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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
901
Cornerstone Planning Group
New Jersey
$29.1K +$6.63K +29 +28%
GXJ
902
Global X Japan
Japan
$28.3K +$914 +4 +3%
CWM
903
Centricity Wealth Management
Ohio
$27.8K – – –
RI
904
Ridgewood Investments
New Jersey
$27.8K – – –
RA
905
Rise Advisors
New York
$26.9K – – –
RWS
906
Retirement Wealth Solutions
Wisconsin
$26.6K -$6.4K -28 -20%
AAM
907
Advisors Asset Management
Colorado
$26.4K -$3.88K -17 -13%
JSAM
908
J. Safra Asset Management
New York
$26.4K +$24.9K +109 +2,180%
OP
909
ORG Partners
Indiana
$26K +$26.1K +114 New
WFG
910
Wormser Freres Gestion
France
$25.3K +$2.06K +9 +9%
AF
911
Abound Financial
California
$25.2K +$24.9K +109 New
RS
912
Rakuten Securities
Japan
$24.1K +$22.9K +100 +2,500%
AF
913
Atala Financial
California
$23.9K – – –
FCT
914
First Community Trust
Iowa
$23.9K – – –
FA
915
Financial Avengers
California
$23.2K – – –
LWMI
916
Legacy Wealth Management (Idaho)
Idaho
$23.2K – – –
GWS
917
Greykasell Wealth Strategies
California
$23.2K +$22.9K +100 New
CFO
918
CVA Family Office
Colorado
$21.8K +$2.97K +13 +16%
BWL
919
Bogart Wealth LLC
Virginia
$21.3K -$2.06K -9 -9%
CSPIA
920
Cary Street Partners Investment Advisory
Virginia
$19.5K +$19K +83 +8,300%
SFGP
921
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$18.8K +$229 +1 +1%
AF
922
Advisornet Financial
Minnesota
$18.8K +$14.2K +62 +326%
MSWM
923
Mowery & Schoenfeld Wealth Management
Illinois
$18.5K +$18.3K +80 New
NEWAS
924
N.E.W. Advisory Services
Wisconsin
$18.5K +$18.3K +80 New
PWAM
925
Private Wealth Asset Management
Iowa
$18.5K +$18.3K +80 New
35 36
37
38 39