| Perennial Advisors, LLC | 10,000 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 10,000 | $2.05 萬 | 0.01% | 00.0% | 不變 |
| Synovus Financial Corp | 10,000 | $2.05 萬 | 0.00% | +10,000 | 新進 |
| CIBC Private Wealth Group, LLC | 9,685 | $2.00 萬 | 0.00% | −346−3.4% | 減碼 |
| Hilltop National Bank | 7,850 | $1.61 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 7,583 | $1.55 萬 | 0.00% | −2,667−26.0% | 減碼 |
| Peoples Bank | 5,500 | $1.12 萬 | 0.01% | 00.0% | 不變 |
| Provida Pension Fund Administrator | 5,104 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 4,164 | $8,537 | 0.00% | +1,162+38.7% | 加碼 |
| Proequities, Inc. | 4,024 | $8,249 | 0.00% | +114+2.9% | 加碼 |
| Cape Investment Advisory, Inc. | 4,021 | $8,243 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,000 | $8,200 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,800 | $7,790 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 3,620 | $7,421 | 0.00% | +2,764+322.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 3,502 | $7,000 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,175 | $6,541 | 0.00% | −13,314−80.7% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,020 | $6,191 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 2,587 | $5,303 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,555 | $5,238 | 0.00% | +2,000+360.4% | 加碼 |
| Operose Advisors LLC | 2,504 | $5,133 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,313 | $4,742 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 2,268 | $4,649 | 0.00% | +1,968+656.0% | 加碼 |
| North Star Investment Management Corp. | 2,200 | $4,510 | 0.00% | +2,200 | 新進 |
| Johnson Financial Group, Inc. | 2,159 | $4,426 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 2,059 | $4,221 | 0.00% | +476+30.1% | 加碼 |
| Western Pacific Wealth Management, LP | 2,000 | $4,100 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,738 | $3,562 | 0.00% | −5,739−76.8% | 減碼 |
| Washington Trust Advisors, Inc. | 1,724 | $3,535 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 1,560 | $3,198 | 0.00% | +1,560 | 新進 |
| Highline Wealth Partners LLC | 1,107 | $2,269 | 0.00% | +1,107 | 新進 |
| Bell Investment Advisors, Inc | 995 | $2,040 | 0.00% | +589+145.1% | 加碼 |
| Opal Wealth Advisors, LLC | 897 | $1,839 | 0.00% | +897 | 新進 |
| Whittier Trust Co of Nevada Inc | 772 | $1,574 | 0.00% | −776−50.1% | 減碼 |
| RFP Financial Group LLC | 751 | $1,540 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 746 | $1,529 | 0.00% | +744+37,200.0% | 加碼 |
| Smartleaf Asset Management LLC | 687 | $1,435 | 0.00% | +277+67.6% | 加碼 |
| Hexagon Capital Partners LLC | 621 | $1,274 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 553 | $1,134 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 552 | $1,126 | 0.00% | −173−23.9% | 減碼 |
| JFS Wealth Advisors, LLC | 512 | $1,050 | 0.00% | −272−34.7% | 減碼 |
| S.A. Mason LLC | 500 | $1,025 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 500 | $1,025 | 0.00% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 400 | $992 | 0.00% | +400 | 新進 |
| Creekmur Asset Management LLC | 410 | $841 | 0.00% | +410 | 新進 |
| Parkside Financial Bank & Trust | 340 | $697 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 247 | $506 | 0.00% | 00.0% | 不變 |
| Fairman Group, LLC | 234 | $480 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 200 | $410 | 0.00% | −30,751−99.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 194 | $398 | 0.00% | +194 | 新進 |
| Raffa Wealth Management, LLC | 193 | $396 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 128 | $263 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 111 | $228 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 100 | $205 | 0.00% | +100 | 新進 |
| Bear Mountain Capital, Inc. | 30 | $65 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 28 | $57 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $2 | 0.00% | −1,796−99.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −3,789,446−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,364,941−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −998,348−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −860,538−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −842,833−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −463,048−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −304,731−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −216,800−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −191,993−100.0% | 清倉 |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −110,509−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −105,256−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −102,833−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −80,500−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −37,500−100.0% | 清倉 |
| Wealthstream Advisors, Inc. | 0 | $0 | 0.00% | −30,524−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,253−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −23,808−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −23,573−100.0% | 清倉 |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −22,942−100.0% | 清倉 |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −22,652−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −21,618−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −20,221−100.0% | 清倉 |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −19,167−100.0% | 清倉 |
| HTLF Bank | 0 | $0 | 0.00% | −15,892−100.0% | 清倉 |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −15,350−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −15,306−100.0% | 清倉 |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −13,596−100.0% | 清倉 |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −11,645−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −11,116−100.0% | 清倉 |
| Sunpointe, LLC | 0 | $0 | 0.00% | −10,789−100.0% | 清倉 |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −10,780−100.0% | 清倉 |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −10,536−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −9,922−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,835−100.0% | 清倉 |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Grey Street Capital, LLC | – | – | – | – | 本季未申報 |
