We are live on ! Find out more
VEEV icon

Veeva Systems

Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1226
Barnes Dennig Private Wealth Management
Ohio
– -$157K -527 Closed
WANY
1227
Wealthspire Advisors (New York)
New York
– -$116K -391 Closed
MG
1228
Mather Group
Illinois
– -$78.7K -264 Closed
PAM
1229
Palisade Asset Management
Minnesota
– -$66.1K -222 Closed
CCM
1230
Cloud Capital Management
Washington
– -$63K -214 Closed
JWM
1231
JPL Wealth Management
Colorado
– -$63.2K -212 Closed
BCM
1232
Berbice Capital Management
New York
– -$44.7K -150 Closed
IUHSA
1233
Itau Unibanco Holding S.A.
Brazil
– -$40.8K -137 Closed
RA
1234
Rise Advisors
New York
– -$34.6K -116 Closed
TCA
1235
Trifecta Capital Advisors
Illinois
– -$32.8K -110 Closed
FCT
1236
First Community Trust
Iowa
– -$30.7K -103 Closed
GWSG
1237
GPS Wealth Strategies Group
Colorado
– -$24.7K -83 Closed
MNA
1238
Manning & Napier Advisors
New York
– -$23.8K -80 Closed
TIM
1239
Tortoise Investment Management
New York
– -$19.4K -65 Closed
SIC
1240
Salem Investment Counselors
North Carolina
– -$16.4K -55 Closed
LFASL
1241
Lugano Financial Advisors SA (LFA)
Switzerland
– -$11.9K -40 Closed
OCM
1242
Osterweis Capital Management
California
– -$11K -37 Closed
CCM
1243
Chilton Capital Management
Texas
– -$10.7K -36 Closed
MSWA
1244
Marshall & Sterling Wealth Advisors
New York
– -$7.45K -25 Closed
WBC
1245
West Branch Capital
Massachusetts
– -$7.15K -24 Closed
HHGA
1246
Halbert Hargrove Global Advisors
California
– -$3.28K -11 Closed
AAS
1247
Ameritas Advisory Services
Nebraska
– -$2.68K -9 Closed
HWA
1248
Heartwood Wealth Advisors
Virginia
– -$2.68K -9 Closed
Q1WB
1249
Quest 10 Wealth Builders
Virginia
– -$2.68K -9 Closed
NMG
1250
New Millennium Group
Utah
– -$2.08K -7 Closed