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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
Westside Investment Management
California
$23.1K +$22.6K +1,009 +336%
US Bancorp
202
US Bancorp
Minnesota
$23K +$20.5K +917 +1,105%
AWC
203
Abundance Wealth Counselors
Pennsylvania
$23K +$22.4K +1,000 New
EW
204
Evoke Wealth
California
$23K +$22.4K +1,000 New
FCA
205
FinTrust Capital Advisors
South Carolina
$23K +$22.4K +1,000 New
SPIA
206
Steward Partners Investment Advisory
New York
$22.4K -$42.6K -1,906 -66%
SFS
207
Sowell Financial Services
Arkansas
$22K -$146K -6,538 -85%
AWM
208
Accel Wealth Management
Iowa
$19K +$18.6K +831 New
BBHC
209
Brown Brothers Harriman & Co
New York
$17K +$16.3K +729 New
MAM
210
McCarthy Asset Management
California
$16K – – –
1IA
211
1834 Investment Advisors
Wisconsin
$14K +$2.24K +100 +20%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$13K -$170K -7,622 -93%
BC
213
Bartlett & Co
Ohio
$12K – – –
NSIM
214
North Star Investment Management
Illinois
$12K – – –
AF
215
Advisornet Financial
Minnesota
$12K +$8.94K +400 +400%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$11.5K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
MFT
218
Moisand Fitzgerald Tamayo
Florida
$9K +$3.35K +150 +60%
SWM
219
Sugarloaf Wealth Management
Georgia
$8K -$8.94K -400 -53%
FF
220
FourThought Financial
Florida
$8K -$8.34K -373 -52%
GWSG
221
GPS Wealth Strategies Group
Colorado
$8K +$7.92K +354 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$7K -$30.5M -1,366,152 -100%
AF
223
Allworth Financial
California
$7K – – –
APWM
224
Atlas Private Wealth Management
New York
$7K – – –
CAL
225
Capital Analysts LLC
Pennsylvania
$7K +$6.6K +295 New