| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Great Lakes Advisors LLC | 161,665 | 38,168 | 2,019,034.18 | 0.0176 | 0.0062 | 09/30/2025 |
| 2 | Poehling Capital Management, Inc. | 132,941 | 22,916 | 1,660,300.15 | 0.3525 | 0.0051 | 09/30/2025 |
| 3 | RhumbLine Advisers LP | 48,516 | 118 | 605,916.32 | 0.0005 | 0.0019 | 06/30/2025 |
| 4 | Advisors Capital Management LLC | 34,800 | 21,500 | 434,617.2 | 0.0055 | 0.0013 | 06/30/2025 |
| 5 | Causeway Capital Management LLC | 28,548 | 19,169 | 356,535.97 | 0.0008 | 0.0011 | 10/31/2025 |
| 6 | Wintrust Private Trust Co. NA (Investment Management) | 26,432 | 10,354 | 330,109.25 | 0.0558 | 0.001 | 09/30/2025 |
| 7 | SG Trading Solutions LLC | 8,748 | 8,748 | 109,253.77 | 0.1412 | 0.0003 | 10/31/2025 |
| 8 | GAMMA Investing LLC | 3,909 | -359 | 48,819.5 | 0.0027 | 0.0002 | 09/30/2025 |
| 9 | Aperio Group LLC | 2,700 | 0 | 33,720.3 | 0 | 0.0001 | 08/31/2025 |
| 10 | Salomon & Ludwin LLC | 712 | 712 | 8,892.17 | 0.0008 | 0 | 09/30/2025 |
| 11 | PNC Investments LLC | 379 | -19 | 4,733.33 | 0 | 0 | 06/30/2025 |
| 12 | Sterling Capital Management LLC | 345 | 0 | 4,308.7 | 0.0001 | 0 | 06/30/2025 |
| 13 | T. Rowe Price Associates, Inc. (IM) | 103 | 0 | 1,286.37 | 0 | 0 | 06/30/2025 |
| 14 | Brooklyn Investment Group LLC | 94 | 0 | 1,173.97 | 0.0001 | 0 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Advisors Capital International Fund | 34,800 | 21,500 | 434,617.2 | 2.0323 | 0.0013 | 06/30/2025 |
| 2 | ActivePassive International Equity ETF | 28,548 | 19,169 | 356,535.97 | 0.038 | 0.0011 | 10/31/2025 |
| 3 | SGI Enhanced Global Income ETF | 8,748 | 8,748 | 109,253.77 | 0.14 | 0.0003 | 10/31/2025 |
| 4 | Aquarius International Fund | 2,700 | 0 | 33,720.3 | 0.0047 | 0.0001 | 08/31/2025 |
| 5 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 103 | 0 | 1,286.37 | 0.0039 | 0 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Great Lakes Advisors LLC | 161,665 | 38,168 | 2,019,034.18 | 0.0176 | 0.0062 | 09/30/2025 |
| 2 | Poehling Capital Management, Inc. | 132,941 | 22,916 | 1,660,300.15 | 0.3525 | 0.0051 | 09/30/2025 |
| 3 | Advisors Capital Management LLC | 34,800 | 21,500 | 434,617.2 | 0.0055 | 0.0013 | 06/30/2025 |
| 4 | Causeway Capital Management LLC | 28,548 | 19,169 | 356,535.97 | 0.0008 | 0.0011 | 10/31/2025 |
| 5 | Wintrust Private Trust Co. NA (Investment Management) | 26,432 | 10,354 | 330,109.25 | 0.0558 | 0.001 | 09/30/2025 |
| 6 | SG Trading Solutions LLC | 8,748 | 8,748 | 109,253.77 | 0.1412 | 0.0003 | 10/31/2025 |
| 7 | Salomon & Ludwin LLC | 712 | 712 | 8,892.17 | 0.0008 | 0 | 09/30/2025 |
| 8 | RhumbLine Advisers LP | 48,516 | 118 | 605,916.32 | 0.0005 | 0.0019 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | First Horizon Advisors, Inc. | 0 | -1,181 | 0 | 0 | 0 | |
| 2 | GAMMA Investing LLC | 3,909 | -359 | 48,819.5 | 0.0027 | 0.0002 | 09/30/2025 |
| 3 | Cambria Investment Management LP | 0 | -21 | 0 | 0 | 0 | |
| 4 | PNC Investments LLC | 379 | -19 | 4,733.33 | 0 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.