Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
CWA Asset Management Group LLC	[2026-06-30]	SOLE	215	137,360
Counterpoint Mutual Funds LLC	[2026-06-30]	SOLE	90,653	90,653
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	67,300	70,084
Harbour Capital Advisors LLC	[2026-06-30]	SOLE	68,850	68,850
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	26,767	26,767
Perpetual Ltd	[2026-06-30]	DFND	26,000	26,000
Moody Aldrich Partners LLC	[2026-06-30]	SOLE	24,421	24,421
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	237	16,883
Confluence Investment Management LLC	[2026-06-30]	SOLE	13,835	13,835
Alaska Retirement Management Board	[2026-06-30]	SOLE	9,402	9,402
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	7,979
Versant Capital Management Inc	[2026-06-30]	SOLE	7,940	7,940
Polunin Capital Partners Ltd	[2026-06-30]	SOLE	4,918,011	5,026
Gamma Investing LLC	[2026-06-30]	DFND	4,083	4,083
IFP Advisors LLC	[2026-06-30]	SOLE	2,479	2,479
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	1,764	1,764
Spire Wealth Management	[2026-06-30]	SOLE	0	574
True Wealth Design LLC	[2026-06-30]	SOLE	0	181
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	153
Torren Management LLC	[2026-06-30]	SOLE	0	141
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	106	106
Hughes Financial Services LLC	[2026-06-30]	SOLE	1	1
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