We are live on ! Find out more
VEEV icon

Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Perigon Wealth Management
California
$448K +$422K +2,133 New
GWM
627
Geneos Wealth Management
Colorado
$446K -$255K -1,292 -38%
MYAM
628
Meiji Yasuda Asset Management
Japan
$445K
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$441K -$20.2K -102 -5%
IAA
630
Independent Advisor Alliance
North Carolina
$439K -$5.54K -28 -1%
CCIA
631
Cherry Creek Investment Advisors
Colorado
$425K -$283K -1,430 -41%
SAM
632
Smartleaf Asset Management
Massachusetts
$424K +$99.4K +503 +33%
FHA
633
Flagship Harbor Advisors
Massachusetts
$421K -$84.6K -428 -18%
WPC
634
Wedmont Private Capital
Pennsylvania
$420K +$23.7K +120 +6%
HAG
635
HighPoint Advisor Group
Illinois
$418K -$29.5K -149 -7%
GAM
636
Groupama Asset Management
France
$417K
AC
637
AXQ Capital
New Jersey
$416K -$2.06M -10,413 -84%
TCPW
638
Twin City Private Wealth
North Carolina
$415K -$1.58K -8 -0.4%
MIM
639
Moseley Investment Management
Florida
$407K -$41.5K -210 -10%
WKWM
640
Walter & Keenan Wealth Management
Indiana
$404K -$1.78K -9 -0.5%
OIA
641
OneDigital Investment Advisors
Kansas
$401K +$25.7K +130 +7%
SOW
642
State of Wyoming
Wyoming
$397K +$45.9K +232 +14%
YCM
643
Yousif Capital Management
Michigan
$396K +$4.94K +25 +1%
JWCA
644
J.W. Cole Advisors
Florida
$395K +$133K +674 +56%
HCM
645
Hengehold Capital Management
Ohio
$394K
RCA
646
Roberts Capital Advisors
Colorado
$391K
FFB
647
First Financial Bankshares
Texas
$390K
HSA
648
HBK Sorce Advisory
Pennsylvania
$389K -$50.8K -257 -12%
HIIFS
649
Harel Insurance Investments & Financial Services
Israel
$388K +$294K +1,487 +410%
Lido Advisors
650
Lido Advisors
California
$385K +$13.2K +67 +4%