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Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1001
Mowery & Schoenfeld Wealth Management
Illinois
$23K – – –
NEWAS
1002
N.E.W. Advisory Services
Wisconsin
$23K – – –
TFA
1003
Toth Financial Advisory
Virginia
$22.2K +$1.74K +7 +10%
PWAM
1004
Private Wealth Asset Management
Iowa
$21.9K -$992 -4 -5%
SC
1005
SouthState Corp
Florida
$19.9K -$76.4K -308 -82%
CT
1006
Clearstead Trust
Maine
$19.9K +$17.1K +69 New
CWP
1007
Concord Wealth Partners
Virginia
$18.4K – – –
TIM
1008
Tortoise Investment Management
New York
$17.3K +$1.24K +5 +9%
HFS
1009
Hantz Financial Services
Michigan
$17K +$248 +1 +2%
PWMG
1010
Private Wealth Management Group
New Jersey
$17K -$1.74K -7 -11%
MWA
1011
Medallion Wealth Advisors
Connecticut
$16.4K – – –
SIC
1012
Salem Investment Counselors
North Carolina
$15.8K -$1.74K -7 -11%
LFA
1013
LGT Financial Advisors
Texas
$15K +$12.9K +52 New
HFM
1014
Hartford Financial Management
Connecticut
$14.4K – – –
LB
1015
Legacy Bridge
Iowa
$14.4K – – –
BCM
1016
Boreal Capital Management
Florida
$14.4K +$12.4K +50 New
FGC
1017
Financial Gravity Companies
Texas
$14.4K +$12.4K +50 New
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$14K +$11.9K +48 New
BIA
1019
Bell Investment Advisors
California
$13.2K +$3.72K +15 +48%
Baillie Gifford & Co
1020
Baillie Gifford & Co
United Kingdom
$12.1K – – –
ADL
1021
Asset Dedication LLC
California
$11.8K +$9.92K +40 +4,000%
GXJ
1022
Global X Japan
Japan
$11.5K -$20.3K -82 -67%
GSWM
1023
Golden State Wealth Management
California
$11.5K -$2.73K -11 -22%
Fuller & Thaler Asset Management
1024
Fuller & Thaler Asset Management
California
$11.5K – – –
LFASL
1025
Lugano Financial Advisors SA (LFA)
Switzerland
$11.5K – – –