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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
476
Cresset Asset Management
Illinois
$378K -$238K -714 -43%
TCM
477
Teza Capital Management
Illinois
$377K +$322K +964 New
TFCP
478
Twin Focus Capital Partners
Massachusetts
$374K – – –
BAM
479
Belpointe Asset Management
Nevada
$374K +$26.4K +79 +9%
PCA
480
Personal Capital Advisors
California
$370K +$316K +946 New
KPWS
481
Kestra Private Wealth Services
Texas
$365K +$312K +933 New
CGH
482
Crossmark Global Holdings
Texas
$364K -$30.1K -90 -9%
GBT
483
Grove Bank & Trust
Florida
$361K – – –
EI
484
Ellevest Inc
New York
$361K +$289K +866 +1,519%
EW
485
Evoke Wealth
California
$355K -$10K -30 -3%
V
486
Veritable
Delaware
$354K +$302K +904 New
NEIRG
487
New England Investment & Retirement Group
Massachusetts
$353K +$23.4K +70 +8%
P8IP
488
Pier 88 Investment Partners
California
$352K +$301K +900 New
BJL
489
Brighton Jones LLC
Washington
$345K +$3.67K +11 +1%
LA
490
LVW Advisors
New York
$332K -$4.34K -13 -2%
GIBU
491
Gulf International Bank (UK)
United Kingdom
$330K – – –
WP
492
WMS Partners
Maryland
$325K +$277K +830 New
CAAS
493
Capital Asset Advisory Services
Michigan
$322K -$192K -576 -41%
TFA
494
Teamwork Financial Advisors
Texas
$315K +$7.01K +21 +3%
IAA
495
Independent Advisor Alliance
North Carolina
$315K +$269K +804 New
HB
496
Homrich & Berg
Georgia
$312K – – –
VWM
497
Venturi Wealth Management
Texas
$312K +$2K +6 +0.8%
BWP
498
Baldwin Wealth Partners
Massachusetts
$312K +$9.69K +29 +4%
PCA
499
Pallas Capital Advisors
Massachusetts
$311K -$36.4K -109 -13%
CIAS
500
Capital Investment Advisory Services
North Carolina
$309K – – –
18 19
20
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