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Rocket Lab Corp
RKLB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
851
Cavalier Investments
Georgia
$202K +$198K +1,988 New
HCM
852
Hollencrest Capital Management
California
$198K +$150K +1,506 +342%
CFD
853
Creative Financial Designs
Indiana
$197K +$173K +1,741 +871%
FHC
854
First Horizon Corporation
Tennessee
$191K +$20.8K +209 +13%
BCWM
855
Bartlett & Co Wealth Management
Ohio
$190K +$199 +2 +0.1%
AUB
856
Atlantic Union Bankshares
Virginia
$190K +$77.6K +779 +71%
CL
857
CSS LLC
Illinois
$176K -$319K -3,200 -65%
EWA
858
EverSource Wealth Advisors
Alabama
$171K +$41.6K +418 +33%
FA
859
Fountainhead AM
New Jersey
$158K +$155K +1,555 New
CJ
860
Caitlin John
Michigan
$156K +$6.88K +69 +5%
JEST
861
JTC Employer Solutions Trustee
Jersey
$155K – – –
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$147K -$6.28K -63 -4%
TC
863
Truvestments Capital
Florida
$144K +$9.07K +91 +7%
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$138K -$5.68K -57 -4%
CWM
865
Copia Wealth Management
Oregon
$135K +$18.5K +186 +16%
RIL
866
Rothschild Investment LLC
Illinois
$134K +$67.5K +677 +106%
CFM
867
Compass Financial Management
Florida
$129K +$170K +1,711 New
MMCM
868
Murphy & Mullick Capital Management
New York
$128K -$3.98K -40 -3%
RWM
869
Rialto Wealth Management
New York
$127K +$2.09K +21 +2%
CVM
870
Cheviot Value Management
California
$124K – – –
WBC
871
Westpac Banking Corp
Australia
$117K +$114K +1,147 New
AWM
872
Activest Wealth Management
Florida
$113K -$24.9K -250 -18%
MWM
873
Mosley Wealth Management
California
$112K -$420K -4,219 -79%
CCAM
874
Cascades Capital Asset Management
North Carolina
$105K +$103K +1,032 New
HI
875
Horizon Investments
North Carolina
$105K +$164K +1,651 +69%
33 34
35
36 37