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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
476
Jasper Ridge Partners
California
$387K – – –
FWIA
477
Fort Washington Investment Advisors
Ohio
$382K – – –
FA
478
Fullerton Advisors
California
$380K -$43.4K -3,008 -11%
FWM
479
FLP Wealth Management
Arkansas
$377K +$14K +968 +4%
IFWM
480
Institute for Wealth Management
Colorado
$375K – – –
LCM
481
Landscape Capital Management
New Jersey
$373K +$29.2K +2,026 +9%
TCA
482
Transcend Capital Advisors
New Jersey
$366K +$108K +7,493 +48%
KFA
483
Kelleher Financial Advisors
New York
$364K +$333K +23,125 New
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$359K – – –
AHL
485
Abel Hall LLC
Louisiana
$358K -$81K -5,622 -20%
CH
486
Canton Hathaway
Rhode Island
$351K -$2.07M -143,580 -87%
DC
487
Davenport & Co
Virginia
$349K +$115K +7,985 +56%
MG
488
Marex Group
$347K -$1.56M -108,088 -83%
WWM
489
Whalen Wealth Management
Nevada
$346K -$251K -17,430 -44%
UM
490
UniSuper Management
Australia
$343K +$40.4K +2,800 +15%
RWM
491
Ritholtz Wealth Management
New York
$343K +$14.8K +1,024 +5%
CAAS
492
Capital Asset Advisory Services
Michigan
$341K +$312K +21,668 New
BCI
493
Brinker Capital Investments
Pennsylvania
$338K +$131K +9,069 +73%
PCM
494
Penserra Capital Management
California
$338K +$41.4K +2,870 +15%
UCFA
495
United Capital Financial Advisors
Texas
$328K -$60.7K -4,213 -17%
TE
496
Tema ETFs
New York
$327K -$50.1K -3,477 -14%
TI
497
Tidal Investments
Wisconsin
$327K -$50.1K -3,477 -14%
SO
498
STRS Ohio
Ohio
$324K -$850K -58,935 -74%
VI
499
Vestcor Inc
New Brunswick, Canada
$323K – – –
VFA
500
Valeo Financial Advisors
Indiana
$322K +$11.9K +823 +4%
18 19
20
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