Filing Research | FLO - FLOWERS FOODS INC Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	Pine Valley Investments Ltd Liability Co	Shares	2.0MSH	$15.7M
2	Allen Mooney & Barnes Investment Advisors LLC	Shares	870.1KSH	$6.9M
3	Thomasville National Bank	Shares	498.1KSH	$3.9M
4	SALEM INVESTMENT COUNSELORS INC	Shares	355.7KSH	$2.8M
5	CWA Asset Management Group, LLC	Shares	232.8KSH	$1.8M
6	KEATING INVESTMENT COUNSELORS INC	Shares	217.0KSH	$1.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	202.3KSH	$1.5M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	191.0KSH	$1.5M
9	Mirae Asset Global Investments Co., Ltd.	Shares	179.9KSH	$1.4M
10	Oak Thistle LLC	Shares	167.0KSH	$1.3M
11	D.A. DAVIDSON & CO.	Shares	114.7KSH	$906.2K
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	106.5KSH	$841.6K
13	Louisiana State Employees Retirement System	Shares	92.8KSH	$733.1K
14	Aaron Wealth Advisors LLC	Shares	81.4KSH	$643.2K
15	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	80.0KSH	$632.3K
16	Total Clarity Wealth Management, Inc.	Shares	71.6KSH	$565.6K
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	66.1KSH	$521.9K
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.7KSH	$487.6K
19	Police & Firemen's Retirement System of New Jersey	Shares	56.4KSH	$445.4K
20	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	51.9KSH	$409.8K
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	50.2KSH	$396.9K
22	Sequoia Financial Advisors, LLC	Shares	44.3KSH	$350.0K
23	GAMMA Investing LLC	Shares	41.2KSH	$325.2K
24	Venturi Wealth Management, LLC	Shares	40.8KSH	$322.7K
25	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	38.6KSH	$305.2K
26	Ballentine Partners, LLC	Shares	28.7KSH	$226.5K
27	Linden Thomas Advisory Services, LLC	Shares	28.7KSH	$226.4K
28	SIGNATUREFD, LLC	Shares	27.7KSH	$218.5K
29	SteelPeak Wealth, LLC	Shares	25.1KSH	$198.2K
30	Central Pacific Bank - Trust Division	Shares	25.0KSH	$197.5K
31	EverSource Wealth Advisors, LLC	Shares	22.8KSH	$180.1K
32	WADDELL & ASSOCIATES, LLC	Shares	20.5KSH	$161.8K
33	Optas, LLC	Shares	20.3KSH	$160.3K
34	NorthCrest Asset Manangement, LLC	Shares	19.7KSH	$159.5K
35	CHIRON CAPITAL MANAGEMENT, LLC	Shares	19.6KSH	$154.6K
36	BROADWATER CAPITAL MANAGEMENT LLC	Shares	18.5KSH	$145.8K
37	Versant Capital Management, Inc	Shares	16.0KSH	$126.2K
38	Y-Intercept (Hong Kong) Ltd	Shares	15.2KSH	$120.0K
39	Summit Financial Wealth Advisors, LLC	Shares	14.8KSH	$116.7K
40	Interchange Capital Partners, LLC	Shares	14.0KSH	$110.3K
41	Significant Wealth Partners LLC	Shares	13.8KSH	$109.2K
42	55 North Private Wealth, LLC	Shares	13.6KSH	$107.1K
43	Wedmont Private Capital	Shares	11.7KSH	$97.7K
44	Affinity Capital Advisors, LLC	Shares	11.1KSH	$95.7K
45	Old Port Advisors	Shares	11.9KSH	$93.9K
46	PFG Investments, LLC	Shares	11.8KSH	$93.1K
47	Clark & Stuart, Inc	Shares	11.6KSH	$91.6K
48	Crossmark Global Holdings, Inc.	Shares	11.0KSH	$86.7K
49	Fifth Third Wealth Advisors LLC	Shares	10.3KSH	$81.2K
50	LRI Investments, LLC	Shares	8.4KSH	$66.0K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 112 loaded

#		Instrument
1	Pine Valley Investments Ltd Liability Co new	Shares	+2.0M	+$15.7M	$15.7M
2	SALEM INVESTMENT COUNSELORS INC added	Shares	+255.0K	+$2.0M	$2.8M
3	Oak Thistle LLC new	Shares	+167.0K	+$1.3M	$1.3M
4	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+155.0K	+$1.2M	$1.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+146.4K	+$1.1M	$1.5M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+54.1K	+$424.7K	$521.9K
7	Aaron Wealth Advisors LLC added	Shares	+42.4K	+$325.2K	$643.2K
8	Venturi Wealth Management, LLC new	Shares	+40.8K	+$322.7K	$322.7K
9	CALIBER WEALTH MANAGEMENT, LLC / KS new	Shares	+38.6K	+$305.2K	$305.2K
10	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+38.9K	+$290.5K	$841.6K
11	Sequoia Financial Advisors, LLC added	Shares	+32.2K	+$251.4K	$350.0K
12	Louisiana State Employees Retirement System added	Shares	+31.6K	+$234.3K	$733.1K
13	KEATING INVESTMENT COUNSELORS INC added	Shares	+33.1K	+$215.2K	$1.7M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+29.9K	+$198.6K	$1.4M
15	GAMMA Investing LLC added	Shares	+24.0K	+$185.1K	$325.2K
16	WADDELL & ASSOCIATES, LLC new	Shares	+20.5K	+$161.8K	$161.8K
17	Optas, LLC new	Shares	+20.3K	+$160.3K	$160.3K
18	NorthCrest Asset Manangement, LLC new	Shares	+19.7K	+$159.5K	$159.5K
19	Total Clarity Wealth Management, Inc. added	Shares	+19.8K	+$143.4K	$565.6K
20	CWA Asset Management Group, LLC added	Shares	+23.2K	+$131.2K	$1.8M
21	D.A. DAVIDSON & CO. added	Shares	+18.3K	+$120.7K	$906.2K
22	Summit Financial Wealth Advisors, LLC new	Shares	+14.8K	+$116.7K	$116.7K
23	Interchange Capital Partners, LLC new	Shares	+14.0K	+$110.3K	$110.3K
24	55 North Private Wealth, LLC new	Shares	+13.6K	+$107.1K	$107.1K
25	Wedmont Private Capital new	Shares	+11.7K	+$97.7K	$97.7K
26	Affinity Capital Advisors, LLC new	Shares	+11.1K	+$95.7K	$95.7K
27	Old Port Advisors new	Shares	+11.9K	+$93.9K	$93.9K
28	PFG Investments, LLC new	Shares	+11.8K	+$93.1K	$93.1K
29	Fifth Third Wealth Advisors LLC new	Shares	+10.3K	+$81.2K	$81.2K
30	Murphy, Middleton, Hinkle & Parker, Inc. added	Shares	+12.2K	+$79.6K	$632.3K
31	SJS Investment Consulting Inc. added	Shares	+7.9K	+$62.4K	$62.7K
32	LRI Investments, LLC added	Shares	+6.7K	+$52.6K	$66.0K
33	SteelPeak Wealth, LLC added	Shares	+7.2K	+$52.3K	$198.2K
34	Versant Capital Management, Inc added	Shares	+4.1K	+$29.4K	$126.2K
35	IFP Advisors, Inc added	Shares	+3.0K	+$23.5K	$34.1K
36	Farther Finance Advisors, LLC added	Shares	+3.0K	+$23.2K	$48.2K
37	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+2.9K	+$21.6K	$56.6K
38	True Wealth Design, LLC added	Shares	+2.4K	+$18.8K	$26.7K
39	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+2.0K	+$11.8K	$154.6K
40	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.3K	+$10.3K	$11.5K
41	Ballentine Partners, LLC added	Shares	+2.1K	+$10.2K	$226.5K
42	HIGHLINE WEALTH PARTNERS LLC added	Shares	+1.0K	+$7.9K	$9.3K
43	Clark & Stuart, Inc added	Shares	+1.0K	+$5.3K	$91.6K
44	Activest Wealth Management added	Shares	+523	+$4.1K	$4.1K
45	SBI Securities Co., Ltd. added	Shares	+548	+$3.5K	$30.8K
46	Spire Wealth Management added	Shares	+314	+$2.4K	$3.8K
47	Physician Wealth Advisors, Inc. added	Shares	+294	+$2.3K	$2.8K
48	High Note Wealth, LLC added	Shares	+197	+$1.5K	$3.1K
49	Marquette Asset Management, LLC new	Shares	+149	+$1.2K	$1.2K
50	Significant Wealth Partners LLC added	Shares	+548	+$1.0K	$109.2K

Scroll to load more