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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
601
Baldwin Wealth Partners
Massachusetts
$70K – – –
GT
602
Glenmede Trust
Pennsylvania
$68K -$7.34M -37,027 -99%
OPS
603
Orion Portfolio Solutions
Nebraska
$64K +$5.16K +26 +10%
AS
604
Altshuler Shaham
Israel
$64K +$53.3K +269 +6,725%
GEA
605
Glen Eagle Advisors
New Jersey
$60.9K +$3.97K +20 +8%
BL
606
Balentine LLC
Georgia
$58K +$2.38K +12 +5%
FHA
607
First Horizon Advisors
Tennessee
$54K – – –
LWA
608
Lenox Wealth Advisors
New York
$53K +$9.92K +50 +29%
VFA
609
Valeo Financial Advisors
Indiana
$49K -$22.6K -114 -35%
FCB
610
First Command Bank
Texas
$47K – – –
FCFS
611
First Command Financial Services
Texas
$47K – – –
RBC
612
Roble Belko & Company
Pennsylvania
$47K – – –
CFD
613
Creative Financial Designs
Indiana
$47K +$39.5K +199 New
DSC
614
Duncker Streett & Co
Missouri
$47K +$39.7K +200 New
HIIFS
615
Harel Insurance Investments & Financial Services
Israel
$47K +$39.7K +200 New
EWM
616
Endurance Wealth Management
Rhode Island
$41K – – –
HCM
617
Highlander Capital Management
New Jersey
$41K – – –
CFA
618
Carroll Financial Associates
North Carolina
$36K -$18.4K -93 -37%
RMC
619
Resources Management Corp
Connecticut
$35K – – –
WFMPM
620
Woodley Farra Manion Portfolio Management
Indiana
$35K – – –
GWM
621
Geneos Wealth Management
Colorado
$35K +$7.14K +36 +32%
JCM
622
Jacobi Capital Management
Pennsylvania
$35K +$29.7K +150 New
EP
623
Eudaimonia Partners
Tennessee
$34K -$3.97K -20 -12%
BAMG
624
Brand Asset Management Group
Missouri
$34K – – –
SIM
625
Sonora Investment Management
Arizona
$33K -$1.98K -10 -7%
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