| Fiduciary Group LLC | 21,218 | $32.4 萬 | 0.03% | +1,406+7.1% | 加碼 |
| Waterloo Capital, L.P. | 21,000 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| F&V Capital Management, LLC | 20,200 | $30.8 萬 | 0.08% | 00.0% | 不變 |
| Bokf, NA | 20,000 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 20,000 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 19,650 | $30.0 萬 | 0.17% | +235+1.2% | 加碼 |
| Axxcess Wealth Management, LLC | 19,650 | $30.0 萬 | 0.01% | +235+1.2% | 加碼 |
| Moody National Bank Trust Division | 18,913 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 18,000 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 17,950 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,000 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 16,787 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 15,725 | $24.0 萬 | 0.00% | +15,725 | 新進 |
| Indie Asset Partners, LLC | 15,700 | $24.0 萬 | 0.21% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 15,285 | $23.3 萬 | 0.15% | +3,447+29.1% | 加碼 |
| Cullen Investment Group, Ltd. | 15,254 | $23.3 萬 | 0.04% | +372+2.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 15,000 | $22.9 萬 | 0.02% | +15,000 | 新進 |
| MAI Capital Management | 14,985 | $22.9 萬 | 0.00% | −1,044−6.5% | 減碼 |
| BCS Wealth Management | 14,785 | $22.6 萬 | 0.06% | +335+2.3% | 加碼 |
| Nicholson Meyer Capital Management, Inc. | 14,687 | $22.4 萬 | 0.21% | +14,687 | 新進 |
| LongView Wealth Management | 14,568 | $22.2 萬 | 0.07% | −1,276−8.1% | 減碼 |
| First Eagle Investment Management, LLC | 14,564 | $22.2 萬 | 0.00% | +8,849+154.8% | 加碼 |
| Annandale Capital, LLC | 14,382 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| SCS Capital Management LLC | 14,310 | $21.9 萬 | 0.00% | +14,310 | 新進 |
| ORG Wealth Partners, LLC | 14,238 | $21.8 萬 | 0.07% | +14,238 | 新進 |
| Alpha Wealth Funds, LLC | 14,000 | $21.4 萬 | 0.23% | −11,000−44.0% | 減碼 |
| Belpointe Asset Management LLC | 13,863 | $21.2 萬 | 0.01% | +13,863 | 新進 |
| Creative Planning | 13,415 | $20.5 萬 | 0.00% | +1,529+12.9% | 加碼 |
| Sterling Capital Management LLC | 13,305 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 13,065 | $20.0 萬 | 0.00% | +35+0.3% | 加碼 |
| Hilltop Holdings Inc. | 12,900 | $19.7 萬 | 0.01% | −200−1.5% | 減碼 |
| Guardian Wealth Management, Inc. | 12,010 | $18.3 萬 | 0.12% | +1,553+14.9% | 加碼 |
| Baker Ellis Asset Management LLC | 12,000 | $18.3 萬 | 0.03% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 11,437 | $17.5 萬 | 0.00% | −13,154−53.5% | 減碼 |
| Kestra Advisory Services, LLC | 11,325 | $17.3 萬 | 0.00% | +263+2.4% | 加碼 |
| Kiker Wealth Management, LLC | 10,750 | $16.4 萬 | 0.11% | +10,750 | 新進 |
| Virtus Investment Advisers, Inc. | 10,707 | $16.3 萬 | 0.04% | +10,707 | 新進 |
| LB Partners LLC | 10,000 | $15.3 萬 | 0.11% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 10,000 | $15.3 萬 | 0.04% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 7,623 | $11.6 萬 | 0.00% | +7,062+1,258.8% | 加碼 |
| TCTC Holdings, LLC | 6,666 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 6,250 | $9.54 萬 | 0.02% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 5,600 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 5,180 | $7.91 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,040 | $4.63 萬 | 0.00% | +1,040+52.0% | 加碼 |
| North Capital, Inc. | 3,000 | $4.58 萬 | 0.04% | +3,000 | 新進 |
| SRS Capital Advisors, Inc. | 2,242 | $3.42 萬 | 0.00% | +2,242 | 新進 |
| Barclays PLC | 2,183 | $3.33 萬 | 0.00% | −35,212−94.2% | 減碼 |
| NBC Securities, Inc. | 2,025 | $3.00 萬 | 0.00% | +2,024+202,400.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,900 | $2.90 萬 | 0.00% | +1,900 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,736 | $2.65 萬 | 0.01% | 00.0% | 不變 |
| Boston Private Wealth LLC | 1,658 | $2.53 萬 | 0.00% | +1,658 | 新進 |
| Bogart Wealth, LLC | 1,623 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 1,492 | $2.28 萬 | 0.02% | +1,492 | 新進 |
| Farther Finance Advisors, LLC | 1,475 | $2.26 萬 | 0.00% | +1,350+1,080.0% | 加碼 |
| Financial Management Professionals, Inc. | 1,381 | $2.11 萬 | 0.00% | +34+2.5% | 加碼 |
| IFP Advisors, Inc | 1,025 | $1.57 萬 | 0.00% | +25+2.5% | 加碼 |
| Wolff Wiese Magana LLC | 1,000 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 1,000 | $1.53 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 996 | $1.52 萬 | 0.00% | +23+2.4% | 加碼 |
| Cypress Capital Management LLC (WY) | 600 | $9,162 | 0.01% | 00.0% | 不變 |
| BlackRock, Inc. | 600 | $9,162 | 0.00% | +600 | 新進 |
| CWM, LLC | 538 | $8,000 | 0.00% | +374+228.0% | 加碼 |
| Golden State Wealth Management, LLC | 515 | $7,864 | 0.00% | +515 | 新進 |
| Clear Street Markets LLC | 500 | $7,635 | 0.01% | −4,400−89.8% | 減碼 |
| Private Trust Co NA | 500 | $7,635 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 500 | $7,635 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 371 | $5,662 | 0.00% | +10+2.8% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $4,581 | 0.00% | +300 | 新進 |
| FWL Investment Management, LLC | 285 | $4,352 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 209 | $3,192 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 102 | $1,557 | 0.00% | +3+3.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 92 | $1,405 | 0.00% | −75−44.9% | 減碼 |
| Mather Group, LLC. | 90 | $1,374 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 51 | $779 | 0.00% | −9−15.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 14 | $0 | 0.00% | +14 | 新進 |
| ARGI Investment Services, LLC | 162 | – | – | −4−2.4% | 減碼 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −333,996−100.0% | 清倉 |
| Clark Estates Inc | 0 | $0 | 0.00% | −160,368−100.0% | 清倉 |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −64,013−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −50,799−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −43,124−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −41,528−100.0% | 清倉 |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −34,586−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −34,374−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −28,031−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −23,994−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −22,350−100.0% | 清倉 |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −15,800−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −14,238−100.0% | 清倉 |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,690−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,445−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Zions Bancorporation, N.A. | – | – | – | – | 本季未申報 |
