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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Concurrent Investment Advisors
Florida
$228K +$213K +986 New
LNWWM
727
Laird Norton Wetherby Wealth Management
California
$228K +$213K +985 New
SW
728
SVB Wealth
Massachusetts
$227K +$211K +979 New
MA
729
Mutual Advisors
Nebraska
$225K +$210K +971 New
NB
730
Nicolet Bankshares
Wisconsin
$222K +$207K +960 New
CCM
731
Conway Capital Management
California
$221K +$206K +955 New
BEI
732
Benjamin Edwards Inc
Missouri
$221K +$7.98K +37 +4%
FI
733
Fosun International
China
$220K +$205K +950 New
CWM
734
Centurion Wealth Management
Virginia
$219K +$204K +947 New
EWA
735
EP Wealth Advisors
California
$217K -$24.6K -114 -11%
RJT
736
Raymond James Trust
Florida
$215K +$201K +930 New
PA
737
Parallel Advisors
California
$215K +$6.69K +31 +3%
VCM
738
Virtue Capital Management
Tennessee
$214K +$222K +1,027 New
NA
739
Navellier & Associates
Nevada
$209K +$195K +902 New
CFM
740
Catalyst Funds Management
Australia
$209K +$194K +900 New
FIM
741
Freedom Investment Management
Connecticut
$208K +$194K +898 New
MFIM
742
Mesirow Financial Investment Management
Illinois
$208K +$194K +898 New
AWA
743
Alta Wealth Advisors
Massachusetts
$202K +$188K +870 New
GAA
744
Guardian Asset Advisors
Pennsylvania
$201K +$187K +866 New
CTC
745
Central Trust Company
Missouri
$197K -$5.39K -25 -3%
GI
746
GAMMA Investing
California
$196K +$17.7K +82 +11%
CAM
747
Creekmur Asset Management
Illinois
$195K -$9.71K -45 -5%
NC
748
nVerses Capital
Florida
$185K +$173K +800 New
APW
749
Acima Private Wealth
Virginia
$183K – – –
QCG
750
Quadrant Capital Group
Ohio
$181K +$54.6K +253 +48%
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