Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Y-Intercept (Hong Kong) Ltd	[2026-06-30]	SOLE	37,680	37,680
Moody National Bank Trust Division	[2026-06-30]	DFND	0	26,587
Sowell Financial Services LLC	[2026-06-30]	SOLE	21,827	21,827
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	832	15,415
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	15,000
IFP Advisors, Inc	[2026-06-30]	SOLE	1,803	1,803
Wolff Wiese Magana LLC	[2026-06-30]	SOLE	1,493	1,493
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,232
Community Financial Services Group, LLC	[2026-06-30]	SOLE	469	469
MassMutual Private Wealth & Trust, FSB	[2026-06-30]	SOLE	302	302
Gamma Investing LLC	[2026-06-30]	DFND	236	236
True Wealth Design LLC	[2026-06-30]	SOLE	0	200
Adirondack Trust Co	[2026-06-30]	SOLE	141	141
Versant Capital Management Inc	[2026-06-30]	SOLE	70	70
Horizon Financial Services LLC	[2026-06-30]	SOLE	0	33
HM Payson & Co	[2026-06-30]	SOLE	30	30
Prev | Page 17 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212723875, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

316461484