Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Builder Investment Group Inc /ADV	[2026-06-30]	SOLE	1,073,604	1,073,604
PKO Investment Management Joint-Stock Co	[2026-06-30]	SOLE	400,248	400,248
Towarzystwo Funduszy Inwestycyjnych Allianz Polska SA	[2026-06-30]	SOLE	156,900	156,900
Cardinal Point Capital Management ULC	[2026-06-30]	SOLE	0	92,300
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	88,882	88,882
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	77,565
Beirne Wealth Consulting Services LLC	[2026-06-30]	SOLE	0	66,028
Foster Group Inc	[2026-06-30]	SOLE	0	65,000
Addenda Capital Inc	[2026-06-30]	SOLE	45,540	45,540
Pacific Excel Wealth Advisors Inc	[2026-06-30]	SOLE	41,644	41,644
ASR Vermogensbeheer NV	[2026-06-30]	DFND	28,800	28,800
Grimes & Company Inc	[2026-06-30]	SOLE	21,400	21,400
Net Worth Advisory Group	[2026-06-30]	SOLE	20,168	20,169
Heck Capital Advisors LLC	[2026-06-30]	SOLE	10,316	10,316
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	10,000	10,000
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	7,113
Brown Shipley& Co Ltd	[2026-06-30]	SOLE	3,190	3,190
Aventura Private Wealth LLC	[2026-06-30]	SOLE	2,004	2,004
City State Bank	[2026-06-30]	SOLE	1,530	1,530
Pacifica Partners Inc	[2026-06-30]	DFND	900	900
Byrne Asset Management LLC	[2026-06-30]	SOLE	400	400
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	319
IFP Advisors LLC	[2026-06-30]	SOLE	199	199
True Wealth Design LLC	[2026-06-30]	SOLE	0	42
LRI Investments LLC	[2026-06-30]	SOLE	24	24
Capital Advisors Ltd LLC	[2026-06-30]	SOLE	0	15
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