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Atmos Energy
ATO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$398K +$79.7K +560 +24%
BHWM
502
Beaird Harris Wealth Management
Texas
$397K +$20.8K +146 +5%
MIM
503
Morningstar Investment Management
Illinois
$396K – – –
CFO
504
Callan Family Office
Pennsylvania
$393K +$402K +2,824 New
MP
505
McDonald Partners
Ohio
$393K -$996 -7 -0.2%
SHFA
506
SC&H Financial Advisors
Maryland
$393K – – –
DWT
507
Dorsey & Whitney Trust
South Dakota
$393K +$4.13K +29 +1%
PCS
508
Personal CFO Solutions
New Jersey
$380K +$2.56K +18 +0.7%
CG
509
Caprock Group
Idaho
$379K -$32.6K -229 -8%
ET
510
Equitable Trust
Tennessee
$376K – – –
BPA
511
Beacon Pointe Advisors
California
$376K -$11K -77 -3%
MWM
512
MGB Wealth Management
Texas
$375K +$27.6K +194 +8%
SAM
513
Strategy Asset Managers
California
$372K -$284 -2 -0.1%
FPGT
514
Financial Partners Group (Tennessee)
Tennessee
$372K +$284 +2 +0.1%
BBA
515
BLB&B Advisors
Pennsylvania
$372K -$34.1K -240 -8%
CC
516
Centiva Capital
New York
$363K +$371K +2,609 New
KIM
517
Kestra Investment Management
Texas
$362K +$55K +387 +18%
FGP
518
Freestone Grove Partners
California
$359K +$367K +2,577 New
PWG
519
Portside Wealth Group
Utah
$359K +$22.6K +159 +7%
TPI
520
Trust Point Inc
Wisconsin
$358K +$11.4K +80 +3%
WAM
521
Walker Asset Management
Missouri
$355K +$2.13K +15 +0.6%
WSFS
522
Wilmington Savings Fund Society
Delaware
$354K -$91.8K -645 -20%
PI
523
PFG Investments
New York
$353K +$92.9K +653 +35%
MNBTD
524
Moody National Bank Trust Division
Texas
$352K +$4.41K +31 +1%
GT
525
Greenleaf Trust
Michigan
$352K +$12.2K +86 +4%
19 20
21
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