595M	$0 0.0% of portfolio	31	Q1 2025 Added 3,000.0%
INBK First Internet Bancorp	$214M	$0 0.0% of portfolio	7	Q1 2025 Added 40.0%
FMNB Farmers National Banc Corp	$444M	$0 0.0% of portfolio	12	Q1 2025 New
CCBG Capital City Bank Group Inc	$626M	$0 0.0% of portfolio	6	Q1 2025 Reduced 60.0%
FBMS First Bancshares Inc	$812M	$0 0.0% of portfolio	22	Q1 2025 New
CARE Carter Bankshares, Inc.	$401M	$0 0.0% of portfolio	20	Q1 2025 Reduced 23.08%
HTBI Home Trust Bancshares, Inc.	$532M	$0 0.0% of portfolio	25	Q1 2025 Added 66.67%
ACNB Acnb Corp	$352M	$0 0.0% of portfolio	6	Q1 2025 New
CZFS Citizens Financial Services Inc	$238M	$0 0.0% of portfolio	3	Q1 2025 New
CZNC Citizens & Northern Corp	$284M	$0 0.0% of portfolio	7	Q1 2025 New
BWFG Bankwell Financial Group, Inc.	$276M	$0 0.0% of portfolio	5	Q1 2025 New
PGC Peapack Gladstone Financial Corp	$497M	$0 0.0% of portfolio	1	Q1 2025 Reduced 83.33%
RRBI Red River Bancshares Inc	$399M	$0 0.0% of portfolio	2	Q1 2025 New
LOB Live Oak Bancshares, Inc.	$1.26B	$0 0.0% of portfolio	6	Q1 2025 Added 20.0%
ESSA Essa Bancorp, Inc.	$192M	$0 0.0% of portfolio	1	Q1 2025 New

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