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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
701
Cherry Tree Wealth Management
Minnesota
$6.18K +$5.7K +319 New
PWA
702
Physician Wealth Advisors
Utah
$6.08K +$3.67K +205 +188%
GA
703
GoalVest Advisory
New York
$6.08K +$5.61K +314 New
TCM
704
Triumph Capital Management
Colorado
$5.81K +$5.36K +300 New
TCOV
705
Trust Company of Vermont
Vermont
$5.69K – – –
BGAI
706
Bruce G. Allen Investments
Colorado
$5.58K – – –
LB
707
Legacy Bridge
Iowa
$5.32K – – –
TM
708
Torren Management
California
$5.32K +$4.92K +275 New
AFC
709
Ares Financial Consulting
California
$4.84K +$4.47K +250 New
CFO
710
CVA Family Office
Colorado
$4.3K +$2.58K +144 +185%
QWM
711
Quaker Wealth Management
New Jersey
$4.3K +$3.97K +222 New
NFSG
712
Newbridge Financial Services Group
Florida
$3.87K -$31.3K -1,750 -90%
SA
713
Scarborough Advisors
Maryland
$3.87K – – –
CBT
714
Crews Bank & Trust
Florida
$3.87K +$3.58K +200 New
RIL
715
Rothschild Investment LLC
Illinois
$3.72K +$1.25K +70 +57%
TFA
716
Transamerica Financial Advisors
Florida
$3.68K +$3.4K +190 New
MAM
717
Meeder Asset Management
Ohio
$3.62K +$3.34K +187 New
RTL
718
Red Tortoise LLC
Georgia
$3.58K – – –
EB
719
Eastern Bank
Massachusetts
$3.41K +$3.15K +176 New
TPBG
720
Turning Point Benefit Group
Maryland
$3.41K +$3.15K +176 New
LWMI
721
Legacy Wealth Management (Idaho)
Idaho
$3.39K +$3.13K +175 New
GEA
722
Glen Eagle Advisors
New Jersey
$3.33K – – –
UB
723
UMB Bank
Missouri
$3.16K +$2.91K +163 New
KG
724
Kilter Group
New York
$2.77K +$2.54K +142 +14,200%
MCM
725
MV Capital Management
Maryland
$2.56K -$161 -9 -6%
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