Vault-13

FLOWERS FOODS INC FLO

COM · Common Stock · CUSIP 343498101 · ISIN US3434981011

Bakeries of the United States

400 institutional holders +1 vs Q4 2022
173,912,167173.9m shares reported held*
82.1% of all shares outstanding*
$4.8bnreported value*
40 new 154 added 136 reduced 34 sold out net bought ≈ $130.3m (+4.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Shares outstanding: 211.8m as of 2023-05-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.45. Options: 4 managers hold calls ($1.2m notional), 4 hold puts ($2.3m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 387Q4 22: 399Q1 23: 400400Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022387
Q4 2022399
Q1 2023400

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 195 bought or addedQ4 22: 159 cut or sold outQ4 22Q1 23: 194 bought or addedQ1 23: 170 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022195159
Q1 2023194170

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 22 calls: $550.0kQ3 22 puts: $2.7mQ3 22P/C 4.92Q4 22 calls: $3.9mQ4 22 puts: $1.7mQ4 22P/C 0.43Q1 23 calls: $1.2mQ1 23 puts: $2.3mQ1 23P/C 1.93
Numbers
QuarterCallsPutsP/C
Q3 2022$550.0k$2.7m4.92
Q4 2022$3.9m$1.7m0.43
Q1 2023$1.2m$2.3m1.93

Biggest buyers

STATE STREET CORP Added +11,637,370+11.6m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +1,010,211+1.0m
COOKE & BIELER LP New +738,900+738.9k
RENAISSANCE TECHNOLOGIES LLC Added +694,882+694.9k
FIRST TRUST ADVISORS LP Added +679,501+679.5k
FMR LLC Added +561,263+561.3k
Meiji Yasuda Asset Management Co Ltd. New +363,813+363.8k
DEUTSCHE BANK AG\ Added +360,036+360.0k
TWO SIGMA INVESTMENTS, LP New +350,332+350.3k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Added +337,390+337.4k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -3,021,007-3.0m
MILLENNIUM MANAGEMENT LLC Reduced -2,651,817-2.7m
ACADIAN ASSET MANAGEMENT LLC Reduced -1,506,401-1.5m
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -1,155,368-1.2m
Invesco Ltd. Reduced -733,902-733.9k
CITIGROUP INC Reduced -624,281-624.3k
GOLDMAN SACHS GROUP INC Reduced -553,481-553.5k
VANGUARD GROUP INC Reduced -553,154-553.2k
Ergoteles LLC Sold out -472,969-473.0k
NORGES BANK Reduced -421,129-421.1k

Biggest calls

GROUP ONE TRADING LLC Reduced $531.8k19.4k shares
CITADEL ADVISORS LLC Reduced $509.8k18.6k shares
SIMPLEX TRADING, LLC Reduced $134.0k4.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.7m60.3k shares
SIMPLEX TRADING, LLC Added $449.0k16.4k shares
CITADEL ADVISORS LLC Added $161.7k5.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +3.1 pts · filed 2026-07-28 14.7% +3.1 pts 31.2m≈ $246.5m 2026-07-28
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +1.5 pts · filed 2026-07-31 6.5% +1.5 pts 13.9m≈ $109.7m 2026-07-31
FULLER & THALER ASSET MANAGEMENT, INC. 13G · institution new · filed 2025-08-14 6.1% new 12.9m≈ $101.8m 2025-08-14

Fell to 5% or below in the last year: STATE STREET CORP (4.1%, 2026-08-07), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q1 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 1 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 1 sellingQ3 22: 2 buyingQ3 22: 1 sellingQ3 22Q4 22: 1 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$77.8k—
Q1 20220—0——
Q2 20220—1$2.0m—
Q3 20222$82.7k1$4.0m—
Q4 20221$56.8k0——
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 21,246,04021.2m $582.4m $582.4m 0.01% Reduced -553.2k -553,154
2 BlackRock Inc. 0.02% of their portfolio New York, NY 19,313,73519.3m $529.4m $529.4m 0.02% Added +243.6k +243,602
3 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 17,286,50417.3m $473.8m $473.8m 0.03% Added +11.6m +11,637,370
4 Wellington Shields Capital Management, LLC 46.77% of their portfolio NEW YORK, NY 14,180,79214.2m $388.7m $388.7m 46.77% Added +5.8k +5,840
5 PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio BALTIMORE, MD 14,020,13914.0m $384.3m $384.3m 0.06% Reduced -1.2m -1,155,368
6 Wellington Shields & Co., LLC 42.08% of their portfolio NEW YORK, NY 6,849,1206.8m $187.7m $187.7m 42.08% Added +22 +22
7 RENAISSANCE TECHNOLOGIES LLC 0.20% of their portfolio NEW YORK, NY 5,464,1855.5m $149.8m $149.8m 0.20% Added +694.9k +694,882
8 FIRST TRUST ADVISORS LP 0.11% of their portfolio Wheaton, IL 3,516,0453.5m $96.4m $96.4m 0.11% Added +679.5k +679,501
9 Southeast Asset Advisors, LLC 14.36% of their portfolio THOMASVILLE, GA 3,491,9483.5m $95.7m $95.7m 14.36% Reduced -124.6k -124,610
10 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 3,417,7993.4m $93.7m $93.7m 0.03% Added +71.7k +71,745
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,154,1193.2m $86.5m $86.5m 0.01% Reduced -50.7k -50,687
12 Boston Trust Walden Corp 0.72% of their portfolio BOSTON, MA 3,030,0053.0m $83.1m $83.1m 0.72% Added +94.5k +94,497
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,414,1192.4m $66.2m $66.2m 0.01% Added +3.7k +3,744
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 2,383,1212.4m $65.3m $65.3m 0.08% Added +1.0m +1,010,211
15 ACADIAN ASSET MANAGEMENT LLC 0.26% of their portfolio Boston, MA 2,133,8362.1m $58.5m $58.5m 0.26% Reduced -1.5m -1,506,401
16 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,092,4852.1m $57.4m $57.4m 0.01% Reduced -73.0k -72,955
17 MACQUARIE GROUP LTD 0.07% of their portfolio Sydney, NSW 2000, C3 2,054,2202.1m $56.3m $56.3m 0.07% Added +6.6k +6,633
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,746,1961.7m $47.9m $47.9m 0.01% Reduced -3.0m -3,021,007
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,573,0051.6m $43.1m $43.1m 0.01% Added +60.3k +60,293
20 Robeco Institutional Asset Management B.V. 0.11% of their portfolio ROTTERDAM, P7 1,430,3671.4m $39.2m $39.2m 0.11% Reduced -76.8k -76,834
21 ProShare Advisors LLC 0.11% of their portfolio BETHESDA, MD 1,295,9021.3m $35.5m $35.5m 0.11% Added +89.5k +89,493
22 AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio Greenwich, CT 1,294,5931.3m $35.4m $35.4m 0.08% Reduced -301.8k -301,796
23 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 1,233,9821.2m $33.8m $33.8m 0.06% Reduced -17.3k -17,271
24 DekaBank Deutsche Girozentrale 0.08% of their portfolio FRANKFURT, 2M 1,194,6851.2m $32.2m $32.2m 0.08% Added +87.0k +86,974
25 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 1,149,6341.1m $31.5m $31.5m 0.05% Reduced -151.3k -151,287
26 FMR LLC 0.00% of their portfolio BOSTON, MA 1,094,9641.1m $30.0m $30.0m 0.00% Added +561.3k +561,263
27 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% of their portfolio FRANKFURT AM MAIN, 2M 1,060,1991.1m $29.1m $29.1m 0.05% Added +337.4k +337,390
28 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 1,008,0281.0m $27.6m $27.6m 0.02% Reduced -20.9k -20,881
29 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 954,531954.5k $26.2m $26.2m 0.01% Reduced -733.9k -733,902
30 NORGES BANK 0.01% of their portfolio OSLO, Q8 931,704931.7k $25.5m $25.5m 0.01% Reduced -421.1k -421,129
31 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 919,086919.1k $25.2m $25.2m 0.01% Reduced -553.5k -553,481
32 GABELLI FUNDS LLC 0.17% of their portfolio Rye, NY 841,454841.5k $23.1m $23.1m 0.17% Reduced -12.0k -12,000
33 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 760,011760.0k $20.8m $20.8m 0.01% Added +7.1k +7,061
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 745,761745.8k $20.4m $20.4m 0.00% Reduced -20.3k -20,296
35 COOKE & BIELER LP 0.20% of their portfolio PHILADELPHIA, PA 738,900738.9k $20.3m $20.3m 0.20% New
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 679,134679.1k $18.6m $18.6m 0.00% Added +73.6k +73,590
37 GAMCO INVESTORS, INC. ET AL 0.19% of their portfolio GREENWICH, CT 654,382654.4k $17.9m $17.9m 0.19% Reduced -3.7k -3,663
38 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 613,270613.3k $16.8m $16.8m 0.02% Reduced -2.4k -2,442
39 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 592,243592.2k $16.2m $16.2m 0.01% Added +20.7k +20,710
40 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 576,374576.4k $15.8m $15.8m 0.02% Added +93.7k +93,722
41 VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ATLANTA, GA 561,284561.3k $15.4m $15.4m 0.02% Reduced -50.1k -50,061
42 Russell Investments Group, Ltd. 0.03% of their portfolio Seattle, WA 490,548490.5k $13.4m $13.4m 0.03% Reduced -80.8k -80,760
43 Legal & General Group Plc 0.00% of their portfolio London, X0 482,582482.6k $13.2m $13.2m 0.00% Added +7.1k +7,093
44 Swiss National Bank 0.01% of their portfolio ZURICH, V8 432,963433.0k $11.9m $11.9m 0.01% Reduced -53.0k -53,000
45 Ensign Peak Advisors, Inc 0.03% of their portfolio SALT LAKE CITY, UT 432,418432.4k $11.9m $11.9m 0.03% Added +237.4k +237,445
46 Vestcor Inc 0.42% of their portfolio FREDERICTON, A3 420,868420.9k $11.5m $11.5m 0.42% Added +618 +618
47 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 418,536418.5k $11.5m $11.5m 0.01% Added +360.0k +360,036
48 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 410,531410.5k $11.3m $11.3m 0.01% Added +297 +297
49 Retirement Systems of Alabama 0.05% of their portfolio MONTGOMERY, AL 396,041396.0k $10.9m $10.9m 0.05% Reduced -2.2k -2,192
50 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 391,353391.4k $10.7m $10.7m 0.02% Reduced -12.3k -12,257
51 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 379,645379.6k $10.4m $10.4m 0.03% Reduced -6.8k -6,772
52 Meiji Yasuda Asset Management Co Ltd. 0.52% of their portfolio Tokyo, M0 363,813363.8k $10.0m $10.0m 0.52% New
53 Thomasville National Bank 1.02% of their portfolio THOMASVILLE, GA 362,318362.3k $9.9m $9.9m 1.02% Reduced -47.8k -47,796
54 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 355,877355.9k $9.8m $9.8m 0.01% Reduced -7.7k -7,730
55 Williams Jones Wealth Management, LLC. 0.15% of their portfolio NEW YORK, NY 350,694350.7k $9.6m $9.6m 0.15% Unchanged
56 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 350,332350.3k $9.6m $9.6m 0.03% New
57 Bridgewater Associates, LP 0.06% of their portfolio Westport, CT 347,114347.1k $9.5m $9.5m 0.06% Reduced -100.3k -100,276
58 Trexquant Investment LP 0.26% of their portfolio STAMFORD, CT 343,418343.4k $9.4m $9.4m 0.26% Added +150.5k +150,477
59 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio JUPITER, FL 328,679328.7k $9.0m $9.0m 0.04% Added +159.0k +158,970
60 Cubist Systematic Strategies, LLC 0.08% of their portfolio STAMFORD, CT 327,252327.3k $9.0m $9.0m 0.08% Added +297.6k +297,604
61 HRT FINANCIAL LP 0.11% of their portfolio NEW YORK, NY 323,057323.1k $8.9m $8.9m 0.11% Added +8.7k +8,713
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 313,680313.7k $8.6m $8.6m 0.01% Reduced -406.1k -406,084
63 MARTINGALE ASSET MANAGEMENT L P 0.16% of their portfolio BOSTON, MA 310,938310.9k $8.5m $8.5m 0.16% Reduced -103.3k -103,272
64 Bragg Financial Advisors, Inc 0.49% of their portfolio CHARLOTTE, NC 304,553304.6k $8.3m $8.3m 0.49% Reduced -5.0k -5,028
65 AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio New York, NY 296,408296.4k $8.1m $8.1m 0.05% Reduced -2.8k -2,776
66 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 289,805289.8k $7.9m $7.9m 0.00% Added +15.6k +15,562
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 277,215277.2k $7.6m $7.6m 0.00% Reduced -4.5k -4,524
68 DEAN INVESTMENT ASSOCIATES, LLC 1.21% of their portfolio BEAVERCREEK, OH 276,243276.2k $7.6m $7.6m 1.21% Added +26.8k +26,798
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 261,214261.2k $7.2m $7.2m 0.00% Reduced -29.6k -29,610
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 260,638260.6k $7.1m $7.1m 0.02% Reduced -1.4k -1,414
71 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 253,426253.4k $6.9m $6.9m 0.04% Added +158.1k +158,139
72 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 249,816249.8k $6.9m $6.9m 0.01% Reduced -33.0k -32,962
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 247,608247.6k $6.8m $6.8m 0.01% Reduced -4.0k -4,015
74 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 247,530247.5k $6.8m $6.8m 0.02% Added +8.9k +8,909
75 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 245,634245.6k $6.7m $6.7m 0.01% Added +144.6k +144,645
76 SALEM INVESTMENT COUNSELORS INC 0.27% of their portfolio WINSTON-SALEM, NC 243,421243.4k $6.7m $6.7m 0.27% Reduced -10.7k -10,680
77 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 240,873240.9k $6.6m $6.6m 0.01% Added +11.0k +10,970
78 Man Group plc 0.02% of their portfolio LONDON, X0 232,524232.5k $6.4m $6.4m 0.02% New
79 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 222,343222.3k $6.1m $6.1m 0.01% Reduced -624.3k -624,281
80 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 221,835221.8k $6.1m $6.1m 0.01% Added +149.8k +149,804
81 Alberta Investment Management Corp 0.06% of their portfolio EDMONTON, A0 217,642217.6k $6.0m $6.0m 0.06% Reduced -17.1k -17,107
82 Allen Mooney & Barnes Investment Advisors LLC 1.36% of their portfolio THOMASVILLE, GA 207,969208.0k $5.7m $5.7m 1.36% Reduced -7.2k -7,216
83 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 207,419207.4k $5.7m $5.7m 0.01% Reduced -63.9k -63,880
84 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 201,800201.8k $5.5m $5.5m 0.01% Unchanged
85 CRAWFORD INVESTMENT COUNSEL INC 0.12% of their portfolio ATLANTA, GA 200,556200.6k $5.5m $5.5m 0.12% Added +65.9k +65,945
86 Asset Management One Co., Ltd. 0.02% of their portfolio TOKYO, M0 191,667191.7k $5.3m $5.3m 0.02% Added +12.8k +12,811
87 Greenland Capital Management LP 0.59% of their portfolio NEW YORK, NY 181,314181.3k $5.0m $5.0m 0.59% New
88 Holocene Advisors, LP 0.02% of their portfolio New York, NY 172,692172.7k $4.7m $4.7m 0.02% Added +67.1k +67,134
89 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 172,303172.3k $4.7m $4.7m 0.05% Added +43.1k +43,136
90 Squarepoint Ops LLC 0.03% of their portfolio NEW YORK, NY 156,127156.1k $4.3m $4.3m 0.03% Added +100.9k +100,913
91 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio New York, NY 154,658154.7k $4.2m $4.2m 0.05% Reduced -3.2k -3,245
92 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 154,590154.6k $4.2m $4.2m 0.01% Added +56.3k +56,303
93 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 154,075154.1k $4.2m $4.2m 0.01% Added +2.5k +2,499
94 FIL Ltd 0.00% of their portfolio HAMILTON, D0 152,147152.1k $4.2m $4.2m 0.00% Unchanged
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,686150.7k $4.1m $4.1m 0.00% Added +28.1k +28,143
96 Coston, McIsaac & Partners 1.53% of their portfolio BAR HARBOR, ME 149,790149.8k $4.1m $4.1m 1.53% Added +7.4k +7,421
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 149,597149.6k $4.1m $4.1m 0.00% Reduced -6.3k -6,290
98 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 148,300148.3k $4.1m $4.1m 0.01% Unchanged
99 Demars Financial Group, LLC 2.18% of their portfolio SPOKANE VALLEY, WA 144,109144.1k $4.0m $4.0m 2.18% Added +76.1k +76,052
100 Signature Wealth Management Group 1.85% of their portfolio ATLANTA, GA 142,107142.1k $3.9m $3.9m 1.85% Added +480 +480