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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Shaker Financial Services LLC	[2026-06-30]	SOLE	238,450	238,696
JBR Co Financial Management Inc	[2026-06-30]	SOLE	148,654	148,654
PMG Family Office LLC	[2026-06-30]	SOLE	0	86,755
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	24,033
Integrated Capital Management Inc	[2026-06-30]	SOLE	0	17,263
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	16,556
Formidable Asset Management LLC	[2026-06-30]	SOLE	0	16,474
City Center Advisors LLC	[2026-06-30]	SOLE	0	16,337
Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors	[2026-06-30]	SOLE	0	13,166
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	11,667	11,667
Altus Wealth Group LLC	[2026-06-30]	SOLE	0	10,667
Shulman Demeo Asset Management LLC	[2026-06-30]	SOLE	10,346	10,346
Spire Wealth Management	[2026-06-30]	SOLE	0	9,589
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	3,800	3,800
CGC Financial Services LLC	[2026-06-30]	SOLE	0	3,002
Kentucky Trust Co	[2026-06-30]	SOLE	2,225	2,225
Armstrong Advisory Group Inc	[2026-06-30]	SOLE	0	1,090
Allied Private Wealth LLC	[2026-06-30]	SOLE	1,021	1,021
City Holding Co	[2026-06-30]	SOLE	960	960
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	820
Piscataqua Savings Bank	[2026-06-30]	SOLE	410	410
Highline Wealth Partners LLC	[2026-06-30]	SOLE	125	125
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	89
Park Avenue Securities LLC	[2026-06-30]	SOLE	0	88
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