We are live on ! Find out more
VEEV icon

Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
RKL Wealth Management
Pennsylvania
$241K – – –
LIP
777
Lighthouse Investment Partners
Florida
$241K +$238K +1,041 New
HAIM
778
Hunter Associates Investment Management
Pennsylvania
$239K -$5.71K -25 -2%
KCM
779
KRS Capital Management
Michigan
$239K -$36.6K -160 -13%
GM
780
GeoWealth Management
Illinois
$237K – – –
HHRDM
781
H&H Retirement Design & Management
Nevada
$235K +$457 +2 +0.2%
HCM
782
Howard Capital Management
Georgia
$235K -$37.5K -164 -14%
FCBT
783
First Citizens Bank & Trust
North Carolina
$234K +$3.2K +14 +1%
UCB
784
United Community Bank
South Carolina
$234K – – –
PCH
785
PGIM Custom Harvest
New Jersey
$233K – – –
PAS
786
Professional Advisory Services
Florida
$232K – – –
SW
787
SlateStone Wealth
Florida
$232K – – –
NL
788
NKCFO LLC
Illinois
$232K +$229K +1,000 New
BWM
789
Blossom Wealth Management
California
$232K – – –
CSI
790
Cross Staff Investments
New York
$232K – – –
CWS
791
Confluence Wealth Services
Pennsylvania
$228K -$8.23K -36 -3%
EIP
792
Epoch Investment Partners
New York
$226K -$88.7K -388 -28%
MCM
793
MAI Capital Management
Ohio
$224K -$1.83K -8 -0.8%
SS
794
Sunbelt Securities
Texas
$223K – – –
MS
795
Maven Securities
Jersey
$222K -$205K -896 -48%
SCP
796
Sivia Capital Partners
California
$222K +$219K +958 New
MTC
797
McDaniel Terry & Co
Texas
$221K – – –
PWP
798
Pursue Wealth Partners
California
$220K -$4.11K -18 -2%
TWP
799
Triad Wealth Partners
Kansas
$218K -$15.5K -68 -7%
FPWM
800
FSB Premier Wealth Management
Iowa
$218K +$215K +939 New
30 31
32
33 34