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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
626
Facet Wealth Inc
Maryland
$323K +$9.04K +48 +3%
SAG
627
SageView Advisory Group
California
$320K +$286K +1,517 New
IIC
628
Integrated Investment Consultants
Michigan
$320K – – –
BIA
629
Biondo Investment Advisors
Pennsylvania
$318K – – –
YMRC
630
Yorktown Management & Research Company
Virginia
$318K – – –
O
631
Ossiam
France
$317K – – –
GAM
632
Griffin Asset Management
New York
$312K – – –
MYAM
633
Meiji Yasuda Asset Management
Japan
$312K – – –
CCM
634
Coldstream Capital Management
Washington
$311K +$304K +1,616 New
BRIA
635
Balanced Rock Investment Advisors
Massachusetts
$309K +$302K +1,605 New
TPA
636
Trivium Point Advisory
Connecticut
$309K +$23.7K +126 +9%
MSR
637
Main Street Research
Connecticut
$308K – – –
1CP
638
17 Capital Partners
Arizona
$308K +$301K +1,598 New
I
639
InceptionR
California
$307K +$114K +604 +61%
SBF
640
Sara-Bay Financial
Florida
$307K – – –
AG
641
Algert Global
California
$303K +$565 +3 +0.2%
EWM
642
Empirical Wealth Management
Washington
$302K -$754 -4 -0.3%
DF
643
Donoghue Forlines
Massachusetts
$300K +$17.7K +94 +6%
CI
644
Cigna Investments
Connecticut
$296K – – –
DIM
645
DC Investments Management
Virginia
$294K – – –
SOW
646
State of Wyoming
Wyoming
$290K +$30.7K +163 +12%
CFB
647
Cullen/Frost Bankers
Texas
$289K -$171K -906 -38%
BWM
648
Blossom Wealth Management
California
$289K +$86.9K +461 +44%
SPM
649
Symmetry Peak Management
Pennsylvania
$289K +$283K +1,500 New
PPC
650
Park Place Capital
Alabama
$286K -$48.6K -258 -15%
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