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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
851
Clare Market Investments
Texas
$281K -$31K -125 -11%
FFA
852
Fi3 Financial Advisors
Indiana
$280K +$241K +972 New
JTWM
853
Jackson Thornton Wealth Management
Alabama
$280K +$247K +996 New
PPW
854
Parcion Private Wealth
Washington
$276K +$238K +960 New
AF
855
Atala Financial
California
$274K +$211K +850 +825%
FPWM
856
FSB Premier Wealth Management
Iowa
$274K +$3.22K +13 +1%
PWP
857
Pursue Wealth Partners
California
$274K – – –
AFC
858
AFT Forsyth & Company
Florida
$272K -$44.6K -180 -16%
FCP
859
Fidelis Capital Partners
Florida
$270K +$1.24K +5 +0.5%
BP
860
Ballentine Partners
Massachusetts
$268K +$231K +931 New
MIM
861
Moseley Investment Management
Florida
$265K -$41.2K -166 -15%
PP
862
PDS Planning
Ohio
$264K +$4.96K +20 +2%
HCM
863
Howard Capital Management
Georgia
$263K -$24.6K -99 -10%
WWC
864
Waypoint Wealth Counsel
Georgia
$262K +$225K +909 New
ATPW
865
Ashton Thomas Private Wealth
Arizona
$261K +$225K +907 New
CCM
866
Conway Capital Management
California
$261K – – –
RWP
867
Revolve Wealth Partners
New Jersey
$260K -$7.44K -30 -3%
NA
868
Navellier & Associates
Nevada
$260K – – –
NWM
869
Northwest Wealth Management
Iowa
$259K +$223K +901 New
II
870
Impact Investors
California
$259K +$223K +900 New
BWA
871
Bestgate Wealth Advisors
Maryland
$259K – – –
TCOV
872
Trust Company of Vermont
Vermont
$258K – – –
CIA
873
Concurrent Investment Advisors
Florida
$257K -$57.8K -233 -21%
GAA
874
Guardian Asset Advisors
Pennsylvania
$254K -$10.7K -43 -5%
OFS
875
OneAscent Financial Services
Alabama
$253K +$218K +880 New
33 34
35
36 37