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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
751
TFC Financial Management
Massachusetts
$5K – – –
PWMG
752
Prestige Wealth Management Group
New Jersey
$5K +$1.95K +7 +54%
T2I
753
Turim 21 Investimentos
Brazil
$5K +$5.01K +18 New
KFS
754
Kelly Financial Services
Massachusetts
$4.44K – – –
WP
755
WealthShield Partners
North Carolina
$4K -$351K -1,259 -99%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$4K -$15.9K -57 -80%
RIM
757
Ranger Investment Management
Texas
$4K – – –
TSW
758
Thompson Siegel & Walmsley
Virginia
$4K – – –
HR
759
Howe & Rusling
New York
$4K +$3.9K +14 New
TLCM
760
Twin Lakes Capital Management
California
$4K +$4.46K +16 New
HWM
761
HighMark Wealth Management
Minnesota
$3K -$1.39K -5 -33%
BCH
762
Berkshire Capital Holdings
California
$3K – – –
TCWM
763
Total Clarity Wealth Management
Illinois
$3K +$2.79K +10 New
NFSG
764
Newbridge Financial Services Group
Florida
$2K -$32K -115 -94%
LFG
765
Larson Financial Group
Missouri
$2K -$6.41K -23 -77%
CWA
766
Clearview Wealth Advisors
Oregon
$2K – – –
LIM
767
Longfellow Investment Management
Massachusetts
$2K – – –
TFO
768
Tarbox Family Office
California
$2K – – –
TCOV
769
Trust Company of Vermont
Vermont
$2K – – –
VCM
770
Vigilant Capital Management
Maine
$2K +$1.67K +6 New
BWM
771
BerganKDV Wealth Management
Minnesota
$1K – – –
SWM
772
Sugarloaf Wealth Management
Georgia
$1K – – –
BMD
773
Better Money Decisions
New Mexico
$1K +$1.39K +5 New
WIM
774
Westside Investment Management
California
$26 -$20.9K -75 -43%
DVF
775
Discovery Value Fund
Singapore
– -$219M -805,424 Closed
29 30
31
32 33