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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
-$211K -1,280 Closed
CWMU
802
Caliber Wealth Management (Utah)
Utah
-$206K -1,249 Closed
MOS
803
MGO One Seven
Ohio
-$202K -1,231 Closed
RWM
804
RKL Wealth Management
Pennsylvania
-$202K -1,226 Closed
ETH
805
Exos TFP Holdings
New York
-$136K -824 Closed
BWP
806
Baldwin Wealth Partners
Massachusetts
-$82K -500 Closed
MAM
807
Meeder Asset Management
Ohio
-$67K -402 Closed
WWMSC
808
Wagner Wealth Management (South Carolina)
South Carolina
-$48K -293 Closed
JWBC
809
John W. Brooker & Co
California
-$44K -269 Closed
MS
810
Mizuho Securities
Japan
-$33K -200 Closed
GWSG
811
GPS Wealth Strategies Group
Colorado
-$18K -107 Closed
DBG
812
De Burlo Group
Massachusetts
-$16.5K -100 Closed
HFM
813
Harvest Fund Management
China
-$16K -98 Closed
SOS
814
Silver Oak Securities
Tennessee
-$13.2K -65 Closed
ACM
815
Absolute Capital Management
Pennsylvania
-$7.75K -47 Closed
SFO
816
Standard Family Office
South Dakota
-$4K -26 Closed
HR
817
Howe & Rusling
New York
-$4K -25 Closed
SC
818
Stephens Consulting
Michigan
-$4.12K -25 Closed
TFA
819
Toth Financial Advisory
Virginia
-$2K -15 Closed
TWP
820
TFO Wealth Partners
Ohio
-$2K -14 Closed
FEG
821
Financial Enhancement Group
Indiana
-$1K -9 Closed
ANBT
822
American National Bank & Trust
Texas
-$1K -8 Closed
CB
823
Community Bank
New York
-$1K -7 Closed
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
-$1K -5 Closed
SWM
825
Sugarloaf Wealth Management
Georgia
-$1K -4 Closed