Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Marshall Financial Group LLC	[2026-06-30]	SOLE	0	282,492
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	80,438
Assenagon Asset Management SA	[2026-06-30]	SOLE	37,806	37,806
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	23,952	23,952
Activest Wealth Management	[2026-06-30]	SOLE	0	3,000
Gamma Investing LLC	[2026-06-30]	DFND	1,342	1,342
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	965
FNY Investment Advisers LLC	[2026-06-30]	SOLE	35	35
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{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

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False

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