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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
776
Fidelis Capital Partners
Florida
$222K +$209K +950 New
RWM
777
RKL Wealth Management
Pennsylvania
$219K – – –
HAIM
778
Hunter Associates Investment Management
Pennsylvania
$217K -$21.1K -96 -8%
GM
779
GeoWealth Management
Illinois
$215K +$22.2K +101 +11%
UCB
780
United Community Bank
South Carolina
$212K -$9.9K -45 -4%
PCH
781
PGIM Custom Harvest
New Jersey
$212K – – –
TWP
782
Triad Wealth Partners
Kansas
$212K +$221K +1,007 New
BIM
783
Bridges Investment Management
Nebraska
$211K -$60.9K -277 -22%
BWM
784
Blossom Wealth Management
California
$210K – – –
CSI
785
Cross Staff Investments
New York
$210K – – –
MIM
786
Merrion Investment Management
New Jersey
$210K – – –
TP
787
TenCore Partners
New York
$210K +$220K +1,000 New
PAS
788
Professional Advisory Services
Florida
$210K -$88K -400 -29%
SW
789
SlateStone Wealth
Florida
$210K – – –
FCBT
790
First Citizens Bank & Trust
North Carolina
$210K +$219K +997 New
PAS
791
Point72 Asia (Singapore)
Singapore
$209K +$218K +993 New
RBI
792
Raiffeisen Bank International
Austria
$206K +$214K +973 New
MCM
793
MAI Capital Management
Ohio
$205K -$117K -531 -35%
VT
794
Vise Technologies
New York
$204K +$213K +970 New
CFO
795
Callan Family Office
Pennsylvania
$204K +$213K +969 New
SW
796
SVB Wealth
Massachusetts
$204K +$213K +969 New
PWP
797
Pursue Wealth Partners
California
$204K -$4.84K -22 -2%
IC
798
Iconiq Capital
California
$204K +$213K +968 New
SS
799
Sunbelt Securities
Texas
$203K -$34.5K -157 -14%
AWM
800
Aprio Wealth Management
Georgia
$202K +$212K +963 New
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