| Evergreen Capital Management LLC | 10,203 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Sollinda Capital Management LLC | 10,000 | $13.8 萬 | 0.03% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 10,000 | $13.8 萬 | 0.07% | +10,000 | 新進 |
| Modern Wealth Management, LLC | 10,000 | $13.8 萬 | 0.00% | +10,000 | 新進 |
| Wellington Shields & Co., LLC | 7,943 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| BlackRock, Inc. | 7,069 | $9.78 萬 | 0.00% | +2,800+65.6% | 加碼 |
| National Bank of Canada | 6,600 | $9.08 萬 | 0.00% | +600+10.0% | 加碼 |
| Chilton Capital Management LLC | 6,000 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 4,626 | $6.36 萬 | 0.00% | −290−5.9% | 減碼 |
| IFG Advisory, LLC | 3,502 | $4.84 萬 | 0.00% | +3,502 | 新進 |
| Blue Bell Private Wealth Management, LLC | 3,400 | $4.70 萬 | 0.01% | +2,900+580.0% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 3,338 | $4.62 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,063 | $4.24 萬 | 0.00% | +3,063 | 新進 |
| JPMorgan Chase & Co | 2,776 | $3.83 萬 | 0.00% | −118−4.1% | 減碼 |
| Parkside Financial Bank & Trust | 2,595 | $3.59 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,512 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,377 | $3.29 萬 | 0.00% | +25+1.1% | 加碼 |
| Clearstead Advisors, LLC | 2,350 | $3.25 萬 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 2,325 | $3.22 萬 | 0.01% | +2,325 | 新進 |
| Wellington Shields Capital Management, LLC | 2,220 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,195 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 2,142 | $2.96 萬 | 0.01% | +1,000+87.6% | 加碼 |
| Creative Financial Designs Inc | 1,819 | $2.52 萬 | 0.00% | 00.0% | 不變 |
| Community Financial Services Group, LLC | 1,800 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 1,644 | $2.27 萬 | 0.00% | +1,644 | 新進 |
| Salomon & Ludwin, LLC | 1,650 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 1,521 | $2.10 萬 | 0.00% | +1,521 | 新進 |
| Gilpin Wealth Management, LLC | 1,372 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,339 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,266 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $1.66 萬 | 0.00% | – | – |
| Rothschild Investment LLC | 1,177 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1,070 | $1.48 萬 | 0.00% | +308+40.4% | 加碼 |
| Bryn Mawr Trust Co | 1,000 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,000 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,000 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| First National Bank | 1,000 | $1.38 萬 | 0.01% | +1,000 | 新進 |
| Anchor Investment Management, LLC | 900 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 750 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 719 | $9,944 | 0.01% | 00.0% | 不變 |
| Olistico Wealth, LLC | 620 | $8,575 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 610 | $8,437 | 0.00% | +550+916.7% | 加碼 |
| Key Capital Management, INC | 575 | $7,952 | 0.00% | +575 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 522 | $7,220 | 0.00% | +6+1.2% | 加碼 |
| Golden State Wealth Management, LLC | 500 | $6,915 | 0.00% | 00.0% | 不變 |
| Burnham & Co LLC | 500 | $6,915 | 0.01% | +500 | 新進 |
| Westside Investment Management, Inc. | 422 | $5,836 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 386 | $5,338 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 380 | $5,255 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 359 | $4,965 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 325 | $4,495 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 317 | $4,386 | 0.00% | +6+1.9% | 加碼 |
| Group One Trading, L.P. | 308 | $4,260 | 0.00% | −1,529−83.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 242 | $3,347 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 233 | $3,000 | 0.00% | +4+1.7% | 加碼 |
| Vision Retirement, LLC | 177 | $2,448 | 0.00% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 166 | $2,297 | 0.00% | +166 | 新進 |
| CX Institutional | 149 | $2,000 | 0.00% | +149 | 新進 |
| Delos Wealth Advisors, LLC | 125 | $1,729 | 0.00% | +125 | 新進 |
| 1620 Investment Advisors, Inc. | 100 | $1,383 | 0.00% | 00.0% | 不變 |
| Entrust Financial LLC | 77 | $1,065 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 68 | $940 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 57 | $789 | 0.00% | +57 | 新進 |
| Citigroup Inc | 55 | $761 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 9 | $129 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −808,748−100.0% | 清倉 |
| Zazove Associates LLC | 0 | $0 | 0.00% | −829,922−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −343,771−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −77,767−100.0% | 清倉 |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −72,413−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −61,200−100.0% | 清倉 |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −44,421−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −22,966−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −22,034−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,770−100.0% | 清倉 |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −14,245−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −11,391−100.0% | 清倉 |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −10,621−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,406−100.0% | 清倉 |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −10,153−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −575−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Deeter Investments LLP | – | – | – | – | 本季未申報 |
| Catalina Capital Group, LLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
| Trask Adam Roland | – | – | – | – | 本季未申報 |
