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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	16,367	509,441
Bard Financial Services Inc	[2025-06-30]	SOLE	0	470,799
Blue Bell Private Wealth Management LLC	[2025-06-30]	SOLE	355,853	415,743
UBS Group AG	[2025-06-30]	DFND	52,445	340,872
Allspring Global Investments Holdings, LLC	[2025-06-30]	DFND	311,551	311,551
Raymond James Financial Inc	[2025-06-30]	DFND	0	263,482
Wells Fargo & Company/MN	[2025-06-30]	DFND	242	232,393
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	200,272	203,381
Shaker Financial Services LLC	[2025-06-30]	SOLE	160,505	162,350
Uncommon Cents Investing LLC	[2025-06-30]	SOLE	0	161,836
Wolverine Asset Management LLC	[2025-06-30]	DFND	154,054	154,054
CornerStone Advisory LLC	[2025-06-30]	SOLE	0	139,177
Saba Capital Management LP	[2025-06-30]	SOLE	116,543	131,968
Wealth Enhancement Advisory Services LLC	[2025-06-30]	SOLE	5,191	126,281
Stifel Financial Corp	[2025-06-30]	DFND	96,146	98,126
EP Wealth Advisors LLC	[2025-06-30]	SOLE	93,327	93,327
Hennion & Walsh Asset Management Inc	[2025-06-30]	SOLE	91,486	91,486
1620 Investment Advisors Inc	[2025-06-30]	SOLE	91,342	91,342
Mariner LLC	[2025-06-30]	SOLE	0	85,464
Capstone Financial Advisors Inc	[2025-06-30]	SOLE	0	75,513
DA Davidson & Co	[2025-06-30]	SOLE	72,715	72,715
Platform Technology Partners	[2025-06-30]	SOLE	0	63,022
First Trust Advisors LP	[2025-06-30]	SOLE	62,617	62,617
LPL Financial LLC	[2025-06-30]	SOLE	2,818	62,130
RB Capital Management LLC	[2025-06-30]	SOLE	24,336	60,993
Stolper Co	[2025-06-30]	SOLE	0	58,389
Royal Bank of Canada	[2025-06-30]	DFND	56,151	56,851
Integrated Wealth Concepts LLC	[2025-06-30]	SOLE	0	55,277
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	55,026
Hightower Advisors LLC	[2025-06-30]	SOLE	48,502	48,502
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