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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Bleakley Financial Group
New Jersey
– -$196K -10,229 Closed
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
– -$193K -10,220 Closed
QL
303
Quarry LP
New York
– -$59.1K -3,082 Closed
CM
304
Caption Management
Oklahoma
– -$47.6K -2,482 Closed
CPA
305
Capital Performance Advisors
California
– -$38.6K -2,011 Closed
NSIM
306
North Star Investment Management
Illinois
– -$9.6K -500 Closed
IAIM
307
International Assets Investment Management
Florida
– -$7.38K -384 Closed
Simplex Trading
308
Simplex Trading
Illinois
– -$5.6K -376 Closed
Optiver Holding
309
Optiver Holding
Netherlands
– -$5.2K -271 Closed
BWM
310
Bullock Wealth Management
Indiana
– -$5.01K -260 Closed
CIAS
311
CBIZ Investment Advisory Services
Ohio
– -$4.2K -219 Closed
JPWM
312
Jamison Private Wealth Management
Georgia
– -$3.84K -200 Closed
PA
313
PSI Advisors
Florida
– -$3.84K -200 Closed
TWD
314
True Wealth Design
Ohio
– -$3.72K -194 Closed
S
315
Sachetta
Massachusetts
– -$2.09K -109 Closed
SFA
316
Semmax Financial Advisors
North Carolina
– -$1.14K -73 Closed
AssetMark Inc
317
AssetMark Inc
California
– -$249 -13 Closed
CA
318
Claris Advisors
Missouri
– -$19 -1 Closed
HWM
319
Hemington Wealth Management
Virginia
– -$15 -1 -5%
C
320
Covestor
United Kingdom
– +$238 +16 +114%