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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	617,709	617,709
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	32,653	32,653
Encompass More Asset Management	[2026-06-30]	SOLE	29,522	29,522
QRG Capital Management Inc	[2026-06-30]	SOLE	20,034	20,034
Ballentine Partners LLC	[2026-06-30]	OTR	0	19,646
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	16,724
LVW Advisors LLC	[2026-06-30]	SOLE	0	9,860
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	4,564
Gamma Investing LLC	[2026-06-30]	DFND	3,380	3,380
Eastern Bank	[2026-06-30]	DFND	1,602	1,602
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	422
Byrne Asset Management LLC	[2026-06-30]	SOLE	250	250
Spire Wealth Management	[2026-06-30]	SOLE	0	200
Ballentine Partners LLC	[2026-06-30]	SOLE	0	200
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	183	183
Gleason Group Inc	[2026-06-30]	SOLE	0	118
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	117
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	76
True Wealth Design LLC	[2026-06-30]	SOLE	0	8
LRI Investments LLC	[2026-06-30]	SOLE	5	5
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