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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Connecticut Wealth Management
Connecticut
$337K – – –
TPA
802
Trivium Point Advisory
Connecticut
$337K -$15.8K -56 -5%
QFW
803
QTR Family Wealth
Florida
$335K +$317K +1,126 New
TCOV
804
Trust Company of Vermont
Vermont
$335K +$64.4K +229 +26%
GFP
805
Gryphon Financial Partners
Ohio
$335K +$104K +371 +49%
GAM
806
Groupama Asset Management
France
$335K -$625K -2,222 -66%
BWA
807
Bestgate Wealth Advisors
Maryland
$333K – – –
LOAMU
808
Lombard Odier Asset Management (USA)
New York
$332K +$314K +1,115 New
SAI
809
Savvy Advisors Inc
New York
$330K +$312K +1,108 New
HHRDM
810
H&H Retirement Design & Management
Nevada
$327K -$5.35K -19 -2%
SBFM
811
S-Bank Fund Management
Finland
$327K -$3.94K -14 -1%
SC
812
Savant Capital
Illinois
$323K +$8.44K +30 +3%
FFA
813
Fi3 Financial Advisors
Indiana
$320K +$28.7K +102 +10%
II
814
Impact Investors
California
$315K +$43.9K +156 +17%
SIC
815
SJS Investment Consulting
Ohio
$315K -$3.94K -14 -1%
RWM
816
RKL Wealth Management
Pennsylvania
$310K – – –
CWS
817
Confluence Wealth Services
Pennsylvania
$309K -$844 -3 -0.3%
BCM
818
Brookstone Capital Management
Illinois
$309K -$72K -256 -20%
BRIA
819
Balanced Rock Investment Advisors
Massachusetts
$307K -$29.8K -106 -9%
KCM
820
KRS Capital Management
Michigan
$307K – – –
PP
821
PDS Planning
Ohio
$303K +$29K +103 +11%
PAI
822
Pittenger & Anderson Inc
Nebraska
$302K +$201K +715 +238%
FCP
823
Fidelis Capital Partners
Florida
$302K +$16K +57 +6%
CBB
824
Citizens Business Bank
California
$300K +$284K +1,008 New
CRC
825
Curi RMB Capital
Illinois
$299K -$22K -78 -7%
31 32
33
34 35