Steward Partners Investment Advisory, LLC Banks—Regional

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
WSBC Wesbanco Inc	$1.9B	$42,000 0.0% of portfolio	1,432	Q4 2023 Added 7.35%
NFBK Northfield Bancorp, Inc.	$553M	$37,000 0.0% of portfolio	3,200	Q1 2024 Reduced 1.23%
PB Prosperity Bancshares Inc	$6.82B	$33,000 0.0% of portfolio	470	Q4 2023 Added 14.63%
CHMG Chemung Financial Corp	$221M	$30,000 0.0% of portfolio	625	Q2 2023 New
EGBN Eagle Bancorp Inc	$821M	$25,000 0.0% of portfolio	1,144	Q2 2024 Added 662.67%
WAL Western Alliance Bancorporation	$8.89B	$25,000 0.0% of portfolio	300	Q3 2024 New
OZK Bank Ozk	$5.22B	$24,000 0.0% of portfolio	581	Q3 2024 Reduced 3.49%
SBCF Seacoast Banking Corp Of Florida	$1.65B	$22,000 0.0% of portfolio	849	Q4 2023 New
FFWM First Foundation Inc.	$348M	$21,000 0.0% of portfolio	3,414	Q1 2024 New
INDB Independent Bank Corp	$2.89B	$21,000 0.0% of portfolio	364	Q3 2024 Added 0.83%
CNOB Connect One Bancorp, Inc.	$906M	$19,000 0.0% of portfolio	767	Q4 2023 New
FBNC First Bancorp	$1.54B	$17,000 0.0% of portfolio	429	Q3 2024 Added 0.47%
MCB Metropolitan Bank Holding Corp.	$647M	$17,000 0.0% of portfolio	324	Q4 2023 New
BOH Bank Of Hawaii Corp	$2.85B	$16,000 0.0% of portfolio	255	Q3 2024 Added 1.19%
DCOM Dime Community Bancshares, Inc.	$1.2B	$14,000 0.0% of portfolio	500	Q3 2024 New
PGC Peapack Gladstone Financial Corp	$572M	$13,000 0.0% of portfolio	500	Q2 2024 New
TCBX Third Coast Bancshares, Inc.	$445M	$13,000 0.0% of portfolio	513	Q2 2024 Reduced 95.12%
TRST Trustco Bank Corp N Y	$616M	$13,000 0.0% of portfolio	406	Q3 2024 Reduced 12.88%
BPOP Popular, Inc.	$6.87B	$12,000 0.0% of portfolio	120	Q3 2024 Reduced 66.67%
FULT Fulton Financial Corp	$3.25B	$11,000 0.0% of portfolio	642	Q3 2021 Added 0.94%
TBK Triumph Bancorp, Inc.	$1.57B	$10,000 0.0% of portfolio	160	Q3 2023 Reduced 65.22%
BANR Banner Corp	$2.28B	$9,000 0.0% of portfolio	160	Q2 2021 New
CUBI Customers Bancorp, Inc.	$1.6B	$9,000 0.0% of portfolio	200	Q4 2022 Reduced 92.59%
HFWA Heritage Financial Corp	$850M	$8,000 0.0% of portfolio	400	Q3 2023 New
BANC Banc Of California, Inc.	$944M	$7,000 0.0% of portfolio	532	Q3 2024 Added 160.78%
HOMB Home Bancshares Inc	$5.77B	$7,000 0.0% of portfolio	266	Q3 2022 Reduced 55.81%
HFBL Home Federal Bancorp, Inc. Of Louisiana	$40.1M	$7,000 0.0% of portfolio	600	Q2 2021 New
WSFS Wsfs Financial Corp	$3.3B	$7,000 0.0% of portfolio	141	Q4 2023 New
CAC Camden National Corp	$610M	$6,000 0.0% of portfolio	150	Q2 2020 New
FFBC First Financial Bancorp	$2.51B	$6,000 0.0% of portfolio	266	Q3 2023 New
CBU Community Bank System, Inc.	$3.31B	$5,000 0.0% of portfolio	91	Q4 2020 Reduced 19.47%
FBK Fb Financial Corp	$2.4B	$5,000 0.0% of portfolio	116	Q4 2023 New
HDB Hdfc Bank LTD	$114B	$5,000 0.0% of portfolio	94	Q3 2024 Reduced 44.38%
MBIN Merchants Bancorp	$1.56B	$5,000 0.0% of portfolio	115	Q1 2024 Reduced 2.54%
SASR Sandy Spring Bancorp Inc	$1.45B	$5,000 0.0% of portfolio	187	Q2 2024 New
TCBI Texas Capital Bancshares Inc	$3.87B	$5,000 0.0% of portfolio	70	Q3 2024 Added 20.69%
FMNB Farmers National Banc Corp	$465M	$4,000 0.0% of portfolio	296	Q3 2024 New
FMBH First Mid Bancshares, Inc.	$739M	$3,000 0.0% of portfolio	100	Q2 2020 New
GABC German American Bancorp, Inc.	$1.13B	$3,000 0.0% of portfolio	93	Q1 2024 New
BKU Bank United, Inc.	$3.02B	$2,000 0.0% of portfolio	70	Q3 2024 Added 66.67%
FBP First Bancorp	$3.43B	$2,000 0.0% of portfolio	140	Q3 2024 Added 66.67%
PPBI Pacific Premier Bancorp Inc	$2.36B	$2,000 0.0% of portfolio	103	Q4 2023 Reduced 79.52%
FRST Primis Financial Corp.	$279M	$2,000 0.0% of portfolio	222	Q2 2024 New
SFBS Servis First Bancshares, Inc.	$4.62B	$2,000 0.0% of portfolio	26	Q3 2024 New
ESQ Esquire Financial Holdings, Inc.	$637M	$0 0.0% of portfolio	15	Q2 2024 Reduced 99.69%
SHBI Shore Bancshares Inc	$310M	$0 0.0% of portfolio	62	Q2 2024 New

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