We are live on ! Find out more
VEEV icon

Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
Sowell Financial Services
751
Sowell Financial Services
Arkansas
$274K +$271K +1,185 New
UW
752
Unique Wealth
Florida
$274K +$270K +1,183 New
HBS
753
Howard Bailey Securities
Indiana
$274K -$40.4K -177 -13%
NewEdge Wealth
754
NewEdge Wealth
Pennsylvania
$274K -$11.9K -52 -4%
Parallel Advisors
755
Parallel Advisors
California
$273K -$457 -2 -0.2%
Mesirow Financial Investment Management
756
Mesirow Financial Investment Management
Illinois
$273K +$269K +1,177 New
Glenmede Trust
757
Glenmede Trust
Pennsylvania
$269K +$1.83K +8 +0.7%
GAG
758
GM Advisory Group
New York
$265K -$3.2K -14 -1%
CWM
759
Connecticut Wealth Management
Connecticut
$263K – – –
RCAG
760
Rehmann Capital Advisory Group
Michigan
$262K +$258K +1,130 New
AFC
761
AFT Forsyth & Company
Florida
$260K -$50.3K -220 -16%
Concurrent Investment Advisors
762
Concurrent Investment Advisors
Florida
$260K -$13.5K -59 -5%
THCM
763
Taylor Hoffman Capital Management
Virginia
$260K – – –
BWA
764
Bestgate Wealth Advisors
Maryland
$259K -$3.66K -16 -1%
Focus Partners Advisor Solutions
765
Focus Partners Advisor Solutions
Missouri
$258K +$254K +1,112 New
PCS
766
Personal CFO Solutions
New Jersey
$257K -$5.03K -22 -2%
SA
767
Sovran Advisors
California
$255K +$270K +1,183 New
CreativeOne Wealth
768
CreativeOne Wealth
Kansas
$255K +$252K +1,101 New
CMI
769
Clare Market Investments
Texas
$255K -$70.8K -310 -22%
MIM
770
Moseley Investment Management
Florida
$252K -$31.1K -136 -11%
Iconiq Capital
771
Iconiq Capital
California
$250K +$25.6K +112 +12%
SIC
772
SJS Investment Consulting
Ohio
$249K +$229 +1 +0.1%
CAM
773
Claret Asset Management
Quebec, Canada
$247K +$229 +1 +0.1%
FIM
774
Freedom Investment Management
Connecticut
$245K +$242K +1,060 New
CAWM
775
Capital A Wealth Management
Pennsylvania
$243K -$36.8K -161 -13%