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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Investors Research Corp	[2026-06-30]	SOLE	0	134,267
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	109,069
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	54,394	54,394
Plan A Wealth LLC	[2026-06-30]	SOLE	46,141	46,141
Ballentine Partners LLC	[2026-06-30]	OTR	0	43,873
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	39,538
Moody National Bank Trust Division	[2026-06-30]	DFND	1,351	36,121
Versant Capital Management Inc	[2026-06-30]	SOLE	26,377	26,377
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,316	12,916
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	8,658
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	6,697	6,697
Cromwell Holdings LLC	[2026-06-30]	SOLE	5,225	5,225
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	2,191
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	1,307
Armstrong Advisory Group Inc	[2026-06-30]	SOLE	0	500
Gamma Investing LLC	[2026-06-30]	DFND	363	363
IFP Advisors LLC	[2026-06-30]	SOLE	147	147
GHP Investment Advisors Inc	[2026-06-30]	SOLE	90	90
Arlington Trust Co LLC	[2026-06-30]	SOLE	84	84
Abound Wealth Management	[2026-06-30]	SOLE	0	75
True Wealth Design LLC	[2026-06-30]	SOLE	0	44
Kozak & Associates Inc	[2026-06-30]	SOLE	1	2
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