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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Confluence Investment Management LLC	[2026-06-30]	SOLE	89,999	90,282
Perpetual Ltd	[2026-06-30]	DFND	81,067	81,067
QRG Capital Management Inc	[2026-06-30]	SOLE	66,264	66,264
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	62,187
PKO Investment Management Joint-Stock Co	[2026-06-30]	SOLE	58,500	58,500
180 Wealth Advisors LLC	[2026-06-30]	SOLE	17,537	45,825
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	28,610	28,610
Versant Capital Management Inc	[2026-06-30]	SOLE	24,075	24,075
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	22,221	22,221
Steadtrust LLC	[2026-06-30]	SOLE	0	21,500
Ballentine Partners LLC	[2026-06-30]	OTR	0	18,051
Moody National Bank Trust Division	[2026-06-30]	DFND	3,423	16,125
Meriwether Wealth & Planning LLC	[2026-06-30]	SOLE	0	13,474
Gamma Investing LLC	[2026-06-30]	DFND	6,649	6,649
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	6,607
Cromwell Holdings LLC	[2026-06-30]	SOLE	4,451	4,451
Eastern Bank	[2026-06-30]	DFND	4,011	4,011
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	2,319
Grove Bank & Trust	[2026-06-30]	SOLE	0	1,932
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	0	796
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	641
True Wealth Design LLC	[2026-06-30]	SOLE	0	512
GHP Investment Advisors Inc	[2026-06-30]	SOLE	0	319
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	215	215
Gleason Group Inc	[2026-06-30]	SOLE	0	187
Bangor Savings Bank	[2026-06-30]	DFND	161	161
Salem Investment Counselors Inc	[2026-06-30]	SOLE	0	159
Highline Wealth Partners LLC	[2026-06-30]	SOLE	151	151
IFP Advisors LLC	[2026-06-30]	SOLE	144	144
Arlington Trust Co LLC	[2026-06-30]	SOLE	137	137
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