FIRST COMMUNITY BANKSHARES INC /VA/ - FCBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,468,381 | 49,528 | 0.0% | 0.0% | 1 | +50,085 | 3.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,100,349 | 37,114 | 0.0% | 0.0% | 2 | +48,303 | 4.59% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 908,088 | 30,629 | 0.01% | 0.01% | 3 | -4,314 | -0.47% | Q4 2025 | Feb 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 536,635 | 18,100 | 0.43% | 0.46% | 4 | -8,724 | -1.6% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 439,993 | 14,845 | 0.0% | 0.0% | 5 | +17,165 | 4.06% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 417,549 | 14,083 | 0.0% | 0.0% | 6 | +2,944 | 0.71% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 150,171 | 5,065 | 0.0% | 0.0% | 7 | +3,223 | 2.19% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 143,952 | 4,855 | 0.0% | 0.0% | 8 | -2,986 | -2.03% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 142,062 | 4,791 | 0.0% | 0.0% | 9 | -9,876 | -6.5% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 97,773 | 3,297 | 0.0% | 0.0% | 10 | +53,804 | 122.37% | Q4 2025 | Mar 25, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 83,914 | 2,830 | 0.0% | 0.0% | 11 | +38,375 | 84.27% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 77,191 | 2,603 | 0.01% | 0.01% | 12 | +18,612 | 31.77% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 76,204 | 2,570 | 0.0% | 0.0% | 13 | +25,990 | 51.76% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 50,305 | 1,696 | 0.0% | 0.0% | 14 | +32,198 | 177.82% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,377 | 1,665 | 0.0% | 0.0% | 15 | -37,927 | -43.44% | Q4 2025 | Feb 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 43,165 | 1,455 | 0.16% | 0.17% | 16 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARSHALL WACE, LLP | History | Added to | 38,208 | 1,288 | 0.0% | 0.0% | 17 | +7,344 | 23.79% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 36,250 | 1,222 | 0.0% | 0.0% | 18 | +15,391 | 73.79% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 35,959 | 1,204 | 0.0% | 0.0% | 19 | +418 | 1.18% | Q4 2025 | Mar 20, 2026 |
| Nuveen, LLC | History | No change | 35,045 | 1,182 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 33,644 | 1,134 | 0.0% | 0.0% | 21 | +3,877 | 13.02% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 32,479 | 1,095 | 0.0% | 0.0% | 22 | +1,000 | 3.18% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 32,032 | 1,080 | 0.0% | 0.0% | 23 | +4,955 | 18.3% | Q4 2025 | Feb 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 31,135 | 1,050 | 0.0% | 0.01% | 24 | -13,315 | -29.96% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 30,494 | 1,028 | 0.0% | 0.0% | 25 | -19,192 | -38.63% | Q4 2025 | Feb 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 30,437 | 1,026 | 0.28% | 0.29% | 26 | -8,245 | -21.31% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,357 | 922 | 0.0% | 0.0% | 27 | +10,175 | 59.22% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 26,980 | 910 | 0.0% | 0.0% | 28 | -12,261 | -31.25% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 25,533 | 861 | 0.0% | 0.0% | 29 | +1,373 | 5.68% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 25,240 | 826 | 0.0% | 0.0% | 30 | +5 | 0.02% | Q4 2025 | Jan 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,290 | 718 | 0.0% | 0.0% | 31 | +8,042 | 60.7% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 20,724 | 699 | 0.4% | 0.42% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,698 | 698 | 0.0% | 0.0% | 33 | -3,612 | -14.86% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19,346 | 652 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 19,291 | 650 | 0.0% | 0.0% | 35 | +437 | 2.32% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 18,837 | 635 | 0.0% | 0.0% | 36 | -3,229 | -14.63% | Q4 2025 | Feb 19, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,705 | 630 | 0.0% | 0.01% | 37 | -1,927 | -9.34% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 17,749 | 599 | 0.0% | 0.0% | 38 | -264 | -1.47% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 17,490 | 589 | 0.01% | 0.01% | 39 | +10 | 0.06% | Q4 2025 | Feb 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 16,895 | 569 | 0.0% | 0.0% | 40 | -870 | -4.9% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 16,850 | 568 | 0.0% | 0.0% | 42 | +1,776 | 11.78% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,869 | 568 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,773 | 565 | 0.0% | 0.0% | 43 | -735 | -4.2% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,654 | 528 | 0.0% | 0.0% | 44 | +15,054 | 2509.0% | Q4 2025 | Mar 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,114 | 509 | 0.0% | 0.0% | 45 | -14 | -0.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 13,520 | 456 | 0.0% | 0.0% | 46 | -20,893 | -60.71% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,435 | 453 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 13,290 | 448 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| one8zero8, LLC | History | No change | 12,281 | 414 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 11,728 | 395 | 0.0% | 0.0% | 50 | +64 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 11,520 | 388 | 0.0% | 0.0% | 51 | -105 | -0.9% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,604 | 357 | 0.0% | 0.0% | 52 | +16 | 0.15% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | New | 9,273 | 312 | 0.0% | — | 53 | +9,273 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,200 | 310 | 0.0% | — | 54 | +9,200 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,048 | 305 | 0.0% | 0.0% | 55 | -1,646 | -15.39% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,021 | 304 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,732 | 295 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,207 | 276 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,908 | 266 | 0.0% | 0.0% | 59 | -2,762 | -25.89% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 7,666 | 258 | 0.0% | 0.0% | 61 | -439 | -5.42% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,655 | 258 | 0.0% | 0.0% | 60 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,269 | 245 | 0.0% | 0.0% | 62 | -96 | -1.3% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,216 | 243 | 0.0% | 0.0% | 63 | -2,897 | -28.65% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 6,788 | 228 | 0.02% | — | 64 | +6,788 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,662 | 224 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,383 | 215 | 0.0% | 0.0% | 66 | +3,267 | 104.85% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,357 | 214 | 0.0% | 0.0% | 67 | -1,990 | -23.84% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,310 | 212 | 0.0% | 0.0% | 68 | -40 | -0.63% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,042 | 203 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,401 | 182 | 0.0% | 0.0% | 70 | +182 | 3.49% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,184 | 174 | 0.0% | 0.0% | 71 | +1,622 | 45.54% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,038 | 169 | 0.0% | 0.0% | 72 | -270 | -5.09% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,498 | 151 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 4,463 | 150 | 0.01% | 0.0% | 74 | +3,086 | 224.11% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,354 | 147 | 0.0% | 0.0% | 75 | +714 | 19.62% | Q4 2025 | Jan 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,334 | 112 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Daytona Street Capital LLC | History | New | 3,295 | 111 | 0.09% | — | 78 | +3,295 | New | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,300 | 111 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,851 | 96 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 2,719 | 92 | 0.0% | 0.0% | 80 | +209 | 8.33% | Q4 2025 | Jan 26, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,635 | 88 | 0.0% | — | 81 | +2,635 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,586 | 87 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 2,434 | 82 | 0.0% | — | 83 | +2,434 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 2,301 | 77 | 0.0% | 0.0% | 84 | -288 | -11.12% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 2,075 | 69 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 1,897 | 63 | 0.0% | 0.0% | 86 | +148 | 8.46% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,495 | 50 | 0.0% | 0.0% | 87 | +4 | 0.27% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,372 | 46 | 0.0% | 0.0% | 88 | -9 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,305 | 44 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,295 | 43 | 0.0% | 0.0% | 90 | -250 | -16.18% | Q4 2025 | Jan 05, 2026 |
| Concord Wealth Partners | History | No change | 1,141 | 38 | 0.0% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITY HOLDING CO | History | No change | 1,042 | 35 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,000 | 33 | 0.0% | — | 93 | +1,000 | New | Q4 2025 | Jan 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 901 | 30 | 0.0% | 0.0% | 94 | -177 | -16.42% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 807 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 729 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 537 | 18 | 0.0% | 0.0% | 98 | +5 | 0.94% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 546 | 18 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 491 | 17 | 0.0% | 0.0% | 99 | -82 | -14.31% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 460 | 15 | 0.0% | — | 101 | +460 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 458 | 15 | 0.0% | 0.0% | 100 | +356 | 349.02% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 446 | 15 | 0.0% | 0.0% | 102 | -38 | -7.85% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 370 | 12 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 289 | 9 | 0.0% | — | 104 | +289 | New | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 248 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quarry LP | History | New | 208 | 7 | 0.0% | — | 107 | +208 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 205 | 7 | 0.0% | — | 106 | +205 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 195 | 6 | 0.0% | 0.0% | 108 | +126 | 182.61% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 140 | 4 | 0.0% | 0.0% | 109 | -8 | -5.41% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | No change | 114 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | New | 83 | 2 | 0.0% | — | 111 | +83 | New | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 77 | 2 | 0.0% | 0.0% | 113 | -68 | -46.9% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 79 | 2 | 0.0% | — | 112 | +51 | 182.14% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 51 | 1 | 0.0% | 0.0% | 116 | -13,191 | -99.61% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 48 | 1 | 0.0% | 0.0% | 117 | -309 | -86.55% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 118 | -151 | -79.89% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 51 | 1 | 0.0% | — | 120 | +32 | 168.42% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | New | 30 | 1 | 0.0% | — | 119 | +30 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 33 | 1 | 0.0% | — | 115 | +14 | 73.68% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -6,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.93% | — | -5,783 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,459 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,143 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,070 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -744 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rialto Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 12, 2026 |
| Bell Investment Advisors, Inc | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |