True Wealth Design, LLC Banks—Regional

True Wealth Design, LLC

$284 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MYFW First Western Financial Inc	$205M	$91,000 0.0% of portfolio	4	Q2 2025 Reduced 55.56%
MVBF Mvb Financial Corp	$297M	$91,000 0.0% of portfolio	4	Q2 2025 Reduced 83.33%
BHB Bar Harbor Bankshares	$482M	$90,000 0.0% of portfolio	3	Q2 2025 Reduced 25.0%
FFWM First Foundation Inc.	$295M	$87,000 0.0% of portfolio	17	Q2 2025 New
WTBA West Bancorporation Inc	$311M	$79,000 0.0% of portfolio	4	Q2 2025 Added 33.33%
SFBS Servis First Bancshares, Inc.	$4.43B	$78,000 0.0% of portfolio	1	Q1 2025 New
SFST Southern First Bancshares Inc	$337M	$77,000 0.0% of portfolio	2	Q2 2025 Reduced 84.62%
TOWN Towne Bank (Va)	$2.57B	$69,000 0.0% of portfolio	2	Q2 2025 New
BOH Bank Of Hawaii Corp	$2.62B	$68,000 0.0% of portfolio	1	Q2 2025 Reduced 50.0%
BANR Banner Corp	$2.22B	$65,000 0.0% of portfolio	1	Q2 2025 Reduced 50.0%
CADE Cadence Bank	$6.45B	$64,000 0.0% of portfolio	2	Q2 2025 Reduced 81.82%
PCB Pcb Bancorp	$327M	$63,000 0.0% of portfolio	3	Q2 2025 Reduced 62.5%
CZFS Citizens Financial Services Inc	$232M	$60,000 0.0% of portfolio	1	Q1 2025 New
RRBI Red River Bancshares Inc	$463M	$59,000 0.0% of portfolio	1	Q2 2025 Reduced 75.0%
CBU Community Bank System, Inc.	$3.16B	$57,000 0.0% of portfolio	1	Q1 2025 New
OBT Orange County Bancorp, Inc.	$140M	$52,000 0.0% of portfolio	2	Q1 2025 New
FMAO Farmers & Merchants Bancorp Inc	$351M	$51,000 0.0% of portfolio	2	Q1 2025 New
FVCB Fvc Bankcorp, Inc.	$182M	$48,000 0.0% of portfolio	4	Q2 2025 Added 100.0%
CATY Cathay General Bancorp	$3.49B	$46,000 0.0% of portfolio	1	Q1 2025 New
GBCI Glacier Bancorp, Inc.	$5.06B	$44,000 0.0% of portfolio	1	Q2 2025 Reduced 94.74%
FRST Primis Financial Corp.	$283M	$44,000 0.0% of portfolio	4	Q2 2025 Reduced 94.12%
CVBF Cvb Financial Corp	$2.75B	$40,000 0.0% of portfolio	2	Q1 2025 New
ESSA Essa Bancorp, Inc.	$214M	$39,000 0.0% of portfolio	2	Q2 2025 Reduced 87.5%
BWFG Bankwell Financial Group, Inc.	$316M	$37,000 0.0% of portfolio	1	Q2 2025 Reduced 50.0%
EBC Eastern Bankshares, Inc.	$2.82B	$31,000 0.0% of portfolio	2	Q1 2025 New
PEBK Peoples Bancorp Of North Carolina Inc	$167M	$29,000 0.0% of portfolio	1	Q2 2025 Reduced 83.33%
NKSH National Bankshares Inc	$177M	$28,000 0.0% of portfolio	1	Q2 2025 Reduced 80.0%
OVLY Oak Valley Bancorp	$232M	$28,000 0.0% of portfolio	1	Q2 2025 Reduced 75.0%
NWFL Norwood Financial Corp	$206M	$26,000 0.0% of portfolio	1	Q2 2025 Reduced 85.71%
TFSL Tfs Financial Corp	$3.65B	$26,000 0.0% of portfolio	2	Q1 2025 New
JMSB John Marshall Bancorp, Inc.	$275M	$19,000 0.0% of portfolio	1	Q2 2025 Reduced 50.0%

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