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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
801
Global Wealth Management Investment Advisory
Florida
$3K -$4.76K -15 -60%
MCM
802
Manchester Capital Management
Vermont
$3K -$3.17K -10 -53%
BCH
803
Berkshire Capital Holdings
California
$3K – – –
LIM
804
Longfellow Investment Management
Massachusetts
$3K – – –
PCTC
805
Perkins Coie Trust Company
Washington
$3K – – –
TLFA
806
True Link Financial Advisors
California
$3K – – –
TCWM
807
Total Clarity Wealth Management
Illinois
$3K +$3.17K +10 New
RTL
808
Red Tortoise LLC
Georgia
$3K +$5.39K +17 New
HWM
809
HighMark Wealth Management
Minnesota
$2K -$1.27K -4 -40%
CWA
810
Clearview Wealth Advisors
Oregon
$2K – – –
TFO
811
Tarbox Family Office
California
$2K – – –
VCM
812
Vigilant Capital Management
Maine
$2K – – –
SIAP
813
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$15.9K -50 -94%
LF
814
Lee Financial
Texas
$1K -$1.59K -5 -56%
AW
815
Avion Wealth
Texas
$1K – – –
BWM
816
BerganKDV Wealth Management
Minnesota
$1K – – –
BMD
817
Better Money Decisions
New Mexico
$1K – – –
EWM
818
Evermay Wealth Management
Virginia
$1K – – –
SWM
819
Sugarloaf Wealth Management
Georgia
$1K – – –
EWM
820
Edge Wealth Management
New York
$1K +$635 +2 New
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$1K +$952 +3 New
FWM
822
Filbrandt Wealth Management
Wisconsin
$1K +$952 +3 New
HM
823
HealthCor Management
New York
– -$42.3M -136,080 Closed
PGEBT
824
Pactiv General Employee Benefit Trust
Illinois
– -$12.6M -40,530 Closed
BAM
825
Blueshift Asset Management
New Jersey
– -$7.3M -23,462 Closed
31 32
33
34 35