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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
TC
526
TownSquare Capital
Utah
$297K -$122K -613 -33%
VWM
527
Vigilare Wealth Management
Arizona
$297K +$251K +1,266 New
AFC
528
AFT Forsyth & Company
Florida
$292K +$247K +1,247 New
MAFM
529
Mid Atlantic Financial Management
Pennsylvania
$287K +$243K +1,226 New
WEC
530
Winslow Evans & Crocker
Massachusetts
$286K -$65K -328 -21%
CWP
531
CFM Wealth Partners
Texas
$284K -$16.1K -81 -6%
KWM
532
Kingsview Wealth Management
Oregon
$282K +$239K +1,205 New
CAN
533
Claraphi Advisory Network
United States
$280K +$155K +782 +190%
Cerity Partners
534
Cerity Partners
New York
$278K +$235K +1,187 New
RJT
535
Raymond James Trust
Florida
$272K +$230K +1,161 New
RCAG
536
Rehmann Capital Advisory Group
Michigan
$267K +$225K +1,137 New
CA
537
Continuum Advisory
Idaho
$264K +$216K +1,090 New
3C
538
361 Capital
Colorado
$263K -$399K -2,013 -64%
FL
539
Fort LP
Maryland
$263K +$88.6K +447 +66%
HBT
540
Hills Bank & Trust
Iowa
$263K +$222K +1,120 New
IEFM
541
IQ EQ Fund Management
Ireland
$261K -$101K -510 -31%
CWM
542
Connecticut Wealth Management
Connecticut
$258K +$218K +1,100 New
LFAS
543
Level Four Advisory Services
Texas
$258K +$220K +1,109 New
IWC
544
Integrated Wealth Concepts
Massachusetts
$255K +$216K +1,088 New
ZB
545
Zions Bancorporation
Utah
$252K -$94.4K -476 -31%
QP
546
Quilter Plc
United Kingdom
$252K +$213K +1,073 New
1WA
547
180 Wealth Advisors
Washington
$248K +$197K +991 New
GVAG
548
Great Valley Advisor Group
Delaware
$248K +$209K +1,055 New
B
549
Barings
North Carolina
$247K
ALAM
550
Asahi Life Asset Management
Japan
$246K +$208K +1,050 New