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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
701
Synergy Financial Group
California
$329K +$77.6K +395 +27%
CCIA
702
Cherry Creek Investment Advisors
Colorado
$327K – – –
FFB
703
First Financial Bankshares
Texas
$326K – – –
BCM
704
Bayesian Capital Management
New York
$325K +$364K +1,851 New
SC
705
Syon Capital
California
$323K +$362K +1,841 New
GWP
706
Gateway Wealth Partners
Wisconsin
$323K +$361K +1,839 New
GIA
707
Gladstone Institutional Advisory
Florida
$315K +$11.8K +60 +3%
EFS
708
Essex Financial Services
Connecticut
$314K +$351K +1,786 New
AGWCA
709
Annis Gardner Whiting Capital Advisors
Florida
$312K – – –
CGH
710
Crossmark Global Holdings
Texas
$311K +$8.25K +42 +2%
MW
711
Maia Wealth
Colorado
$307K -$138K -701 -29%
CWM
712
Centurion Wealth Management
Virginia
$307K +$54.6K +278 +19%
CIA
713
Concurrent Investment Advisors
Florida
$306K -$91.8K -467 -21%
SI
714
Stephens Inc
Arkansas
$306K +$122K +622 +56%
BAAM
715
Baker Avenue Asset Management
California
$305K +$341K +1,735 New
FA
716
Faithward Advisors
Pennsylvania
$303K -$3.48M -17,693 -91%
WJWM
717
Williams Jones Wealth Management
New York
$303K -$1.48M -7,548 -81%
CWA
718
Crux Wealth Advisors
California
$303K -$2.95K -15 -0.9%
AWA
719
Argos Wealth Advisors
California
$302K +$12.8K +65 +4%
TC
720
Truvestments Capital
Florida
$302K -$55.4K -282 -14%
CMF
721
Counterpoint Mutual Funds
California
$301K +$337K +1,713 New
JFGLC
722
Johnson Financial Group LLC (Colorado)
Colorado
$301K +$336K +1,712 New
GAG
723
GM Advisory Group
New York
$298K +$110K +561 +49%
MAM
724
Martingale Asset Management
Massachusetts
$296K -$19.6K -100 -6%
AG
725
AIA Group
Hong Kong
$296K – – –
27 28
29
30 31