| FineMark National Bank & Trust | 127,471 | $6,468 萬 | 2.65% | −1,809−1.4% | 減碼 |
| Citadel Advisors LLC | 135,497 | $6,875 萬 | 0.07% | −189,400−58.3% | 減碼 |
| Waddell & Associates, LLC | 137,322 | $6,994 萬 | 9.41% | −548−0.4% | 減碼 |
| LPL Financial LLC | 140,531 | $7,130 萬 | 0.04% | +545+0.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 140,833 | $7,146 萬 | 0.12% | −6,543−4.4% | 減碼 |
| Whittier Trust Co | 142,268 | $7,218 萬 | 1.17% | −2,929−2.0% | 減碼 |
| Truist Financial Corp | 146,443 | $7,430 萬 | 0.12% | −476−0.3% | 減碼 |
| Alliancebernstein L.P. | 146,973 | $7,457 萬 | 0.03% | +1,340+0.9% | 加碼 |
| Citigroup Inc | 163,941 | $8,318 萬 | 0.11% | −20,723−11.2% | 減碼 |
| HighTower Advisors, LLC | 183,585 | $9,318 萬 | 0.16% | −313−0.2% | 減碼 |
| Welch & Forbes LLC | 185,128 | $9,393 萬 | 1.42% | +22,569+13.9% | 加碼 |
| MAI Capital Management | 202,978 | $1.03 億 | 1.36% | −4,281−2.1% | 減碼 |
| Bank of New York Mellon Corp | 206,427 | $1.05 億 | 0.02% | +18,412+9.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 249,880 | $1.27 億 | 0.32% | +181,599+266.0% | 加碼 |
| Conservest Capital Advisors, Inc. | 255,232 | $1.30 億 | 13.77% | +310+0.1% | 加碼 |
| CI Private Wealth, LLC | 257,113 | $1.30 億 | 0.24% | +3,722+1.5% | 加碼 |
| Creative Planning | 260,883 | $1.32 億 | 0.25% | −10,727−3.9% | 減碼 |
| Arvest Trust Co N A | 262,964 | $1.33 億 | 8.04% | −5,312−2.0% | 減碼 |
| IMC-Chicago, LLC | 298,993 | $1.52 億 | 4.83% | +298,993 | 新進 |
| BNP Paribas Arbitrage, SA | 349,411 | $1.77 億 | 0.32% | +30,619+9.6% | 加碼 |
| JPMorgan Chase & Co | 370,797 | $1.88 億 | 0.02% | +136,765+58.4% | 加碼 |
| Goldman Sachs Group Inc | 387,935 | $1.97 億 | 0.04% | −145,363−27.3% | 減碼 |
| Raymond James & Associates | 399,875 | $2.03 億 | 0.15% | +35,734+9.8% | 加碼 |
| Royal Bank of Canada | 493,977 | $2.51 億 | 0.06% | +220,587+80.7% | 加碼 |
| Bank of Montreal | 489,965 | $2.51 億 | 0.14% | −2,646−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 520,770 | $2.64 億 | 0.30% | +18,944+3.8% | 加碼 |
| UBS Group AG | 611,939 | $3.10 億 | 0.12% | +10,387+1.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 781,704 | $3.97 億 | 0.31% | −10,204−1.3% | 減碼 |
| Pathstone Holdings, LLC | 956,484 | $4.85 億 | 2.63% | +956,484 | 新進 |
| US Bancorp | 1,081,681 | $5.49 億 | 0.81% | −11,055−1.0% | 減碼 |
| Northern Trust Corp | 1,150,703 | $5.84 億 | 0.11% | −3,472−0.3% | 減碼 |
| Wells Fargo & Company | 1,476,549 | $7.49 億 | 0.21% | +21,817+1.5% | 加碼 |
| Morgan Stanley | 1,544,940 | $7.84 億 | 0.07% | +282,442+22.4% | 加碼 |
| Bank of America Corp | 2,022,726 | $10.3 億 | 0.12% | −230,342−10.2% | 減碼 |
| Granite Bay Wealth Management, LLC | 2,570,040 | $11.9 億 | 10.67% | +33,187+1.3% | 加碼 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −210,944−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −56,351−100.0% | 清倉 |
| State Street Corp | 0 | $0 | 0.00% | −55,979−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −45,347−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,301−100.0% | 清倉 |
| Connolly Sarah T. | 0 | $0 | 0.00% | −7,711−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −7,547−100.0% | 清倉 |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −6,400−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,800−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −4,377−100.0% | 清倉 |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −4,158−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −3,345−100.0% | 清倉 |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −2,743−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,328−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,120−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,580−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,579−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1,567−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,452−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,427−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −1,231−100.0% | 清倉 |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −1,095−100.0% | 清倉 |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −1,075−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,039−100.0% | 清倉 |
| Seven Post Investment Office LP | 0 | $0 | 0.00% | −1,021−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −842−100.0% | 清倉 |
| Baugh & Associates, LLC | 0 | $0 | 0.00% | −731−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −706−100.0% | 清倉 |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −620−100.0% | 清倉 |
| New England Asset Management Inc | 0 | $0 | 0.00% | −576−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −568−100.0% | 清倉 |
| Cape Ann Savings Bank | 0 | $0 | 0.00% | −556−100.0% | 清倉 |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −553−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −537−100.0% | 清倉 |
| Peterson Financial Group, Inc. | 0 | $0 | 0.00% | −527−100.0% | 清倉 |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −513−100.0% | 清倉 |
| First Interstate Bank | 0 | $0 | 0.00% | −505−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| Rodgers & Associates, LTD | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Echo Wealth Management, LLC | 0 | $0 | 0.00% | −443−100.0% | 清倉 |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −189−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −159−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Headinvest, LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Newport Capital Group, LLC | – | – | – | – | 本季未申報 |
| Clientfirst Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Focus Financial Network, Inc. | – | – | – | – | 本季未申報 |
