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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
701
FWG Holdings
Florida
$581K +$505K +2,037 New
PWM
702
Perigon Wealth Management
California
$580K -$43.4K -175 -8%
CAS
703
CTC Alternative Strategies
Illinois
$576K +$496K +2,000 New
WKWM
704
Walter & Keenan Wealth Management
Indiana
$570K +$3.72K +15 +0.8%
HIA
705
Harbor Investment Advisory
Maryland
$569K -$14.9K -60 -3%
BFS
706
Bard Financial Services
Connecticut
$554K – – –
TCPW
707
Twin City Private Wealth
North Carolina
$551K +$1.98K +8 +0.4%
PPWP
708
Premier Path Wealth Partners
New Jersey
$549K +$50.8K +205 +12%
PM
709
Pembroke Management
Quebec, Canada
$547K +$471K +1,898 New
CCIA
710
Cherry Creek Investment Advisors
Colorado
$546K -$16.9K -68 -3%
PFS
711
Physicians Financial Services
North Carolina
$544K -$2.98K -12 -0.6%
CT
712
Chicago Trust
Illinois
$541K -$80.6K -325 -15%
HCM
713
Hengehold Capital Management
Ohio
$541K – – –
SCM
714
Semanteon Capital Management
Massachusetts
$540K +$465K +1,875 New
SAM
715
Smartleaf Asset Management
Massachusetts
$537K -$48.9K -197 -9%
RCA
716
Roberts Capital Advisors
Colorado
$537K – – –
FFB
717
First Financial Bankshares
Texas
$534K – – –
YCM
718
Yousif Capital Management
Michigan
$534K -$18.1K -73 -4%
MFIM
719
Mesirow Financial Investment Management
Illinois
$532K +$167K +672 +57%
CAU
720
Caxton Associates (UK)
$525K -$549K -2,212 -55%
RCM
721
Radnor Capital Management
Pennsylvania
$521K – – –
PA
722
PharVision Advisers
Florida
$520K +$228K +919 +104%
CGIM
723
Cannon Global Investment Management
Florida
$518K +$446K +1,800 New
GWMR
724
GC Wealth Management RIA
Massachusetts
$510K +$439K +1,771 New
GIA
725
Gladstone Institutional Advisory
Florida
$507K +$1.49K +6 +0.3%
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