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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
701
Bradley & Co Private Wealth Management
Florida
$6.74K – – –
CTWM
702
Cherry Tree Wealth Management
Minnesota
$6.18K +$5.7K +319 New
PWA
703
Physician Wealth Advisors
Utah
$6.08K +$3.67K +205 +188%
GA
704
GoalVest Advisory
New York
$6.08K +$5.61K +314 New
TCM
705
Triumph Capital Management
Colorado
$5.81K +$5.36K +300 New
TCOV
706
Trust Company of Vermont
Vermont
$5.69K – – –
BGAI
707
Bruce G. Allen Investments
Colorado
$5.58K – – –
LB
708
Legacy Bridge
Iowa
$5.32K – – –
TM
709
Torren Management
California
$5.32K +$4.92K +275 New
AFC
710
Ares Financial Consulting
California
$4.84K +$4.47K +250 New
CFO
711
CVA Family Office
Colorado
$4.3K +$2.58K +144 +185%
QWM
712
Quaker Wealth Management
New Jersey
$4.3K +$3.97K +222 New
NFSG
713
Newbridge Financial Services Group
Florida
$3.87K -$31.3K -1,750 -90%
SA
714
Scarborough Advisors
Maryland
$3.87K – – –
CBT
715
Crews Bank & Trust
Florida
$3.87K +$3.58K +200 New
RIL
716
Rothschild Investment LLC
Illinois
$3.72K +$1.25K +70 +57%
TFA
717
Transamerica Financial Advisors
Florida
$3.68K +$3.4K +190 New
MAM
718
Meeder Asset Management
Ohio
$3.62K +$3.34K +187 New
RTL
719
Red Tortoise LLC
Georgia
$3.58K – – –
EB
720
Eastern Bank
Massachusetts
$3.41K +$3.15K +176 New
TPBG
721
Turning Point Benefit Group
Maryland
$3.41K +$3.15K +176 New
LWMI
722
Legacy Wealth Management (Idaho)
Idaho
$3.39K +$3.13K +175 New
GEA
723
Glen Eagle Advisors
New Jersey
$3.33K – – –
UB
724
UMB Bank
Missouri
$3.16K +$2.91K +163 New
KG
725
Kilter Group
New York
$2.77K +$2.54K +142 +14,200%
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