| IHT Wealth Management, LLC | 20,435 | $32.1 萬 | 0.02% | +212+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 20,352 | $31.9 萬 | 0.00% | −1,395−6.4% | 減碼 |
| Franklin Street Advisors Inc | 20,000 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Bokf, NA | 20,000 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 19,500 | $30.6 萬 | 0.05% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 18,276 | $28.7 萬 | 0.00% | −119,949−86.8% | 減碼 |
| Perigon Wealth Management, LLC | 17,750 | $27.8 萬 | 0.02% | +17,750 | 新進 |
| Mariner, LLC | 17,600 | $27.6 萬 | 0.00% | +2,402+15.8% | 加碼 |
| Icon Wealth Partners, LLC | 16,867 | $26.5 萬 | 0.03% | +16,867 | 新進 |
| Diversified Trust Co | 16,787 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,722 | $26.2 萬 | 0.00% | −30,117−64.3% | 減碼 |
| Eagle Harbor Asset Management Inc | 16,303 | $25.6 萬 | 0.35% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 15,720 | $24.7 萬 | 0.03% | +15,720 | 新進 |
| Group One Trading, L.P. | 15,063 | $23.6 萬 | 0.01% | −42,508−73.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| F&V Capital Management, LLC | 15,000 | $23.5 萬 | 0.08% | 00.0% | 不變 |
| ORG Partners LLC | 13,900 | $22.4 萬 | 0.05% | +13,900 | 新進 |
| Baker Ellis Asset Management LLC | 14,000 | $22.0 萬 | 0.04% | −4,000−22.2% | 減碼 |
| Bahl & Gaynor Inc | 13,500 | $21.2 萬 | 0.00% | +13,500 | 新進 |
| Creative Planning | 13,470 | $21.1 萬 | 0.00% | −2,000−12.9% | 減碼 |
| Apollon Wealth Management, LLC | 13,295 | $20.9 萬 | 0.01% | −2,808−17.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 13,029 | $20.4 萬 | 0.01% | +198+1.5% | 加碼 |
| Saxon Interests, Inc. | 12,945 | $20.3 萬 | 0.11% | +733+6.0% | 加碼 |
| Boston Private Wealth LLC | 12,776 | $20.0 萬 | 0.00% | −441−3.3% | 減碼 |
| Annandale Capital, LLC | 12,624 | $19.8 萬 | 0.06% | 00.0% | 不變 |
| Ascension Capital Advisors, Inc. | 12,186 | $19.1 萬 | 0.15% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 11,900 | $18.7 萬 | 0.03% | +1,000+9.2% | 加碼 |
| Arrow Investment Advisors, LLC | 11,896 | $18.7 萬 | 0.14% | +260+2.2% | 加碼 |
| International Assets Investment Management, LLC | 11,713 | $18.4 萬 | 0.03% | +11,713 | 新進 |
| Guardian Wealth Management, Inc. | 11,680 | $18.3 萬 | 0.18% | +248+2.2% | 加碼 |
| Halpern Financial, Inc. | 11,500 | $18.0 萬 | 0.06% | 00.0% | 不變 |
| Franklin Resources Inc | 11,419 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 11,000 | $17.3 萬 | 0.01% | −3,010−21.5% | 減碼 |
| Autumn Glory Partners, LLC | 11,000 | $17.3 萬 | 0.15% | +11,000 | 新進 |
| BCS Wealth Management | 10,264 | $16.1 萬 | 0.07% | +10,264 | 新進 |
| BNP Paribas Arbitrage, SA | 8,083 | $12.7 萬 | 0.00% | −182,768−95.8% | 減碼 |
| Lee Financial Co | 7,050 | $11.1 萬 | 0.02% | −15,300−68.5% | 減碼 |
| State of Wyoming | 6,838 | $10.7 萬 | 0.03% | −4,527−39.8% | 減碼 |
| Geneos Wealth Management Inc. | 6,080 | $9.54 萬 | 0.01% | +1,680+38.2% | 加碼 |
| Belpointe Asset Management LLC | 5,960 | $9.35 萬 | 0.01% | +5,797+3,556.4% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,174 | $6.50 萬 | 0.00% | −12,721−75.3% | 減碼 |
| Harbour Investments, Inc. | 3,600 | $5.65 萬 | 0.00% | +3,600 | 新進 |
| Steward Financial Group LLC | 3,589 | $5.60 萬 | 0.02% | +107+3.1% | 加碼 |
| Clearstead Advisors, LLC | 3,329 | $5.22 萬 | 0.00% | +82+2.5% | 加碼 |
| Optimum Investment Advisors | 3,000 | $4.71 萬 | 0.02% | 00.0% | 不變 |
| Tucker Asset Management LLC | 2,851 | $4.47 萬 | 0.01% | +2,851 | 新進 |
| CWM, LLC | 2,100 | $3.30 萬 | 0.00% | +2,100 | 新進 |
| Acadian Asset Management LLC | 1,664 | $2.60 萬 | 0.00% | −17,603−91.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,300 | $2.04 萬 | 0.01% | +500+62.5% | 加碼 |
| Clearview Wealth Advisors LLC | 1,098 | $1.72 萬 | 0.02% | +32+3.0% | 加碼 |
| Clear Street Markets LLC | 1,100 | $1.70 萬 | 0.00% | −20,019−94.8% | 減碼 |
| Grove Bank & Trust | 1,000 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,000 | $1.57 萬 | 0.01% | +1,000 | 新進 |
| Wolff Wiese Magana LLC | 1,000 | $1.57 萬 | 0.01% | +1,000 | 新進 |
| National Bank of Canada | 1,000 | $1.57 萬 | 0.00% | +1,000 | 新進 |
| Umb Bank N A | 700 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 448 | $7,034 | 0.00% | +13+3.0% | 加碼 |
| Advisory Services Network, LLC | 400 | $6,276 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 300 | $4,719 | 0.00% | +9+3.1% | 加碼 |
| First Manhattan Co | 300 | $4,707 | 0.00% | +300 | 新進 |
| Spire Wealth Management | 226 | $3,546 | 0.00% | +226 | 新進 |
| Ahrens Investment Partners LLC | 188 | $2,954 | 0.00% | +188 | 新進 |
| Allworth Financial LP | 134 | $2,103 | 0.00% | +99+282.9% | 加碼 |
| Cutler Group LP | 149 | $2,000 | 0.00% | +149 | 新進 |
| Coston, McIsaac & Partners | 150 | $2,000 | 0.00% | +150 | 新進 |
| Farther Finance Advisors, LLC | 125 | $1,961 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 69 | $1,083 | 0.00% | +69 | 新進 |
| FMR LLC | 1 | $16 | 0.00% | +1 | 新進 |
| Perella Weinberg Partners Capital Management LP | 200 | – | – | −6−2.9% | 減碼 |
| Immersion Capital LLP | 0 | $0 | 0.00% | −611,496−100.0% | 清倉 |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −144,245−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −136,200−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −62,654−100.0% | 清倉 |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −38,247−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,445−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −19,250−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −17,603−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,364−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,893−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,841−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −2,033−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,531−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,790−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,350−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| WJ Interests, LLC | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Covestor Ltd | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Jenkins Wealth | – | – | – | – | 本季未申報 |
| Icon Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Capital Directions Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Trustcore Financial Services, LLC | – | – | – | – | 本季未申報 |
