ATRIA INVESTMENTS LLC

Q4 2021 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
12/31/2021
Value ($000)
$5,611,854
Num holdings
839
Date filed
2/3/2022
Form type
13F-HR
Prev filing
11/16/2021
Next filing
5/2/2022
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
10 Peak Capital Management LLC 028-18093
12 Belpointe Asset Management LLC 028-18182
14 CENTAURUS FINANCIAL, INC. 028-18315
15 WealthBridge Capital Management, LLC 028-19275
16 Cascadia Advisory Services, LLC 028-19853
18 Wealth Alliance 028-19913
19 F3Logic, LLC 028-18727
2 Vivaldi Capital Management LP 028-18047
20 Summit Financial, LLC 028-19062
4 Curran Financial Partners, LLC 028-21080
5 Ausdal Financial Partners, Inc. 028-17378
6 FIRST FINANCIAL EQUITY CORPORATION 028-18080
7 OneAscent Financial Services LLC 028-19577
9 Pinnacle Wealth Planning Services, Inc. 028-18382