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Atlassian
TEAM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
601
First Trust Direct Indexing
Massachusetts
$212K +$7.63K +19 +4%
SIG
602
Stonegate Investment Group
Alabama
$211K +$223K +554 New
CAAS
603
Capital Asset Advisory Services
Michigan
$209K -$110K -273 -33%
C
604
Certuity
Florida
$209K -$24.5K -61 -10%
AP
605
Americana Partners
Texas
$209K +$221K +549 New
PWM
606
Perigon Wealth Management
California
$206K +$217K +541 New
CFA
607
Capstone Financial Advisors
Illinois
$205K – – –
SC
608
Sawyer & Company
Massachusetts
$202K – – –
MGIA
609
Moneta Group Investment Advisors
Missouri
$201K +$212K +527 New
RIL
610
Rothschild Investment LLC
Illinois
$200K – – –
UB
611
UMB Bank
Missouri
$199K +$209K +520 New
AIM
612
ARK Investment Management
Florida
$194K +$205K +509 New
TFA
613
Toth Financial Advisory
Virginia
$191K – – –
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
SSB
615
Sandy Spring Bank
Maryland
$184K – – –
AIL
616
AGF Investments LLC
Ontario, Canada
$183K +$192K +479 New
CA
617
CoreCap Advisors
Michigan
$181K +$190K +474 New
DGAM
618
Desjardins Global Asset Management
Quebec, Canada
$175K +$185K +461 New
VNA
619
Valley National Advisers
Pennsylvania
$162K – – –
ST
620
Smithfield Trust
Pennsylvania
$158K -$804 -2 -0.5%
NFSG
621
Newbridge Financial Services Group
Florida
$157K +$34.6K +86 +26%
MCM
622
Magnolia Capital Management
New York
$153K +$161K +400 New
FF
623
FourThought Financial
Florida
$140K +$22.1K +55 +18%
AIM
624
Anchor Investment Management
South Carolina
$133K +$141K +350 New
APA
625
American Portfolios Advisors
New York
$112K +$47.4K +118 +67%
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