ATRIA INVESTMENTS LLC

Q2 2022 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
6/30/2022
Value ($000)
$4,768,674
Num holdings
747
Date filed
8/11/2022
Form type
13F-HR
Prev filing
5/2/2022
Next filing
11/1/2022
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
2 Vivaldi Capital Management LP 028-18047
3 WORLD EQUITY GROUP, INC.
4 Ausdal Financial Partners, Inc. 028-17378
5 FFEC WEALTH PARTNERS LLC 028-18080
6 OneAscent Financial Services LLC 028-19577
7 LIFEMARK SECURITIES CORP.
8 Pinnacle Wealth Planning Services, Inc. 028-18382
9 Peak Capital Management LLC 028-18093
10 Stewardship Advisory Group
11 Belpointe Asset Management LLC 028-18182
12 CENTAURUS FINANCIAL, INC. 028-18315
13 WealthBridge Capital Management, LLC 028-19275
14 Cascadia Advisory Services, LLC 028-19853
15 Sanctuary Advisors, LLC
16 Wealth Alliance 028-19913
17 Train Wealth Management