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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
$377K +$350K +2,125 New
CIA
702
Cape Investment Advisory
Georgia
$372K +$660 +4 +0.2%
SAM
703
Stansberry Asset Management
Texas
$371K – – –
WPC
704
Wedmont Private Capital
Pennsylvania
$368K +$39.4K +239 +14%
IRC
705
Investors Research Corp
Georgia
$368K +$342K +2,075 New
RCAG
706
Rehmann Capital Advisory Group
Michigan
$368K -$15.8K -96 -4%
QPBE
707
Quintet Private Bank (Europe)
Luxembourg
$365K +$254K +1,540 +297%
KCM
708
Kornitzer Capital Management
Kansas
$361K -$11.5M -70,011 -97%
SFS
709
Sowell Financial Services
Arkansas
$357K -$6.27K -38 -2%
ST
710
Sentinel Trust
Texas
$355K +$330K +2,000 New
PIMJS
711
PKO Investment Management Joint-Stock
Poland
$355K – – –
GT
712
Glenmede Trust
Pennsylvania
$352K -$6.49M -39,362 -95%
FFB
713
First Financial Bankshares
Texas
$351K +$20.4K +124 +7%
BC
714
Bayforest Capital
United Kingdom
$345K +$320K +1,943 New
PWS
715
Precision Wealth Strategies
Missouri
$341K -$24.1K -146 -7%
KAM
716
Knightsbridge Asset Management
California
$339K +$315K +1,912 New
ECM
717
Everence Capital Management
Indiana
$338K +$314K +1,907 New
GWMR
718
GC Wealth Management RIA
Massachusetts
$337K -$5.77K -35 -2%
CPIA
719
Cornell Pochily Investment Advisors
New York
$336K -$154K -934 -33%
PJC
720
Phillip James Consulting
Minnesota
$336K – – –
WKWM
721
Walter & Keenan Wealth Management
Indiana
$335K -$18.1K -110 -6%
CWWM
722
Clear Wave Wealth Management
New Jersey
$334K +$310K +1,882 New
MGWM
723
Marks Group Wealth Management
Minnesota
$332K +$40.6K +246 +15%
WC
724
Wexford Capital
Florida
$331K +$308K +1,865 New
II
725
Impact Investors
California
$330K +$307K +1,860 New
27 28
29
30 31