| Key Financial Inc | 160 | $1.40 萬 | 0.01% | +160 | 新進 |
| Whittier Trust Co of Nevada Inc | 150 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 150 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 150 | $1.30 萬 | 0.00% | +91+154.2% | 加碼 |
| Counterpoint Mutual Funds LLC | 160 | $1.30 萬 | 0.01% | +160 | 新進 |
| Institutional & Family Asset Management, LLC | 138 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 115 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 121 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 121 | $1.00 萬 | 0.00% | +121 | 新進 |
| Prestige Wealth Management Group LLC | 106 | $9,000 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 100 | $9,000 | 0.01% | +100 | 新進 |
| GPS Wealth Strategies Group, LLC | 98 | $8,000 | 0.00% | 00.0% | 不變 |
| Arlington Partners LLC | 81 | $7,000 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 73 | $6,000 | 0.00% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 76 | $6,000 | 0.00% | +1+1.3% | 加碼 |
| Front Row Advisors LLC | 68 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 60 | $5,046 | 0.00% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 56 | $5,000 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 60 | $5,000 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 60 | $5,000 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 58 | $5,000 | 0.00% | +50+625.0% | 加碼 |
| Ancora Advisors, LLC | 64 | $5,000 | 0.00% | +64 | 新進 |
| Macroview Investment Management LLC | 46 | $4,000 | 0.01% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 50 | $4,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 48 | $4,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 53 | $4,000 | 0.00% | +22+71.0% | 加碼 |
| Glassman Wealth Services | 40 | $3,000 | 0.00% | −8−16.7% | 減碼 |
| Toth Financial Advisory Corp | 40 | $3,000 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 34 | $3,000 | 0.00% | +34 | 新進 |
| American Portfolios Advisors | 32 | $2,677 | 0.00% | −52−61.9% | 減碼 |
| Clearstead Advisors, LLC | 29 | $2,000 | 0.00% | −37−56.1% | 減碼 |
| CX Institutional | 29 | $2,000 | 0.00% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 20 | $2,000 | 0.00% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 20 | $2,000 | 0.00% | +20 | 新進 |
| Pacifica Partners Inc. | 25 | $2,000 | 0.00% | +25 | 新進 |
| CVA Family Office, LLC | 18 | $2,000 | 0.00% | +18 | 新進 |
| Standard Family Office LLC | 21 | $2,000 | 0.00% | +21 | 新進 |
| First Horizon Corp | 21 | $1,000 | 0.00% | +3+16.7% | 加碼 |
| Baystate Wealth Management LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 16 | $1,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 9 | $1,000 | 0.00% | +3+50.0% | 加碼 |
| Financial Management Professionals, Inc. | 7 | $1,000 | 0.00% | +7 | 新進 |
| Red Door Wealth Management, LLC | 14 | $1,000 | 0.00% | +14 | 新進 |
| Exane Derivatives | 3 | $255 | 0.00% | −41−93.2% | 減碼 |
| Kelly Financial Services LLC | 1,692 | $20 | 0.00% | +1,609+1,938.6% | 加碼 |
| Washington Trust Co | 4 | $0 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 3 | – | – | 00.0% | 不變 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −100,302−100.0% | 清倉 |
| Force Hill Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −61,402−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −60,204−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −57,908−100.0% | 清倉 |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,234−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,310−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −18,901−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,487−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −12,205−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −12,005−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,823−100.0% | 清倉 |
| AGF Investments LLC | 0 | $0 | 0.00% | −7,684−100.0% | 清倉 |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −7,609−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,007−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,484−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,430−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,030−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,990−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,958−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,559−100.0% | 清倉 |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,127−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,084−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −3,789−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −3,591−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,279−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,952−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,538−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,232−100.0% | 清倉 |
| Adalta Capital Management LLC | 0 | $0 | 0.00% | −1,425−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,027−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −876−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −739−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −341−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Amundi Asset Management US, Inc. | – | – | – | – | 本季未申報 |
| Rikoon Group, LLC | – | – | – | – | 本季未申報 |
| Bokf, NA | – | – | – | – | 本季未申報 |
| BBVA USA Bancshares, Inc. | – | – | – | – | 本季未申報 |
