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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
351
Golden State Wealth Management
California
$1.42K – – –
BFS
352
Bare Financial Services
Pennsylvania
$1.19K +$1.09K +84 New
PWA
353
Physician Wealth Advisors
Utah
$1.11K +$1.01K +78 New
CFO
354
CVA Family Office
Colorado
$1.11K +$493 +38 +95%
HFS
355
Hantz Financial Services
Michigan
$1K – – –
TWD
356
True Wealth Design
Ohio
$951 +$843 +65 +3,250%
RIL
357
Rothschild Investment LLC
Illinois
$851 +$389 +30 +100%
MYIA
358
Mount Yale Investment Advisors
Colorado
$837 +$765 +59 New
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$823 +$752 +58 New
ADL
360
Asset Dedication LLC
California
$681 – – –
MCM
361
MV Capital Management
Maryland
$568 +$39 +3 +8%
W
362
WealthCollab
Washington
$327 – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$156 -$350 -27 -71%
CFD
364
Creative Financial Designs
Indiana
$142 +$130 +10 New
FDW
365
Fourth Dimension Wealth
Ohio
$57 – – –
AUB
366
Atlantic Union Bankshares
Virginia
$43 +$39 +3 New
BHWM
367
Bay Harbor Wealth Management
Maryland
$28 +$13 +1 +100%
SIC
368
SJS Investment Consulting
Ohio
$15 -$26 -2 -67%
RWM
369
Rialto Wealth Management
New York
$15 +$13 +1 New
PWM
370
Parkworth Wealth Management
California
$14 – – –
HIA
371
HFM Investment Advisors
New Jersey
$14 +$13 +1 New
FGP
372
Freestone Grove Partners
California
– -$34.7M -2,871,272 Closed
CIA
373
Caledonia Investments (Australia)
Australia
– -$24.2M -2,004,152 Closed
ACL
374
Azora Capital LP
Florida
– -$16.1M -1,332,096 Closed
FBCM
375
Fort Baker Capital Management
California
– -$8.38M -694,138 Closed
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15
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