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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
951
American International Group
New York
– -$560K -2,417 Closed
EW
952
Evoke Wealth
California
– -$546K -2,356 Closed
VC
953
Veracity Capital
Georgia
– -$424K -1,828 Closed
EWM
954
Empirical Wealth Management
Washington
– -$422K -1,820 Closed
EAM
955
Erste Asset Management
Austria
– -$357K -1,800 Closed
RCM
956
Radnor Capital Management
Pennsylvania
– -$412K -1,780 Closed
CWM
957
Congress Wealth Management
Massachusetts
– -$411K -1,776 Closed
MSFS
958
Main Street Financial Solutions
Pennsylvania
– -$408K -1,760 Closed
SCM
959
Stevens Capital Management
Pennsylvania
– -$391K -1,688 Closed
CWA
960
CM Wealth Advisors
Ohio
– -$309K -1,506 Closed
AI
961
Accredited Investors
Minnesota
– -$341K -1,473 Closed
CW
962
CreativeOne Wealth
Kansas
– -$330K -1,425 Closed
ACM
963
Avalon Capital Management
California
– -$264K -1,141 Closed
MSAM
964
Moloney Securities Asset Management
Missouri
– -$247K -1,064 Closed
RWP
965
Revolve Wealth Partners
New Jersey
– -$245K -1,056 Closed
GCP
966
GSA Capital Partners
United Kingdom
– -$244K -1,051 Closed
RWM
967
RKL Wealth Management
Pennsylvania
– -$241K -1,042 Closed
VCM
968
Virtue Capital Management
Tennessee
– -$214K -1,027 Closed
BCM
969
Brookstone Capital Management
Illinois
– -$234K -1,009 Closed
CSI
970
Cross Staff Investments
New York
– -$232K -1,000 Closed
MIM
971
Merrion Investment Management
New Jersey
– -$232K -1,000 Closed
PCH
972
PGIM Custom Harvest
New Jersey
– -$232K -1,000 Closed
SW
973
SlateStone Wealth
Florida
– -$232K -1,000 Closed
PCIA
974
Prime Capital Investment Advisors
Kansas
– -$230K -994 Closed
CIA
975
Concurrent Investment Advisors
Florida
– -$228K -986 Closed
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