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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
651
Maia Wealth
Colorado
$284K +$278K +1,477 New
RIA
652
Regal Investment Advisors
Michigan
$284K +$23K +122 +9%
AI
653
Accredited Investors
Minnesota
$284K -$188 -1 -0.1%
CCWM
654
Correct Capital Wealth Management
Missouri
$281K +$275K +1,461 New
TFS
655
Thoroughbred Financial Services
Tennessee
$279K -$3.58K -19 -1%
GA
656
Greytown Advisors
Florida
$279K -$377 -2 -0.1%
WBC
657
Westpac Banking Corp
Australia
$275K -$325K -1,727 -55%
KCM
658
KRS Capital Management
Michigan
$273K -$53.7K -285 -17%
AA
659
ALPS Advisors
Colorado
$273K -$15.1K -80 -5%
MC
660
Maverick Capital
Texas
$272K -$13.8K -73 -5%
NFG
661
Nations Financial Group
Iowa
$271K – – –
PAS
662
Professional Advisory Services
Florida
$270K – – –
SOMRS
663
State of Michigan Retirement System
Michigan
$270K +$37.7K +200 +17%
SAM
664
Smartleaf Asset Management
Massachusetts
$261K +$253K +1,344 New
RCAG
665
Rehmann Capital Advisory Group
Michigan
$261K +$1.88K +10 +0.7%
KIA
666
Knollwood Investment Advisory
Maryland
$257K +$252K +1,335 New
OIA
667
OneDigital Investment Advisors
Kansas
$252K +$52.8K +280 +27%
IPW
668
Invictus Private Wealth
Colorado
$250K -$7.54K -40 -3%
PCS
669
Personal CFO Solutions
New Jersey
$249K +$37.9K +201 +18%
BL
670
BFSG LLC
California
$248K – – –
GC
671
Globeflex Capital
California
$244K – – –
MAM
672
Martingale Asset Management
Massachusetts
$241K +$236K +1,250 New
CAAS
673
Capital Asset Advisory Services
Michigan
$240K +$235K +1,247 New
CCM
674
Carlson Capital Management
Minnesota
$239K -$3.02K -16 -1%
IPAM
675
Investment Partners Asset Management
New Jersey
$238K +$233K +1,238 New
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