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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
976
Action Point Financial Planning
Michigan
$4.79K +$4.62K +28 New
CFS
977
CGC Financial Services
Oregon
$4.44K – – –
CSB
978
City State Bank
Iowa
$4.44K – – –
PWA
979
Provenance Wealth Advisors
Florida
$4.44K – – –
CBT
980
Crews Bank & Trust
Florida
$4.26K +$3.96K +24 New
JWA
981
JFS Wealth Advisors
Pennsylvania
$4.08K +$330 +2 +10%
WA
982
WPG Advisers
Maryland
$3.9K +$165 +1 +5%
SGFG
983
Silver Grove Financial Group
New York
$3.9K +$3.63K +22 New
WWM
984
Wolff Wiese Magana
California
$3.73K -$587K -3,558 -99%
MA
985
MCF Advisors
Kentucky
$3.73K – – –
TM
986
Torren Management
California
$3.55K -$2.31K -14 -41%
DRP
987
Decker Retirement Planning
Utah
$3.55K +$3.3K +20 New
CWP
988
Concord Wealth Partners
Virginia
$3.37K +$3.13K +19 New
MB
989
MidFirst Bank
Oklahoma
$3.19K +$824 +5 +38%
PC
990
Pier Capital
Connecticut
$3.19K +$2.97K +18 New
BIA
991
Bell Investment Advisors
California
$3.02K -$6.27K -38 -69%
SNB
992
Security National Bank
Nebraska
$3.02K – – –
LF
993
LifeSteps Financial
California
$3.02K +$2.8K +17 New
WPA
994
West Paces Advisors
Georgia
$3.02K +$2.8K +17 New
SIM
995
Synergy Investment Management
Florida
$2.91K +$2.31K +14 New
CFO
996
CVA Family Office
Colorado
$2.84K -$14.8K -90 -85%
TLCM
997
Twin Lakes Capital Management
California
$2.84K – – –
AA
998
Addison Advisors
Vermont
$2.66K -$1.98K -12 -44%
DWM
999
Dogwood Wealth Management
Kansas
$2.66K -$824 -5 -25%
PWA
1000
Principia Wealth Advisory
Texas
$2.66K +$165 +1 +7%
38 39
40
41 42