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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Ping Capital Management Inc	[2026-06-30]	SOLE	66,000	66,000
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	54,565	54,565
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	24,741	24,741
QRG Capital Management Inc	[2026-06-30]	SOLE	17,003	17,003
Sowell Financial Services LLC	[2026-06-30]	SOLE	12,672	12,672
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,684
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	312
BFSG LLC	[2026-06-30]	SOLE	0	300
Kerr Financial Planning Corp	[2026-06-30]	SOLE	250	250
Versant Capital Management Inc	[2026-06-30]	SOLE	212	212
IFP Advisors LLC	[2026-06-30]	SOLE	200	200
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	77
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	54
True Wealth Design LLC	[2026-06-30]	SOLE	0	51
Ares Financial Consulting LLC	[2026-06-30]	SOLE	35	35
LRI Investments LLC	[2026-06-30]	SOLE	15	15
Abound Wealth Management	[2026-06-30]	SOLE	0	7
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