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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sugarloaf Wealth Management
Georgia
$6K
MAM
202
McCarthy Asset Management
California
$5K -$6.78K -388 -56%
FWM
203
Focused Wealth Management
New York
$5K
GWSG
204
GPS Wealth Strategies Group
Colorado
$5K
HCP
205
Hexagon Capital Partners
Arkansas
$5K
LWA
206
Lenox Wealth Advisors
New York
$5K
KIG
207
Kowal Investment Group
Wisconsin
$5K +$5.03K +288 New
AF
208
Advisornet Financial
Minnesota
$4K -$7.87K -450 -64%
BFC
209
Bedel Financial Consulting
Indiana
$4K -$3.93K -225 -48%
PA
210
Parallel Advisors
California
$4K +$2.45K +140 +127%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.37K +250 New
AFS
212
Annapolis Financial Services
Maryland
$3K
ADL
213
Asset Dedication LLC
California
$3K
NFSG
214
Newbridge Financial Services Group
Florida
$3K
SFPG
215
Stonebridge Financial Planning Group
Florida
$3K
GEA
216
Glen Eagle Advisors
New Jersey
$2.52K
GWMIA
217
Global Wealth Management Investment Advisory
Florida
$2K
MA
218
MCF Advisors
Kentucky
$2K
NL
219
NVWM LLC
Pennsylvania
$2K
OIA
220
Optimum Investment Advisors
Illinois
$2K
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$2K +$35 +2 New
EI
222
Ellevest Inc
New York
$2K +$1.73K +99 New
CFA
223
Cahill Financial Advisors
Minnesota
$2K +$2.53K +145 New
Walleye Capital
224
Walleye Capital
New York
$1.81K +$1.98M +113,050 New
QCG
225
Quadrant Capital Group
Ohio
$1K -$419 -24 -43%