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Veeva Systems
VEEV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1151
Whalen Wealth Management
Nevada
– -$391K -1,312 Closed
SOS
1152
Silver Oak Securities
Tennessee
– -$388K -1,302 Closed
KCP
1153
Kera Capital Partners
California
– -$382K -1,281 Closed
FFM
1154
Fullerton Fund Management
Singapore
– -$368K -1,236 Closed
SDWIA
1155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$364K -1,221 Closed
EFS
1156
Essex Financial Services
Connecticut
– -$341K -1,143 Closed
TPA
1157
Trivium Point Advisory
Connecticut
– -$337K -1,131 Closed
QFW
1158
QTR Family Wealth
Florida
– -$335K -1,126 Closed
LOAMU
1159
Lombard Odier Asset Management (USA)
New York
– -$332K -1,115 Closed
SAI
1160
Savvy Advisors Inc
New York
– -$330K -1,108 Closed
HHRDM
1161
H&H Retirement Design & Management
Nevada
– -$327K -1,107 Closed
CG
1162
Caprock Group
Idaho
– -$297K -1,104 Closed
II
1163
Impact Investors
California
– -$315K -1,056 Closed
PP
1164
PDS Planning
Ohio
– -$303K -1,018 Closed
EWM
1165
Empirical Wealth Management
Washington
– -$292K -979 Closed
AWA
1166
Aaron Wealth Advisors
Illinois
– -$285K -955 Closed
BRWA
1167
B. Riley Wealth Advisors
Florida
– -$279K -938 Closed
NFG
1168
Nations Financial Group
Iowa
– -$279K -938 Closed
HAIM
1169
Hunter Associates Investment Management
Pennsylvania
– -$272K -932 Closed
TWP
1170
Triad Wealth Partners
Kansas
– -$276K -927 Closed
DW30
1171
Drucker Wealth 3.0
New Jersey
– -$276K -926 Closed
MIM
1172
Moseley Investment Management
Florida
– -$274K -920 Closed
BP
1173
Ballentine Partners
Massachusetts
– -$273K -917 Closed
HIC
1174
Holderness Investments Company
North Carolina
– -$259K -869 Closed
ATPW
1175
Ashton Thomas Private Wealth
Arizona
– -$249K -836 Closed
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