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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
651
Transcend Capital Advisors
New Jersey
$501K +$202K +1,227 +77%
GRP
652
Global Retirement Partners
California
$500K +$465K +2,820 New
DADC
653
D.A. Davidson & Co
Montana
$500K +$94.6K +574 +26%
JPWM
654
Jamison Private Wealth Management
Georgia
$500K -$24.6K -149 -5%
BCI
655
Brinker Capital Investments
Pennsylvania
$500K -$750K -4,551 -62%
LAM
656
LOM Asset Management
$497K +$41.2K +250 +10%
PFWA
657
Paces Ferry Wealth Advisors
Georgia
$492K -$3.13K -19 -0.7%
JWCA
658
J.W. Cole Advisors
Florida
$485K +$450K +2,732 New
GA
659
GraniteShares Advisors
New York
$483K -$81.5K -494 -15%
CAG
660
Crestwood Advisors Group
Massachusetts
$475K +$123K +743 +38%
PWM
661
Perigon Wealth Management
California
$473K -$32.3K -196 -7%
PPW
662
Parcion Private Wealth
Washington
$472K +$438K +2,658 New
OIA
663
OneDigital Investment Advisors
Kansas
$464K +$52.3K +317 +14%
EF
664
Evanson Financial
Virginia
$461K +$429K +2,599 New
CA
665
CoreCap Advisors
Michigan
$456K +$63K +382 +17%
GM
666
GeoWealth Management
Illinois
$449K -$17.6K -107 -4%
TG
667
TCW Group
California
$447K +$7.25K +44 +2%
PAG
668
Private Advisor Group
New Jersey
$442K -$329K -1,993 -44%
DCU
669
Dara Capital US
Florida
$439K +$94.5K +573 +30%
PCM
670
Prelude Capital Management
New York
$437K +$406K +2,461 New
HI
671
Horizon Investments
North Carolina
$437K +$404K +2,452 +30,650%
1IA
672
1834 Investment Advisors
Wisconsin
$429K +$20.8K +126 +5%
MFAM
673
Motley Fool Asset Management
Virginia
$429K -$49K -297 -11%
BAM
674
Belpointe Asset Management
Nevada
$425K -$660 -4 -0.2%
FCA
675
Fortis Capital Advisors
Kansas
$425K -$660 -4 -0.2%
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