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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Grace & White Inc /NY	[2026-06-30]	SOLE	39,713	186,349
Congress Asset Management Co	[2026-06-30]	SOLE	126,527	142,027
Hennessy Advisors Inc	[2026-06-30]	SOLE	115,000	115,000
Brookstone Capital Management	[2026-06-30]	SOLE	0	100,119
Louisiana State Employees Retirement System	[2026-06-30]	SOLE	37,200	37,200
State of Alaska, Department of Revenue	[2026-06-30]	SOLE	29,623	29,623
Yousif Capital Management LLC	[2026-06-30]	SOLE	5,153	22,351
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	[2026-06-30]	SOLE	19,876	19,876
Handelsbanken Fonder AB	[2026-06-30]	SOLE	0	18,200
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	15,000
Clark Financial Services Group Inc /BD	[2026-06-30]	SOLE	0	12,373
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	219	11,186
Beacon Bank & Trust	[2026-06-30]	SOLE	2,556	9,929
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	9,840	9,840
Crossmark Global Holdings, Inc.	[2026-06-30]	SOLE	6,860	6,860
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,074
Clark Financial Services Group Inc /BD	[2026-06-30]	OTR	0	2,899
Versant Capital Management Inc	[2026-06-30]	SOLE	2,572	2,572
Gamma Investing LLC	[2026-06-30]	DFND	1,933	1,933
Armstrong Advisory Group Inc	[2026-06-30]	SOLE	0	709
LRI Investments LLC	[2026-06-30]	SOLE	605	605
True Wealth Design LLC	[2026-06-30]	SOLE	0	221
Beacon Bank & Trust	[2026-06-30]	OTR	0	211
MassMutual Private Wealth & Trust, FSB	[2026-06-30]	SOLE	193	193
Torren Management LLC	[2026-06-30]	SOLE	0	148
IFP Advisors, Inc	[2026-06-30]	SOLE	50	50
Farmers & Merchants Investments Inc	[2026-06-30]	SOLE	48	48
Tompkins Financial Corp	[2026-06-30]	DFND	0	30
Cedar Mountain Advisors LLC	[2026-06-30]	SOLE	0	27
Slatestone Wealth LLC	[2026-06-30]	SOLE	0	11
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