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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Seelaus Asset Management
New Jersey
$289K +$268K +1,627 New
BRIA
752
Balanced Rock Investment Advisors
Massachusetts
$285K +$265K +1,605 New
GCM
753
GKV Capital Management
California
$284K – – –
CAS
754
CTC Alternative Strategies
Illinois
$284K +$264K +1,600 New
IWA
755
IVC Wealth Advisors
Pennsylvania
$283K +$24.7K +150 +10%
NPT
756
National Philanthropic Trust
Pennsylvania
$281K – – –
EP
757
Essential Partners
California
$279K -$85.3K -517 -25%
CWMA
758
Capstone Wealth Management (Alabama)
Alabama
$278K +$259K +1,568 New
HR
759
Hardy Reed
Mississippi
$275K -$1.48K -9 -0.6%
WCM
760
WealthBridge Capital Management
Ohio
$274K -$95.3K -578 -27%
FFN
761
Focus Financial Network
Minnesota
$272K +$253K +1,532 New
GFP
762
Gryphon Financial Partners
Ohio
$272K +$26.4K +160 +12%
LCM
763
Laurion Capital Management
New York
$270K -$953K -5,779 -79%
CA
764
Continuum Advisory
Idaho
$270K +$251K +1,520 New
VEM
765
Vann Equity Management
Texas
$267K -$1.15K -7 -0.5%
WANY
766
Wealthspire Advisors (New York)
New York
$267K +$248K +1,503 New
RA
767
Riversedge Advisors
Delaware
$266K +$247K +1,499 New
NFG
768
Northbridge Financial Group
Florida
$265K -$12.7K -77 -5%
HIIFS
769
Harel Insurance Investments & Financial Services
Israel
$264K +$26.4K +160 +12%
PA
770
Parallel Advisors
California
$260K +$33.3K +202 +16%
GT
771
Greenleaf Trust
Michigan
$260K +$241K +1,463 New
PCP
772
Proficio Capital Partners
Massachusetts
$258K +$240K +1,456 New
SIC
773
SJS Investment Consulting
Ohio
$258K +$10.4K +63 +5%
CI
774
Cigna Investments
Connecticut
$257K – – –
RFC
775
Regions Financial Corp
Alabama
$255K -$222K -1,347 -48%
29 30
31
32 33