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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
801
Edmond de Rothschild Holding
Switzerland
$4.88K – – –
CWC
802
Carolinas Wealth Consulting
North Carolina
$4.67K – – –
AWM
803
Activest Wealth Management
Florida
$4.67K +$528 +2 +10%
BWL
804
Bogart Wealth LLC
Virginia
$4.46K +$1.05K +4 +24%
AG
805
AmeriFlex Group
Nevada
$4.46K +$5.54K +21 New
TCOV
806
Trust Company of Vermont
Vermont
$4.24K -$33.2K -126 -86%
S
807
Sachetta
Massachusetts
$4.03K – – –
PP
808
Pacifica Partners
Canada
$3.96K – – –
PWMG
809
Prestige Wealth Management Group
New Jersey
$3.82K +$528 +2 +13%
HFS
810
Hughes Financial Services
Virginia
$3.68K +$4.49K +17 New
JWA
811
JFS Wealth Advisors
Pennsylvania
$3.61K +$528 +2 +13%
AP
812
Aspect Partners
Virginia
$3.61K +$4.49K +17 New
ZBNA
813
Zions Bancorporation, National Association
Utah
$2.97K +$3.69K +14 New
SWM
814
Spire Wealth Management
Virginia
$2.76K -$3.17K -12 -48%
PCFFS
815
Pacific Center for Financial Services
California
$2.76K – – –
CIAS
816
CBIZ Investment Advisory Services
Ohio
$2.76K +$3.43K +13 New
CA
817
Continuum Advisory
Idaho
$2.55K -$264 -1 -8%
CIAM
818
Caitong International Asset Management
Hong Kong
$2.55K – – –
RWM
819
Raffa Wealth Management
District of Columbia
$2.55K – – –
CT
820
Clearstead Trust
Maine
$2.55K +$3.17K +12 New
ETS
821
ESL Trust Services
New York
$2.12K – – –
GKIM
822
GW&K Investment Management
Massachusetts
$2K – – –
WIM
823
Westside Investment Management
California
$1.95K – – –
HWA
824
HHM Wealth Advisors
Tennessee
$1.91K – – –
WCM
825
WealthTrak Capital Management
Virginia
$1.91K +$264 +1 +13%
31 32
33
34 35