Companies covered: SVB Financial Group (NASDAQ:SIVB), Signature Bank (NASDAQ:SBNY), Republic First Bancorp, Inc. (NASDAQ:FRBK), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), JPMorgan Chase & Co. (NYSE:JPM), Blackstone Inc. (NYSE:BX), Wintrust Financial Corporation (NASDAQ:WTFC), Synovus Financial Corp. (NYSE:SNV), OceanFirst Financial Corp. (NASDAQ:OCFC), Ameris Bancorp (NASDAQ:ABCB), Business First Bancshares Inc. (NASDAQ:BFST), First Reliance Bancshares Inc. (OTCPK:FSRL), Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), Prosperity Bancshares, Inc. (NYSE:PB), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Robinhood Markets Inc. (NASDAQ:HOOD), Affirm Holdings Inc. (NASDAQ:AFRM), SoFi Technologies Inc. (NASDAQ:SOFI), Coinbase Global Inc. (NASDAQ:COIN), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:SQ), Paypal Holdings Inc (NASDAQ:PYPL), Morgan Stanley (NYSE:MS), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), KeyCorp (NYSE:KEY), Fifth Third Bancorp (NASDAQ:FITB), State Street Corporation (NYSE:STT), Bank Of New York Mellon Corporation (The) (NYSE:BK), Fidelity National Financial, Inc. (NYSE:FNF), BlackRock, Inc. (NYSE:BLK), Invesco Ltd. (NYSE:IVZ), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), KKR & Co Inc. (NYSE:KKR), Apollo Global Management, LLC (NYSE:APO), First Republic Bank (OTCMKTS:FRCB), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Repay Holdings Corp. (NASDAQ:RPAY), Flywire Corp. (NASDAQ:FLYW), i3 Verticals Inc. (NASDAQ:IIIV), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Shift4 Payments Inc. (NYSE:FOUR), NCR Corporation (NYSE:NCR), SouthState Corp. (NASDAQ:SSB), Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Atlantic Union Bankshares Corp. (NASDAQ:AUB), Axos Financial, Inc. (NYSE:AX), Bakkt Holdings Inc. (NYSE:BKKT), Burford Capital Limited (NYSE:BUR), Compass Inc. (NYSE:COMP), Main Street Capital Corporation (NYSE:MAIN), U.S. Global Investors, Inc. (NASDAQ:GROW), Capital Bancorp Inc. (NASDAQ:CBNK), CB Financial Services, Inc. (NASDAQ:CBFV), Employers Holdings Inc (NYSE:EIG)