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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Marshall Financial Group LLC	[2026-06-30]	SOLE	0	231,255
Merrion Investment Management Co LLC	[2026-06-30]	SOLE	90,240	90,240
Connecticut Capital Management Group LLC	[2026-06-30]	OTR	0	15,579
Sentinel Trust Co LBA	[2026-06-30]	SOLE	13,000	13,000
Merit Financial Group LLC	[2026-06-30]	OTR	0	12,230
Sowell Financial Services LLC	[2026-06-30]	SOLE	9,124	9,124
Linden Thomas Advisory Services LLC	[2026-06-30]	SOLE	0	8,326
LRI Investments LLC	[2026-06-30]	SOLE	7,000	7,000
Echo45 Advisors LLC	[2026-06-30]	SOLE	6,876	6,942
Drucker Wealth 30 LLC	[2026-06-30]	OTR	0	6,567
Drucker Wealth 30 LLC	[2026-06-30]	SOLE	0	5,431
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,429
IFP Advisors LLC	[2026-06-30]	SOLE	1,031	1,031
Corecap Advisors LLC	[2026-06-30]	SOLE	0	892
HHM Wealth Advisors LLC	[2026-06-30]	SOLE	0	200
Lifesteps Financial Inc	[2026-06-30]	SOLE	200	200
Merit Financial Group LLC	[2026-06-30]	SOLE	0	187
Bank & Trust Co	[2026-06-30]	SOLE	129	129
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	100	100
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