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Veeva Systems
VEEV

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
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