Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Gradient Investments LLC	[2026-06-30]	SOLE	0	575,505
Arvest Investments Inc	[2026-06-30]	SOLE	75,220	107,816
Marshall Financial Group LLC	[2026-06-30]	SOLE	0	93,875
Linden Thomas Advisory Services LLC	[2026-06-30]	SOLE	0	40,593
Alhambra Investment Management LLC	[2026-06-30]	SOLE	17,097	31,292
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	12,750	12,750
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	9,674
Noble Wealth Management PBC	[2026-06-30]	SOLE	2,010	2,010
Strategic Investment Solutions Inc /IL	[2026-06-30]	SOLE	0	1,150
Hilltop National Bank	[2026-06-30]	SOLE	300	300
Highline Wealth Partners LLC	[2026-06-30]	SOLE	50	50
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