Atria Investments, Inc

Q4 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
12/31/2023
Value ($000)
$6,461,924
Num holdings
891
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
5/21/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 HBKS Wealth Advisors
2 Vivaldi Capital Management LP 028-18047
3 Ausdal Financial Partners, Inc. 028-17378
4 OneAscent Financial Services LLC 028-19577
5 LIFEMARK SECURITIES CORP.
6 Pinnacle Wealth Planning Services, Inc. 028-18382
7 PEAK CAPITAL MANAGEMENT, LLC 028-18093
8 Stewardship Advisory Group
9 Belpointe Asset Management LLC 028-18182
10 Legacy Wealth Management
11 CENTAURUS FINANCIAL, INC. 028-18315
12 WealthBridge Capital Management, LLC 028-19275
13 Thrive Wealth Management
14 Cascadia Advisory Services, LLC 028-19853
15 Sanctuary Advisors, LLC
16 Wealth Alliance 028-19913
17 F3Logic, LLC 028-18727
18 Sowell Management
19 Summit Financial, LLC 028-19062
20 Eagle Bay Advisors LLC 028-21307
21 DRIVE WEALTH MANAGEMENT, LLC 028-22701
22 Signal Advisors Wealth LLC
23 Midway Wealth Partners LLC
24 Sestante Capital Advisors LLC
25 TruEdge Asset Management LLC
26 EverPar Advisors LLC