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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
Blossom Wealth Management
California
$223K – – –
CSI
852
Cross Staff Investments
New York
$223K – – –
SW
853
SlateStone Wealth
Florida
$223K – – –
M1FG
854
Mach-1 Financial Group
Arkansas
$223K +$265K +997 New
SC
855
Savant Capital
Illinois
$221K -$25.5K -96 -9%
WS
856
Wedbush Securities
California
$220K +$15.9K +60 +6%
HSA
857
HBK Sorce Advisory
Pennsylvania
$217K -$73.5K -277 -19%
SAMC
858
Spectrum Asset Management (California)
California
$217K – – –
VAS
859
Vestmark Advisory Solutions
Massachusetts
$215K +$2.65K +10 +1%
BCM
860
Brookstone Capital Management
Illinois
$215K -$19.4K -73 -7%
BA
861
Bridgewater Advisors
New York
$215K +$259K +977 New
NWM
862
Northwest Wealth Management
Iowa
$213K +$14.6K +55 +6%
SOW
863
State of Wyoming
Wyoming
$213K -$139K -525 -35%
AF
864
Atala Financial
California
$213K – – –
PWP
865
Pursue Wealth Partners
California
$212K – – –
AFC
866
AFT Forsyth & Company
Florida
$212K -$9.29K -35 -4%
SWP
867
Sagespring Wealth Partners
Tennessee
$212K -$80.4K -303 -24%
RWP
868
Revolve Wealth Partners
New Jersey
$210K +$2.92K +11 +1%
KIA
869
KCM Investment Advisors
California
$210K +$249K +939 New
HCM
870
Howard Capital Management
Georgia
$209K +$1.33K +5 +0.5%
PWA
871
Pitcairn Wealth Advisors
Pennsylvania
$208K +$248K +934 New
NA
872
Navellier & Associates
Nevada
$207K – – –
CA
873
Continuum Advisory
Idaho
$207K +$246K +926 New
NC
874
nVerses Capital
Florida
$206K +$245K +922 New
FFA
875
Fi3 Financial Advisors
Indiana
$203K -$44K -166 -15%
33 34
35
36 37