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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
651
Integrated Wealth Concepts
Massachusetts
$321K -$65.1K -328 -16%
CT
652
Chicago Trust
Illinois
$321K – – –
UF
653
Univest Financial
Pennsylvania
$319K +$146K +736 +73%
BFM
654
Boothbay Fund Management
New York
$311K +$337K +1,699 New
AWM
655
Avitas Wealth Management
California
$308K -$19.3K -97 -5%
GAM
656
Griffin Asset Management
New York
$306K – – –
VNA
657
Valley National Advisers
Pennsylvania
$305K -$397 -2 -0.1%
SOW
658
State of Wyoming
Wyoming
$304K +$19.8K +100 +6%
YMRC
659
Yorktown Management & Research Company
Virginia
$302K – – –
1CP
660
17 Capital Partners
Arizona
$302K +$14.9K +75 +5%
AF
661
Allworth Financial
California
$301K -$625K -3,150 -66%
BIA
662
Biondo Investment Advisors
Pennsylvania
$297K – – –
FNBT
663
FineMark National Bank & Trust
Florida
$294K – – –
MSR
664
Main Street Research
Connecticut
$293K – – –
SBF
665
Sara-Bay Financial
Florida
$292K – – –
TPA
666
Trivium Point Advisory
Connecticut
$291K -$8.14K -41 -3%
AT
667
American Trust
Kentucky
$290K -$439K -2,214 -58%
GIA
668
Gladstone Institutional Advisory
Florida
$287K -$80.4K -405 -21%
FWI
669
Facet Wealth Inc
Maryland
$282K -$10.7K -54 -4%
SAM
670
Smartleaf Asset Management
Massachusetts
$279K +$23.6K +119 +9%
DIM
671
DC Investments Management
Virginia
$279K – – –
CI
672
Cigna Investments
Connecticut
$277K -$4.96K -25 -2%
CFB
673
Cullen/Frost Bankers
Texas
$275K -$8.14K -41 -3%
BWM
674
Blossom Wealth Management
California
$275K – – –
FTDI
675
First Trust Direct Indexing
Massachusetts
$271K +$15.9K +80 +6%
25 26
27
28 29