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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
451
LRI Investments
Florida
$4.96K +$4.46K +256 New
PPA
452
Painted Porch Advisors
California
$4.69K +$4.22K +242 New
SA
453
Scarborough Advisors
Maryland
$3.88K – – –
GBT
454
Grove Bank & Trust
Florida
$3.82K +$3.44K +197 New
RTL
455
Red Tortoise LLC
Georgia
$3.58K – – –
GEA
456
Glen Eagle Advisors
New Jersey
$3.33K -$69.8K -4,000 -96%
HFS
457
Hantz Financial Services
Michigan
$3K +$2.09K +120 +222%
BFS
458
Bare Financial Services
Pennsylvania
$2.77K +$1.03K +59 +70%
MCM
459
MV Capital Management
Maryland
$2.73K +$1.76K +101 +253%
RIL
460
Rothschild Investment LLC
Illinois
$2.36K +$1.08K +62 +103%
CT
461
Clearstead Trust
Maine
$2.31K +$2.08K +119 New
PWA
462
Physician Wealth Advisors
Utah
$2.11K +$541 +31 +40%
CAM
463
Clarity Asset Management
Iowa
$2.04K +$1.83K +105 New
NL
464
NVWM LLC
Pennsylvania
$2.04K +$1.83K +105 New
GSWM
465
Golden State Wealth Management
California
$1.94K – – –
AIC
466
Archer Investment Corporation
Indiana
$1.94K +$1.74K +100 New
AP
467
Aspect Partners
Virginia
$1.82K +$1.64K +94 New
CFO
468
CVA Family Office
Colorado
$1.51K – – –
GWSA
469
Global Wealth Strategies & Associates
Colorado
$1.42K +$1.27K +73 New
JWM
470
JPL Wealth Management
Colorado
$1.38K +$1.24K +71 New
TWD
471
True Wealth Design
Ohio
$1.3K – – –
ACM
472
Anfield Capital Management
California
$1.24K +$1.12K +64 New
RFP
473
Root Financial Partners
California
$1.22K +$1.1K +63 New
SC
474
Stephens Consulting
Michigan
$1.16K -$5.02K -288 -83%
SIS
475
Strategic Investment Solutions
Illinois
$1.16K +$9.77K +560 New
17 18
19
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