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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1001
American Trust
Kentucky
– -$290K -1,587 Closed
SAG
1002
SageView Advisory Group
California
– -$253K -1,384 Closed
BIAS
1003
Beacon Investment Advisory Services
New Jersey
– -$247K -1,348 Closed
WP
1004
Woodline Partners
California
– -$236K -1,290 Closed
I
1005
InceptionR
California
– -$233K -1,275 Closed
NWWA
1006
New Wave Wealth Advisors
Arkansas
– -$231K -1,262 Closed
AGM
1007
Alpine Global Management
New York
– -$226K -1,236 Closed
KHCM
1008
Kirtland Hills Capital Management
Ohio
– -$214K -1,167 Closed
BPA
1009
Beacon Pointe Advisors
California
– -$210K -1,145 Closed
STA
1010
Summit Trail Advisors
New York
– -$206K -1,123 Closed
SP
1011
Symmetry Partners
Connecticut
– -$203K -1,111 Closed
GSC
1012
Ground Swell Capital
South Carolina
– -$201K -1,098 Closed
TWP
1013
Triad Wealth Partners
Kansas
– -$115K -626 Closed
EC
1014
EntryPoint Capital
New York
– -$108K -591 Closed
CP
1015
Camelot Portfolios
Ohio
– -$96.3K -526 Closed
KFS
1016
Kelly Financial Services
Massachusetts
– -$93.3K -510 Closed
CFFP
1017
Center for Financial Planning
Michigan
– -$36.6K -200 Closed
BC
1018
Barrett & Company
Rhode Island
– -$28.4K -155 Closed
MCM
1019
MidAtlantic Capital Management
Virginia
– -$18.9K -103 Closed
LTI
1020
Laffer Tengler Investments
Tennessee
– -$18.3K -100 Closed
GLR
1021
Great Lakes Retirement
Ohio
– -$15.7K -86 Closed
ATPW
1022
Ashton Thomas Private Wealth
Arizona
– -$13.5K -74 Closed
CJ
1023
Caitlin John
Michigan
– -$13K -71 Closed
ADL
1024
Asset Dedication LLC
California
– -$7.5K -41 Closed
CC
1025
Cultivar Capital
Texas
– -$7.32K -40 Closed
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