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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$321K – – –
TL
502
Tradewinds LLC
North Carolina
$317K +$451K +31,306 New
EWA
503
EverSource Wealth Advisors
Alabama
$312K -$145K -10,081 -34%
TDC
504
Thompson Davis & Co
Virginia
$302K +$44K +3,050 +19%
RA
505
RFG Advisory
Alabama
$302K +$9.13K +633 +3%
PAM
506
Panagora Asset Management
Massachusetts
$301K – – –
KeyBank National Association
507
KeyBank National Association
Ohio
$300K -$13.1K -908 -5%
LFP
508
Lakeshore Financial Planning
Michigan
$296K +$271K +18,777 New
CFM
509
Capricorn Fund Managers
United Kingdom
$293K -$21.2K -1,474 -7%
KWM
510
Keebeck Wealth Management
Illinois
$292K -$26.1K -1,812 -9%
NW
511
NewEdge Wealth
Pennsylvania
$284K +$51.8K +3,595 +25%
Belvedere Trading
512
Belvedere Trading
Illinois
$284K +$153K +10,618 +143%
OFG
513
Oxford Financial Group
Indiana
$284K – – –
MCM
514
MAI Capital Management
Ohio
$283K +$118K +8,219 +84%
Nomura Holdings
515
Nomura Holdings
Japan
$283K -$356K -24,682 -58%
VC
516
VarCov Co
Connecticut
$280K +$256K +17,778 New
AWA
517
Arkadios Wealth Advisors
Georgia
$280K +$23.4K +1,625 +10%
JWCA
518
J.W. Cole Advisors
Florida
$279K +$256K +17,728 New
BPA
519
Beacon Pointe Advisors
California
$279K -$146K -10,146 -36%
ACA
520
Aptus Capital Advisors
Alabama
$278K -$310K -21,511 -55%
GT
521
Greenleaf Trust
Michigan
$275K -$16K -1,108 -6%
LCS
522
Levin Capital Strategies
New York
$274K -$14.5K -1,006 -5%
TWM
523
Trueblood Wealth Management
Ohio
$271K – – –
PFPG
524
Pinnacle Financial Partners (Georgia)
Georgia
$266K -$39.8K -2,762 -14%
AWM
525
Axxcess Wealth Management
California
$264K +$242K +16,780 New