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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
726
IMA Advisory Services
Colorado
$6K +$5.8K +22 New
PFBT
727
Parkside Financial Bank & Trust
Missouri
$5K -$116K -440 -96%
APC
728
Aspire Private Capital
North Carolina
$5K – – –
HWM
729
HighMark Wealth Management
Minnesota
$5K – – –
SC
730
SouthState Corp
Florida
$5K +$4.74K +18 New
AssetMark Inc
731
AssetMark Inc
California
$4K -$407K -1,544 -99%
PWMG
732
Prestige Wealth Management Group
New Jersey
$4K – – –
TSW
733
Thompson Siegel & Walmsley
Virginia
$4K – – –
JWM
734
Janiczek Wealth Management
Colorado
$4K +$4.22K +16 New
LWM
735
Liberty Wealth Management
California
$4K +$4.22K +16 New
BWA
736
BDO Wealth Advisors
Florida
$3K +$2.63K +10 New
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$3K +$2.63K +10 New
CAGAS
738
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.16K +12 New
TPCW
739
TD Private Client Wealth
New York
$2.25K – – –
TFO
740
Tarbox Family Office
California
$2K – – –
TCOV
741
Trust Company of Vermont
Vermont
$2K – – –
FFA
742
Founders Financial Alliance
North Carolina
$2K +$1.58K +6 New
VFA
743
Valeo Financial Advisors
Indiana
$1K -$54.3K -206 -98%
BWM
744
BerganKDV Wealth Management
Minnesota
$1K – – –
SIAP
745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
NIM
746
NuWave Investment Management
New Jersey
$1K +$527 +2 New
MCM
747
Manchester Capital Management
Vermont
$1K +$791 +3 New
WIM
748
Westside Investment Management
California
$49 – – –
Capital Fund Management (CFM)
749
Capital Fund Management (CFM)
France
– -$17.7M -67,053 Closed
AL
750
AJO LP
Pennsylvania
– -$9.8M -41,797 Closed