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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1026
Webster Bank
Connecticut
$6.25K – – –
KFP
1027
Kerr Financial Planning
California
$6.06K – – –
MAFA
1028
MJT & Associates Financial Advisory
Minnesota
$6.03K – – –
AA
1029
Addison Advisors
Vermont
$6.03K +$1.06K +4 +17%
OC
1030
Oakworth Capital
Alabama
$6.03K +$7.16K +27 New
AW
1031
Avion Wealth
Texas
$6K -$1.06K -4 -12%
IIM
1032
IFC & Insurance Marketing
California
$6K +$7.43K +28 New
RWM
1033
Raffa Wealth Management
District of Columbia
$5.8K +$796 +3 +13%
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$5.58K -$88.9K -335 -93%
PWA
1035
Provenance Wealth Advisors
Florida
$5.58K -$42.5K -160 -86%
CFS
1036
CGC Financial Services
Oregon
$5.58K – – –
CSB
1037
City State Bank
Iowa
$5.58K – – –
FPF
1038
First Pacific Financial
Washington
$5.58K +$6.63K +25 New
MCM
1039
Manchester Capital Management
Vermont
$5.36K -$43.3K -163 -87%
CH
1040
Cromwell Holdings
Wyoming
$5.36K – – –
IWM
1041
Inlight Wealth Management
Georgia
$5.13K – – –
NB
1042
NBT Bank
New York
$4.91K – – –
MA
1043
MCF Advisors
Kentucky
$4.69K – – –
HWA
1044
HHM Wealth Advisors
Tennessee
$4.69K +$5.57K +21 New
CW
1045
Curio Wealth
Maryland
$4.69K +$5.57K +21 New
SIS
1046
Sound Income Strategies
Florida
$4.44K – – –
FFO
1047
Fortitude Family Office
Arizona
$4.24K +$265 +1 +6%
ACM
1048
Accent Capital Management
Ohio
$4.02K -$9.55K -36 -67%
DWM
1049
Dogwood Wealth Management
Kansas
$4.02K +$3.18K +12 +200%
RTL
1050
Red Tortoise LLC
Georgia
$3.79K – – –
40 41
42
43 44