ATRIA INVESTMENTS LLC

Q2 2021 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
6/30/2021
Value ($000)
$5,181,577
Num holdings
761
Date filed
8/10/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
11/16/2021
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 HBKS Wealth Advisors
10 LifeMark Securities Corp
11 Pinnacle Wealth Planning Services, Inc. 028-18382
12 Peak Capital Management LLC 028-18093
13 Stewardship Advisory Group
14 Belpointe Asset Management LLC 028-18182
15 Legacy Wealth Management
16 CENTAURUS FINANCIAL, INC. 028-18315
17 WealthBridge Capital Management, LLC 028-19275
18 Cascadia Advisory Services, LLC 028-19853
19 Sanctuary Advisors, LLC
2 Vivaldi Capital Management, LLC 028-18047
20 Wealth Alliance 028-19913
21 f3Logic LLC
3 Cerity Partners
4 WORLD EQUITY GROUP, INC.
5 BCJ Capital Management, LLC 028-19440
6 Ausdal Financial Partners, Inc. 028-17378
7 Darwin Advisors, LLC 028-17491
8 FIRST FINANCIAL EQUITY CORPORATION
9 OneAscent Financial Services LLC 028-19577