| Truepoint, Inc. | 10,000 | $3,000 | 0.00% | +10,000 | 新進 |
| Banque Cantonale Vaudoise | 6,000 | $2,000 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 3,308 | $2,000 | 0.00% | +2,509+314.0% | 加碼 |
| Bank of America Corp | 4,816 | $1,000 | 0.00% | −15,353−76.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,190 | $1,000 | 0.00% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 2,805 | $1,000 | 0.00% | 00.0% | 不變 |
| O'Dell Group, LLC | 3,235 | $1,000 | 0.00% | 00.0% | 不變 |
| Mechanics Financial Corp | 3,000 | $1,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,650 | $1,000 | 0.00% | 00.0% | 不變 |
| Tevis Investment Management | 2,000 | $1,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 3,033 | $1,000 | 0.00% | +3,033 | 新進 |
| ACG Wealth | 1,830 | $1,000 | 0.00% | +1,830 | 新進 |
| Rockbridge Investment Management, LCC | 675 | $221 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 160 | $52 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 405 | $0 | 0.00% | −5,096−92.6% | 減碼 |
| Wells Fargo & Company | 200 | $0 | 0.00% | −1,000−83.3% | 減碼 |
| Valley National Advisers Inc | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,500 | $0 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,308 | $0 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,750 | $0 | 0.00% | +500+22.2% | 加碼 |
| Lake Point Wealth Management | 1,000 | $0 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 1,450 | $0 | 0.00% | 00.0% | 不變 |
| FMR LLC | 100 | $0 | 0.00% | +99+9,900.0% | 加碼 |
| First Manhattan Co | 983 | $0 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 400 | $0 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 109 | $0 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 600 | $0 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 300 | $0 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 350 | $0 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 400 | $0 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 200 | $0 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 200 | $0 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 600 | $0 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 40 | $0 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 500 | $0 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 96 | $0 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 200 | $0 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 300 | $0 | 0.00% | +300 | 新進 |
| The PNC Financial Services Group, Inc. | 100 | $0 | 0.00% | +100 | 新進 |
| Howe & Rusling Inc | 25 | $0 | 0.00% | +25 | 新進 |
| Godsey & Gibb Associates | 250 | $0 | 0.00% | +250 | 新進 |
| Chilton Capital Management LLC | 100 | $0 | 0.00% | +100 | 新進 |
| Private Trust Co NA | 265 | $0 | 0.00% | +265 | 新進 |
| Cypress Capital Management LLC (WY) | 1,000 | $0 | 0.00% | +1,000 | 新進 |
| Bogart Wealth, LLC | 200 | $0 | 0.00% | +200 | 新進 |
| Larson Financial Group LLC | 100 | $0 | 0.00% | +100 | 新進 |
| Evoke Wealth, LLC | 66 | $0 | 0.00% | +66 | 新進 |
| Iron Horse Wealth Management, LLC | 200 | $0 | 0.00% | +200 | 新進 |
| Urban Wealth Management, LLC | 400 | $0 | 0.00% | +400 | 新進 |
| Prentice Wealth Management LLC | 1,000 | $0 | 0.00% | +1,000 | 新進 |
| CoreCap Advisors, LLC | 506 | $0 | 0.00% | +506 | 新進 |
| New Millennium Group LLC | 49 | $0 | 0.00% | +49 | 新進 |
| Coston, McIsaac & Partners | 50 | $0 | 0.00% | +50 | 新進 |
| Firethorn Wealth Partners, LLC | 15,230 | – | – | +4,330+39.7% | 加碼 |
| IFP Advisors, Inc | 4,835 | – | – | −18,825−79.6% | 減碼 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,237,818−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,415,826−100.0% | 清倉 |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −491,000−100.0% | 清倉 |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −224,420−100.0% | 清倉 |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −180,000−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −138,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −133,416−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −100,436−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −85,162−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −54,861−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −46,101−100.0% | 清倉 |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −33,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,421−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −19,185−100.0% | 清倉 |
| Financial Architects, Inc | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Gainplan LLC | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −12,478−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −10,755−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −8,480−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Westchester Capital Management, Inc. | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Clear Street LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,670−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| BlackRock Inc. | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |