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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1126
Parcion Private Wealth
Washington
– -$321K -1,440 Closed
OM
1127
OV Management
Minnesota
– -$302K -1,354 Closed
FIA
1128
Foundations Investment Advisors
Arizona
– -$302K -1,352 Closed
AG
1129
Ascent Group
Virginia
– -$300K -1,343 Closed
JTWM
1130
Jackson Thornton Wealth Management
Alabama
– -$307K -1,292 Closed
SCM
1131
Stevens Capital Management
Pennsylvania
– -$288K -1,292 Closed
IAA
1132
Independent Advisor Alliance
North Carolina
– -$288K -1,290 Closed
RS
1133
R Squared
Hong Kong
– -$288K -1,289 Closed
KRW
1134
Kaufman Rossin Wealth
Florida
– -$286K -1,279 Closed
CPC
1135
Cookson Peirce & Co
Pennsylvania
– -$285K -1,275 Closed
MFIM
1136
Mesirow Financial Investment Management
Illinois
– -$281K -1,260 Closed
MM
1137
MQS Management
New York
– -$271K -1,216 Closed
PCS
1138
Personal CFO Solutions
New Jersey
– -$271K -1,213 Closed
AWM
1139
Axxcess Wealth Management
California
– -$269K -1,206 Closed
HSA
1140
HBK Sorce Advisory
Pennsylvania
– -$217K -1,184 Closed
CAAS
1141
Capital Asset Advisory Services
Michigan
– -$279K -1,171 Closed
ACM
1142
Aster Capital Management
United Arab Emirates
– -$260K -1,163 Closed
CWS
1143
Confluence Wealth Services
Pennsylvania
– -$260K -1,163 Closed
TCOO
1144
Trust Company of Oklahoma
Oklahoma
– -$258K -1,154 Closed
FCM
1145
Fortis Capital Management
Washington
– -$255K -1,142 Closed
THCM
1146
Taylor Hoffman Capital Management
Virginia
– -$255K -1,141 Closed
CWM
1147
Connecticut Wealth Management
Connecticut
– -$253K -1,132 Closed
GAM
1148
Groupama Asset Management
France
– -$251K -1,123 Closed
HBS
1149
Howard Bailey Securities
Indiana
– -$248K -1,109 Closed
UW
1150
Unique Wealth
Florida
– -$248K -1,109 Closed
44 45
46
47 48