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Rocket Companies

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$4K
PFBT
202
Parkside Financial Bank & Trust
Missouri
$4K +$1.19K +138 +40%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$3.68K
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$3.68K +$4.32K +500 New
GCM
205
Gables Capital Management
Florida
$3K
Loomis, Sayles & Company
206
Loomis, Sayles & Company
Massachusetts
$3K
SWM
207
Sugarloaf Wealth Management
Georgia
$3K
EI
208
Ellevest Inc
New York
$3K +$3.11K +360 +1,895%
MFT
209
Moisand Fitzgerald Tamayo
Florida
$3K +$3.46K +400 New
RIM
210
Rockbridge Investment Management
New York
$2.21K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$2K
GEA
212
Glen Eagle Advisors
New Jersey
$1.26K
CG
213
Cutler Group
California
$1K -$147K -17,075 -99%
AFS
214
Annapolis Financial Services
Maryland
$1K
CFFP
215
Center for Financial Planning
Michigan
$1K
CA
216
Clearstead Advisors
Ohio
$1K
FWM
217
Focused Wealth Management
New York
$1K
GWMIA
218
Global Wealth Management Investment Advisory
Florida
$1K
HFS
219
Hantz Financial Services
Michigan
$1K
NFSG
220
Newbridge Financial Services Group
Florida
$1K
QCG
221
Quadrant Capital Group
Ohio
$1K +$820 +95 +1,056%
CCM
222
Covington Capital Management
California
$1K +$1.04K +120 New
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.42K +164 New
LFG
224
Larson Financial Group
Missouri
$1K +$1.69K +196 +4,900%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$768 +$601K +69,629 +234%