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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	281,169
QRG Capital Management Inc	[2026-06-30]	SOLE	224,809	224,809
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	139,170	139,170
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	40,867
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	40,355	40,355
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	27,482
Ballentine Partners LLC	[2026-06-30]	OTR	0	26,781
Versant Capital Management Inc	[2026-06-30]	SOLE	21,176	21,176
Formidable Asset Management LLC	[2026-06-30]	SOLE	20,929	20,929
Great Waters Wealth Management	[2026-06-30]	SOLE	0	16,800
Crane Advisory LLC	[2026-06-30]	SOLE	0	13,705
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	12,694
Gamma Investing LLC	[2026-06-30]	DFND	8,880	8,880
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	6,418
Hilltop National Bank	[2026-06-30]	DFND	5,585	5,585
Cromwell Holdings LLC	[2026-06-30]	SOLE	3,761	3,761
Princeton Global Asset Management LLC	[2026-06-30]	SOLE	0	767
GHP Investment Advisors Inc	[2026-06-30]	SOLE	25	741
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	605
Ares Financial Consulting LLC	[2026-06-30]	SOLE	568	568
Retirement Wealth Solutions LLC	[2026-06-30]	SOLE	0	172
True Wealth Design LLC	[2026-06-30]	SOLE	0	135
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	135
Arlington Trust Co LLC	[2026-06-30]	SOLE	72	72
Ballentine Partners LLC	[2026-06-30]	SOLE	0	38
Park Avenue Securities LLC	[2026-06-30]	SOLE	0	16
LRI Investments LLC	[2026-06-30]	SOLE	9	9
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