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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Greykasell Wealth Strategies
California
$29.8K – – –
TCOT
1002
Trust Company of Toledo
Ohio
$29.8K – – –
OSNBOA
1003
Old Second National Bank of Aurora
Illinois
$29.8K +$28.1K +100 New
BWL
1004
Bogart Wealth LLC
Virginia
$29.5K +$1.13K +4 +4%
RBI
1005
Raiffeisen Bank International
Austria
$28.4K +$27.3K +97 New
CFO
1006
CVA Family Office
Colorado
$25.6K – – –
GWSG
1007
GPS Wealth Strategies Group
Colorado
$24.7K +$15.5K +55 +196%
AF
1008
Advisornet Financial
Minnesota
$24.4K -$76K -270 -77%
MSWM
1009
Mowery & Schoenfeld Wealth Management
Illinois
$23.8K – – –
NEWAS
1010
N.E.W. Advisory Services
Wisconsin
$23.8K – – –
MNA
1011
Manning & Napier Advisors
New York
$23.8K +$22.5K +80 New
PWAM
1012
Private Wealth Asset Management
Iowa
$22.6K – – –
TFA
1013
Transamerica Financial Advisors
Florida
$20.3K +$19.1K +68 New
PWMG
1014
Private Wealth Management Group
New Jersey
$20K +$2.25K +8 +14%
TIM
1015
Tortoise Investment Management
New York
$19.4K +$1.41K +5 +8%
SC
1016
SouthState Corp
Florida
$17K -$3.38K -12 -17%
MWA
1017
Medallion Wealth Advisors
Connecticut
$17K – – –
SIC
1018
Salem Investment Counselors
North Carolina
$16.4K – – –
ACM
1019
Accent Capital Management
Ohio
$16.1K +$5.07K +18 +50%
LFA
1020
LGT Financial Advisors
Texas
$15.5K – – –
BCM
1021
Boreal Capital Management
Florida
$14.9K – – –
HFM
1022
Hartford Financial Management
Connecticut
$14.9K – – –
LB
1023
Legacy Bridge
Iowa
$14.9K – – –
VEA
1024
Virtus ETF Advisers
New York
$14K -$174K -619 -93%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$14K – – –
39 40
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42 43