Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Peregrine Capital Management LLC	[2026-06-30]	SOLE	173,920	174,394
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	70,079	70,079
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	[2026-06-30]	SOLE	12,382	12,382
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	6,312
Fulton Bank NA	[2026-06-30]	SOLE	3,273	3,273
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	3,222
Evanson Financial LLC	[2026-06-30]	SOLE	0	3,028
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,572
IFP Advisors LLC	[2026-06-30]	SOLE	907	907
HM Payson & Co	[2026-06-30]	SOLE	455	455
Cromwell Holdings LLC	[2026-06-30]	SOLE	157	157
Versant Capital Management Inc	[2026-06-30]	SOLE	136	136
Fulton Bank NA	[2026-06-30]	OTR	66	66
City State Bank	[2026-06-30]	SOLE	45	45
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	42
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	40	40
Wolff Wiese Magana LLC	[2026-06-30]	SOLE	19	19
Gamma Investing LLC	[2026-06-30]	DFND	12	12
Corecap Advisors LLC	[2026-06-30]	SOLE	0	7
Barnes Dennig Private Wealth Management LLC	[2026-06-30]	SOLE	0	7
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	5
First Horizon Corp	[2026-06-30]	OTR	0	3
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