Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Intact Investment Management Inc	[2026-06-30]	SOLE	3,714,919	3,714,919
Wedge Capital Management L L P/NC	[2026-06-30]	SOLE	234,848	705,453
CWA Asset Management Group LLC	[2026-06-30]	SOLE	4,791	701,578
Hennessy Advisors Inc	[2026-06-30]	SOLE	145,564	145,564
Value Partners Investments Inc	[2026-06-30]	SOLE	119,645	119,645
BFSG LLC	[2026-06-30]	SOLE	0	45,310
Post Resch Tallon Group Inc	[2026-06-30]	SOLE	0	43,000
Cidel Asset Management Inc	[2026-06-30]	SOLE	26,776	26,776
Ballentine Partners LLC	[2026-06-30]	OTR	0	17,573
A D Beadell Investment Counsel Inc	[2026-06-30]	SOLE	0	12,500
Pacifica Partners Inc	[2026-06-30]	DFND	5,950	5,950
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,323
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	5,000
Hilltop National Bank	[2026-06-30]	DFND	5,000	5,000
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	619
Crews Bank & Trust	[2026-06-30]	SOLE	367	367
Salem Investment Counselors Inc	[2026-06-30]	SOLE	290	290
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	40
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