VEEV icon

Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
851
Prio Wealth Limited Partnership
Massachusetts
– -$204K -750 Closed
COI
852
Connable Office Inc
Michigan
– -$203K -744 Closed
EMFAT
853
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$187K -687 Closed
FTDI
854
First Trust Direct Indexing
Massachusetts
– -$170K -626 Closed
IA
855
Inspire Advisors
Idaho
– -$136K -500 Closed
CTFG
856
Capstone Triton Financial Group
Oklahoma
– -$114K -417 Closed
AS
857
Altshuler Shaham
Israel
– -$98K -359 Closed
BWM
858
Birchcreek Wealth Management
Ohio
– -$63K -234 Closed
DSC
859
Duncker Streett & Co
Missouri
– -$54K -200 Closed
RPWA
860
Regent Peak Wealth Advisors
Georgia
– -$49K -180 Closed
HCM
861
Highlander Capital Management
New Jersey
– -$34K -125 Closed
MA
862
MUFG Americas
New York
– -$26K -94 Closed
OIM
863
Oder Investment Management
California
– -$24K -89 Closed
FCH
864
Freestone Capital Holdings
Washington
– -$22.3K -82 Closed
CCA
865
Childress Capital Advisors
Texas
– -$16K -59 Closed
PWPS
866
Pinnacle Wealth Planning Services
Ohio
– -$15K -55 Closed
BSSFA
867
Baron Silver Stevens Financial Advisors
Florida
– -$9K -36 Closed
WAS
868
Winch Advisory Services
Wisconsin
– -$8K -28 Closed
VAIA
869
Virtus Alternative Investment Advisers
Connecticut
– -$6K -21 Closed
TCM
870
Tradewinds Capital Management
Washington
– -$5K -19 Closed
AssetMark Inc
871
AssetMark Inc
California
– -$4K -13 Closed
SFO
872
Standard Family Office
South Dakota
– -$2K -8 Closed
CB
873
CNB Bank
Pennsylvania
– -$2K -7 Closed
AWG
874
Altus Wealth Group
Colorado
– -$1K -5 Closed
SSWG
875
Seven Springs Wealth Group
Tennessee
– -$1K -5 Closed