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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1026
Colonial Trust Advisors
South Carolina
$11.5K +$9.92K +40 New
JWA
1027
JFS Wealth Advisors
Pennsylvania
$11.2K -$2.23K -9 -19%
ZBNA
1028
Zions Bancorporation, National Association
Utah
$11.2K -$248 -1 -3%
AW
1029
Avion Wealth
Texas
$11K -$26.8K -108 -73%
ST
1030
Smithfield Trust
Pennsylvania
$11K – – –
RWM
1031
Raffa Wealth Management
District of Columbia
$10.9K +$4.22K +17 +81%
OCM
1032
Osterweis Capital Management
California
$10.7K +$9.18K +37 New
ACM
1033
Accent Capital Management
Ohio
$10.4K – – –
MAM
1034
Meeder Asset Management
Ohio
$10.1K -$496 -2 -5%
EB
1035
Eastern Bank
Massachusetts
$10.1K +$8.68K +35 New
BFP
1036
Briaud Financial Planning
Texas
$10K +$8.93K +36 New
CWP
1037
Clark Wealth Partners
Illinois
$9.5K +$8.18K +33 New
NFSG
1038
Newbridge Financial Services Group
Florida
$8.93K – – –
WIM
1039
Westside Investment Management
California
$8.77K +$7.69K +31 New
MAM
1040
Morse Asset Management
Connecticut
$8.64K – – –
TFM
1041
TFC Financial Management
Massachusetts
$8.06K +$248 +1 +4%
GWSG
1042
GPS Wealth Strategies Group
Colorado
$8.06K – – –
WB
1043
Webster Bank
Connecticut
$8.06K +$6.94K +28 New
MAFA
1044
MJT & Associates Financial Advisory
Minnesota
$7.78K – – –
CA
1045
Crewe Advisors
Utah
$7.78K +$496 +2 +8%
PFG
1046
Putney Financial Group
California
$7.78K – – –
BCMLT
1047
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.78K +$1.49K +6 +29%
CFS
1048
CGC Financial Services
Oregon
$7.2K – – –
CSB
1049
City State Bank
Iowa
$7.2K – – –
MSWA
1050
Marshall & Sterling Wealth Advisors
New York
$7.2K – – –
40 41
42
43 44