Atria Investments, Inc

Q3 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
9/30/2023
Value ($000)
$5,614,659
Num holdings
842
Date filed
11/7/2023
Form type
13F-HR
Prev filing
8/4/2023
Next filing
2/14/2024
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 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
20 Midway Wealth Partners