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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
676
CFO4Life Group
Texas
$685K +$590K +2,378 New
PWM
677
Prosperity Wealth Management
California
$680K +$586K +2,363 New
GC
678
Globeflex Capital
California
$676K – – –
CCWM
679
Correct Capital Wealth Management
Missouri
$670K -$155K -627 -21%
HFA
680
Hutchinson Financial Advisors
Virginia
$669K +$576K +2,322 New
FHA
681
Flagship Harbor Advisors
Massachusetts
$661K +$1.98K +8 +0.3%
LSA
682
Lion Street Advisors
Texas
$657K -$42.9K -173 -7%
CIA
683
Cape Investment Advisory
Georgia
$654K +$5.95K +24 +1%
WPC
684
Wedmont Private Capital
Pennsylvania
$654K +$24.6K +99 +5%
GI
685
GAMMA Investing
California
$643K +$101K +409 +22%
EWA
686
EverSource Wealth Advisors
Alabama
$640K +$368K +1,482 +200%
OIA
687
OneDigital Investment Advisors
Kansas
$635K +$10.9K +44 +2%
N
688
Natixis
France
$625K +$539K +2,172 New
FFM
689
Forum Financial Management
Illinois
$624K +$5.46K +22 +1%
HAG
690
HighPoint Advisor Group
Illinois
$624K +$4.96K +20 +0.9%
VNA
691
Valley National Advisers
Pennsylvania
$622K +$44.1K +178 +9%
PWS
692
Precision Wealth Strategies
Missouri
$612K +$527K +2,124 New
CWM
693
Congress Wealth Management
Massachusetts
$611K +$526K +2,122 New
SF
694
Summit Financial
New Jersey
$610K -$48.4K -195 -8%
OCBCO
695
Oversea-Chinese Banking Corp (OCBC)
Singapore
$606K +$97.5K +393 +23%
GEM
696
Global Endowment Management
North Carolina
$605K – – –
CM
697
Capula Management
Cayman Islands
$605K +$521K +2,100 New
BT
698
Banque Transatlantique
France
$596K -$5.95K -24 -1%
VSQM
699
V-Square Quantitative Management
Illinois
$591K +$471K +1,898 +1,241%
SA
700
Strategic Advisors
New York
$583K -$6.2K -25 -1%
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