| Truist Financial Corp | 22,288 | $32.5 萬 | 0.00% | −13,875−38.4% | 減碼 |
| Cypress Wealth Services, LLC | 21,437 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 21,000 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 21,294 | $30.6 萬 | 0.03% | +69+0.3% | 加碼 |
| Bokf, NA | 20,000 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| F&V Capital Management, LLC | 20,200 | $29.5 萬 | 0.08% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 20,000 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Group LLC | 19,812 | $28.9 萬 | 0.03% | +2,845+16.8% | 加碼 |
| CoreCommodity Management, LLC | 19,782 | $28.9 萬 | 0.06% | +2,226+12.7% | 加碼 |
| JPMorgan Chase & Co | 19,714 | $28.8 萬 | 0.00% | +14,714+294.3% | 加碼 |
| Colonial River Wealth Management, LLC | 19,415 | $28.3 萬 | 0.14% | +1,790+10.2% | 加碼 |
| Axxcess Wealth Management, LLC | 19,415 | $28.3 萬 | 0.01% | +1,790+10.2% | 加碼 |
| Commonwealth Equity Services, LLC | 18,945 | $27.7 萬 | 0.00% | −6,849−26.6% | 減碼 |
| Moody National Bank Trust Division | 18,913 | $27.6 萬 | 0.03% | +4,924+35.2% | 加碼 |
| Pekin Hardy Strauss, Inc. | 18,000 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 17,950 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,000 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 16,787 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 16,029 | $23.4 萬 | 0.00% | +16,029 | 新進 |
| LongView Wealth Management | 15,844 | $23.1 萬 | 0.07% | −12,814−44.7% | 減碼 |
| Corps Capital Advisors, LLC | 15,800 | $23.1 萬 | 0.23% | +15,800 | 新進 |
| Indie Asset Partners, LLC | 15,700 | $22.9 萬 | 0.18% | +200+1.3% | 加碼 |
| Cullen Investment Group, Ltd. | 14,882 | $21.7 萬 | 0.03% | +357+2.5% | 加碼 |
| BCS Wealth Management | 14,450 | $21.1 萬 | 0.05% | +320+2.3% | 加碼 |
| Annandale Capital, LLC | 14,382 | $21.0 萬 | 0.04% | +747+5.5% | 加碼 |
| Edge Capital Group, LLC | 30 | $20.9 萬 | 0.01% | −14,280−99.8% | 減碼 |
| ORG Partners LLC | 14,238 | $20.8 萬 | 0.03% | +338+2.4% | 加碼 |
| Sterling Capital Management LLC | 13,305 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 13,100 | $19.1 萬 | 0.01% | −6,200−32.1% | 減碼 |
| Penn Mutual Asset Management, LLC | 13,000 | $19.0 萬 | 0.34% | +13,000 | 新進 |
| RSM US Wealth Management LLC | 13,030 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 12,690 | $18.5 萬 | 0.00% | +12,690 | 新進 |
| Regions Financial Corp | 12,200 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 12,000 | $17.5 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 11,886 | $17.4 萬 | 0.00% | +29+0.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,876 | $17.3 萬 | 0.01% | +214+1.8% | 加碼 |
| Virtus ETF Advisers LLC | 11,838 | $17.3 萬 | 0.07% | +1,463+14.1% | 加碼 |
| Hilltop National Bank | 11,500 | $16.8 萬 | 0.05% | +200+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 11,062 | $16.2 萬 | 0.00% | +11,062 | 新進 |
| Linscomb & Williams, Inc. | 11,000 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 10,457 | $15.3 萬 | 0.10% | −2,557−19.6% | 減碼 |
| Magnolia Capital Advisors LLC | 10,000 | $14.6 萬 | 0.04% | −100−1.0% | 減碼 |
| LB Partners LLC | 10,000 | $14.6 萬 | 0.11% | 00.0% | 不變 |
| State of Wyoming | 7,333 | $10.7 萬 | 0.01% | +7,333 | 新進 |
| TCTC Holdings, LLC | 6,666 | $9.73 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 6,250 | $9.13 萬 | 0.02% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 5,715 | $8.34 萬 | 0.00% | +181+3.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 5,180 | $7.56 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 4,900 | $7.15 萬 | 0.03% | +1,300+36.1% | 加碼 |
| Citadel Advisors LLC | 3,890 | $5.68 萬 | 0.00% | −96,739−96.1% | 減碼 |
| Venturi Wealth Management, LLC | 3,200 | $4.67 萬 | 0.00% | +100+3.2% | 加碼 |
| Lummis Asset Management, LP | 2,995 | $4.37 萬 | 0.06% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,000 | $2.92 萬 | 0.00% | +1,000+100.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,736 | $2.53 萬 | 0.01% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,623 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,445 | $2.11 萬 | 0.00% | −5,444−79.0% | 減碼 |
| Financial Management Professionals, Inc. | 1,347 | $1.97 萬 | 0.00% | +32+2.4% | 加碼 |
| Wolff Wiese Magana LLC | 1,000 | $1.46 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,000 | $1.46 萬 | 0.00% | +1,000 | 新進 |
| Aventura Private Wealth, LLC | 1,000 | $1.46 萬 | 0.01% | +1,000 | 新進 |
| CoreCap Advisors, LLC | 973 | $1.42 萬 | 0.00% | +22+2.3% | 加碼 |
| Cypress Capital Management LLC (WY) | 600 | $8,760 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 561 | $8,191 | 0.00% | +561 | 新進 |
| Private Trust Co NA | 500 | $7,300 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 500 | $7,300 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $7,300 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 361 | $5,281 | 0.00% | +8+2.3% | 加碼 |
| FWL Investment Management, LLC | 285 | $4,161 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 264 | $3,855 | 0.00% | +264 | 新進 |
| Coppell Advisory Solutions LLC | 250 | $3,588 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 209 | $3,052 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 167 | $2,438 | 0.00% | +167 | 新進 |
| CWM, LLC | 164 | $2,000 | 0.00% | +164 | 新進 |
| Farther Finance Advisors, LLC | 125 | $1,825 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 99 | $1,452 | 0.00% | +2+2.1% | 加碼 |
| Mather Group, LLC. | 90 | $1,314 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 60 | $876 | 0.00% | +60 | 新進 |
| NBC Securities, Inc. | 1 | $29 | 0.00% | −1,973−99.9% | 減碼 |
| FMR LLC | 2 | $29 | 0.00% | −49−96.1% | 減碼 |
| ARGI Investment Services, LLC | 166 | – | – | −4−2.4% | 減碼 |
| ING Groep NV | 0 | $0 | 0.00% | −652,900−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −292,934−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −16,005−100.0% | 清倉 |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −14,700−100.0% | 清倉 |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −14,290−100.0% | 清倉 |
| Holderness Investments Co | 0 | $0 | 0.00% | −13,150−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −10,140−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −3,589−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −84,005−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −54,556−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Halpern Financial, Inc. | – | – | – | – | 本季未申報 |
