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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Perpetual Ltd	[2026-06-30]	DFND	1,190,100	1,190,100
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	966,489
Ballentine Partners LLC	[2026-06-30]	OTR	0	510,371
Sava Infond doo	[2026-06-30]	DFND	0	500,000
E Ohman J or Asset Management AB	[2026-06-30]	SOLE	219,000	219,000
BSW Wealth Partners	[2026-06-30]	SOLE	0	176,683
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	165,050	165,050
Gamma Investing LLC	[2026-06-30]	DFND	78,621	78,621
Foster Group Inc	[2026-06-30]	SOLE	0	74,335
Diversified Trust Co	[2026-06-30]	SOLE	0	63,250
QRG Capital Management Inc	[2026-06-30]	SOLE	61,847	61,847
Augustine Asset Management Inc	[2026-06-30]	SOLE	59,707	59,707
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	49,655
Elmwood Wealth Management Inc	[2026-06-30]	SOLE	0	49,106
Fragasso Financial Advisors Inc	[2026-06-30]	SOLE	0	47,308
Williams & Novak LLC	[2026-06-30]	SOLE	0	36,416
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	29,855	29,855
Interchange Capital Partners LLC	[2026-06-30]	SOLE	0	25,284
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	24,991
Mayflower Financial Advisors LLC	[2026-06-30]	SOLE	0	23,300
Apella Capital LLC	[2026-06-30]	SOLE	0	15,041
Yousif Capital Management LLC	[2026-06-30]	SOLE	0	13,456
Nolet Wealth Management LLC	[2026-06-30]	DFND	0	12,557
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	12,448
Affinity Capital Advisors LLC	[2026-06-30]	SOLE	0	12,392
Cogentblue Wealth Advisors LLC	[2026-06-30]	SOLE	0	12,240
Winthrop Advisory Group LLC	[2026-06-30]	OTR	0	11,738
Park Capital Management LLC / WI	[2026-06-30]	SOLE	11,325	11,325
SVB Wealth LLC	[2026-06-30]	OTR	11,048	11,048
O'Connor Financial Group LLC	[2026-06-30]	SOLE	10,329	10,329
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