Wealth Enhancement Advisory Services, LLC Banks—Regional

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AX Axos Financial, Inc.	$5.07B	$804,000 0.0% of portfolio	10,586	Q2 2025 Added 32.04%
UCBI United Community Banks Inc	$3.11B	$751,000 0.0% of portfolio	25,682	Q2 2025 Added 22.76%
HWC Hancock Whitney Corp	$5.18B	$742,000 0.0% of portfolio	12,937	Q2 2025 Added 29.16%
BFC Bank First Corp	$1.17B	$712,000 0.0% of portfolio	6,052	Q2 2025 Added 58.1%
TCBI Texas Capital Bancshares Inc	$4.31B	$689,000 0.0% of portfolio	8,682	Q2 2025 Added 22.84%
FULT Fulton Financial Corp	$3.13B	$678,000 0.0% of portfolio	37,594	Q2 2025 Added 3.56%
LOB Live Oak Bancshares, Inc.	$1.43B	$668,000 0.0% of portfolio	22,442	Q2 2025 Reduced 42.16%
FBIZ First Business Financial Services, Inc.	$455M	$662,000 0.0% of portfolio	13,084	Q2 2025 Reduced 1.07%
HAFC Hanmi Financial Corp	$796M	$627,000 0.0% of portfolio	25,416	Q2 2025 Added 16.84%
SYBT Stock Yards Bancorp, Inc.	$2.32B	$625,000 0.0% of portfolio	7,915	Q2 2025 Added 3.6%
SFST Southern First Bancshares Inc	$350M	$622,000 0.0% of portfolio	16,368	Q2 2025 New
FBK Fb Financial Corp	$2.26B	$617,000 0.0% of portfolio	13,625	Q2 2025 New
CHMG Chemung Financial Corp	$246M	$597,000 0.0% of portfolio	12,317	Q2 2025 Reduced 1.33%
WSBC Wesbanco Inc	$1.9B	$589,000 0.0% of portfolio	18,650	Q2 2025 Added 61.25%
PLBC Plumas Bancorp	$252M	$587,000 0.0% of portfolio	13,215	Q2 2025 Added 1.54%
LYG Lloyds Banking Group PLC	$71.5B	$527,000 0.0% of portfolio	124,024	Q2 2025 Added 112.21%
ONB Old National Bancorp	$6.3B	$514,000 0.0% of portfolio	24,133	Q2 2025 Added 4.89%
CMA Comerica Inc	$8.83B	$504,000 0.0% of portfolio	8,454	Q2 2025 Reduced 24.03%
FFIN First Financial Bankshares Inc	$5.26B	$498,000 0.0% of portfolio	13,842	Q2 2025 Added 0.56%
HOMB Home Bancshares Inc	$5.91B	$492,000 0.0% of portfolio	17,290	Q2 2025 Reduced 6.29%
CATY Cathay General Bancorp	$3.45B	$474,000 0.0% of portfolio	10,420	Q2 2025 Added 0.09%
PRK Park National Corp	$2.7B	$469,000 0.0% of portfolio	2,808	Q2 2025 Added 6.73%
PPBI Pacific Premier Bancorp Inc	$2.01B	$459,000 0.0% of portfolio	21,796	Q2 2025 Added 32.18%
FIBK First Interstate Bancsystem Inc	$3.08B	$445,000 0.0% of portfolio	15,444	Q2 2025 Added 12.53%
UVSP Univest Financial Corp	$933M	$421,000 0.0% of portfolio	14,037	Q2 2025 Added 43.95%
MFG Mizuho Financial Group Inc	$78.5B	$420,000 0.0% of portfolio	75,565	Q2 2025 Reduced 10.41%
NWBI Northwest Bancshares, Inc.	$1.62B	$419,000 0.0% of portfolio	32,793	Q2 2025 Reduced 3.92%
SHG Shinhan Financial Group CO LTD	$17.8B	$417,000 0.0% of portfolio	12,056	Q2 2025 Added 20.85%
PFS Provident Financial Services Inc	$1.38B	$401,000 0.0% of portfolio	22,901	Q2 2025 New
EFSC Enterprise Financial Services Corp	$2.09B	$379,000 0.0% of portfolio	6,880	Q2 2025 Reduced 9.95%
TCBX Third Coast Bancshares, Inc.	$483M	$366,000 0.0% of portfolio	11,217	Q2 2025 Reduced 8.12%
CBNK Capital Bancorp Inc	$498M	$365,000 0.0% of portfolio	10,871	Q2 2025 Reduced 0.06%
PFIS Peoples Financial Services Corp.	$371M	$362,000 0.0% of portfolio	7,341	Q2 2025 Reduced 7.61%
HTH Hilltop Holdings Inc.	$1.98B	$345,000 0.0% of portfolio	11,376	Q2 2025 New
FHB First Hawaiian, Inc.	$3.22B	$345,000 0.0% of portfolio	13,840	Q2 2025 Added 7.59%
TOWN Towne Bank (Va)	$2.6B	$345,000 0.0% of portfolio	10,098	Q2 2025 Added 4.81%
THFF First Financial Corp	$680M	$321,000 0.0% of portfolio	5,938	Q2 2025 Reduced 0.03%
WAL Western Alliance Bancorporation	$9.06B	$299,000 0.0% of portfolio	3,842	Q2 2025 Added 17.78%
HTBK Heritage Commerce Corp	$618M	$288,000 0.0% of portfolio	29,052	Q2 2025 Added 94.91%
GBCI Glacier Bancorp, Inc.	$4.94B	$278,000 0.0% of portfolio	6,462	Q2 2025 New
FISI Financial Institutions Inc	$417M	$273,000 0.0% of portfolio	10,648	Q2 2025 Reduced 10.67%
NBHC National Bank Holdings Corp	$1.48B	$271,000 0.0% of portfolio	7,223	Q2 2025 New
VBTX Veritex Holdings, Inc.	$1.73B	$267,000 0.0% of portfolio	10,244	Q2 2025 New
CFFN Capitol Federal Financial, Inc.	$868M	$264,000 0.0% of portfolio	43,430	Q2 2025 Added 29.89%
PEBO Peoples Bancorp Inc	$857M	$258,000 0.0% of portfolio	8,455	Q2 2025 New
FCF First Commonwealth Financial Corp	$1.53B	$255,000 0.0% of portfolio	15,741	Q2 2025 Reduced 27.39%
FRME First Merchants Corp	$2.35B	$245,000 0.0% of portfolio	6,405	Q2 2025 New
BOH Bank Of Hawaii Corp	$2.64B	$239,000 0.0% of portfolio	3,552	Q2 2025 New
CUBI Customers Bancorp, Inc.	$2B	$239,000 0.0% of portfolio	4,077	Q2 2025 New
WABC Westamerica Bancorporation	$1.32B	$227,000 0.0% of portfolio	4,701	Q2 2025 New

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