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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
SHP Wealth Management
Massachusetts
$27K +$3.79K +23 +18%
MWPCG
902
Measured Wealth Private Client Group
New Hampshire
$26.6K – – –
IA
903
IFG Advisory
Georgia
$26.6K +$24.7K +150 New
ZBNA
904
Zions Bancorporation, National Association
Utah
$24.5K +$660 +4 +3%
NFSG
905
Newbridge Financial Services Group
Florida
$23.2K – – –
CPG
906
Cornerstone Planning Group
New Jersey
$22.1K -$660 -4 -3%
HNB
907
Hilltop National Bank
Wyoming
$21.1K – – –
HWP
908
Highline Wealth Partners
California
$20.9K – – –
TFA
909
Transamerica Financial Advisors
Florida
$20.4K +$4.62K +28 +32%
HCM
910
Hollencrest Capital Management
California
$20.1K – – –
JSAM
911
J. Safra Asset Management
New York
$19.3K -$18.6K -113 -51%
PTC
912
Private Trust Company
Ohio
$19.3K -$10.9K -66 -38%
AF
913
Abound Financial
California
$19.3K – – –
FA
914
Financial Avengers
California
$17.7K – – –
GWS
915
Greykasell Wealth Strategies
California
$17.7K – – –
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$17.7K – – –
VWA
917
VSM Wealth Advisory
Maryland
$17.7K – – –
TCOV
918
Trust Company of Vermont
Vermont
$17.7K +$16.5K +100 New
PWMG
919
Private Wealth Management Group
New Jersey
$16.9K +$7.25K +44 +86%
AF
920
Advisornet Financial
Minnesota
$15.4K -$165 -1 -1%
RF
921
Rossby Financial
Florida
$15.4K +$330 +2 +2%
LWM
922
Lodestone Wealth Management
Washington
$14.6K +$2.31K +14 +21%
MSWM
923
Mowery & Schoenfeld Wealth Management
Illinois
$14.2K – – –
NEWAS
924
N.E.W. Advisory Services
Wisconsin
$14.2K – – –
KFAS
925
Keating Financial Advisory Services
Kansas
$14.2K +$8.24K +50 +167%
35 36
37
38 39