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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$228K
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$228K +$28.2K +97 +12%
SBL
653
Sargent Bickham Lagudis
Colorado
$227K
WDA
654
Wendell David Associates
New Hampshire
$227K
STC
655
Sarah T. Connolly
$227K +$20.4K +70 +9%
S
656
SignatureFD
Georgia
$226K -$48.8K -168 -16%
MC
657
Manteio Capital
New Jersey
$225K +$256K +882 New
SEP
658
Southland Equity Partners
Missouri
$225K +$21.2K +73 +9%
SDWIA
659
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K
CMBA
660
C.M. Bidwell & Associates
Hawaii
$220K -$4.65K -16 -2%
PI
661
Pachira Investments
California
$220K +$1.16K +4 +0.5%
Carson Wealth (CWM LLC)
662
Carson Wealth (CWM LLC)
Nebraska
$220K +$250K +860 New
PA
663
Parallel Advisors
California
$219K -$204K -701 -45%
IAA
664
Independent Advisor Alliance
North Carolina
$217K +$31.4K +108 +15%
UCFA
665
United Capital Financial Advisors
Texas
$213K -$6.98K -24 -3%
CWA
666
Clarity Wealth Advisors
California
$212K -$4.36K -15 -2%
SFP
667
Sandbox Financial Partners
Maryland
$211K -$21.8K -75 -8%
FIM
668
Freedom Investment Management
Connecticut
$211K -$12.8K -44 -5%
AA
669
Ancora Advisors
Ohio
$208K
TCM
670
Teza Capital Management
Illinois
$208K +$237K +816 New
BPWM
671
Badgley Phelps Wealth Managers
Washington
$206K
MIS
672
Morningstar Investment Services
Illinois
$206K +$234K +806 New
GGS
673
Galvin Gaustad & Stein
Arizona
$204K -$58.1K -200 -20%
GLA
674
Great Lakes Advisors
Illinois
$204K -$24.7K -85 -10%
CCM
675
Canal Capital Management
Virginia
$204K