Eightco Holdings Inc. - ORBS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | History | No change | 15,818,366 | 16,609 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOZAYYX MANAGEMENT LLC | History | No change | 16,438,356 | 11,432 | 11.0% | 11.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 14,067,700 | 9,784 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 13,836,775 | 9,623 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pantera Capital Partners LP | History | No change | 11,178,083 | 7,779 | 7.64% | 7.64% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 5,746,874 | 3,996 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 5,704,479 | 3,967 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIT Capital GmbH | History | No change | 5,210,458 | 3,623 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,999,660 | 2,783 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,945,078 | 2,745 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,893,208 | 2,707 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Galaxy Digital Inc. | History | No change | 3,793,028 | 2,638 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,126,454 | 2,487 | 0.27% | 0.2% | 13 | -253,726 | -10.66% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,877,643 | 2,005 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,610,045 | 1,826 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,110,175 | 1,467 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMCAP International Inc. SPC | History | No change | 2,054,795 | 1,429 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oasis Management Co Ltd. | History | No change | 2,000,000 | 1,391 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,860,439 | 1,293 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,856,166 | 1,291 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,671,174 | 1,162 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,466,720 | 1,020 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,382,474 | 962 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,146,107 | 797 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 1,075,000 | 747 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 892,933 | 621 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 866,434 | 602 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 856,164 | 595 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 856,451 | 595 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 808,420 | 562 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 806,830 | 561 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 547,945 | 381 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 320,000 | 374 | 0.07% | 0.02% | 33 | +160,000 | 100.0% | Q3 2026 | Nov 03, 2026 |
| Cable Car Capital, LP | History | No change | 495,199 | 344 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 423,659 | 294 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 372,643 | 259 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 363,493 | 252 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| XTX Topco Ltd | History | No change | 345,095 | 240 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 325,567 | 226 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 315,728 | 219 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 20,000 | 215 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 300,000 | 208 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 283,050 | 196 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 240,000 | 166 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 229,283 | 159 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 206,200 | 143 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 196,173 | 136 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 110,944 | 129 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Swiss National Bank | History | No change | 163,800 | 113 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 156,950 | 109 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 153,000 | 106 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 150,000 | 104 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 125,935 | 87 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 68,907 | 80 | 0.0% | — | 54 | +68,907 | New | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 91,347 | 63 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 52,000 | 60 | 0.01% | 0.0% | 56 | +2,000 | 4.0% | Q3 2026 | Nov 03, 2026 |
| Shay Capital LLC | History | No change | 82,100 | 57 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 81,500 | 56 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 74,785 | 52 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 45,200 | 52 | 0.03% | 0.02% | 60 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 35,000 | 40 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,836 | 38 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 50,711 | 35 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 51,729 | 35 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,060 | 34 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 28,610 | 33 | 0.0% | 0.0% | 68 | -100,000 | -77.75% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 48,360 | 33 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 48,143 | 33 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 27,500 | 32 | 0.01% | 0.01% | 70 | -20,400 | -42.59% | Q3 2026 | Oct 09, 2026 |
| Point72 Asset Management, L.P. | History | No change | 47,419 | 32 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 45,000 | 31 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 43,581 | 30 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 44,558 | 30 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 42,595 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 41,825 | 29 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,500 | 27 | 0.0% | 0.0% | 77 | -57,500 | -70.99% | Q3 2026 | Oct 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 23,549 | 27 | 0.0% | 0.0% | 78 | -43,816 | -65.04% | Q3 2026 | Oct 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 39,043 | 27 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Added to | 23,007 | 26 | 0.0% | 0.0% | 79 | +474 | 2.1% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,163 | 25 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 36,066 | 25 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ArchPoint Investors | History | No change | 35,000 | 24 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 33,323 | 23 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 18,594 | 21 | 0.0% | — | 84 | +18,593 | 1859300.0% | Q3 2026 | Oct 29, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 27,708 | 19 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 24,747 | 18 | 0.0% | — | 88 | +24,747 | New | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,000 | 18 | 0.0% | 0.0% | 87 | +4,000 | 33.33% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 27,273 | 18 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 24,656 | 17 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 25,000 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 25,419 | 17 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 14,138 | 16 | 0.0% | 0.0% | 92 | +379 | 2.75% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Reduced | 12,952 | 15 | 0.0% | 0.0% | 94 | -39,584 | -75.35% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 21,368 | 15 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,715 | 15 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBA Advisors LLC | History | No change | 13,155 | 15 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 20,000 | 14 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 20,000 | 13 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 19,316 | 13 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 19,500 | 13 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 18,900 | 13 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,657 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterford Advisors, LLC | History | No change | 18,000 | 12 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 10,000 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 16,502 | 11 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LVW Advisors, LLC | History | No change | 10,000 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Belpointe Asset Management LLC | History | No change | 16,000 | 11 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCS Capital Management LLC | History | No change | 15,655 | 10 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,400 | 10 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 13,248 | 9 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 12,000 | 8 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 12,103 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 12,532 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 11,415 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,265 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,265 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 5,169 | 6 | 0.0% | 0.0% | 117 | +43 | 0.84% | Q3 2026 | Oct 16, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 10,000 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,508 | 5 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 5,995 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,500 | 2 | 0.0% | 0.0% | 123 | -4,866 | -66.06% | Q3 2026 | Oct 08, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2,430 | 2 | 0.0% | 0.0% | 122 | -912 | -27.29% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,929 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 1,976 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 2,480 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -118,207 | -100.0% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,154 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,331 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,131 | -100.0% | Q3 2026 | Oct 19, 2026 |
| BXM Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,850 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,225 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -10,600 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,036 | -100.0% | Q3 2026 | Oct 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Essential Partners LLC | History | Reduced | 61 | 0 | — | 0.0% | — | -3,198 | -98.13% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1,322 | -100.0% | Q3 2026 | Oct 13, 2026 |
| McCarley & Cook Financial Planners | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 21, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | — | — | -94 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 226 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 396 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 900 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 870 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |