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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$80.3K +$23.5K +1,629 +47%
WBC
627
Westpac Banking Corp
Australia
$79.9K +$32.2K +2,235 +79%
SIC
628
Salem Investment Counselors
North Carolina
$78.8K -$7.21K -500 -9%
VNA
629
Valley National Advisers
Pennsylvania
$77.8K – – –
HNB
630
Hilltop National Bank
Wyoming
$77.4K +$70.7K +4,904 +44,582%
SWM
631
Spire Wealth Management
Virginia
$73.7K -$10.2K -706 -13%
VSQM
632
V-Square Quantitative Management
Illinois
$71.1K +$10.2K +709 +19%
QL
633
Quarry LP
New York
$70.8K +$59.5K +4,128 +1,116%
BTI
634
Blue Trust Inc
Georgia
$69.6K – – –
JFA
635
JNBA Financial Advisors
Minnesota
$67.6K – – –
VC
636
Vestor Capital
Illinois
$60K -$82.1K -5,695 -42%
SSG
637
Summit Securities Group
New York
$59.9K -$5.9K -409 -10%
DFA
638
DHJJ Financial Advisors
Illinois
$57.8K – – –
BCWM
639
Bartlett & Co Wealth Management
Ohio
$55.5K – – –
MWA
640
Miller Wealth Advisors
Colorado
$54.7K – – –
BBHC
641
Brown Brothers Harriman & Co
New York
$45.9K – – –
WIM
642
Westside Investment Management
California
$45K – – –
BWA
643
Basecamp Wealth Advisors
Washington
$43.8K -$490 -34 -1%
API
644
Asset Planning Inc
California
$43.3K – – –
OP
645
Oslo Pensjonsforsikring
$42.8K +$39.2K +2,718 New
IAS
646
IMA Advisory Services
Colorado
$42.7K +$39.1K +2,711 New
KFAS
647
Keating Financial Advisory Services
Kansas
$41.1K +$4.73K +328 +14%
MG
648
Mather Group
Illinois
$40.6K -$346 -24 -0.9%
FA
649
Fedenia Advisers
Wisconsin
$39.6K +$36.3K +2,515 New
PUI
650
Purpose Unlimited Inc
$39.4K -$15.5K -1,075 -30%
24 25
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