Atria Investments, Inc

Q2 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
6/30/2023
Value ($000)
$5,539,059
Num holdings
825
Date filed
8/4/2023
Form type
13F-HR
Prev filing
5/10/2023
Next filing
11/7/2023
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 Ausdal Financial Partners, Inc. 028-17378
4 OneAscent Financial Services LLC 028-19577
5 LIFEMARK SECURITIES CORP.
6 Pinnacle Wealth Planning Services, Inc. 028-18382
7 Peak Capital Management LLC 028-18093
8 Stewardship Advisory Group
9 Belpointe Asset Management LLC 028-18182
10 CENTAURUS FINANCIAL, INC. 028-18315
11 WealthBridge Capital Management, LLC 028-19275
12 Thrive Wealth Management, LLC 028-21995
13 Cascadia Advisory Services, LLC 028-19853
14 Sanctuary Advisors, LLC
15 Wealth Alliance 028-19913
16 F3Logic, LLC 028-18727
17 Summit Financial, LLC 028-19062
18 Eagle Bay Advisors LLC 028-21307
19 Drive Wealth Advisors