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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Endurance Wealth Management
Rhode Island
$277K – – –
WDA
627
Wendell David Associates
New Hampshire
$276K +$5.58K +20 +2%
HAG
628
HighPoint Advisor Group
Illinois
$276K +$15.9K +57 +7%
EWA
629
EP Wealth Advisors
California
$276K +$248K +889 New
SBL
630
Sargent Bickham Lagudis
Colorado
$274K – – –
PA
631
PFG Advisors
Arizona
$274K +$11.7K +42 +5%
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$273K -$113K -406 -32%
FIM
633
Freedom Investment Management
Connecticut
$273K -$2.51K -9 -1%
PWA
634
Pinnacle Wealth Advisors
Tennessee
$273K +$244K +876 New
SDWIA
635
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$271K +$2.23K +8 +0.9%
AG
636
AIA Group
Hong Kong
$271K +$238K +854 New
AAS
637
Avantax Advisory Services
Texas
$270K +$27.9K +100 +13%
CW
638
CreativeOne Wealth
Kansas
$270K +$242K +868 New
XS
639
XR Securities
Illinois
$268K +$240K +862 New
FRM
640
Fox Run Management
Connecticut
$268K +$241K +863 New
SS
641
Simplicity Solutions
Minnesota
$268K +$241K +863 New
FTDI
642
First Trust Direct Indexing
Massachusetts
$258K +$232K +831 New
SBIA
643
Sheaff Brock Investment Advisors
Indiana
$258K +$232K +832 New
VNA
644
Valley National Advisers
Pennsylvania
$257K – – –
STC
645
Sarah T. Connolly
$255K – – –
GLA
646
Great Lakes Advisors
Illinois
$254K -$47.9K -172 -17%
AA
647
Ancora Advisors
Ohio
$254K +$27.9K +100 +14%
QP
648
Quilter Plc
United Kingdom
$252K -$18.1K -65 -7%
MC
649
Moors & Cabot
Massachusetts
$251K -$54.4K -195 -19%
UCFA
650
United Capital Financial Advisors
Texas
$251K -$13.9K -50 -6%
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