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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
301
Elkhorn Partners
Nebraska
– -$30K -1,500 Closed
FCH
302
Freestone Capital Holdings
Washington
– -$30.3K -1,500 Closed
IA
303
Inspire Advisors
Idaho
– -$20K -1,000 Closed
BWA
304
BDO Wealth Advisors
Florida
– -$15K -745 Closed
SIM
305
Sonora Investment Management
Arizona
– -$14K -700 Closed
SIAG
306
Signet Investment Advisory Group
Rhode Island
– -$12K -600 Closed
CWAF
307
Core Wealth Advisors (Florida)
Florida
– -$9K -450 Closed
PAI
308
Pittenger & Anderson Inc
Nebraska
– -$8K -400 Closed
CWA
309
Carolina Wealth Advisors
South Carolina
– -$4K -200 Closed
PCG
310
Private Capital Group
Connecticut
– -$4K -194 Closed
EIM
311
Essex Investment Management
Massachusetts
– -$2K -120 Closed
CFD
312
Creative Financial Designs
Indiana
– -$2K -103 Closed
PS
313
Planned Solutions
California
– -$2K -100 Closed
SSB
314
Sandy Spring Bank
Maryland
– -$2K -100 Closed
PFO
315
Pathstone Family Office
New Jersey
– -$2K -75 Closed
BFC
316
Bedel Financial Consulting
Indiana
– -$1K -54 Closed
TFA
317
Toth Financial Advisory
Virginia
– -$1K -50 Closed
CFO
318
CVA Family Office
Colorado
– +$67 +3 New
TFO
319
Tarbox Family Office
California
– +$112 +5 New
MF
320
Manchester Financial
California
– +$224 +10 New
BCA
321
Berman Capital Advisors
Georgia
– +$425 +19 New
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