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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
726
Elevation Wealth Partners
California
$2.76K +$2.52K +175 New
GEA
727
Glen Eagle Advisors
New Jersey
$2.71K – – –
CA
728
Continuum Advisory
Idaho
$2.5K +$2.29K +159 New
CPG
729
Cornerstone Planning Group
New Jersey
$2.39K – – –
FDW
730
Fourth Dimension Wealth
Ohio
$2.21K +$1.96K +136 +3,400%
AG
731
AmeriFlex Group
Nevada
$2.17K +$1.99K +138 New
GFA
732
Godfrey Financial Associates
New York
$2.08K – – –
RWM
733
Rialto Wealth Management
New York
$1.81K +$1.01K +70 +156%
NSIM
734
North Star Investment Management
Illinois
$1.81K +$1.21K +84 +271%
HFS
735
Horizon Financial Services
North Carolina
$1.7K +$1.56K +108 New
NL
736
NVWM LLC
Pennsylvania
$1.65K – – –
AIM
737
Anchor Investment Management
South Carolina
$1.64K +$1.5K +104 New
CFM
738
Cornerstone Financial Management
Massachusetts
$1.61K +$115 +8 +9%
AIC
739
Archer Investment Corporation
Indiana
$1.57K – – –
MO
740
McMillan Office
Michigan
$1.57K – – –
AIM
741
Axiom Investment Management
New York
$1.57K +$1.44K +100 New
BIA
742
Bell Investment Advisors
California
$1.56K -$3.32K -230 -70%
JWM
743
JPL Wealth Management
Colorado
$1.56K +$404 +28 +39%
MIM
744
Marshall Investment Management
Colorado
$1.42K +$1.3K +90 New
T
745
Tidemark
California
$1.32K – – –
SIC
746
SJS Investment Consulting
Ohio
$1.29K -$6.6K -458 -85%
GIA
747
GHP Investment Advisors
Colorado
$1.25K – – –
JWA
748
JFS Wealth Advisors
Pennsylvania
$1.2K +$130 +9 +13%
CFB
749
Cullen/Frost Bankers
Texas
$1.13K – – –
SVCP
750
Silicon Valley Capital Partners
California
$1.04K – – –
28 29
30
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