| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Guardian Capital LP | 22,716 | 1,857 | 2,992,855.72 | 0.0752 | 0.0095 | 06/30/2025 |
| 2 | Causeway Capital Management LLC | 19,205 | 3,281 | 2,530,277.96 | 0.006 | 0.0081 | 07/31/2025 |
| 3 | MW Gestion SA | 17,971 | 145 | 2,367,697.22 | 3.0751 | 0.0075 | 06/30/2025 |
| 4 | Momentum Global Investment Management Ltd. | 17,788 | 0 | 2,343,586.79 | 0.0713 | 0.0075 | 12/31/2024 |
| 5 | Schroder Investment Management Ltd. | 11,788 | 0 | 1,553,080.79 | 0.0011 | 0.0049 | 09/30/2024 |
| 6 | Nia Impact Advisors LLC | 11,742 | -48 | 1,547,020.24 | 0.5034 | 0.0049 | 05/31/2025 |
| 7 | AllianceBernstein LP | 8,812 | 8,812 | 1,160,989.81 | 0.0003 | 0.0037 | 07/31/2025 |
| 8 | Domini Impact Investments LLC | 8,000 | 0 | 1,054,008 | 1.5576 | 0.0034 | 04/30/2025 |
| 9 | RhumbLine Advisers LP | 7,629 | 641 | 1,005,128.38 | 0.0008 | 0.0032 | 06/30/2025 |
| 10 | BMO Asset Management, Inc. | 5,033 | 3,314 | 663,102.78 | 0.0004 | 0.0021 | 03/31/2025 |
| 11 | BlackRock Investment Management (UK) Ltd. | 4,594 | 0 | 605,264.09 | 0.0001 | 0.0019 | 11/30/2024 |
| 12 | Mandarine Gestion SA | 4,149 | 0 | 546,634.9 | 0.032 | 0.0017 | 06/28/2024 |
| 13 | Yousif Capital Management LLC | 3,394 | 220 | 447,162.89 | 0.0047 | 0.0014 | 06/30/2025 |
| 14 | Credi-Invest SA | 2,804 | 0 | 369,429.8 | 0.2503 | 0.0012 | 12/31/2024 |
| 15 | Fulton Bank, Na (Investment Management) | 2,676 | -271 | 352,565.68 | 0.0264 | 0.0011 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | MW Asset Management - Actions Europe | 17,971 | 145 | 2,367,697.22 | 4.1833 | 0.0075 | 06/30/2025 |
| 2 | MGF - Curate Global Quality Equity Fund | 17,788 | 0 | 2,343,586.79 | 3.2725 | 0.0075 | 12/31/2024 |
| 3 | ActivePassive International Equity ETF | 17,226 | 3,405 | 2,269,542.73 | 0.2581 | 0.0072 | 07/31/2025 |
| 4 | HBOS International Invt. Funds ICVC - European | 11,788 | 0 | 1,553,080.79 | 0.325 | 0.0049 | 09/30/2024 |
| 5 | Nia Impact Solutions Fund | 11,742 | -48 | 1,547,020.24 | 1.8373 | 0.0049 | 05/31/2025 |
| 6 | Guardian Capital Dividend Growth Fund | 10,408 | 1,671 | 1,371,264.41 | 2.7831 | 0.0044 | 06/30/2025 |
| 7 | Guardian i3 International Quality Growth Fund | 8,149 | -1,700 | 1,073,638.9 | 5.228 | 0.0034 | 05/30/2025 |
| 8 | Domini Impact Equity Fund | 8,000 | 0 | 1,054,008 | 0.0912 | 0.0034 | 04/30/2025 |
| 9 | Guardian Strategic Large Cap Core VIP Fund | 5,090 | 5,090 | 670,612.59 | 0.3337 | 0.0021 | 06/30/2025 |
| 10 | BMO Diversified Income Portfolio | 5,033 | 3,314 | 663,102.78 | 0.2536 | 0.0021 | 03/31/2025 |
| 11 | Scottish Widows Invt. Sol. Fds. ICVC - Fund. Index Glb. Equity | 4,594 | 0 | 605,264.09 | 0.0197 | 0.0019 | 11/30/2024 |
| 12 | MAM Europa Growth | 4,149 | 0 | 546,634.9 | 1.6636 | 0.0017 | 06/28/2024 |
| 13 | AB US Low Volatility Equity ETF | 3,680 | 3,680 | 484,843.68 | 0.3447 | 0.0015 | 07/31/2025 |
| 14 | Crediinvest SICAV - Active Allocation Equity | 2,804 | 0 | 369,429.8 | 0.5004 | 0.0012 | 12/31/2024 |
| 15 | Lazard Retirement Global Dynamic Multi Asset Portfolio | 2,416 | -482 | 318,310.42 | 0.2496 | 0.001 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | AllianceBernstein LP | 8,812 | 8,812 | 1,160,989.81 | 0.0003 | 0.0037 | 07/31/2025 |
| 2 | BMO Asset Management, Inc. | 5,033 | 3,314 | 663,102.78 | 0.0004 | 0.0021 | 03/31/2025 |
| 3 | Causeway Capital Management LLC | 19,205 | 3,281 | 2,530,277.96 | 0.006 | 0.0081 | 07/31/2025 |
| 4 | Abacus FCF Advisors LLC | 2,120 | 2,120 | 279,312.12 | 0.0395 | 0.0009 | 07/31/2025 |
| 5 | Guardian Capital LP | 22,716 | 1,857 | 2,992,855.72 | 0.0752 | 0.0095 | 06/30/2025 |
| 6 | RhumbLine Advisers LP | 7,629 | 641 | 1,005,128.38 | 0.0008 | 0.0032 | 06/30/2025 |
| 7 | ShariaPortfolio, Inc. | 1,112 | 539 | 146,507.11 | 0.0521 | 0.0005 | 07/31/2025 |
| 8 | Yousif Capital Management LLC | 3,394 | 220 | 447,162.89 | 0.0047 | 0.0014 | 06/30/2025 |
| 9 | Insight Investment Management (Global) Ltd. | 173 | 173 | 22,792.92 | 0.03 | 0.0001 | 03/31/2025 |
| 10 | MW Gestion SA | 17,971 | 145 | 2,367,697.22 | 3.0751 | 0.0075 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Co. LLC | 0 | -4,290 | 0 | 0 | 0 | |
| 2 | Lazard Asset Management LLC | 2,416 | -482 | 318,310.42 | 0.0003 | 0.001 | 06/30/2025 |
| 3 | Fulton Bank, Na (Investment Management) | 2,676 | -271 | 352,565.68 | 0.0264 | 0.0011 | 06/30/2025 |
| 4 | GAMMA Investing LLC | 1,953 | -270 | 257,309.7 | 0.0158 | 0.0008 | 06/30/2025 |
| 5 | Nia Impact Advisors LLC | 11,742 | -48 | 1,547,020.24 | 0.5034 | 0.0049 | 05/31/2025 |
| 6 | abrdn Investments Luxembourg SA | 141 | -16 | 18,576.89 | 0.8847 | 0.0001 | 07/31/2025 |
Data provided by FactSet Research Systems Inc.