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Rocket Lab Corp
RKLB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
851
Gratus Wealth Advisors
Virginia
$203K +$199K +2,000 New
HA
852
Hanover Advisors
South Carolina
$203K +$199K +2,000 New
WW
853
Wright Wealth
Georgia
$203K +$199K +2,000 New
CI
854
Cavalier Investments
Georgia
$202K +$198K +1,988 New
HCM
855
Hollencrest Capital Management
California
$198K +$150K +1,506 +342%
CFD
856
Creative Financial Designs
Indiana
$197K +$173K +1,741 +871%
FHC
857
First Horizon Corporation
Tennessee
$191K +$20.8K +209 +13%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$190K +$199 +2 +0.1%
AUB
859
Atlantic Union Bankshares
Virginia
$190K +$77.6K +779 +71%
CL
860
CSS LLC
Illinois
$176K -$319K -3,200 -65%
EWA
861
EverSource Wealth Advisors
Alabama
$171K +$41.6K +418 +33%
FA
862
Fountainhead AM
New Jersey
$158K +$155K +1,555 New
CJ
863
Caitlin John
Michigan
$156K +$6.88K +69 +5%
JEST
864
JTC Employer Solutions Trustee
Jersey
$155K – – –
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$147K -$6.28K -63 -4%
TC
866
Truvestments Capital
Florida
$144K +$9.07K +91 +7%
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$138K -$5.68K -57 -4%
CWM
868
Copia Wealth Management
Oregon
$135K +$18.5K +186 +16%
RIL
869
Rothschild Investment LLC
Illinois
$134K +$67.5K +677 +106%
CFM
870
Compass Financial Management
Florida
$129K +$170K +1,711 New
MMCM
871
Murphy & Mullick Capital Management
New York
$128K -$3.98K -40 -3%
RWM
872
Rialto Wealth Management
New York
$127K +$2.09K +21 +2%
CVM
873
Cheviot Value Management
California
$124K – – –
WBC
874
Westpac Banking Corp
Australia
$117K +$114K +1,147 New
AWM
875
Activest Wealth Management
Florida
$113K -$24.9K -250 -18%
33 34
35
36 37