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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
676
Larson Financial Group
Missouri
$337K +$131K +663 +70%
PIMJS
677
PKO Investment Management Joint-Stock
Poland
$336K -$1.58M -8,000 -83%
MSR
678
Main Street Research
Connecticut
$336K – – –
AP
679
Americana Partners
Texas
$330K +$92.5K +468 +42%
AWM
680
Avitas Wealth Management
California
$328K -$23.3K -118 -7%
HNB
681
Huntington National Bank
Ohio
$327K +$51K +258 +20%
CFB
682
Cullen/Frost Bankers
Texas
$327K +$11.1K +56 +4%
QCM
683
Qsemble Capital Management
New York
$326K +$307K +1,553 New
SF
684
Summit Financial
New Jersey
$325K +$306K +1,547 New
DIM
685
DC Investments Management
Virginia
$320K – – –
AWM
686
Angeles Wealth Management
California
$319K +$301K +1,521 New
CI
687
Cigna Investments
Connecticut
$318K – – –
PWM
688
Prosperity Wealth Management
California
$318K +$299K +1,515 New
MCM
689
MAI Capital Management
Ohio
$316K -$116K -589 -28%
WMA
690
Wealth Management Associates
New Jersey
$315K +$38.5K +195 +15%
BRIA
691
Balanced Rock Investment Advisors
Massachusetts
$312K +$4.35K +22 +1%
FWI
692
Facet Wealth Inc
Maryland
$310K – – –
HWAM
693
Hennion & Walsh Asset Management
New Jersey
$307K +$289K +1,462 New
BOM
694
Bank of Marin
California
$305K +$287K +1,452 New
AFC
695
AFT Forsyth & Company
Florida
$303K +$257K +1,300 +903%
PPWP
696
Premier Path Wealth Partners
New Jersey
$303K -$3.16K -16 -1%
HBS
697
Howard Bailey Securities
Indiana
$302K +$285K +1,440 New
KOC
698
Koss-Olinger Consulting
Florida
$297K +$55.3K +280 +25%
TFS
699
Thoroughbred Financial Services
Tennessee
$296K – – –
IWC
700
Integrated Wealth Concepts
Massachusetts
$295K -$68.2K -345 -20%
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