B. Riley Wealth Advisors’s Atmos Energy ATO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,085	Closed	-$708K	–	1471
2023 Q2	$708K	Buy	+6,085	New	+$704K	0.02%	699
2018 Q1	–	Sell	-2,834	Closed	-$244K	–	673
2017 Q4	$244K	Sell	2,834 -3	-0.1%	-$264	0.03%	518
2017 Q3	$238K	Sell	2,837 -38	-1%	-$3.28K	0.04%	443
2017 Q2	$239K	Sell	2,875 -81	-3%	-$6.64K	0.04%	432
2017 Q1	$234K	Sell	2,956 -918	-24%	-$70.4K	0.05%	422
2016 Q4	$288K	Sell	3,874 -1,699	-30%	-$123K	0.06%	358
2016 Q3	$415K	Sell	5,573 -124	-2%	-$9.54K	0.08%	309
2016 Q2	$464K	Sell	5,697 -76	-1%	-$5.64K	0.09%	269
2016 Q1	$429K	Buy	5,773 +1,419	+33%	+$97.4K	0.1%	253
2015 Q4	$275K	Buy	+4,354	New	+$268K	0.06%	391
2015 Q1	–	Sell	-300	Closed	-$17	–	665
2014 Q4	$17	Buy	+300	New	+$15.8K	﹤0.01%	2616
2014 Q3	–	Sell	-300	Closed	-$16K	–	736
2014 Q2	$16K	Buy	+300	New	+$15.2K	﹤0.01%	1564

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return