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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
726
Carolinas Wealth Consulting
North Carolina
$46K -$8.57K -27 -15%
AS
727
Altshuler Shaham
Israel
$46K +$50.1K +158 New
GWM
728
Geneos Wealth Management
Colorado
$45K – – –
RMC
729
Resources Management Corp
Connecticut
$43K – – –
AWA
730
Arkadios Wealth Advisors
Georgia
$42K +$2.86K +9 +7%
PB
731
Pinnacle Bancorp
Nebraska
$41K – – –
KFS
732
Kelly Financial Services
Massachusetts
$38.9K +$8.57K +27 +25%
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$38K – – –
LC
734
Lindbrook Capital
California
$38K +$6.03K +19 +17%
LWM
735
Liberty Wealth Management
California
$38K +$30.8K +97 +313%
TWM
736
Tradition Wealth Management
Minnesota
$36K – – –
FF
737
FourThought Financial
Florida
$35K -$6.35K -20 -14%
DI
738
Disciplined Investments
Oklahoma
$34K – – –
FQ
739
First Quadrant
California
$34K +$37.4K +118 New
NL
740
NVWM LLC
Pennsylvania
$33K – – –
SOW
741
State of Wyoming
Wyoming
$32K -$30.5K -96 -47%
PMFA
742
Plante Moran Financial Advisors
Michigan
$32K +$8.57K +27 +33%
CFA
743
Carroll Financial Associates
North Carolina
$31K +$317 +1 +0.9%
FA
744
Financial Avengers
California
$29K – – –
GLLW
745
Graves Light Lenhart Wealth
Virginia
$29K – – –
MCM
746
MV Capital Management
Maryland
$29K – – –
CCM
747
Covington Capital Management
California
$29K +$635 +2 +2%
WIM
748
Westside Investment Management
California
$28.7K – – –
TWA
749
TCI Wealth Advisors
Arizona
$28K +$952 +3 +3%
SIM
750
Sonora Investment Management
Arizona
$26K – – –
28 29
30
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