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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Rialto Wealth Management
New York
$1.81K +$1.01K +70 +156%
NSIM
727
North Star Investment Management
Illinois
$1.81K +$1.21K +84 +271%
HFS
728
Horizon Financial Services
North Carolina
$1.7K +$1.56K +108 New
NL
729
NVWM LLC
Pennsylvania
$1.65K – – –
CFM
730
Cornerstone Financial Management
Massachusetts
$1.61K +$115 +8 +9%
AIC
731
Archer Investment Corporation
Indiana
$1.57K – – –
MO
732
McMillan Office
Michigan
$1.57K – – –
AIM
733
Axiom Investment Management
New York
$1.57K +$1.44K +100 New
BIA
734
Bell Investment Advisors
California
$1.56K -$3.32K -230 -70%
JWM
735
JPL Wealth Management
Colorado
$1.56K +$404 +28 +39%
MIM
736
Marshall Investment Management
Colorado
$1.42K +$1.3K +90 New
T
737
Tidemark
California
$1.32K – – –
SIC
738
SJS Investment Consulting
Ohio
$1.29K -$6.6K -458 -85%
GIA
739
GHP Investment Advisors
Colorado
$1.25K – – –
JWA
740
JFS Wealth Advisors
Pennsylvania
$1.2K +$130 +9 +13%
CFB
741
Cullen/Frost Bankers
Texas
$1.13K – – –
TCM
742
TD Capital Management
Tennessee
$1.04K – – –
BCV
743
Banque Cantonale Vaudoise
Switzerland
$1K -$362K -25,118 -100%
SWM
744
SHP Wealth Management
Massachusetts
$977 -$303 -21 -25%
EC
745
Elequin Capital
New York
$977 -$86 -6 -9%
SIS
746
Strategic Investment Solutions
Illinois
$945 – – –
MA
747
Montag & Associates
Georgia
$885 +$245 +17 +44%
OWP
748
ORG Wealth Partners
Texas
$866 – – –
KFP
749
Kerr Financial Planning
California
$814 -$360 -25 -76%
MCM
750
MV Capital Management
Maryland
$788 -$144 -10 -17%
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