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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
801
Poinciana Advisors Group
Florida
$352K +$303K +1,221 New
SDWIA
802
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$351K – – –
WA
803
Waverly Advisors
Alabama
$351K +$303K +1,220 New
SI
804
Stephens Inc
Arkansas
$348K -$3.72K -15 -1%
MWM
805
Modern Wealth Management
Kansas
$346K +$298K +1,202 New
RFO
806
RiverGlades Family Offices
Florida
$346K – – –
HBS
807
Howard Bailey Securities
Indiana
$344K +$3.47K +14 +1%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$344K +$15.9K +64 +6%
VCM
809
Voleon Capital Management
California
$343K +$295K +1,191 New
TPA
810
Trivium Point Advisory
Connecticut
$342K -$9.18K -37 -3%
IEFM
811
IQ EQ Fund Management
Ireland
$341K +$294K +1,185 New
AFA
812
Arlington Financial Advisors
California
$338K -$99.2K -400 -25%
MCM
813
MAI Capital Management
Ohio
$338K +$51.1K +206 +21%
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$337K +$37.7K +152 +15%
AFGAS
815
Allegiance Financial Group Advisory Services
Virginia
$337K +$290K +1,170 New
PCG
816
Prosperity Consulting Group
Maryland
$334K +$287K +1,159 New
VT
817
Volterra Technologies
New York
$333K +$286K +1,155 New
GAG
818
GM Advisory Group
New York
$330K – – –
THCM
819
Taylor Hoffman Capital Management
Virginia
$329K – – –
BRIA
820
Balanced Rock Investment Advisors
Massachusetts
$327K -$82.6K -333 -23%
NAAA
821
New Age Alpha Advisors
New York
$327K +$282K +1,137 New
CWM
822
Connecticut Wealth Management
Connecticut
$326K -$744 -3 -0.3%
DW30
823
Drucker Wealth 3.0
New Jersey
$325K -$110K -443 -28%
PCS
824
Personal CFO Solutions
New Jersey
$324K +$3.72K +15 +1%
OAM
825
Oxford Asset Management
United Kingdom
$321K +$276K +1,114 New
31 32
33
34 35