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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$17K – – –
NFG
202
Next Financial Group
Texas
$17K – – –
WIM
203
Westside Investment Management
California
$15.9K – – –
HNB
204
Huntington National Bank
Ohio
$15K +$16 +1 +0.1%
US Bancorp
205
US Bancorp
Minnesota
$14K – – –
ZIG
206
Zullo Investment Group
Pennsylvania
$14K +$15.9K +1,000 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$9K +$10.2K +638 New
GWM
208
Geneos Wealth Management
Colorado
$7K -$20.1K -1,265 -71%
JWA
209
JFS Wealth Advisors
Pennsylvania
$7K – – –
NSIM
210
North Star Investment Management
Illinois
$7K – – –
TCM
211
Tradewinds Capital Management
Washington
$7K – – –
GCM
212
Gables Capital Management
Florida
$6K – – –
MFT
213
Moisand Fitzgerald Tamayo
Florida
$6K – – –
HCP
214
Hexagon Capital Partners
Arkansas
$5K – – –
SWM
215
Sugarloaf Wealth Management
Georgia
$5K – – –
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5.89K +370 New
AF
217
Allworth Financial
California
$4K -$4.78K -300 -50%
AF
218
Advisornet Financial
Minnesota
$4K – – –
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
LWA
220
Lenox Wealth Advisors
New York
$4K – – –
GWSG
221
GPS Wealth Strategies Group
Colorado
$3K -$1.5K -94 -30%
AFS
222
Annapolis Financial Services
Maryland
$3K – – –
EVM
223
Eaton Vance Management
Massachusetts
$3K – – –
NFSG
224
Newbridge Financial Services Group
Florida
$3K – – –
CSB
225
City State Bank
Iowa
$3K +$3.19K +200 New