Atria Investments, Inc

Q1 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
3/31/2023
Value ($000)
$5,282,945
Num holdings
810
Date filed
5/10/2023
Form type
13F-HR
Prev filing
1/31/2023
Next filing
8/4/2023
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 OneAscent Financial Services LLC 028-19577
6 LIFEMARK SECURITIES CORP.
7 Pinnacle Wealth Planning Services, Inc. 028-18382
8 Peak Capital Management LLC 028-18093
9 Stewardship Advisory Group
10 Belpointe Asset Management LLC 028-18182
11 CENTAURUS FINANCIAL, INC. 028-18315
12 WealthBridge Capital Management, LLC 028-19275
13 Thrive Wealth Management, LLC
14 Cascadia Advisory Services, LLC 028-19853
15 Sanctuary Advisors, LLC
16 Wealth Alliance 028-19913
17 F3Logic, LLC 028-18727
18 Summit Financial, LLC 028-19062
19 Eagle Bay Advisors LLC 028-21307