Game Plan Financial Advisors’s Fathom Holdings FTHM Stock Holding History

Game Plan Financial Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.71K	Buy	+20,000	New	+$14.8K	﹤0.01%	253

Other funds holding FTHM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Game Plan Financial Advisors's FTHM Position: Q3 2026 in Review

Game Plan Financial Advisors opened a new position in Fathom Holdings (FTHM) in Q3 2026: 20,000 shares worth $8.71K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings.

15 funds tracked by Wall St. Rank hold FTHM as of Q3 2026.

Game Plan Financial Advisors held 20,000 shares of Fathom Holdings worth $8.71K as of Q3 2026.
Fathom Holdings was a new Game Plan Financial Advisors position in Q3 2026.
Fathom Holdings made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q3 2026, its #253 holding.
15 funds tracked by Wall St. Rank held Fathom Holdings as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.