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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
601
Capital Asset Advisory Services
Michigan
$251K +$233K +837 +675%
PCS
602
Personal CFO Solutions
New Jersey
$251K +$268K +961 New
ZB
603
Zions Bancorporation
Utah
$248K +$37.6K +135 +17%
JIP
604
Jaffetilchin Investment Partners
Florida
$245K -$16.7K -60 -6%
DL
605
DOHJ LLC
Washington
$243K – – –
ATC
606
Argent Trust Co
Tennessee
$237K +$252K +904 New
GCP
607
GSA Capital Partners
United Kingdom
$237K +$252K +906 New
EWM
608
Endurance Wealth Management
Rhode Island
$233K +$187K +670 +303%
FIM
609
Freedom Investment Management
Connecticut
$232K +$247K +887 New
HH
610
Hilltop Holdings
Texas
$231K -$221K -792 -47%
SBL
611
Sargent Bickham Lagudis
Colorado
$230K -$5.57K -20 -2%
SFA
612
Sequoia Financial Advisors
Ohio
$229K -$19.5K -70 -7%
QP
613
Quilter Plc
United Kingdom
$229K +$11.1K +40 +5%
WDA
614
Wendell David Associates
New Hampshire
$227K -$279 -1 -0.1%
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$226K -$9.75K -35 -4%
SDWIA
616
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K +$14.8K +53 +7%
W
617
WealthStone
Ohio
$225K +$28.1K +101 +13%
UCFA
618
United Capital Financial Advisors
Texas
$224K +$557 +2 +0.2%
APA
619
American Portfolios Advisors
New York
$222K -$82.5K -296 -26%
HAG
620
HighPoint Advisor Group
Illinois
$219K -$21.7K -78 -9%
PA
621
PFG Advisors
Arizona
$219K +$11.4K +41 +5%
VNA
622
Valley National Advisers
Pennsylvania
$216K -$1.11K -4 -0.5%
STC
623
Sarah T. Connolly
$214K – – –
ACM
624
Aljian Capital Management
Nevada
$210K – – –
AWM
625
Apollon Wealth Management
South Carolina
$210K +$224K +804 New
23 24
25
26 27