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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
201
Abundance Wealth Counselors
Pennsylvania
$23K +$22.4K +1,000 New
EW
202
Evoke Wealth
California
$23K +$22.4K +1,000 New
FCA
203
FinTrust Capital Advisors
South Carolina
$23K +$22.4K +1,000 New
SPIA
204
Steward Partners Investment Advisory
New York
$22.4K -$42.6K -1,906 -66%
SFS
205
Sowell Financial Services
Arkansas
$22K -$146K -6,538 -85%
AWM
206
Accel Wealth Management
Iowa
$19K +$18.6K +831 New
MAM
207
McCarthy Asset Management
California
$16K
1IA
208
1834 Investment Advisors
Wisconsin
$14K +$2.24K +100 +20%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$13K -$170K -7,622 -93%
BC
210
Bartlett & Co
Ohio
$12K
NSIM
211
North Star Investment Management
Illinois
$12K
AF
212
Advisornet Financial
Minnesota
$12K +$8.94K +400 +400%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$11.5K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$11K
MFT
215
Moisand Fitzgerald Tamayo
Florida
$9K +$3.35K +150 +60%
FF
216
FourThought Financial
Florida
$8K -$8.34K -373 -52%
GWSG
217
GPS Wealth Strategies Group
Colorado
$8K +$7.92K +354 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$7K -$30.5M -1,366,152 -100%
AF
219
Allworth Financial
California
$7K
APWM
220
Atlas Private Wealth Management
New York
$7K
CAL
221
Capital Analysts LLC
Pennsylvania
$7K +$6.6K +295 New
LWA
222
Lenox Wealth Advisors
New York
$7K +$6.71K +300 New
FWM
223
Focused Wealth Management
New York
$6K +$6.04K +270 New
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.77K +$5.59K +250 New
NFSG
225
Newbridge Financial Services Group
Florida
$5K -$52.9K -2,365 -92%