| Castleview Partners, LLC | 200 | $1,214 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 200 | $1,214 | 0.00% | +200 | 新進 |
| Toronto Dominion Bank | 152 | $1,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 100 | $1,000 | 0.00% | +100 | 新進 |
| Performa Ltd (US), LLC | 130 | $789 | 0.00% | −70−35.0% | 減碼 |
| Delos Wealth Advisors, LLC | 125 | $759 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 125 | $759 | 0.00% | +125 | 新進 |
| Fifth Third Bancorp | 120 | $728 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 100 | $607 | 0.00% | 00.0% | 不變 |
| Lowe Wealth Advisors, LLC | 100 | $607 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 100 | $607 | 0.00% | +48+92.3% | 加碼 |
| Clearview Wealth Advisors LLC | 100 | $607 | 0.00% | +80+400.0% | 加碼 |
| Fairfield Financial Advisors, LTD | 100 | $572 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 91 | $553 | 0.00% | 00.0% | 不變 |
| Lynwood Capital Management Inc. | 150,000 | $540 | 0.00% | +150,000 | 新進 |
| Quent Capital, LLC | 82 | $498 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 80 | $486 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 75 | $455 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 50 | $304 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 49 | $298 | 0.00% | +49 | 新進 |
| Baker Avenue Asset Management, LP | 45 | $273 | 0.00% | −1,250−96.5% | 減碼 |
| West Paces Advisors Inc. | 45 | $273 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 36 | $219 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 17 | $103 | 0.00% | +17 | 新進 |
| Cape Investment Advisory, Inc. | 10 | $61 | 0.00% | +10 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 5 | $30 | 0.00% | 00.0% | 不變 |
| Iron Horse Wealth Management, LLC | 4 | $24 | 0.00% | −100−96.2% | 減碼 |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 83 | $0 | 0.00% | +22+36.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 75,856 | – | – | −2,375−3.0% | 減碼 |
| World Equity Group, Inc. | 4,279 | – | – | +4,279 | 新進 |
| IFP Advisors, Inc | 12,362 | – | – | −74,978−85.8% | 減碼 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −8,266,520−100.0% | 清倉 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −2,896,366−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −1,284,276−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −1,250,000−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −726,352−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −673,864−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −299,411−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −230,104−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −202,266−100.0% | 清倉 |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Zazove Associates LLC | 0 | $0 | 0.00% | −160,859−100.0% | 清倉 |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −148,056−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −99,923−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −99,140−100.0% | 清倉 |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −82,036−100.0% | 清倉 |
| Fore Capital, LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −62,400−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −50,940−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −46,700−100.0% | 清倉 |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −29,351−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −25,622−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −22,857−100.0% | 清倉 |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −21,533−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −20,978−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −19,924−100.0% | 清倉 |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −19,257−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,871−100.0% | 清倉 |
| Enzi Wealth | 0 | $0 | 0.00% | −14,784−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −18,144−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −17,542−100.0% | 清倉 |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −16,843−100.0% | 清倉 |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −16,398−100.0% | 清倉 |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −15,800−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,265−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −15,060−100.0% | 清倉 |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −13,991−100.0% | 清倉 |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −13,437−100.0% | 清倉 |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −13,400−100.0% | 清倉 |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −13,224−100.0% | 清倉 |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −12,810−100.0% | 清倉 |
| Water Island Capital LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −12,165−100.0% | 清倉 |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −11,571−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,338−100.0% | 清倉 |
| SOL Capital Management CO | 0 | $0 | 0.00% | −10,735−100.0% | 清倉 |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −10,700−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −10,400−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,241−100.0% | 清倉 |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,227−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,211−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −4,767−100.0% | 清倉 |
| Advent Capital Management | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Game Plan Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Alpha Paradigm Partners, LLC | – | – | – | – | 本季未申報 |
