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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$327K +$88.1K +534 +41%
SFG
727
SNS Financial Group
Minnesota
$327K +$304K +1,844 New
BWM
728
Baron Wealth Management
Michigan
$325K -$7.58K -46 -2%
AU
729
AlphaGrep UK
$324K +$46.2K +280 +18%
AGWCA
730
Annis Gardner Whiting Capital Advisors
Florida
$323K +$7.75K +47 +3%
CIA
731
Concurrent Investment Advisors
Florida
$322K +$11.7K +71 +4%
KPWS
732
Kestra Private Wealth Services
Texas
$321K +$298K +1,809 New
DC
733
Davenport & Co
Virginia
$321K -$450K -2,728 -60%
SF
734
Summit Financial
New Jersey
$320K -$75.5K -458 -20%
GIA
735
Gladstone Institutional Advisory
Florida
$320K +$1.48K +9 +0.5%
FAB
736
First American Bank
Illinois
$316K -$47.5K -288 -14%
CCIA
737
Cherry Creek Investment Advisors
Colorado
$313K -$16.5K -100 -5%
JFGLC
738
Johnson Financial Group LLC (Colorado)
Colorado
$312K +$7.92K +48 +3%
AC
739
Armistice Capital
New York
$309K +$287K +1,740 New
TRCT
740
Tower Research Capital (TRC)
New York
$309K +$278K +1,685 +3,120%
PFS
741
Physicians Financial Services
North Carolina
$303K -$29.7K -180 -10%
WG
742
Wealth Group
North Carolina
$303K +$63K +382 +29%
SC
743
Syon Capital
California
$302K -$23.4K -142 -8%
BWP
744
Baldwin Wealth Partners
Massachusetts
$298K -$4.42M -26,820 -94%
DEA
745
DoubleLine ETF Adviser
Florida
$294K +$274K +1,659 New
CWA
746
Crux Wealth Advisors
California
$294K -$11.2K -68 -4%
TC
747
Truvestments Capital
Florida
$289K -$14.8K -90 -5%
SAM
748
Seelaus Asset Management
New Jersey
$289K +$268K +1,627 New
BRIA
749
Balanced Rock Investment Advisors
Massachusetts
$285K +$265K +1,605 New
GCM
750
GKV Capital Management
California
$284K – – –
28 29
30
31 32