Atria Wealth Solutions, Inc.

Q4 2023 13F Detailed Holdings

Location
New York, NY
Holdings as of
12/31/2023
Value ($000)
$7,992,165
Num holdings
4,290
Date filed
2/2/2024
Form type
13F-HR
Prev filing
11/8/2023
Next filing
5/13/2024
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 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
7 Grove Point Advisors, LLC