Atria Wealth Solutions, Inc.

Q1 2023 13F Detailed Holdings

Location
New York, NY
Holdings as of
3/31/2023
Value ($000)
$6,234,328
Num holdings
3,683
Date filed
6/14/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/30/2023
Next filing
8/3/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CADARET, GRANT & CO. INC. 028-22516
2 SCF Investment Advisors, Inc. 028-22517
3 NEXT Financial Group, Inc 028-16263
4 CUSO Financial Services L.P. /CA 028-22518
6 Western International Securities, Inc. 028-22520