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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Scharf Investments LLC	[2026-06-30]	SOLE	130,510	310,818
Godsey & GIBB Inc	[2026-06-30]	SOLE	8,800	183,015
QRG Capital Management Inc	[2026-06-30]	SOLE	164,478	164,478
Martin Investment Management LLC	[2026-06-30]	SOLE	149,514	157,179
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	5,706	150,656
Douglas Lane & Associates LLC	[2026-06-30]	SOLE	4,515	140,152
Matthew Goff Investment Advisor LLC	[2026-06-30]	SOLE	0	82,971
Eldred Rock Partners LLC	[2026-06-30]	SOLE	49,695	80,627
Cohen Capital Management Inc	[2026-06-30]	SOLE	74,849	74,849
Live Oak Private Wealth LLC	[2026-06-30]	SOLE	72,426	72,426
Salem Investment Counselors Inc	[2026-06-30]	SOLE	45,219	71,102
Franklin Parlapiano Turner & Welch LLC	[2026-06-30]	SOLE	0	63,414
Cullen Investment Group Ltd	[2026-06-30]	SOLE	0	55,534
Walled Lake Planning & Wealth Management LLC	[2026-06-30]	SOLE	0	50,139
Archford Capital Strategies LLC	[2026-06-30]	SOLE	49,908	49,908
Smithbridge Asset Management Inc/DE	[2026-06-30]	SOLE	0	49,133
Davenport & Company LLC	[2026-06-30]	SOLE	40,437	40,542
Henry James International Management Inc	[2026-06-30]	SOLE	40,427	40,427
First Pacific Financial	[2026-06-30]	SOLE	0	39,871
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	38,971
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	37,340
Gradient Investments LLC	[2026-06-30]	SOLE	0	37,294
Farmers & Merchants Investments Inc	[2026-06-30]	SOLE	36,502	36,502
Spire Wealth Management	[2026-06-30]	SOLE	0	35,965
Auto-Owners Insurance Co	[2026-06-30]	SOLE	33,570	33,570
Chesley Taft & Associates LLC	[2026-06-30]	SOLE	29,310	31,560
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	31,082	31,082
Merit Financial Group LLC	[2026-06-30]	SOLE	0	30,164
CWA Asset Management Group LLC	[2026-06-30]	SOLE	0	29,083
Moody Lynn Lieberson & Walker LLC	[2026-06-30]	SOLE	28,965	28,965
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