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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
976
Valley Wealth Managers
New Jersey
$4.63K – – –
SWIM
977
Smallwood Wealth Investment Management
New Jersey
$4.63K +$4.57K +20 New
CW
978
Curio Wealth
Maryland
$4.42K +$229 +1 New
FPF
979
First Pacific Financial
Washington
$4.4K – – –
S
980
Sachetta
Massachusetts
$4.17K – – –
RTL
981
Red Tortoise LLC
Georgia
$3.94K – – –
CWA
982
Carolina Wealth Advisors
South Carolina
$3.71K – – –
FWM
983
FSA Wealth Management
Massachusetts
$3.71K – – –
TLCM
984
Twin Lakes Capital Management
California
$3.71K – – –
VWA
985
Valued Wealth Advisors
Utah
$3.24K – – –
AWM
986
Activest Wealth Management
Florida
$3.01K +$2.97K +13 New
DPW
987
DiNuzzo Private Wealth
Pennsylvania
$2.78K – – –
BAM
988
Bellevue Asset Management
Washington
$2.78K – – –
HWP
989
Highline Wealth Partners
California
$2.55K +$1.6K +7 +175%
WCM
990
WealthTrak Capital Management
Virginia
$2.32K +$457 +2 +25%
HHGA
991
Halbert Hargrove Global Advisors
California
$2.32K +$2.29K +10 New
LIM
992
Longfellow Investment Management
Massachusetts
$2.32K – – –
RF
993
Rossby Financial
Florida
$2.27K +$2.29K +10 New
MTIC
994
Missouri Trust & Investment Company
Missouri
$2.08K – – –
NRG
995
Nemes Rush Group
Michigan
$2.08K – – –
TFA
996
Transamerica Financial Advisors
Florida
$2K – – –
HWA
997
HHM Wealth Advisors
Tennessee
$1.62K – – –
DWM
998
Dogwood Wealth Management
Kansas
$1.62K +$1.6K +7 New
CH
999
Cromwell Holdings
Wyoming
$1.39K +$1.37K +6 New
FNWA
1000
Financial Network Wealth Advisors
Utah
$1.39K +$1.37K +6 New
38 39
40
41 42