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Atlassian

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Axxcess Wealth Management
California
$251K +$264K +3,229 New
CAAS
477
Capital Asset Advisory Services
Michigan
$251K +$264K +3,229 New
MYLI
478
Meiji Yasuda Life Insurance
Japan
$250K
MGP
479
M&G plc
United Kingdom
$249K -$964K -11,789 -79%
B
480
Bailard
California
$246K +$258K +3,158 New
CAG
481
Crestwood Advisors Group
Massachusetts
$245K +$257K +3,148 New
AU
482
AlphaGrep UK
$243K +$255K +3,120 New
FRA
483
Frank Rimerman Advisors
California
$242K +$255K +3,113 New
GT
484
Greenleaf Trust
Michigan
$242K +$254K +3,111 New
IFG
485
Independent Financial Group
California
$237K -$31.2K -382 -11%
EFS
486
Essex Financial Services
Connecticut
$235K +$247K +3,017 New
ACA
487
Aptus Capital Advisors
Alabama
$235K -$12.7K -155 -5%
WHG
488
Westwood Holdings Group
Texas
$234K +$246K +3,008 New
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K
GAA
490
Green Alpha Advisors
Colorado
$232K +$3.03K +37 +1%
SC
491
Savant Capital
Illinois
$229K -$19.8K -242 -8%
MW
492
MBL Wealth
North Carolina
$229K +$241K +2,946 New
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229K -$736 -9 -0.3%
IAA
494
Independent Advisor Alliance
North Carolina
$227K +$238K +2,912 New
AWM
495
Accurate Wealth Management
Florida
$226K +$208K +2,542 New
GLA
496
Great Lakes Advisors
Illinois
$226K -$162K -1,981 -41%
BP
497
Ballentine Partners
Massachusetts
$225K +$237K +2,895 New
SFC
498
SYM Financial Corp
Indiana
$225K +$237K +2,895 New
CAM
499
Claret Asset Management
Quebec, Canada
$225K +$237K +2,896 New
AssetMark Inc
500
AssetMark Inc
California
$225K +$63.9K +781 +37%