Atria Wealth Solutions, Inc.

Q2 2025 13F Detailed Holdings

Location
New York, NY
Holdings as of
6/30/2025
Value ($000)
$4,421,555
Num holdings
2,098
Date filed
7/25/2025
Form type
13F-HR
Prev filing
5/9/2025
Next filing
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
3 NEXT Financial Group, Inc 028-16263