| Bessemer Group Inc | 4,001 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 3,527 | $13.5 萬 | 0.06% | +7+0.2% | 加碼 |
| State of Wyoming | 3,244 | $12.4 萬 | 0.01% | −5,355−62.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,093 | $11.8 萬 | 0.00% | −1,042−25.2% | 減碼 |
| CWM, LLC | 3,028 | $11.6 萬 | 0.00% | +2,957+4,164.8% | 加碼 |
| Anchor Investment Management, LLC | 3,000 | $11.5 萬 | 0.01% | −375−11.1% | 減碼 |
| Trust Co of Vermont | 3,000 | $11.5 萬 | 0.00% | +3,000 | 新進 |
| EverSource Wealth Advisors, LLC | 2,618 | $10.0 萬 | 0.00% | +2+0.1% | 加碼 |
| Citigroup Inc | 2,600 | $9.94 萬 | 0.00% | −24,515−90.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $9.94 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 2,594 | $9.91 萬 | 0.01% | +19+0.7% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,575 | $9.84 萬 | 0.05% | +46+1.8% | 加碼 |
| North Star Investment Management Corp. | 2,382 | $9.11 萬 | 0.01% | +41+1.8% | 加碼 |
| Geneos Wealth Management Inc. | 2,015 | $7.70 萬 | 0.00% | +23+1.2% | 加碼 |
| Zions Bancorporation, National Association | 2,000 | $7.64 萬 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 1,900 | $7.26 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,829 | $6.99 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,500 | $5.73 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,435 | $5.48 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 1,300 | $4.97 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,200 | $4.59 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 1,175 | $4.49 萬 | 0.00% | +21+1.8% | 加碼 |
| Kozak & Associates, Inc. | 1,133 | $4.41 萬 | 0.01% | +8+0.7% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,149 | $4.39 萬 | 0.02% | +20+1.8% | 加碼 |
| Central Trust Co | 1,000 | $3.82 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,000 | $3.82 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 956 | $3.65 萬 | 0.01% | +17+1.8% | 加碼 |
| Bokf, NA | 800 | $3.06 萬 | 0.00% | 00.0% | 不變 |
| GoalVest Advisory LLC | 783 | $2.99 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 765 | $2.93 萬 | 0.00% | −21,314−96.5% | 減碼 |
| FSA Wealth Management LLC | 604 | $2.31 萬 | 0.01% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 600 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 600 | $2.29 萬 | 0.01% | 00.0% | 不變 |
| Avion Wealth | 594 | $2.20 萬 | 0.00% | +10+1.7% | 加碼 |
| CoreCap Advisors, LLC | 566 | $2.16 萬 | 0.00% | +178+45.9% | 加碼 |
| BlackRock, Inc. | 500 | $1.91 萬 | 0.00% | −175−25.9% | 減碼 |
| Trust Co of Toledo NA | 500 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 500 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 450 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 444 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 420 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 407 | $1.56 萬 | 0.00% | −72−15.0% | 減碼 |
| Core Alternative Capital | 400 | $1.53 萬 | 0.00% | +400 | 新進 |
| Tower Research Capital LLC (TRC) | 361 | $1.38 萬 | 0.00% | +237+191.1% | 加碼 |
| Parallel Advisors, LLC | 349 | $1.34 萬 | 0.00% | −1−0.3% | 減碼 |
| Delta Asset Management LLC | 310 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 300 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 300 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Bank of New Hampshire | 300 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 295 | $1.13 萬 | 0.00% | −208−41.4% | 減碼 |
| Rossby Financial, LCC | 300 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 284 | $1.09 萬 | 0.00% | +5+1.8% | 加碼 |
| Tradewinds Capital Management, LLC | 280 | $1.07 萬 | 0.00% | +280 | 新進 |
| Capital Analysts, LLC | 250 | $1.00 萬 | 0.00% | +250 | 新進 |
| National Bank of Canada | 245 | $9,339 | 0.00% | −10−3.9% | 減碼 |
| Fourth Dimension Wealth, LLC | 240 | $9,173 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 226 | $8,631 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 219 | $8,191 | 0.00% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 200 | $7,644 | 0.00% | +200 | 新進 |
| Mather Group, LLC. | 200 | $7,644 | 0.00% | +200 | 新進 |
| LRI Investments, LLC | 197 | $7,526 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 190 | $7,262 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 189 | $7,234 | 0.00% | +3+1.6% | 加碼 |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7,148 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 159 | $6,109 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 150 | $5,733 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 129 | $4,940 | 0.00% | +3+2.4% | 加碼 |
| IFP Advisors, Inc | 100 | $3,822 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 100 | $3,822 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 90 | $3,440 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 33 | $1,261 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 16 | $612 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 4 | $153 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −78,323−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −43,090−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −10,495−100.0% | 清倉 |
| Tableaux LLC | 0 | $0 | 0.00% | −8,333−100.0% | 清倉 |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −5,633−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −5,427−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,214−100.0% | 清倉 |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,185−100.0% | 清倉 |
| Americana Partners, LLC | 0 | $0 | 0.00% | −5,062−100.0% | 清倉 |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Joel Adams & Associates, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −2,345−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −567−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −407−100.0% | 清倉 |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Churchill Management Corp | – | – | – | – | 本季未申報 |
| Northeast Financial Consultants Inc | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Iron Horse Wealth Management, LLC | – | – | – | – | 本季未申報 |
