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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$73.7K -$10.2K -706 -13%
VSQM
627
V-Square Quantitative Management
Illinois
$71.1K +$10.2K +709 +19%
QL
628
Quarry LP
New York
$70.8K +$59.5K +4,128 +1,116%
BTI
629
Blue Trust Inc
Georgia
$69.6K – – –
JFA
630
JNBA Financial Advisors
Minnesota
$67.6K – – –
SSG
631
Summit Securities Group
New York
$59.9K -$5.9K -409 -10%
DFA
632
DHJJ Financial Advisors
Illinois
$57.8K – – –
BCWM
633
Bartlett & Co Wealth Management
Ohio
$55.5K – – –
MWA
634
Miller Wealth Advisors
Colorado
$54.7K – – –
BBHC
635
Brown Brothers Harriman & Co
New York
$45.9K – – –
WIM
636
Westside Investment Management
California
$45K – – –
BWA
637
Basecamp Wealth Advisors
Washington
$43.8K -$490 -34 -1%
API
638
Asset Planning Inc
California
$43.3K – – –
OP
639
Oslo Pensjonsforsikring
$42.8K +$39.2K +2,718 New
IAS
640
IMA Advisory Services
Colorado
$42.7K +$39.1K +2,711 New
KFAS
641
Keating Financial Advisory Services
Kansas
$41.1K +$4.73K +328 +14%
MG
642
Mather Group
Illinois
$40.6K -$346 -24 -0.9%
FA
643
Fedenia Advisers
Wisconsin
$39.6K +$36.3K +2,515 New
PUI
644
Purpose Unlimited Inc
$39.4K -$15.5K -1,075 -30%
CAL
645
Capital Advisors Ltd
Ohio
$39K – – –
OCWP
646
Owl Creek Wealth Partners
Colorado
$38.9K +$24.2K +1,680 +212%
NFSG
647
Newbridge Financial Services Group
Florida
$37.8K +$31.7K +2,200 +1,100%
SGK
648
Steigerwald Gordon & Koch
Virginia
$34.6K – – –
CCWM
649
Cassaday & Co Wealth Management
Virginia
$33.4K -$4.2K -291 -12%
TRCT
650
Tower Research Capital (TRC)
New York
$33.2K -$303K -21,004 -91%
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