Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Trinity Street Asset Management LLP	[2026-06-30]	SOLE	1,535,462	1,535,462
River Road Asset Management LLC	[2026-06-30]	SOLE	223,589	285,137
Fisher Funds Management LTD	[2026-06-30]	SOLE	149,726	149,726
Eldred Rock Partners LLC	[2026-06-30]	SOLE	82,793	134,248
Farmers & Merchants Investments Inc	[2026-06-30]	SOLE	82,928	82,928
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	53,557	53,557
Seabridge Investment Advisors LLC	[2026-06-30]	SOLE	26,986	26,986
Live Oak Private Wealth LLC	[2026-06-30]	SOLE	16,161	16,161
Banque de Luxembourg SA	[2026-06-30]	DFND	13,280	13,280
Polianta Ltd	[2026-06-30]	SOLE	0	10,800
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	10,374
Sara-Bay Financial	[2026-06-30]	SOLE	0	3,128
Merit Financial Group LLC	[2026-06-30]	SOLE	0	3,004
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	2,921	2,921
Sierra Legacy Group	[2026-06-30]	SOLE	2,670	2,670
Net Worth Advisory Group	[2026-06-30]	SOLE	2,388	2,389
Miller Global Investments LLC	[2026-06-30]	SOLE	2,292	2,292
Cullen Investment Group Ltd	[2026-06-30]	SOLE	0	2,123
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	10	2,065
Trust Point Inc	[2026-06-30]	SOLE	2,028	2,028
Henry James International Management Inc	[2026-06-30]	SOLE	1,876	1,876
Simplify Asset Management Inc	[2026-06-30]	SOLE	1,499	1,499
Mission Wealth Management LP	[2026-06-30]	SOLE	0	1,318
Grove Bank & Trust	[2026-06-30]	SOLE	0	866
Spire Wealth Management	[2026-06-30]	SOLE	0	613
Bangor Savings Bank	[2026-06-30]	SOLE	598	598
Gamma Investing LLC	[2026-06-30]	DFND	391	391
Ritter Daniher Financial Advisory LLC / DE	[2026-06-30]	SOLE	0	371
First Horizon Corp	[2026-06-30]	DFND	47	281
Security National Bank	[2026-06-30]	SOLE	200	200
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