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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Davenport & Company LLC	[2026-06-30]	SOLE	1,487,062	1,574,733
Douglas Lane & Associates LLC	[2026-06-30]	SOLE	11,870	695,036
Penn Davis McFarland Inc	[2026-06-30]	SOLE	483,439	483,439
QRG Capital Management Inc	[2026-06-30]	SOLE	99,913	99,913
ABC Arbitrage Sa	[2026-06-30]	OTR	0	60,133
Buttonwood Financial Advisors Inc	[2026-06-30]	SOLE	0	38,802
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	36,875
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	31,095	31,095
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	496	28,324
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	19,996	19,996
Merit Financial Group LLC	[2026-06-30]	SOLE	0	14,641
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	14,559	14,559
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	13,016
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	12,070
Ballentine Partners LLC	[2026-06-30]	OTR	0	11,732
Miller Global Investments LLC	[2026-06-30]	SOLE	11,449	11,449
Versant Capital Management Inc	[2026-06-30]	SOLE	9,833	9,833
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	8,900
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	8,146	8,146
Rockwood Wealth Management LLC	[2026-06-30]	SOLE	0	7,800
Hilltop National Bank	[2026-06-30]	DFND	7,793	7,793
Hilltop National Bank	[2026-06-30]	SOLE	6,750	7,041
Eagle Rock Investment Company LLC	[2026-06-30]	SOLE	0	6,875
Old North State Wealth Management LLC	[2026-06-30]	SOLE	0	6,805
World Equity Group Inc	[2026-06-30]	SOLE	0	6,505
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	6,486
Merit Financial Group LLC	[2026-06-30]	OTR	0	6,324
Five Oceans Advisors	[2026-06-30]	SOLE	0	6,133
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,363
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	5,072	5,072
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