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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
201
Hexagon Capital Partners
Arkansas
$6K -$89K -4,400 -93%
GWSG
202
GPS Wealth Strategies Group
Colorado
$6K -$810 -40 -11%
AF
203
Allworth Financial
California
$6K
LWA
204
Lenox Wealth Advisors
New York
$6K
FWM
205
Focused Wealth Management
New York
$6K +$364 +18 +7%
EVM
206
Eaton Vance Management
Massachusetts
$4K -$49K -2,422 -92%
NFSG
207
Newbridge Financial Services Group
Florida
$4K
TIM
208
Tortoise Investment Management
New York
$4K
AFS
209
Annapolis Financial Services
Maryland
$4K +$2.02K +100 +100%
TF
210
TimeScale Financial
Massachusetts
$4K +$4.05K +200 New
GEA
211
Glen Eagle Advisors
New Jersey
$3.04K
GWMIA
212
Global Wealth Management Investment Advisory
Florida
$3K
MA
213
MCF Advisors
Kentucky
$3K
SFPG
214
Stonebridge Financial Planning Group
Florida
$3K
ADL
215
Asset Dedication LLC
California
$3K +$971 +48 +46%
AWA
216
Arkadios Wealth Advisors
Georgia
$2K
MAM
217
Meeder Asset Management
Ohio
$2K
NL
218
NVWM LLC
Pennsylvania
$2K
OIA
219
Optimum Investment Advisors
Illinois
$2K
PA
220
Parallel Advisors
California
$2K +$2.23K +110 New
CI
221
CX Institutional
Indiana
$1K -$1.44K -71 -50%
CFA
222
Carroll Financial Associates
North Carolina
$1K
CA
223
Centerpoint Advisors
Massachusetts
$1K
EWM
224
Edge Wealth Management
New York
$1K
JCM
225
Jacobi Capital Management
Pennsylvania
$1K