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Rocket Lab Corp
RKLB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
Orion Capital Management
California
$1.47K – – –
SC
802
SouthState Corp
Florida
$1.4K +$287 +5 +33%
FCAS
803
First Command Advisory Services
Texas
$1.4K +$1.15K +20 New
SEP
804
Signature Equity Partners
Ohio
$1.4K +$1.15K +20 New
PMIM
805
Prudent Man Investment Management
Colorado
$1.33K +$1.09K +19 New
LI
806
LRI Investments
Florida
$1.26K +$1.03K +18 New
CHC
807
City Holding Co
West Virginia
$1.25K – – –
MWA
808
Medallion Wealth Advisors
Connecticut
$1.19K – – –
DPW
809
DiNuzzo Private Wealth
Pennsylvania
$1.12K +$57 +1 +7%
CT
810
Clearstead Trust
Maine
$1.05K -$1.26K -22 -59%
B
811
Birchbrook
Maine
$1.05K +$860 +15 New
EF
812
Entrust Financial
Pennsylvania
$1.05K +$860 +15 New
PIS
813
POM Investment Strategies
North Carolina
$1.05K +$860 +15 New
PWA
814
Principia Wealth Advisory
Texas
$977 +$688 +12 +600%
OC
815
Optima Capital
Oregon
$977 +$803 +14 New
TC
816
Trust Company
Kansas
$977 +$803 +14 New
ACA
817
Atlas Capital Advisors
Wyoming
$906 +$745 +13 New
CA
818
Clearstead Advisors
Ohio
$838 -$35.3K -616 -98%
EWP
819
Elevation Wealth Partners
California
$838 – – –
1CP
820
1015 Capital Partners
Pennsylvania
$698 +$573 +10 New
BHWM
821
Bay Harbor Wealth Management
Maryland
$627 +$115 +2 +29%
CIA
822
Cape Investment Advisory
Georgia
$558 +$459 +8 New
UFPG
823
United Financial Planning Group
New York
$558 +$459 +8 New
DF
824
Dunhill Financial
United Kingdom
$522 +$401 +7 New
FAMI
825
Fideuram Asset Management (Ireland)
$423 +$344 +6 New
31 32
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