| Retirement Group, LLC | 461 | $1.00 萬 | 0.00% | +450+4,090.9% | 加碼 |
| RWM Asset Management, LLC | 500 | $1.00 萬 | 0.00% | +500 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 444 | $9,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 415 | $8,860 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 374 | $8,000 | 0.00% | −46−11.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 397 | $8,000 | 0.00% | +227+133.5% | 加碼 |
| Center for Financial Planning, Inc. | 350 | $7,000 | 0.00% | 00.0% | 不變 |
| Syverson Strege & Co | 330 | $7,000 | 0.01% | +203+159.8% | 加碼 |
| Massmutual Trust Co FSB | 340 | $7,000 | 0.00% | +340 | 新進 |
| Bartlett & Co. Wealth Management LLC | 292 | $6,117 | 0.00% | +292 | 新進 |
| Valley National Advisers Inc | 306 | $6,000 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 270 | $6,000 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 300 | $6,000 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 274 | $6,000 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 300 | $6,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 292 | $6,000 | 0.00% | +292 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 306 | $6,000 | 0.00% | +306 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 300 | $6,000 | 0.00% | +300 | 新進 |
| Quadrant Capital Group LLC | 261 | $5,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 258 | $5,000 | 0.00% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 104,750 | $5,000 | 0.02% | +104,750 | 新進 |
| Ulland Investment Advisors, LLC | 235 | $5,000 | 0.00% | +235 | 新進 |
| State of Tennessee, Treasury Department | 200 | $4,000 | 0.00% | −44,500−99.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 213 | $4,000 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 195 | $4,000 | 0.00% | 00.0% | 不變 |
| American National Bank | 205 | $4,000 | 0.00% | 00.0% | 不變 |
| Life Planning Partners, Inc | 185 | $4,000 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 200 | $4,000 | 0.00% | +75+60.0% | 加碼 |
| Larson Financial Group LLC | 175 | $4,000 | 0.00% | +75+75.0% | 加碼 |
| JNBA Financial Advisors | 158 | $3,000 | 0.00% | −556−77.9% | 減碼 |
| Covestor Ltd | 127 | $3,000 | 0.00% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 135 | $3,000 | 0.00% | +33+32.4% | 加碼 |
| GHP Investment Advisors, Inc. | 125 | $3,000 | 0.00% | +125 | 新進 |
| JJJ Advisors Inc. | 85 | $2,000 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 100 | $2,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 92 | $2,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 63 | $1,000 | 0.00% | −1,090−94.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 51 | $1,000 | 0.00% | 00.0% | 不變 |
| Bivin & Associates, Inc. | 50 | $1,000 | 0.00% | +50 | 新進 |
| Raleigh Capital Management Inc. | 27 | $1,000 | 0.00% | +27 | 新進 |
| Kelly Financial Services LLC | 32 | $676 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 24 | $0 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 30 | $0 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 42 | – | – | 00.0% | 不變 |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −331−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −383,334−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −224,000−100.0% | 清倉 |
| Q Capital Solutions | 0 | $0 | 0.00% | −154,750−100.0% | 清倉 |
| Financial Management Network Inc | 0 | $0 | 0.00% | −103,474−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −80,597−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −76,652−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −46,440−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36,306−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −31,262−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −18,023−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −17,358−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −15,397−100.0% | 清倉 |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −13,701−100.0% | 清倉 |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −12,369−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −11,781−100.0% | 清倉 |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Glovista Investments LLC | 0 | $0 | 0.00% | −9,796−100.0% | 清倉 |
| Pinnacle Private Wealth, LLC | 0 | $0 | 0.00% | −9,701−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −9,560−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,750−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −7,110−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −6,114−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −5,458−100.0% | 清倉 |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −4,860−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −4,325−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −3,617−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −3,064−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,892−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,772−100.0% | 清倉 |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1,482−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −670−100.0% | 清倉 |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −619−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −530−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −466−100.0% | 清倉 |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Grace Capital | – | – | – | – | 本季未申報 |
| Delphi Management Inc | – | – | – | – | 本季未申報 |
| Crescent Capital Consulting, LLC | – | – | – | – | 本季未申報 |
