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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	387,230	387,230
Ping Capital Management Inc	[2026-06-30]	SOLE	60,000	60,000
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	53,058	53,058
Ballentine Partners LLC	[2026-06-30]	OTR	0	25,525
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	21,148
QRG Capital Management Inc	[2026-06-30]	SOLE	14,114	14,114
Eastern Bank	[2026-06-30]	DFND	3,406	3,406
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,079
Global X Japan Co Ltd	[2026-06-30]	SOLE	1,077	1,077
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	597
IFP Advisors LLC	[2026-06-30]	SOLE	271	271
Highline Wealth Partners LLC	[2026-06-30]	SOLE	245	245
Versant Capital Management Inc	[2026-06-30]	SOLE	74	74
Ares Financial Consulting LLC	[2026-06-30]	SOLE	73	73
True Wealth Design LLC	[2026-06-30]	SOLE	0	70
BFSG LLC	[2026-06-30]	SOLE	0	33
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	17
LRI Investments LLC	[2026-06-30]	SOLE	11	11
Abound Wealth Management	[2026-06-30]	SOLE	0	6
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