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Atlassian

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
501
Wilbanks Smith & Thomas Asset Management
Virginia
$442K
TCWM
502
Total Clarity Wealth Management
Illinois
$439K +$10K +25 +2%
V
503
Veritable
Delaware
$437K +$97.2K +242 +27%
CGH
504
Crossmark Global Holdings
Texas
$435K +$84.4K +210 +23%
FPS
505
Fieldpoint Private Securities
Connecticut
$432K
CCM
506
Coldstream Capital Management
Washington
$429K +$452K +1,126 New
WA
507
Wealth Architects
California
$415K +$1.61K +4 +0.4%
KFP
508
KB Financial Partners
New Jersey
$406K +$428K +1,064 New
JRP
509
Jasper Ridge Partners
California
$396K
NWM
510
NEIRG Wealth Management
Massachusetts
$395K +$416K +1,036 New
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$394K -$402 -1 -0.1%
JIC
512
Joel Isaacson & Co
New York
$391K
GA
513
Geller Advisors
New York
$384K
ESCM
514
Echo Street Capital Management
New York
$382K -$113K -281 -22%
NWM
515
Nauset Wealth Management
Connecticut
$381K +$402K +1,000 New
PCA
516
Personal Capital Advisors
California
$377K +$52.6K +131 +14%
ACM
517
AlphaStar Capital Management
North Carolina
$376K +$71.5K +178 +16%
CMI
518
Clare Market Investments
Texas
$372K +$392K +975 New
BFM
519
Boothbay Fund Management
New York
$369K -$1.02M -2,535 -72%
IF
520
Insight Folios
North Carolina
$368K +$137K +342 +55%
JSP
521
Jackson Square Partners
California
$367K -$184K -457 -32%
TFCP
522
Twin Focus Capital Partners
Massachusetts
$364K
KWM
523
Kolinsky Wealth Management
New Jersey
$364K +$384K +955 New
BAM
524
Belpointe Asset Management
Nevada
$362K -$3.62K -9 -0.9%
KPWS
525
Kestra Private Wealth Services
Texas
$360K +$4.02K +10 +1%