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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
676
Acumen Wealth Advisors
Tennessee
$17.3K -$3.81K -264 -19%
SNB
677
Security National Bank
Nebraska
$15.8K +$2.35K +163 +19%
HHGA
678
Halbert Hargrove Global Advisors
California
$14.5K – – –
MSWA
679
Marshall & Sterling Wealth Advisors
New York
$13.7K +$1.11K +77 +10%
PWMA
680
Pension & Wealth Management Advisors
Massachusetts
$13.4K +$12.3K +850 New
GXJ
681
Global X Japan
Japan
$13.4K +$12.2K +849 New
PWAM
682
Private Wealth Asset Management
Iowa
$13.2K – – –
PB
683
Pinnacle Bancorp
Nebraska
$13.1K -$2.16K -150 -15%
BFS
684
Bare Financial Services
Pennsylvania
$11.9K +$778 +54 +8%
TWD
685
True Wealth Design
Ohio
$11.9K +$9.08K +630 +492%
SC
686
Solstein Capital
California
$11.7K -$2.74K -190 -20%
QWM
687
Quaker Wealth Management
New Jersey
$11.5K +$7.34K +509 +231%
AUB
688
Atlantic Union Bankshares
Virginia
$10.6K – – –
C
689
Covestor
United Kingdom
$10K +$908 +63 +11%
HPBT
690
Hickory Point Bank & Trust
Illinois
$9.45K – – –
UFPG
691
United Financial Planning Group
New York
$9.29K – – –
CIAM
692
Caitong International Asset Management
Hong Kong
$9.04K -$49.2K -3,414 -86%
RF
693
Rossby Financial
Florida
$9.03K -$3.04K -211 -27%
AW
694
Avion Wealth
Texas
$9K +$1.02K +71 +13%
FFO
695
Fortitude Family Office
Arizona
$8.74K +$692 +48 +9%
NS
696
NBC Securities
Alabama
$8.21K +$577 +40 +8%
MMCM
697
Murphy & Mullick Capital Management
New York
$7.88K – – –
APFP
698
Action Point Financial Planning
Michigan
$7.86K +$7.24K +502 New
GBT
699
Grove Bank & Trust
Florida
$6.98K -$4.97K -345 -44%
SGFG
700
Silver Grove Financial Group
New York
$6.5K +$5.95K +413 New
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