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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$48K +$2.56K +15 +5%
FWM
652
Focused Wealth Management
New York
$42.9K +$45.5K +266 New
FP
653
Financial Perspectives
Minnesota
$42.8K – – –
GEA
654
Glen Eagle Advisors
New Jersey
$41.6K – – –
DSC
655
Duncker Streett & Co
Missouri
$41.5K – – –
EWA
656
EverSource Wealth Advisors
Alabama
$38.9K +$21.9K +128 +113%
HCM
657
Hollencrest Capital Management
California
$36.5K +$38.6K +226 New
NHT
658
New Hampshire Trust
New Hampshire
$35.5K +$37.6K +220 New
CT
659
Clearstead Trust
Maine
$35K +$37.3K +218 New
CHC
660
City Holding Co
West Virginia
$33.6K – – –
RFA
661
Resurgent Financial Advisors
Georgia
$33.4K +$35.4K +207 New
GJIA
662
Glass Jacobson Investment Advisors
Maryland
$32.9K +$34.9K +204 New
MPCL
663
My Personal CFO LLC
Washington
$32.8K +$34.7K +203 New
LSA
664
Lansing Street Advisors
Pennsylvania
$32.3K – – –
LS
665
Livforsakringsbolaget Skandia
Sweden
$32.3K – – –
RBC
666
Roble Belko & Company
Pennsylvania
$32K – – –
WB
667
Webster Bank
Connecticut
$32K – – –
LC
668
Lindbrook Capital
California
$31K +$19.3K +113 +143%
HPC
669
HM Payson & Co
Maine
$30.7K +$26K +152 +400%
WT
670
Whittier Trust
California
$26.1K -$683 -4 -2%
HIA
671
Harbor Investment Advisory
Maryland
$25K -$5.3K -31 -17%
BC
672
Barrett & Company
Rhode Island
$25K – – –
RMC
673
Resources Management Corp
Connecticut
$24K – – –
CSPIA
674
Cary Street Partners Investment Advisory
Virginia
$21.6K +$22.9K +134 New
JGIA
675
Jackson Grant Investment Advisers
Connecticut
$21.3K – – –
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