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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
RKL Wealth Management
Pennsylvania
$312K
CIBC World Market
602
CIBC World Market
Ontario, Canada
$310K -$27.3K -94 -7%
PFG
603
PAX Financial Group
Texas
$309K +$352K +1,210 New
RWM
604
Ritholtz Wealth Management
New York
$308K -$271K -933 -44%
PWM
605
Perigon Wealth Management
California
$307K +$349K +1,202 New
HIIFS
606
Harel Insurance Investments & Financial Services
Israel
$306K -$3.18M -10,948 -90%
MC
607
Machina Capital
France
$306K +$349K +1,199 New
Loomis, Sayles & Company
608
Loomis, Sayles & Company
Massachusetts
$305K +$338K +1,162 +3,748%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$301K -$11.3K -39 -3%
SIC
610
SJS Investment Consulting
Ohio
$299K +$340K +1,169 New
CAAS
611
Capital Asset Advisory Services
Michigan
$296K
CWMU
612
Caliber Wealth Management (Utah)
Utah
$295K -$1.11M -3,811 -74%
Wealthfront Advisers
613
Wealthfront Advisers
California
$288K +$110K +379 +51%
HBT
614
Hills Bank & Trust
Iowa
$286K
AG
615
AIA Group
Hong Kong
$284K +$28.2K +97 +10%
LS
616
Livforsakringsbolaget Skandia
Sweden
$281K -$233K -800 -42%
SSG
617
Summit Securities Group
New York
$281K +$320K +1,100 New
PFO
618
Pathstone Family Office
New Jersey
$278K +$1.45K +5 +0.5%
PCS
619
Personal CFO Solutions
New Jersey
$265K -$7.85K -27 -3%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$261K -$36K -124 -11%
SEM
621
Suncoast Equity Management
Florida
$259K +$14.5K +50 +5%
IA
622
Inspire Advisors
Idaho
$257K +$292K +1,005 New
CI
623
Cigna Investments
Connecticut
$255K -$7.56K -26 -3%
VNA
624
Valley National Advisers
Pennsylvania
$255K +$50.6K +174 +21%
CSI
625
Cross Staff Investments
New York
$255K +$291K +1,000 New