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Rocket Companies

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