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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SlateStone Wealth
Florida
$298K – – –
BWM
827
Blossom Wealth Management
California
$298K – – –
CSI
828
Cross Staff Investments
New York
$298K – – –
CG
829
Caprock Group
Idaho
$297K +$311K +1,104 New
AFC
830
AFT Forsyth & Company
Florida
$293K +$11.3K +40 +4%
EWM
831
Empirical Wealth Management
Washington
$292K +$276K +979 New
SAMC
832
Spectrum Asset Management (California)
California
$289K -$91.2K -324 -25%
UCB
833
United Community Bank
South Carolina
$289K -$2.81K -10 -1%
VAS
834
Vestmark Advisory Solutions
Massachusetts
$285K -$21.4K -76 -7%
AWA
835
Aaron Wealth Advisors
Illinois
$285K +$24.2K +86 +10%
AF
836
Atala Financial
California
$284K – – –
PWP
837
Pursue Wealth Partners
California
$283K – – –
TCOO
838
Trust Company of Oklahoma
Oklahoma
$281K +$53.2K +189 +25%
NFG
839
Nations Financial Group
Iowa
$279K +$24.5K +87 +10%
BRWA
840
B. Riley Wealth Advisors
Florida
$279K +$264K +938 New
HCM
841
Howard Capital Management
Georgia
$277K +$4.78K +17 +2%
SS
842
Sunbelt Securities
Texas
$277K -$8.72K -31 -3%
RWP
843
Revolve Wealth Partners
New Jersey
$277K +$7.32K +26 +3%
TWP
844
Triad Wealth Partners
Kansas
$276K +$31K +110 +13%
DW30
845
Drucker Wealth 3.0
New Jersey
$276K -$60.8K -216 -19%
NA
846
Navellier & Associates
Nevada
$276K +$6.75K +24 +3%
WS
847
Wedbush Securities
California
$275K -$106K -376 -29%
FPWM
848
FSB Premier Wealth Management
Iowa
$274K -$8.72K -31 -3%
MIM
849
Moseley Investment Management
Florida
$274K – – –
CPC
850
Cookson Peirce & Co
Pennsylvania
$273K +$258K +917 New
32 33
34
35 36