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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
601
Premier Path Wealth Partners
New Jersey
$254K -$26.4K -127 -9%
PWM
602
Palumbo Wealth Management
New York
$253K -$416 -2 -0.2%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$251K -$2.71K -13 -1%
SC
604
Savant Capital
Illinois
$250K +$48.9K +235 +24%
AFGAS
605
Allegiance Financial Group Advisory Services
Virginia
$249K +$58.5K +281 +30%
IP
606
Investment Partners
Ohio
$247K – – –
EFS
607
Essex Financial Services
Connecticut
$247K -$55.4K -266 -18%
LS
608
Livforsakringsbolaget Skandia
Sweden
$246K – – –
AAM
609
Advisors Asset Management
Colorado
$245K +$150K +719 +147%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$245K +$251K +1,207 New
PIA
611
Powell Investment Advisors
Florida
$242K – – –
WAM
612
Weiss Asset Management
Massachusetts
$242K – – –
FCBT
613
First Citizens Bank & Trust
North Carolina
$239K -$2.71K -13 -1%
OIS
614
OneAscent Investment Solutions
Alabama
$239K +$245K +1,177 New
FC
615
Farringdon Capital
United Kingdom
$239K +$245K +1,175 New
LFM
616
LGT Fund Management
Liechtenstein
$238K – – –
AAM
617
Austin Asset Management
Texas
$232K – – –
VVP
618
Venture Visionary Partners
Ohio
$229K +$235K +1,129 New
DADC
619
D.A. Davidson & Co
Montana
$228K -$625 -3 -0.3%
STA
620
Summit Trail Advisors
New York
$227K +$233K +1,119 New
APM
621
a16z Perennial Management
California
$227K – – –
CPA
622
Capital Performance Advisors
California
$226K -$52.5K -252 -18%
IFG
623
Independent Financial Group
California
$225K +$7.08K +34 +3%
PAG
624
Poinciana Advisors Group
Florida
$223K -$66.2K -318 -22%
ACM
625
Aster Capital Management
United Arab Emirates
$223K +$229K +1,099 New
23 24
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