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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
TD Capital Management
Tennessee
$1.04K – – –
BCV
752
Banque Cantonale Vaudoise
Switzerland
$1K -$362K -25,118 -100%
SWM
753
SHP Wealth Management
Massachusetts
$977 -$303 -21 -25%
EC
754
Elequin Capital
New York
$977 -$86 -6 -9%
SIS
755
Strategic Investment Solutions
Illinois
$945 – – –
MA
756
Montag & Associates
Georgia
$885 +$245 +17 +44%
OWP
757
ORG Wealth Partners
Texas
$866 – – –
KFP
758
Kerr Financial Planning
California
$814 -$360 -25 -76%
MCM
759
MV Capital Management
Maryland
$788 -$144 -10 -17%
CCMI
760
Creative Capital Management Investments
California
$756 +$692 +48 New
WAS
761
Winch Advisory Services
Wisconsin
$740 – – –
FC
762
Financial Consulate
Maryland
$725 -$1.43K -99 -68%
AAG
763
Armstrong Advisory Group
Massachusetts
$693 – – –
ACA
764
American Capital Advisory
Idaho
$693 +$231 +16 +57%
BHWM
765
Bay Harbor Wealth Management
Maryland
$693 +$418 +29 +193%
HFS
766
Hughes Financial Services
Virginia
$630 +$375 +26 +186%
MSG
767
Main Street Group
Virginia
$614 – – –
PPC
768
Park Place Capital
Alabama
$567 – – –
SHIM
769
Stone House Investment Management
Pennsylvania
$536 +$490 +34 New
AF
770
Advisornet Financial
Minnesota
$504 +$29 +2 +7%
BWL
771
Bogart Wealth LLC
Virginia
$457 +$389 +27 +1,350%
ADL
772
Asset Dedication LLC
California
$410 – – –
NL
773
NorthAvenue LLC
Ohio
$410 – – –
KG
774
Kilter Group
New York
$378 +$231 +16 +200%
DCM
775
Davis Capital Management
Florida
$378 +$346 +24 New