| Ground Swell Capital, LLC | 16,633 | $1.40 萬 | 0.01% | +16,633 | 新進 |
| James J. Burns & Company, LLC | 16,000 | $1.30 萬 | 0.00% | +16,000 | 新進 |
| Bank of New York Mellon Corp | 15,166 | $1.28 萬 | 0.00% | −448,541−96.7% | 減碼 |
| Wells Fargo & Company | 14,566 | $1.22 萬 | 0.00% | −51,055−77.8% | 減碼 |
| Two Sigma Securities, LLC | 14,471 | $1.22 萬 | 0.00% | +14,471 | 新進 |
| Rhumbline Advisers | 14,190 | $1.19 萬 | 0.00% | −200,437−93.4% | 減碼 |
| Core Wealth Partners LLC | 13,400 | $1.13 萬 | 0.01% | +13,400 | 新進 |
| Kestra Advisory Services, LLC | 13,037 | $1.10 萬 | 0.00% | −1,747−11.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 12,500 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 12,335 | $1.04 萬 | 0.00% | −1,200−8.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 12,000 | $1.01 萬 | 0.00% | −70−0.6% | 減碼 |
| Flagship Private Wealth, LLC | 11,653 | $9,798 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 11,611 | $9,763 | 0.00% | +181+1.6% | 加碼 |
| National Bank of Canada | 11,000 | $9,680 | 0.00% | +10,000+1,000.0% | 加碼 |
| Hartline Investment Corp | 11,500 | $9,669 | 0.00% | +11,500 | 新進 |
| Bank of Montreal | 8,176 | $8,503 | 0.00% | +992+13.8% | 加碼 |
| Private Advisor Group, LLC | 10,004 | $8,411 | 0.00% | −2,370−19.2% | 減碼 |
| PFS Partners, LLC | 10,000 | $8,408 | 0.01% | +2,500+33.3% | 加碼 |
| Advisory Services Network, LLC | 9,890 | $8,316 | 0.00% | +9,890 | 新進 |
| Itau Unibanco Holding S.A. | 7,895 | $6,638 | 0.00% | +7,895 | 新進 |
| Macquarie Group Ltd | 7,255 | $6,100 | 0.00% | +7,255 | 新進 |
| Federation des caisses Desjardins du Quebec | 6,240 | $5,248 | 0.00% | −58−0.9% | 減碼 |
| True Wealth Design, LLC | 6,000 | $5,045 | 0.00% | +6,000 | 新進 |
| Simplex Trading, LLC | 5,176 | $4,000 | 0.00% | −9,359−64.4% | 減碼 |
| TD Waterhouse Canada Inc. | 3,500 | $3,082 | 0.00% | −250−6.7% | 減碼 |
| Parkside Financial Bank & Trust | 3,000 | $2,523 | 0.00% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 2,800 | $2,354 | 0.00% | −400−12.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,721 | $2,288 | 0.00% | 00.0% | 不變 |
| Redmont Wealth Advisors LLC | 2,649 | $2,227 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,407 | $2,024 | 0.00% | −55,768−95.9% | 減碼 |
| Roble, Belko & Company, Inc | 2,000 | $2,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,036 | $1,712 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 1,800 | $1,513 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,750 | $1,472 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,563 | $1,314 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,153 | $1,234 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,271 | $1,069 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,050 | $1,061 | 0.00% | −1,050−50.0% | 減碼 |
| New York State Common Retirement Fund | 1,195 | $1,005 | 0.00% | −56,273−97.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,776 | $1,000 | 0.00% | +58+3.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 800 | $1,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 790 | $1,000 | 0.00% | +136+20.8% | 加碼 |
| GAMMA Investing LLC | 1,100 | $925 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1,001 | $842 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,000 | $841 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,000 | $841 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 1,000 | $841 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,000 | $840 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 800 | $673 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 745 | $626 | 0.00% | −145−16.3% | 減碼 |
| New England Capital Financial Advisors LLC | 700 | $589 | 0.00% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 600 | $504 | 0.00% | +600 | 新進 |
| SRS Capital Advisors, Inc. | 580 | $488 | 0.00% | +409+239.2% | 加碼 |
| Farther Finance Advisors, LLC | 500 | $434 | 0.00% | +395+376.2% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 500 | $421 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 500 | $420 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 500 | $420 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 500 | $420 | 0.00% | +500 | 新進 |
| Sunbelt Securities, Inc. | 385 | $324 | 0.00% | −1,103−74.1% | 減碼 |
| Nisa Investment Advisors, LLC | 318 | $267 | 0.00% | +180+130.4% | 加碼 |
| Fifth Third Bancorp | 250 | $210 | 0.00% | +250 | 新進 |
| JJJ Advisors Inc. | 100 | $85 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 100 | $84 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 100 | $84 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 100 | $84 | 0.00% | +100 | 新進 |
| Barclays PLC | 90 | $76 | 0.00% | −98,124−99.9% | 減碼 |
| WR Wealth Planners, LLC | 60 | $50 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 16 | $14 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 0 | $0 | 0.00% | −77,708−100.0% | 清倉 |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −750,000−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −421,296−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −478,615−100.0% | 清倉 |
| Archon Capital Management LLC | 0 | $0 | 0.00% | −325,564−100.0% | 清倉 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −259,050−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −133,765−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −69,833−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −60,132−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −59,985−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −55,564−100.0% | 清倉 |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −29,563−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −49,582−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −47,407−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −43,313−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −43,295−100.0% | 清倉 |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −43,020−100.0% | 清倉 |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −30,012−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −24,008−100.0% | 清倉 |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −14,246−100.0% | 清倉 |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −13,763−100.0% | 清倉 |
| Legal & General Group Plc | 0 | $0 | 0.00% | −11,765−100.0% | 清倉 |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −7,895−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −4,298−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,475−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −1,169−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −949−100.0% | 清倉 |
| Comerica Bank | 0 | $0 | 0.00% | −464−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| FSA Wealth Management LLC | – | – | – | – | 本季未申報 |
