Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	1,563,550
Grace & White Inc /NY	[2026-06-30]	SOLE	241,684	964,276
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	320,315	320,315
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	163,405	163,405
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	93,003	93,003
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	72,711
OLIO Financial Planning	[2026-06-30]	SOLE	0	71,009
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	56,301
Versant Capital Management Inc	[2026-06-30]	SOLE	54,621	54,621
Ballentine Partners LLC	[2026-06-30]	OTR	0	54,013
QRG Capital Management Inc	[2026-06-30]	SOLE	51,507	51,507
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	6,346	37,222
Cary Street Partners Financial LLC	[2026-06-30]	DFND	27,145	27,145
Baron Wealth Management LLC	[2026-06-30]	SOLE	0	22,678
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	20,980
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	16,600
Accel Wealth Management	[2026-06-30]	SOLE	0	15,684
Franklin Street Advisors Inc /NC	[2026-06-30]	DFND	14,551	14,551
Henry James International Management Inc	[2026-06-30]	SOLE	14,391	14,391
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	13,930
Gamma Investing LLC	[2026-06-30]	DFND	11,910	11,910
Mayflower Financial Advisors LLC	[2026-06-30]	SOLE	0	10,571
Cromwell Holdings LLC	[2026-06-30]	SOLE	9,692	9,692
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	7,904
Eastern Bank	[2026-06-30]	DFND	6,517	6,517
Independence Bank of Kentucky	[2026-06-30]	SOLE	5,400	5,400
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	3,343	3,343
Ares Financial Consulting LLC	[2026-06-30]	SOLE	3,032	3,032
True Wealth Design LLC	[2026-06-30]	SOLE	0	2,756
Cary Street Partners Investment Advisory LLC	[2026-06-30]	OTR	2,656	2,656
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