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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Intact Investment Management Inc	[2026-06-30]	SOLE	2,421,744	2,421,744
Addenda Capital Inc	[2026-06-30]	SOLE	777,392	777,392
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	472,764
Baskin Financial Services Inc	[2026-06-30]	SOLE	10,534	288,828
Davenport & Company LLC	[2026-06-30]	SOLE	30,542	148,916
Walnut Private Equity Partners LLC	[2026-06-30]	DFND	0	102,000
EPIQ Partners LLC	[2026-06-30]	SOLE	15,125	80,104
Herbst Group LLC	[2026-06-30]	SOLE	0	71,740
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	60,230	60,230
Value Partners Investments Inc	[2026-06-30]	SOLE	60,033	60,033
Jamison Private Wealth Management Inc	[2026-06-30]	SOLE	0	57,053
Northside Capital Management LLC	[2026-06-30]	SOLE	39,865	39,865
Cardinal Point Capital Management ULC	[2026-06-30]	SOLE	0	30,469
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	22,878
Formidable Asset Management LLC	[2026-06-30]	SOLE	21,948	21,948
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	3,680	20,488
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	15,881	15,881
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	11,569	11,569
Focus Financial Network Inc	[2026-06-30]	SOLE	0	9,995
QRG Capital Management Inc	[2026-06-30]	SOLE	8,721	8,721
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	8,018
Mirador Capital Partners LP	[2026-06-30]	SOLE	6,832	6,832
Sterling Investment Counsel LLC	[2026-06-30]	SOLE	0	6,711
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	5,654	5,654
Eastern Bank	[2026-06-30]	SOLE	4,499	4,499
HHM Wealth Advisors LLC	[2026-06-30]	SOLE	0	3,464
IFP Advisors LLC	[2026-06-30]	SOLE	2,880	2,880
Pacifica Partners Inc	[2026-06-30]	DFND	1,723	1,723
Goalvest Advisory LLC	[2026-06-30]	SOLE	1,697	1,697
Bank & Trust Co	[2026-06-30]	SOLE	0	1,125
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