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
Hatch Cove Capital LLC	[2026-06-30]	SOLE	645,800	645,800
Gemmer Asset Management LLC	[2026-06-30]	SOLE	0	45,221
Camelot Technology Advisors Inc	[2026-06-30]	SOLE	9,838	36,952
Fifth Third Securities Inc	[2026-06-30]	DFND	0	22,085
American State Bank Iowa	[2026-06-30]	SOLE	16,534	16,534
Eastern Bank	[2026-06-30]	SOLE	12,997	12,997
Amplius Wealth Advisors LLC	[2026-06-30]	SOLE	0	10,840
Schmeidler A R & Co Inc	[2026-06-30]	SOLE	10,495	10,495
BOS Asset Management LLC	[2026-06-30]	SOLE	0	8,482
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	7,054
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	5,457	5,457
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	3,032	3,032
Armstrong Advisory Group Inc	[2026-06-30]	SOLE	0	1,565
IFP Advisors LLC	[2026-06-30]	SOLE	1,194	1,194
Strategic Investment Solutions Inc /IL	[2026-06-30]	SOLE	0	1,000
Spire Wealth Management	[2026-06-30]	SOLE	0	233
Thurston Springer Miller Herd & Titak Inc	[2026-06-30]	SOLE	53	53
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