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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Shaker Financial Services LLC	[2026-06-30]	SOLE	257,289	257,328
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	254,177	254,177
Sage Capital Management LLC	[2026-06-30]	SOLE	166,576	166,576
Shulman Demeo Asset Management LLC	[2026-06-30]	SOLE	151,552	151,552
Fortem Financial Group LLC	[2026-06-30]	SOLE	0	125,998
PMG Family Office LLC	[2026-06-30]	SOLE	0	111,852
Lighthouse Financial Services Inc /ADV	[2026-06-30]	SOLE	0	108,498
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	101,811
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	66,356
Davenport & Company LLC	[2026-06-30]	SOLE	38,436	61,372
High Point Wealth Management LLC	[2026-06-30]	SOLE	60,119	60,120
Blake Schutter Theil Wealth Advisors LLC	[2026-06-30]	SOLE	0	57,377
PUFF Wealth Management LLC	[2026-06-30]	SOLE	0	51,264
IFP Advisors LLC	[2026-06-30]	SOLE	37,904	37,904
World Equity Group Inc	[2026-06-30]	SOLE	0	37,429
Spire Wealth Management	[2026-06-30]	SOLE	0	36,682
Decision Investments Inc	[2026-06-30]	SOLE	0	32,547
Formidable Asset Management LLC	[2026-06-30]	SOLE	0	31,796
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	30,011	30,011
Patriot Financial Group Insurance Agency LLC	[2026-06-30]	SOLE	25,466	25,466
Instrumental Wealth LLC	[2026-06-30]	SOLE	0	22,529
Corecap Advisors LLC	[2026-06-30]	SOLE	0	18,549
Integrated Capital Management Inc	[2026-06-30]	SOLE	0	18,500
Procyon Advisors LLC	[2026-06-30]	SOLE	15,609	15,609
Allied Private Wealth LLC	[2026-06-30]	SOLE	13,717	13,717
Merit Financial Group LLC	[2026-06-30]	SOLE	0	13,713
Apella Capital LLC	[2026-06-30]	SOLE	0	12,624
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	10,524
Centurion Wealth Management LLC	[2026-06-30]	SOLE	0	10,339
PFS Partners LLC	[2026-06-30]	SOLE	0	7,000
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