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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
601
Raymond James Trust
Florida
$319K -$32K -159 -9%
PWM
602
Prosperity Wealth Management
California
$318K +$78.6K +390 +33%
VCM
603
Virtue Capital Management
Tennessee
$316K – – –
CI
604
Cigna Investments
Connecticut
$313K – – –
DTL
605
Dynamic Technology Lab
Singapore
$312K +$308K +1,530 New
DIM
606
DC Investments Management
Virginia
$310K – – –
AA
607
ALPS Advisors
Colorado
$305K -$86.8K -431 -22%
WA
608
Wasatch Advisors
Utah
$303K -$13.8M -68,293 -98%
MC
609
Maverick Capital
Texas
$303K -$209K -1,035 -41%
AI
610
Accredited Investors
Minnesota
$300K +$201 +1 +0.1%
TFS
611
Thoroughbred Financial Services
Tennessee
$298K +$296K +1,469 New
DF
612
Donoghue Forlines
Massachusetts
$298K -$175K -868 -37%
THWM
613
Taylor Hoffman Wealth Management
Virginia
$297K – – –
TPA
614
Trivium Point Advisory
Connecticut
$296K +$24.4K +121 +9%
GA
615
Greytown Advisors
Florida
$295K – – –
FWI
616
Facet Wealth Inc
Maryland
$288K +$10.1K +50 +3%
NFG
617
Nations Financial Group
Iowa
$287K -$2.22K -11 -0.8%
PAS
618
Professional Advisory Services
Florida
$285K – – –
FTDI
619
First Trust Direct Indexing
Massachusetts
$278K +$35.1K +174 +15%
CW
620
CreativeOne Wealth
Kansas
$277K -$41.9K -208 -13%
HNB
621
Huntington National Bank
Ohio
$276K -$39.1K -194 -13%
CCM
622
Conway Capital Management
California
$276K -$15.1K -75 -5%
RIA
623
Regal Investment Advisors
Michigan
$276K +$19.3K +96 +8%
HFM
624
Harvest Fund Management
China
$275K +$96.5K +479 +55%
FI
625
Fosun International
China
$275K -$343K -1,700 -56%
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