| Osterweis Capital Management Inc | 1,000 | $7.25 萬 | 0.00% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 906 | $6.57 萬 | 0.04% | +8+0.9% | 加碼 |
| Covestor Ltd | 798 | $5.80 萬 | 0.04% | −631−44.2% | 減碼 |
| IFP Advisors, Inc | 784 | $5.68 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 767 | $5.56 萬 | 0.00% | +26+3.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 736 | $5.33 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 702 | $5.09 萬 | 0.03% | −552−44.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 698 | $5.06 萬 | 0.00% | +633+973.8% | 加碼 |
| STRS Ohio | 700 | $5.00 萬 | 0.00% | +700 | 新進 |
| Central Trust Co | 650 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 624 | $4.52 萬 | 0.00% | +624 | 新進 |
| Creative Financial Designs Inc | 590 | $4.28 萬 | 0.00% | +6+1.0% | 加碼 |
| Quest Partners LLC | 571 | $4.14 萬 | 0.01% | +571 | 新進 |
| Canton Hathaway, LLC | 500 | $3.60 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 559 | $3.53 萬 | 0.01% | +559 | 新進 |
| Caldwell Sutter Capital, Inc. | 475 | $3.44 萬 | 0.02% | 00.0% | 不變 |
| Pflug Koory, LLC | 474 | $3.43 萬 | 0.02% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 383 | $2.78 萬 | 0.03% | 00.0% | 不變 |
| M&R Capital Management Inc | 362 | $2.63 萬 | 0.01% | +102+39.2% | 加碼 |
| Nomura Asset Management Co Ltd | 290 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 272 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 300 | $1.81 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 247 | $1.79 萬 | 0.00% | +3+1.2% | 加碼 |
| Massmutual Trust Co FSB | 202 | $1.46 萬 | 0.00% | −83−29.1% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $1.45 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 185 | $1.34 萬 | 0.00% | +1+0.5% | 加碼 |
| Quent Capital, LLC | 176 | $1.28 萬 | 0.00% | −64−26.7% | 減碼 |
| Gradient Investments LLC | 153 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 134 | $9,710 | 0.00% | +32+31.4% | 加碼 |
| Bokf, NA | 117 | $8,477 | 0.00% | −8−6.4% | 減碼 |
| Westside Investment Management, Inc. | 114 | $8,261 | 0.00% | −149−56.7% | 減碼 |
| Harbor Investment Advisory, LLC | 100 | $7,246 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 100 | $7,246 | 0.00% | 00.0% | 不變 |
| Natixis | 100 | $7,246 | 0.00% | +100 | 新進 |
| Principal Securities, Inc. | 98 | $7,101 | 0.00% | +98 | 新進 |
| Institutional & Family Asset Management, LLC | 88 | $6,376 | 0.00% | +5+6.0% | 加碼 |
| Farther Finance Advisors, LLC | 85 | $6,159 | 0.00% | +80+1,600.0% | 加碼 |
| NBC Securities, Inc. | 91 | $6,000 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 76 | $6,000 | 0.00% | +76 | 新進 |
| Ronald Blue Trust, Inc. | 102 | $5,000 | 0.00% | +102 | 新進 |
| Glassman Wealth Services | 63 | $4,565 | 0.00% | −10−13.7% | 減碼 |
| Bessemer Group Inc | 59 | $4,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 52 | $3,769 | 0.00% | −191−78.6% | 減碼 |
| Jones Financial Companies LLLP | 50 | $3,623 | 0.00% | +50 | 新進 |
| Oakworth Capital, Inc. | 47 | $3,406 | 0.00% | +47 | 新進 |
| Quadrant Capital Group LLC | 43 | $3,116 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 42 | $3,043 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 39 | $2,826 | 0.00% | +39 | 新進 |
| SRS Capital Advisors, Inc. | 34 | $2,464 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 34 | $2,463 | 0.00% | −747−95.6% | 減碼 |
| Global Retirement Partners, LLC | 33 | $2,210 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 28 | $2,029 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 26 | $1,884 | 0.00% | +26 | 新進 |
| Coppell Advisory Solutions LLC | 23 | $1,667 | 0.00% | +23 | 新進 |
| JFS Wealth Advisors, LLC | 16 | $1,160 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 16 | $1,160 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 13 | $942 | 0.00% | −10−43.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 13 | $942 | 0.00% | +13 | 新進 |
| Baystate Wealth Management LLC | 12 | $897 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 7 | $508 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 5 | $363 | 0.00% | +5 | 新進 |
| Tfo-TDC, LLC | 5 | $362 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 5 | $362 | 0.00% | +5 | 新進 |
| DiNuzzo Private Wealth, Inc. | 3 | $218 | 0.00% | +3 | 新進 |
| Toronto Dominion Bank | 1 | $72 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 147 | $0 | 0.00% | +147 | 新進 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −170,900−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −39,616−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −81,372−100.0% | 清倉 |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −14,250−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,421−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −10,156−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,733−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −6,620−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,248−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,944−100.0% | 清倉 |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −5,102−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,538−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,149−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −402−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −392−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −196−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −159−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| River Oaks Capital LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |
