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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
776
Global Endowment Management
North Carolina
$310K -$323K -1,218 -47%
JTWM
777
Jackson Thornton Wealth Management
Alabama
$307K -$309K -1,165 -47%
PFG
778
PAX Financial Group
Texas
$306K -$349K -1,314 -49%
PCP
779
Perbak Capital Partners
United Kingdom
$303K -$425K -1,601 -54%
OM
780
OV Management
Minnesota
$302K -$5.31K -20 -1%
FIA
781
Foundations Investment Advisors
Arizona
$302K -$149K -563 -29%
CPIG
782
Chicago Partners Investment Group
Illinois
$300K -$164K -617 -31%
AG
783
Ascent Group
Virginia
$300K -$47.8K -180 -12%
GT
784
Glenmede Trust
Pennsylvania
$298K +$355K +1,336 New
WG
785
Wealth Group
North Carolina
$296K +$352K +1,328 New
IPAM
786
Investment Partners Asset Management
New Jersey
$292K +$2.65K +10 +0.8%
CGL
787
Clarius Group LLC
Washington
$292K +$347K +1,307 New
SCM
788
Stevens Capital Management
Pennsylvania
$288K +$343K +1,292 New
IAA
789
Independent Advisor Alliance
North Carolina
$288K -$40.6K -153 -11%
BPA
790
Beacon Pointe Advisors
California
$288K -$1.33K -5 -0.4%
RS
791
R Squared
Hong Kong
$288K +$342K +1,289 New
KRW
792
Kaufman Rossin Wealth
Florida
$286K -$131K -495 -28%
CPC
793
Cookson Peirce & Co
Pennsylvania
$285K +$95K +358 +39%
MFIM
794
Mesirow Financial Investment Management
Illinois
$281K -$147K -555 -31%
AFA
795
Arlington Financial Advisors
California
$279K -$5.57K -21 -2%
CAAS
796
Capital Asset Advisory Services
Michigan
$279K -$26.8K -101 -8%
FWI
797
Facet Wealth Inc
Maryland
$278K -$25.7K -97 -7%
PA
798
Parallel Advisors
California
$277K -$15.7K -59 -5%
NPT
799
National Philanthropic Trust
Pennsylvania
$275K -$229K -863 -41%
HIIFS
800
Harel Insurance Investments & Financial Services
Israel
$273K -$815K -3,070 -71%
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32
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