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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
751
Unique Wealth
Florida
$274K +$270K +1,183 New
HBS
752
Howard Bailey Securities
Indiana
$274K -$40.4K -177 -13%
NW
753
NewEdge Wealth
Pennsylvania
$274K -$11.9K -52 -4%
PA
754
Parallel Advisors
California
$273K -$457 -2 -0.2%
MFIM
755
Mesirow Financial Investment Management
Illinois
$273K +$269K +1,177 New
GT
756
Glenmede Trust
Pennsylvania
$269K +$1.83K +8 +0.7%
GAG
757
GM Advisory Group
New York
$265K -$3.2K -14 -1%
CWM
758
Connecticut Wealth Management
Connecticut
$263K – – –
RCAG
759
Rehmann Capital Advisory Group
Michigan
$262K +$258K +1,130 New
AFC
760
AFT Forsyth & Company
Florida
$260K -$50.3K -220 -16%
CIA
761
Concurrent Investment Advisors
Florida
$260K -$13.5K -59 -5%
THCM
762
Taylor Hoffman Capital Management
Virginia
$260K – – –
BWA
763
Bestgate Wealth Advisors
Maryland
$259K -$3.66K -16 -1%
FPAS
764
Focus Partners Advisor Solutions
Missouri
$258K +$254K +1,112 New
PCS
765
Personal CFO Solutions
New Jersey
$257K -$5.03K -22 -2%
SA
766
Sovran Advisors
California
$255K +$270K +1,183 New
CW
767
CreativeOne Wealth
Kansas
$255K +$252K +1,101 New
CMI
768
Clare Market Investments
Texas
$255K -$70.8K -310 -22%
MIM
769
Moseley Investment Management
Florida
$252K -$31.1K -136 -11%
IC
770
Iconiq Capital
California
$250K +$25.6K +112 +12%
SIC
771
SJS Investment Consulting
Ohio
$249K +$229 +1 +0.1%
CAM
772
Claret Asset Management
Quebec, Canada
$247K +$229 +1 +0.1%
FIM
773
Freedom Investment Management
Connecticut
$245K +$242K +1,060 New
CAWM
774
Capital A Wealth Management
Pennsylvania
$243K -$36.8K -161 -13%
WBC
775
Westpac Banking Corp
Australia
$242K -$46.4K -203 -16%
29 30
31
32 33