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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
601
Householder Group Estate & Retirement Specialist
Arizona
$446K -$15.1K -70 -4%
DF
602
Donoghue Forlines
Massachusetts
$444K +$77.7K +360 +23%
MCM
603
MAI Capital Management
Ohio
$441K -$11.2K -52 -3%
LF
604
LifePlan Financial
Minnesota
$439K +$142K +660 +54%
ET
605
Entropy Technologies
New York
$438K -$1.68M -7,805 -81%
IAA
606
Independent Advisor Alliance
North Carolina
$438K -$6.47K -30 -2%
HCM
607
Hengehold Capital Management
Ohio
$437K -$8.2K -38 -2%
UB
608
UMB Bank
Missouri
$433K – – –
YCM
609
Yousif Capital Management
Michigan
$433K +$19.4K +90 +5%
RCA
610
Roberts Capital Advisors
Colorado
$432K +$402K +1,864 New
TCPW
611
Twin City Private Wealth
North Carolina
$431K +$402K +1,861 New
GFG
612
Greystone Financial Group
Michigan
$429K +$17.3K +80 +5%
WPC
613
Wedmont Private Capital
Pennsylvania
$429K +$15.5K +72 +4%
VC
614
Veracity Capital
Georgia
$424K +$394K +1,828 New
IA
615
IFP Advisors
Florida
$423K -$56.3K -261 -13%
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$422K +$22K +102 +6%
EWM
617
Empirical Wealth Management
Washington
$422K +$53.7K +249 +16%
EAM
618
Erste Asset Management
Austria
$419K – – –
LSA
619
Lion Street Advisors
Texas
$418K – – –
RCM
620
Radnor Capital Management
Pennsylvania
$412K -$14.2K -66 -4%
AWM
621
Avitas Wealth Management
California
$412K -$3.67K -17 -0.9%
CWM
622
Congress Wealth Management
Massachusetts
$411K -$647 -3 -0.2%
RIA
623
Regal Investment Advisors
Michigan
$411K +$64.1K +297 +20%
TC
624
Trilogy Capital
California
$410K +$382K +1,768 New
MSFS
625
Main Street Financial Solutions
Pennsylvania
$408K -$18.8K -87 -5%
23 24
25
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