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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$106K +$66.9K +3,741 +218%
VNA
627
Valley National Advisers
Pennsylvania
$95K – – –
BCV
628
Banque Cantonale Vaudoise
Switzerland
$91K +$83.9K +4,694 +469,400%
BTI
629
Blue Trust Inc
Georgia
$87.5K +$80.3K +4,491 +16,039%
TFM
630
TFC Financial Management
Massachusetts
$83.6K +$197 +11 +0.3%
JFA
631
JNBA Financial Advisors
Minnesota
$83.1K +$76.7K +4,290 New
CVM
632
Cheviot Value Management
California
$81.1K +$26.8K +1,500 +62%
LFG
633
Larson Financial Group
Missouri
$80.5K +$4.51K +252 +6%
LSA
634
Leonteq Securities AG
Switzerland
$71.5K +$66K +3,693 New
DFA
635
DHJJ Financial Advisors
Illinois
$71K – – –
PFO
636
Pioneer Family Office
Florida
$70.3K +$64.9K +3,630 New
CA
637
CoreCap Advisors
Michigan
$68.3K -$22.4K -1,250 -26%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$68.2K +$54.1K +3,025 +605%
MWA
639
Miller Wealth Advisors
Colorado
$67.3K +$32.6K +1,825 +111%
VSQM
640
V-Square Quantitative Management
Illinois
$65.2K +$60.2K +3,368 New
GWM
641
Geneos Wealth Management
Colorado
$61.4K +$21.8K +1,217 +62%
FHC
642
First Horizon Corporation
Tennessee
$59.2K +$41.6K +2,327 +319%
WIM
643
Westside Investment Management
California
$56.9K +$51.1K +2,860 New
BBHC
644
Brown Brothers Harriman & Co
New York
$56.4K +$51.2K +2,865 +5,730%
CIAM
645
Caitong International Asset Management
Hong Kong
$55.8K -$19.8K -1,110 -28%
OP
646
ORG Partners
Indiana
$55.3K +$9.3K +520 +22%
WBC
647
Westpac Banking Corp
Australia
$55K – – –
API
648
Asset Planning Inc
California
$53.2K +$49.2K +2,750 New
BWA
649
Basecamp Wealth Advisors
Washington
$53.2K +$49.1K +2,746 New
MCM
650
MAI Capital Management
Ohio
$53K +$1.61K +90 +3%
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