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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
726
Trivium Point Advisory
Connecticut
$286K -$26.8K -122 -8%
BPAMU
727
BTG Pactual Asset Management US
New York
$283K – – –
AFC
728
AFT Forsyth & Company
Florida
$283K -$22K -100 -7%
BP
729
BBR Partners
New York
$282K +$295K +1,341 New
IPAM
730
Investment Partners Asset Management
New Jersey
$276K – – –
SAMC
731
Spectrum Asset Management (California)
California
$276K – – –
CWM
732
Centurion Wealth Management
Virginia
$275K +$25.7K +117 +10%
CAAS
733
Capital Asset Advisory Services
Michigan
$272K -$5.72K -26 -2%
BL
734
BFSG LLC
California
$271K – – –
PCM
735
Prelude Capital Management
New York
$270K +$282K +1,283 New
AWM
736
Axxcess Wealth Management
California
$269K -$5.72K -26 -2%
PDL
737
Portfolio Design Labs
California
$267K +$280K +1,272 New
TF
738
Tudor Financial
Ohio
$266K – – –
WBC
739
Westpac Banking Corp
Australia
$262K – – –
BPA
740
Beacon Pointe Advisors
California
$261K +$273K +1,243 New
CRC
741
Curi RMB Capital
Illinois
$261K -$530K -2,408 -66%
S
742
SignatureFD
Georgia
$260K +$5.94K +27 +2%
NW
743
NewEdge Wealth
Pennsylvania
$259K +$14.7K +67 +6%
AIM
744
Alhambra Investment Management
Florida
$259K +$271K +1,234 New
MIM
745
Moseley Investment Management
Florida
$257K -$157K -715 -37%
SDWIA
746
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$257K +$440 +2 +0.2%
SBF
747
Sara-Bay Financial
Florida
$255K – – –
CAWM
748
Capital A Wealth Management
Pennsylvania
$254K +$266K +1,210 New
RFO
749
RiverGlades Family Offices
Florida
$252K -$38.5K -175 -13%
SCP
750
Sandhill Capital Partners
New York
$252K – – –
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