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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
651
Jag Capital Management
Missouri
$229K – – –
KWM
652
Kolinsky Wealth Management
New Jersey
$228K +$225K +1,119 New
IAIM
653
International Assets Investment Management
Florida
$227K -$7.25K -36 -3%
PCS
654
Personal CFO Solutions
New Jersey
$222K +$12.3K +61 +6%
SGA
655
Sustainable Growth Advisers
Connecticut
$222K – – –
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$219K -$806 -4 -0.4%
9WM
657
9258 Wealth Management
Ohio
$215K -$1.21K -6 -0.6%
HAIM
658
Hunter Associates Investment Management
Pennsylvania
$215K +$4.23K +21 +2%
SIC
659
SJS Investment Consulting
Ohio
$214K – – –
RWM
660
RKL Wealth Management
Pennsylvania
$213K -$3.02K -15 -1%
BWM
661
Blossom Wealth Management
California
$211K +$209K +1,039 New
AFA
662
Arlington Financial Advisors
California
$211K – – –
MSAM
663
Moloney Securities Asset Management
Missouri
$211K -$28K -139 -12%
OIA
664
OneDigital Investment Advisors
Kansas
$209K -$17.1K -85 -8%
MA
665
Mutual Advisors
Nebraska
$209K -$63.5K -315 -23%
CA
666
Continuum Advisory
Idaho
$209K +$201 +1 +0.1%
STA
667
Summit Trail Advisors
New York
$205K +$203K +1,007 New
NP
668
Nilsine Partners
Colorado
$204K +$202K +1,002 New
UM
669
UniSuper Management
Australia
$203K – – –
CSI
670
Cross Staff Investments
New York
$203K +$201K +1,000 New
MIM
671
Merrion Investment Management
New Jersey
$203K +$201K +1,000 New
VNA
672
Valley National Advisers
Pennsylvania
$203K +$1.01K +5 +0.5%
SW
673
SlateStone Wealth
Florida
$203K +$201K +1,000 New
I
674
InceptionR
California
$202K -$33.6K -167 -14%
PA
675
Parallel Advisors
California
$199K -$1.41K -7 -0.7%
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