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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
601
West Family Investments
California
$651K +$605K +3,671 New
RW
602
Rockport Wealth
Ohio
$643K +$598K +3,625 New
AWA
603
Arkadios Wealth Advisors
Georgia
$641K -$65.5K -397 -10%
IFG
604
Independent Financial Group
California
$639K -$373K -2,263 -39%
ASN
605
Advisory Services Network
Georgia
$639K -$17.6K -107 -3%
AG
606
ASO Group
$638K – – –
CCM
607
Coldstream Capital Management
Washington
$632K -$3.13K -19 -0.5%
HBT
608
Hills Bank & Trust
Iowa
$628K -$5.28K -32 -0.9%
TA
609
TFB Advisors
Kansas
$620K +$5.77K +35 +1%
OIMU
610
Osmosis Investment Management UK
United Kingdom
$619K -$654K -3,966 -53%
YIH
611
Y-Intercept (HK)
Hong Kong
$618K -$11M -66,771 -95%
EPW
612
Evolve Private Wealth
California
$616K +$139K +842 +32%
SEM
613
Suncoast Equity Management
Florida
$615K -$37.1K -225 -6%
BHC
614
Bull Harbor Capital
Maryland
$613K -$251K -1,523 -31%
CMI
615
Clare Market Investments
Texas
$610K +$567K +3,440 New
CL
616
Choreo LLC
Illinois
$610K -$137K -832 -19%
ACM
617
Advisors Capital Management
New Jersey
$604K -$73.9K -448 -12%
RMCM
618
Reynders McVeigh Capital Management
Massachusetts
$604K -$45.3K -275 -7%
BP
619
BBR Partners
New York
$602K – – –
QI
620
Qtron Investments
Massachusetts
$598K -$57.7K -350 -9%
IWC
621
Integrated Wealth Concepts
Massachusetts
$596K -$778K -4,720 -58%
HAG
622
HF Advisory Group
Maryland
$595K +$103K +623 +23%
BOH
623
Bank of Hawaii
Hawaii
$595K – – –
AF
624
Allworth Financial
California
$593K -$33.3K -202 -6%
Capstone Investment Advisors
625
Capstone Investment Advisors
New York
$592K +$237K +1,435 +76%