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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
BWM
353
Bullock Wealth Management
Indiana
$1.14K +$1.02K +79 New
PWA
354
Physician Wealth Advisors
Utah
$1.11K +$1.01K +78 New
CFO
355
CVA Family Office
Colorado
$1.11K +$493 +38 +95%
HFS
356
Hantz Financial Services
Michigan
$1K – – –
TWD
357
True Wealth Design
Ohio
$951 +$843 +65 +3,250%
RIL
358
Rothschild Investment LLC
Illinois
$851 +$389 +30 +100%
MYIA
359
Mount Yale Investment Advisors
Colorado
$837 +$765 +59 New
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$823 +$752 +58 New
ADL
361
Asset Dedication LLC
California
$681 – – –
MCM
362
MV Capital Management
Maryland
$568 +$39 +3 +8%
W
363
WealthCollab
Washington
$327 – – –
JWA
364
JFS Wealth Advisors
Pennsylvania
$156 -$350 -27 -71%
CFD
365
Creative Financial Designs
Indiana
$142 +$130 +10 New
FDW
366
Fourth Dimension Wealth
Ohio
$57 – – –
AUB
367
Atlantic Union Bankshares
Virginia
$43 +$39 +3 New
BHWM
368
Bay Harbor Wealth Management
Maryland
$28 +$13 +1 +100%
SIC
369
SJS Investment Consulting
Ohio
$15 -$26 -2 -67%
RWM
370
Rialto Wealth Management
New York
$15 +$13 +1 New
PWM
371
Parkworth Wealth Management
California
$14 – – –
HIA
372
HFM Investment Advisors
New Jersey
$14 +$13 +1 New
FGP
373
Freestone Grove Partners
California
– -$34.7M -2,871,272 Closed
CIA
374
Caledonia Investments (Australia)
Australia
– -$24.2M -2,004,152 Closed
ACL
375
Azora Capital LP
Florida
– -$16.1M -1,332,096 Closed
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