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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$2.84K -$8.08K -49 -75%
TLCM
1002
Twin Lakes Capital Management
California
$2.84K – – –
AA
1003
Addison Advisors
Vermont
$2.66K -$1.98K -12 -44%
DWM
1004
Dogwood Wealth Management
Kansas
$2.66K -$824 -5 -25%
PWA
1005
Principia Wealth Advisory
Texas
$2.66K +$165 +1 +7%
RWS
1006
Retirement Wealth Solutions
Wisconsin
$2.48K – – –
VWA
1007
Valued Wealth Advisors
Utah
$2.48K – – –
WIM
1008
Westside Investment Management
California
$2.48K – – –
FFO
1009
Fortitude Family Office
Arizona
$2.48K +$1.15K +7 +100%
PS
1010
Planning Strategies
Pennsylvania
$2.48K +$2.31K +14 New
CWM
1011
Copia Wealth Management
Oregon
$2.31K – – –
NRG
1012
Nemes Rush Group
Michigan
$2.31K – – –
BCV
1013
Banque Cantonale Vaudoise
Switzerland
$2.15K +$431K +2,614 +28%
CFD
1014
Creative Financial Designs
Indiana
$2.13K +$824 +5 +71%
ACA
1015
American Capital Advisory
Idaho
$2.13K +$1.32K +8 +200%
AWM
1016
Abound Wealth Management
Tennessee
$2.13K +$1.98K +12 New
LAS
1017
Lloyd Advisory Services
Georgia
$2.13K +$1.98K +12 New
PWMG
1018
Prestige Wealth Management Group
New Jersey
$1.95K +$1.81K +11 New
HIA
1019
Highland Investment Advisors
Florida
$1.95K +$1.81K +11 New
CFP
1020
Comprehensive Financial Planning
Pennsylvania
$1.77K +$1.65K +10 New
KG
1021
Kilter Group
New York
$1.77K +$1.65K +10 New
WA
1022
Westfuller Advisors
New York
$1.77K +$1.65K +10 New
MNA
1023
Manning & Napier Advisors
New York
$1.76K +$1.65K +10 New
BHWM
1024
Bay Harbor Wealth Management
Maryland
$1.6K +$165 +1 +13%
HNW
1025
High Note Wealth
Minnesota
$1.6K +$495 +3 +50%
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