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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	162,082
Ballentine Partners LLC	[2026-06-30]	OTR	0	107,479
Assenagon Asset Management SA	[2026-06-30]	SOLE	59,403	59,403
QRG Capital Management Inc	[2026-06-30]	SOLE	41,233	41,233
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	18,000	40,799
E Ohman J or Asset Management AB	[2026-06-30]	SOLE	40,000	40,000
NorthCrest Asset Manangement LLC	[2026-06-30]	SOLE	18,000	35,100
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	27,337
Harbour Capital Advisors LLC	[2026-06-30]	SOLE	18,825	18,825
Confluence Investment Management LLC	[2026-06-30]	SOLE	17,910	17,910
Foster Group Inc	[2026-06-30]	SOLE	0	15,893
Gamma Investing LLC	[2026-06-30]	DFND	14,922	14,922
Augustine Asset Management Inc	[2026-06-30]	SOLE	14,710	14,710
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	13,596
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	12,735	12,735
Independence Bank of Kentucky	[2026-06-30]	SOLE	1,500	1,500
Lifesteps Financial Inc	[2026-06-30]	SOLE	1,221	1,221
IFP Advisors LLC	[2026-06-30]	SOLE	1,033	1,033
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	628
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	617
Versant Capital Management Inc	[2026-06-30]	SOLE	340	340
True Wealth Design LLC	[2026-06-30]	SOLE	0	294
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	270
Ares Financial Consulting LLC	[2026-06-30]	SOLE	110	110
Highline Wealth Partners LLC	[2026-06-30]	SOLE	98	98
Trust Co	[2026-06-30]	SOLE	82	82
LRI Investments LLC	[2026-06-30]	SOLE	69	69
Abound Wealth Management	[2026-06-30]	SOLE	0	36
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