| Wealthspire Advisors, LLC | 11,500 | $3.40 萬 | 0.00% | +1,000+9.5% | 加碼 |
| High Net Worth Advisory Group LLC | 11,200 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 10,860 | $3.20 萬 | 0.00% | −114−1.0% | 減碼 |
| Sigma Planning Corp | 10,730 | $3.20 萬 | 0.00% | −100−0.9% | 減碼 |
| Steel Peak Wealth Management LLC | 10,500 | $3.10 萬 | 0.00% | +10,500 | 新進 |
| CIBC Private Wealth Group, LLC | 10,200 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 10,000 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Smith, Salley & Associates | 10,000 | $3.00 萬 | 0.00% | +10,000 | 新進 |
| Geneos Wealth Management Inc. | 9,411 | $2.80 萬 | 0.00% | +7,911+527.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 7,991 | $2.40 萬 | 0.00% | +1,341+20.2% | 加碼 |
| Rockefeller Capital Management L.P. | 7,734 | $2.30 萬 | 0.00% | −1,000−11.4% | 減碼 |
| American Portfolios Advisors | 7,200 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 6,651 | $2.00 萬 | 0.00% | +266+4.2% | 加碼 |
| National Bank of Canada | 6,300 | $1.90 萬 | 0.00% | +4,300+215.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,250 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,462 | $1.60 萬 | 0.00% | +5,062+1,265.5% | 加碼 |
| Sandy Spring Bank | 5,066 | $1.50 萬 | 0.00% | −2,000−28.3% | 減碼 |
| Bangor Savings Bank | 3,525 | $1.10 萬 | 0.00% | +3,525 | 新進 |
| Signaturefd, LLC | 3,281 | $1.00 萬 | 0.00% | −140−4.1% | 減碼 |
| Tfo-TDC, LLC | 3,000 | $9,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3,000 | $9,000 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 3,000 | $9,000 | 0.00% | +650+27.7% | 加碼 |
| Captrust Financial Advisors | 2,959 | $9,000 | 0.00% | +939+46.5% | 加碼 |
| Whittier Trust Co | 2,723 | $8,000 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,317 | $7,000 | 0.00% | −10,773−82.3% | 減碼 |
| Fifth Third Bancorp | 2,500 | $7,000 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,500 | $7,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,222 | $4,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 1,367 | $4,000 | 0.00% | +1,367 | 新進 |
| HHM Wealth Advisors, LLC | 980 | $3,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 900 | $3,000 | 0.00% | +100+12.5% | 加碼 |
| ACG Wealth | 1,000 | $3,000 | 0.00% | +1,000 | 新進 |
| Total Clarity Wealth Management, Inc. | 1,000 | $3,000 | 0.00% | +1,000 | 新進 |
| Charter Oak Capital Management, LLC | 1,000 | $3,000 | 0.00% | +1,000 | 新進 |
| Pathstone Family Office, LLC | 675 | $2,012 | 0.00% | −8,075−92.3% | 減碼 |
| American National Bank | 557 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 528 | $2,000 | 0.00% | +330+166.7% | 加碼 |
| TD Waterhouse Canada Inc. | 425 | $1,634 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 400 | $1,000 | 0.00% | 00.0% | 不變 |
| HighMark Wealth Management LLC | 295 | $1,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 400 | $1,000 | 0.00% | 00.0% | 不變 |
| US Bancorp | 183 | $1,000 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 245 | $1,000 | 0.00% | +245 | 新進 |
| Rise Advisors, LLC | 200 | $1,000 | 0.00% | +200 | 新進 |
| Studio Investment Management LLC | 236 | $1,000 | 0.00% | +236 | 新進 |
| Kelly Financial Services LLC | 300 | $894 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 143 | $0 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 12 | $0 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 108 | $0 | 0.00% | +108 | 新進 |
| IFP Advisors, Inc | 18,800 | – | – | −8,800−31.9% | 減碼 |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −4,160,685−100.0% | 清倉 |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −3,366,500−100.0% | 清倉 |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −1,632,740−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −747,402−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −500,200−100.0% | 清倉 |
| RR Advisors, LLC | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −373,100−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −351,125−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −172,224−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −115,155−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −89,906−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −88,138−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −71,500−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −63,200−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −61,019−100.0% | 清倉 |
| SL Advisors, LLC | 0 | $0 | 0.00% | −58,790−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −48,417−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,817−100.0% | 清倉 |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −25,300−100.0% | 清倉 |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Disciplined Growth Investors Inc | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,826−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,007−100.0% | 清倉 |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −17,700−100.0% | 清倉 |
| Wells Trecaso Financial Group, LLC | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −13,035−100.0% | 清倉 |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,051−100.0% | 清倉 |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,086−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,120−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |