Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
CWA Asset Management Group LLC	[2026-06-30]	SOLE	2,178	309,290
Gamma Investing LLC	[2026-06-30]	DFND	35,037	35,037
Ping Capital Management Inc	[2026-06-30]	SOLE	21,000	21,000
QRG Capital Management Inc	[2026-06-30]	SOLE	17,194	17,194
Ballentine Partners LLC	[2026-06-30]	OTR	0	16,427
Confluence Investment Management LLC	[2026-06-30]	SOLE	15,465	15,465
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	11,507
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,748
Ramsey Quantitative Systems	[2026-06-30]	SOLE	4,100	4,100
LRI Investments LLC	[2026-06-30]	SOLE	64	64
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	34
Kerr Financial Planning Corp	[2026-06-30]	SOLE	17	17
FNY Investment Advisers LLC	[2026-06-30]	SOLE	11,800	11
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