Atria Investments, Inc

Q4 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
12/31/2023
Value ($000)
$6,461,924
Num holdings
891
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
5/21/2024
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 Legacy Wealth Management
11 CENTAURUS FINANCIAL, INC. 028-18315
12 WealthBridge Capital Management, LLC 028-19275
13 Thrive Wealth Management
14 Cascadia Advisory Services, LLC 028-19853
15 Sanctuary Advisors, LLC
16 Wealth Alliance 028-19913
17 F3Logic, LLC 028-18727
18 Sowell Management
19 Summit Financial, LLC 028-19062
20 Eagle Bay Advisors LLC 028-21307
21 DRIVE WEALTH MANAGEMENT, LLC 028-22701
22 Signal Advisors Wealth LLC
23 Midway Wealth Partners LLC
24 Sestante Capital Advisors LLC
25 TruEdge Asset Management LLC
26 EverPar Advisors LLC