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Rocket Companies
RKT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
726
Bell Investment Advisors
California
$4.69K +$3.71K +204 +163%
CTWM
727
Cherry Tree Wealth Management
Minnesota
$4.55K – – –
TCM
728
Triumph Capital Management
Colorado
$4.28K – – –
BGAI
729
Bruce G. Allen Investments
Colorado
$4.1K – – –
DMBA
730
Deseret Mutual Benefit Administrators
Utah
$4.03K +$5.15K +283 New
LB
731
Legacy Bridge
Iowa
$3.92K – – –
TM
732
Torren Management
California
$3.92K – – –
AFC
733
Ares Financial Consulting
California
$3.61K – – –
RFP
734
Root Financial Partners
California
$3.26K +$2.37K +130 +131%
QWM
735
Quaker Wealth Management
New Jersey
$3.13K -$36 -2 -0.9%
MFT
736
Moisand Fitzgerald Tamayo
Florida
$2.85K -$3.64K -200 -50%
CBT
737
Crews Bank & Trust
Florida
$2.85K – – –
NFSG
738
Newbridge Financial Services Group
Florida
$2.85K – – –
SA
739
Scarborough Advisors
Maryland
$2.85K – – –
MAM
740
Meeder Asset Management
Ohio
$2.79K +$164 +9 +5%
EP
741
Essential Partners
California
$2.78K +$3.15K +173 +786%
RTL
742
Red Tortoise LLC
Georgia
$2.64K – – –
KFP
743
Kerr Financial Planning
California
$2.6K +$455 +25 +313%
CFO
744
CVA Family Office
Colorado
$2.59K -$728 -40 -18%
CPG
745
Cornerstone Planning Group
New Jersey
$2.51K +$1.35K +74 +71%
EB
746
Eastern Bank
Massachusetts
$2.51K – – –
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$2.49K – – –
CT
748
Colonial Trust
South Carolina
$2.46K +$3.15K +173 New
GEA
749
Glen Eagle Advisors
New Jersey
$2.45K – – –
HWM
750
HighMark Wealth Management
Minnesota
$2.37K +$3.02K +166 New
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30
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