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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Mitchell Capital Management
Kansas
$218K +$186K +558 New
SS
552
Simplicity Solutions
Minnesota
$215K +$183K +549 New
BRWM
553
B. Riley Wealth Management
Tennessee
$213K +$182K +545 New
CB
554
CNB Bank
Pennsylvania
$212K +$9.69K +29 +6%
CFB
555
Cullen/Frost Bankers
Texas
$211K +$148K +443 +461%
CFA
556
Capstone Financial Advisors
Illinois
$211K +$180K +538 New
FTDI
557
First Trust Direct Indexing
Massachusetts
$211K +$180K +538 New
9WM
558
9258 Wealth Management
Ohio
$210K +$179K +536 New
AWA
559
Arete Wealth Advisors
Illinois
$208K +$178K +532 New
TC
560
Telemus Capital
Michigan
$208K +$178K +532 New
FPA
561
First Pacific Advisors
California
$207K – – –
SC
562
Sawyer & Company
Massachusetts
$207K – – –
CA
563
Clearstead Advisors
Ohio
$207K +$155K +465 +738%
MA
564
Mutual Advisors
Nebraska
$207K +$177K +529 New
RIL
565
Rothschild Investment LLC
Illinois
$205K +$175K +525 New
MWM
566
Mission Wealth Management
California
$204K +$174K +521 New
LWM
567
Liberty Wealth Management
California
$202K +$137K +409 +431%
RFC
568
Regions Financial Corp
Alabama
$200K -$348K -1,043 -67%
BC
569
Belmont Capital
California
$196K – – –
DOA
570
D'Orazio & Associates
Virginia
$196K – – –
TFA
571
Toth Financial Advisory
Virginia
$196K – – –
BCA
572
Berman Capital Advisors
Georgia
$194K +$32.1K +96 +24%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K +$3.67K +11 +2%
SSB
574
Sandy Spring Bank
Maryland
$189K – – –
BCV
575
Banque Cantonale Vaudoise
Switzerland
$179K -$613K -1,836 -80%
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