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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Hennessy Advisors Inc	[2026-06-30]	SOLE	159,900	159,900
Amanah Holdings Trust	[2026-06-30]	SOLE	148,000	148,000
QRG Capital Management Inc	[2026-06-30]	SOLE	83,890	83,890
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	25,623	25,623
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	23,035
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	21,712	21,712
Versant Capital Management Inc	[2026-06-30]	SOLE	9,513	9,513
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	468	8,850
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	8,220
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	7,926
Contravisory Investment Management Inc	[2026-06-30]	SOLE	7,625	7,625
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	7,280	7,280
GK Wealth Management LLC	[2026-06-30]	DFND	0	6,780
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	6,029	6,029
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	5,753	5,753
Merit Financial Group LLC	[2026-06-30]	SOLE	0	5,638
Rosenberg Matthew Hamilton	[2026-06-30]	SOLE	4,800	4,800
Merit Financial Group LLC	[2026-06-30]	OTR	0	4,426
Ballentine Partners LLC	[2026-06-30]	OTR	0	4,347
Gamma Investing LLC	[2026-06-30]	DFND	4,333	4,333
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,569
Moody National Bank Trust Division	[2026-06-30]	DFND	1,025	3,234
Cromwell Holdings LLC	[2026-06-30]	SOLE	1,860	1,860
True Wealth Design LLC	[2026-06-30]	SOLE	0	1,034
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	679
Grove Bank & Trust	[2026-06-30]	SOLE	474	474
IFP Advisors LLC	[2026-06-30]	SOLE	334	334
Highline Wealth Partners LLC	[2026-06-30]	SOLE	206	206
Moody National Bank Trust Division	[2026-06-30]	SOLE	177	177
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	170	170
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