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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BM
626
Brandywine Managers
Delaware
$822K – – –
1IA
627
1834 Investment Advisors
Wisconsin
$814K +$5.63K +20 +0.7%
HP
628
Hikari Power
Japan
$813K – – –
RIA
629
Regal Investment Advisors
Michigan
$811K -$47K -167 -6%
CFO
630
Callan Family Office
Pennsylvania
$802K -$303K -1,076 -29%
PFG
631
PAX Financial Group
Texas
$800K -$259K -921 -26%
FHA
632
Flagship Harbor Advisors
Massachusetts
$800K +$109K +389 +17%
MWA
633
MFA Wealth Advisors
Pennsylvania
$795K -$39.1K -139 -5%
V
634
VeraBank
Texas
$795K -$86.1K -306 -10%
FFM
635
Forum Financial Management
Illinois
$793K +$139K +494 +23%
FAB
636
First American Bank
Illinois
$782K – – –
GEM
637
Global Endowment Management
North Carolina
$777K +$142K +506 +24%
EAM
638
Evanson Asset Management
California
$774K – – –
MW
639
Maia Wealth
Colorado
$771K -$199K -708 -21%
PWM
640
Prosperity Wealth Management
California
$769K +$61.1K +217 +9%
GC
641
Gilbert & Cook
Iowa
$767K +$32.1K +114 +5%
HAG
642
HF Advisory Group
Maryland
$765K +$240K +854 +50%
SFI
643
Siemens Fonds Invest
Germany
$762K -$119K -424 -14%
GWM
644
Geneos Wealth Management
Colorado
$760K -$844 -3 -0.1%
SAM
645
Smartleaf Asset Management
Massachusetts
$757K +$193K +687 +36%
NP
646
NorthRock Partners
Minnesota
$751K +$217K +771 +44%
WCM
647
WealthBridge Capital Management
Ohio
$747K +$4.5K +16 +0.6%
GCM
648
GKV Capital Management
California
$745K – – –
JTWM
649
Jackson Thornton Wealth Management
Alabama
$742K +$411K +1,461 +147%
GI
650
GAMMA Investing
California
$741K +$71.5K +254 +11%
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