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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
RFG Advisory LLC	[2026-06-30]	SOLE	0	642,216
Corecap Advisors LLC	[2026-06-30]	SOLE	0	298,720
C2C Wealth Management LLC	[2026-06-30]	SOLE	0	230,094
Shaker Financial Services LLC	[2026-06-30]	SOLE	158,506	158,702
Merit Financial Group LLC	[2026-06-30]	SOLE	0	144,572
PMG Family Office LLC	[2026-06-30]	SOLE	0	117,115
David J Yvars Group	[2026-06-30]	SOLE	62,104	62,104
Allied Private Wealth LLC	[2026-06-30]	SOLE	32,166	32,166
Formidable Asset Management LLC	[2026-06-30]	SOLE	0	30,755
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	3,580	30,710
Fiduciary Alliance LLC	[2026-06-30]	SOLE	21,550	21,550
Procyon Advisors LLC	[2026-06-30]	SOLE	19,476	19,476
Exchange Bank	[2026-06-30]	SOLE	16,659	16,659
Mission Wealth Management LP	[2026-06-30]	SOLE	0	14,499
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	14,113
Howard Financial Services Ltd	[2026-06-30]	SOLE	0	12,500
Uncommon Cents Investing LLC	[2026-06-30]	SOLE	0	10,384
Manchester Financial Inc	[2026-06-30]	SOLE	0	10,356
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	10,294
City Holding Co	[2026-06-30]	SOLE	6,000	6,000
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,477
Princeton Global Asset Management LLC	[2026-06-30]	SOLE	0	4,983
Webster Bank N A	[2026-06-30]	OTR	4,825	4,825
HHM Wealth Advisors LLC	[2026-06-30]	SOLE	0	3,878
Eastern Bank	[2026-06-30]	SOLE	2,344	2,344
Hughes Financial Services LLC	[2026-06-30]	SOLE	2,121	2,121
Vermillion Wealth Management Inc	[2026-06-30]	SOLE	0	1,980
Spire Wealth Management	[2026-06-30]	SOLE	0	1,000
Financial Management Professionals Inc	[2026-06-30]	SOLE	0	1,000
Byrne Asset Management LLC	[2026-06-30]	SOLE	400	400
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