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
Intact Investment Management Inc	[2026-06-30]	SOLE	1,907,935	1,968,235
Addenda Capital Inc	[2026-06-30]	SOLE	421,793	421,793
Cardinal Capital Management Inc	[2026-06-30]	SOLE	223,815	223,815
Sky Investment Group LLC	[2026-06-30]	SOLE	53,975	53,975
BFSG LLC	[2026-06-30]	SOLE	0	27,894
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	21,269	21,269
A D Beadell Investment Counsel Inc	[2026-06-30]	SOLE	0	21,005
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	19,448	19,448
Cidel Asset Management Inc	[2026-06-30]	SOLE	19,215	19,215
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	9,819
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	8,853	8,853
Versant Capital Management Inc	[2026-06-30]	SOLE	7,396	7,396
Baskin Financial Services Inc	[2026-06-30]	SOLE	302	5,700
Assenagon Asset Management SA	[2026-06-30]	SOLE	5,118	5,118
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	4,982
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	458	4,238
Tompkins Financial Corp	[2026-06-30]	DFND	0	2,500
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	1,385	1,385
Bangor Savings Bank	[2026-06-30]	DFND	300	300
True Wealth Design LLC	[2026-06-30]	SOLE	0	237
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	220
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	153
HM Payson & Co	[2026-06-30]	SOLE	134	134
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	53
LRI Investments LLC	[2026-06-30]	SOLE	9	9
Financial Management Professionals Inc	[2026-06-30]	SOLE	0	3
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