ATRIA INVESTMENTS LLC

Q4 2019 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
12/31/2019
Value ($000)
$3,691,111
Num holdings
1,193
Date filed
2/11/2020
Form type
13F-HR
Prev filing
11/14/2019
Next filing
5/15/2020
SEC
View on sec.gov
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 FIRST FINANCIAL EQUITY Corp 028-18080
10 Compton Wealth Advisory Group, LLC 028-19117
11 Peak Capital Management LLC 028-18093
12 Harwood Advisory Group, LLC 028-17491
13 WealthBridge Capital Management, LLC 028-19275
2 Vivaldi Capital Management, LLC 028-18047
3 CENTAURUS FINANCIAL, INC. 028-18315
4 Belpointe Asset Management LLC 028-18182
5 Ausdal Financial Partners, Inc. 028-17378
6 Executive Wealth Management, LLC 028-19423
7 Pinnacle Wealth Planning Services, Inc. 028-18382
8 BCJ Capital Management, LLC 028-19440
9 WEALTHSOURCE PARTNERS, LLC 028-17456