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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
1001
Retirement Wealth Solutions
Wisconsin
$2.48K – – –
VWA
1002
Valued Wealth Advisors
Utah
$2.48K – – –
WIM
1003
Westside Investment Management
California
$2.48K – – –
FFO
1004
Fortitude Family Office
Arizona
$2.48K +$1.15K +7 +100%
PS
1005
Planning Strategies
Pennsylvania
$2.48K +$2.31K +14 New
CWM
1006
Copia Wealth Management
Oregon
$2.31K – – –
NRG
1007
Nemes Rush Group
Michigan
$2.31K – – –
BCV
1008
Banque Cantonale Vaudoise
Switzerland
$2.15K +$431K +2,614 +28%
CFD
1009
Creative Financial Designs
Indiana
$2.13K +$824 +5 +71%
ACA
1010
American Capital Advisory
Idaho
$2.13K +$1.32K +8 +200%
AWM
1011
Abound Wealth Management
Tennessee
$2.13K +$1.98K +12 New
LAS
1012
Lloyd Advisory Services
Georgia
$2.13K +$1.98K +12 New
PWMG
1013
Prestige Wealth Management Group
New Jersey
$1.95K +$1.81K +11 New
HIA
1014
Highland Investment Advisors
Florida
$1.95K +$1.81K +11 New
CFP
1015
Comprehensive Financial Planning
Pennsylvania
$1.77K +$1.65K +10 New
KG
1016
Kilter Group
New York
$1.77K +$1.65K +10 New
WA
1017
Westfuller Advisors
New York
$1.77K +$1.65K +10 New
MNA
1018
Manning & Napier Advisors
New York
$1.76K +$1.65K +10 New
BHWM
1019
Bay Harbor Wealth Management
Maryland
$1.6K +$165 +1 +13%
HNW
1020
High Note Wealth
Minnesota
$1.6K +$495 +3 +50%
CWP
1021
Clark Wealth Partners
Illinois
$1.24K +$1.15K +7 New
EWM
1022
Evolution Wealth Management
Florida
$1.24K – – –
PUI
1023
Purpose Unlimited Inc
$1.24K – – –
ABC
1024
Anchor Bay Capital
California
$1.17K +$824 +5 New
DPW
1025
DiNuzzo Private Wealth
Pennsylvania
$1.06K -$495 -3 -33%
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