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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
651
Planning Strategies
Pennsylvania
$1.56K +$1.64K +20 New
RWM
652
Raffa Wealth Management
District of Columbia
$1.48K – – –
GWM
653
Gilpin Wealth Management
Colorado
$1.4K – – –
IPS
654
Investors Portfolio Services
Washington
$1.25K – – –
BIAS
655
Beacon Investment Advisory Services
New Jersey
$1.17K +$1.23K +15 New
PWA
656
Provenance Wealth Advisors
Florida
$1.09K – – –
PCFFS
657
Pacific Center for Financial Services
California
$1.01K – – –
CAL
658
Capital Advisors Ltd
Ohio
$1K -$5.56K -68 -88%
GKIM
659
GW&K Investment Management
Massachusetts
$1K – – –
DCM
660
Davis Capital Management
Florida
$933 +$491 +6 +100%
DRP
661
Decker Retirement Planning
Utah
$933 +$981 +12 New
MAM
662
Marquette Asset Management
Minnesota
$856 -$7.93K -97 -90%
PS
663
PayPay Securities
Japan
$856 -$164 -2 -15%
QWM
664
Quaker Wealth Management
New Jersey
$778 -$164 -2 -17%
GWM
665
Geneos Wealth Management
Colorado
$778 – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$778 +$409 +5 +100%
CFD
667
Creative Financial Designs
Indiana
$778 +$818 +10 New
AFC
668
Ares Financial Consulting
California
$700 -$4.83K -59 -87%
WIM
669
Westside Investment Management
California
$700 – – –
BFS
670
Bare Financial Services
Pennsylvania
$622 +$82 +1 +14%
TCOV
671
Trust Company of Vermont
Vermont
$622 +$654 +8 New
WSFS
672
Wilmington Savings Fund Society
Delaware
$545 -$118K -1,440 -100%
TFM
673
TFC Financial Management
Massachusetts
$545 – – –
CJ
674
Caitlin John
Michigan
$545 +$409 +5 +250%
IA
675
IFG Advisory
Georgia
$545 +$572 +7 New
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