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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
MV Capital Management
Maryland
$2.56K -$161 -9 -6%
GFA
727
Godfrey Financial Associates
New York
$2.56K +$2.36K +132 New
BIA
728
Bell Investment Advisors
California
$2.42K +$2.23K +125 New
CH
729
Cromwell Holdings
Wyoming
$2.34K +$2.16K +121 New
CPG
730
Cornerstone Planning Group
New Jersey
$2.16K +$1.66K +93 +845%
TWD
731
True Wealth Design
Ohio
$2.15K +$787 +44 +66%
FC
732
Financial Consulate
Maryland
$2.15K +$1.99K +111 New
HPC
733
HM Payson & Co
Maine
$2.13K +$1.97K +110 New
NL
734
NVWM LLC
Pennsylvania
$2.03K – – –
GWM
735
Greenline Wealth Management
Florida
$2K +$1.86K +104 New
CAM
736
Clarity Asset Management
Iowa
$1.94K -$89 -5 -5%
GSWM
737
Golden State Wealth Management
California
$1.94K – – –
MO
738
McMillan Office
Michigan
$1.94K +$1.79K +100 New
RFP
739
Root Financial Partners
California
$1.92K +$644 +36 +57%
AGWCA
740
Annis Gardner Whiting Capital Advisors
Florida
$1.92K +$1.77K +99 New
AP
741
Aspect Partners
Virginia
$1.82K – – –
RWM
742
Rialto Wealth Management
New York
$1.55K +$787 +44 +122%
GWSA
743
Global Wealth Strategies & Associates
Colorado
$1.41K – – –
TCM
744
TD Capital Management
Tennessee
$1.28K +$1.18K +66 New
SIS
745
Strategic Investment Solutions
Illinois
$1.16K -$8.94K -500 -89%
CFM
746
Cornerstone Financial Management
Massachusetts
$1.16K +$1.07K +60 New
GIA
747
GHP Investment Advisors
Colorado
$1.1K – – –
AF
748
Advisornet Financial
Minnesota
$1.08K +$465 +26 +87%
OWP
749
ORG Wealth Partners
Texas
$1.06K +$983 +55 New
BWM
750
Bullock Wealth Management
Indiana
$1.01K +$930 +52 New
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30
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